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HOWARD WEIL ENERGY CONFERENCE – Cheniere Energy, Inc.

Cheniere Energy, Inc. · Mar 27, 2012 · 12 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. HOWARD WEIL ENERGY CONFERENCE – Cheniere Energy, Inc. – slide 1
    Howard Weil Energy Conference Charif Souki CEO, Cheniere Energy, Inc.
  2. HOWARD WEIL ENERGY CONFERENCE – Cheniere Energy, Inc. – slide 2
    U.S. Rig Activity Oil Oil Gas Gas US Rig Count 3-16-2012 (Week) 1,984 vs. Year Ago 1,720 + 264 Rigs US Wells Drilled 2011 wells 45,529* Source: Baker Hughes (rigs); US Energy Information Administration (wells drilled)…
  3. HOWARD WEIL ENERGY CONFERENCE – Cheniere Energy, Inc. – slide 3
    Perspective Capital Invested 45,000 wells drilled in 2011 250B Midstream: INGAA 200B (over 20 years) 10B Dow, Shell, etc. Industrial Investment up to 30B (over 5-10 years) 5B Future: Coal substitution Transportation Saudi…
  4. HOWARD WEIL ENERGY CONFERENCE – Cheniere Energy, Inc. – slide 4
    Oil Production Drives Investment Decisions for Gas Liquids production from shale plays 3 million b/d by 2020 Associated natural gas 12 Bcf/d of costless supply Bcf/d Productive Capacity from Unconventional Reservoirs MMB/d 14 8.0…
  5. HOWARD WEIL ENERGY CONFERENCE – Cheniere Energy, Inc. – slide 5
    Proposed SPL Project: Brownfield Development Utilizing Existing Assets Current Facility 1,000 acres in Cameron Parish, LA 40 ft ship channel 3.7 miles from coast Existing 2 berths; 4 dedicated tugs operational 5 LNG storage tanks…
  6. HOWARD WEIL ENERGY CONFERENCE – Cheniere Energy, Inc. – slide 6
    U.S. LNG Arbitrage Opportunity Henry Hub vs. Brent Current Prices Henry Hub: 2.50 / MMBtu Brent Crude: 105 / Barrel (/MMBtu) Americas Europe Asia Henry Hub 2.50 2.50 2.50 Liquefaction 3.00 3.00 3.00 Shipping 0.75 1.25 3.00…
  7. HOWARD WEIL ENERGY CONFERENCE – Cheniere Energy, Inc. – slide 7
    Contracted Capacity at SPL Sale and Purchase Agreements (SPAs) Long-term, take-or-pay style commercial contracts equating to 2.2 Bcf/d BG Gulf Coast LNG (1) Gas Natural Fenosa (1) GAIL (India) Limited (1) Korea Gas Corporation…
  8. HOWARD WEIL ENERGY CONFERENCE – Cheniere Energy, Inc. – slide 8
    Global Petroleum Demand Stationary Sources FSU FSU Europe 0.9 0.9 MM MM b/d b/d Europe US US && Canada Canada 2.9 5 Bcf/d 5 Bcf/d 2.9 MM MM b/d b/d 2.2 2.2 MM b/d MM b/d 17 17 Bcf/d Bcf/d 13 13 Bcf/d Bcf/d Mid…
  9. HOWARD WEIL ENERGY CONFERENCE – Cheniere Energy, Inc. – slide 9
    Regulatory Process DOE vs FERC Dual regulatory tracks with DOE and FERC FERC coordinates federal and state review of LNG project impacts DOE authorizes license to import and export natural gas DOE Authority Section 3 of 1938…
  10. HOWARD WEIL ENERGY CONFERENCE – Cheniere Energy, Inc. – slide 10
    LNG Exports U.S. Gas Price Impact Impact of LNG exports on U.S. gas prices has been evaluated by numerous industry forecasters (Deloitte, Navigant, Brookings, EIA) These experts are in agreement that the U.S. could export…
  11. HOWARD WEIL ENERGY CONFERENCE – Cheniere Energy, Inc. – slide 11
    Global LNG Markets Oil Indexation vs Gas Competition LNG Importers Price Indexation 2010 Regional LNG Demand 30 Bcf/d Oil Products Natural Gas 2010 Total Gas Demand 305 Bcf/d Japanese Crude Cocktail 82 55 47 18…
  12. HOWARD WEIL ENERGY CONFERENCE – Cheniere Energy, Inc. – slide 12
    Conclusions Resource base is enormous Minimal impact on U.S. gas prices 12 Bcf/d of natural gas exports would reduce oil demand by almost 1.5 mm bpd Oil production increase in U.S. could be 3.4 mm bpd by 2020 All very bearish…

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