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IHS NAPE Winter Conference – Enterprise Products Partners LP

Enterprise Products Partners LP · Feb 6, 2013 · 26 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. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 1
    Enterprise Products Partners L.P. IHS NAPE Winter Conference February 6, 2013 Tony Chovanec www.enterpriseproducts.com VP, Fundamentals All rights reserved. Enterprise Products Partners L.P.
  2. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 2
    Key Investment Considerations Largest publicly traded energy partnership with an enterprise value of approximately 67 billion 62nd on Fortune 500; 226th on Fortune Global 500 Diversified sources of cash flow from over 34 billion in…
  3. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 3
    EPD Portfolio of Integrated Assets Major Asset Overview 50,000 miles of natural gas, NGL, crude oil, refined 21 NGL & Propylene fractionators products and petrochemical pipelines 6 offshore hub platforms 200 MMBbls of NGL, refined…
  4. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 4
    Natural Gas Prices Reflect Shale Gas Surplus /mmbtu Natural Gas Natural Gas 14 Historical Forecast 12 10 8 6 4 2 0 Jan-08 Jan-09 Jan-10 Jan-11 Jan-12 Jan-13 Jan-14 Jan-15 Jan-16 Jan-17 Source: NYMEX All…
  5. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 5
    Crude Oil Prices Stable Outlook /bbl WTI WTI 160 140 Historical Forecast 120 100 80 60 40 20 0 Jan-08 Jan-09 Jan-10 Jan-11 Jan-12 Jan-13 Jan-14 Jan-15 Jan-16 Jan-17 Source: NYMEX All rights reserved.…
  6. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 6
    Shale Gas Production vs. Horizontal Rig A Sea Change in 4 Years Shale Gas Production Bcf/d Rig Count 35 1,400 30 1,200 25 1,000 20 800 15 600 10 400 5 200 0 0 8 9 0 1 2 08 09…
  7. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 7
    Shale Gas Production vs. NatGas Price Ample Shale Supplies Drive Down Price Shale Gas Production Bcf/d /mmbtu 35 14 30 12 25 10 20 8 15 6 10 4 5 2 0 0 8 9 0 1 2 08 09 10 11…
  8. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 8
    Rig Counts: Producers Respond to Price Signals U.S. Rig Counts: Oil vs. Gas Bcf/d Rig Count 35 1,800 1,600 30 1,400 25 1,200 20 1,000 15 800 600 10 400 5 200 0 0 8 9 0 1 2 08 09 10…
  9. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 9
    Rich Gas: Understanding Profitability and Producer Incentives Rich Gas Value per Mcf of Gas Forward 12 Month Strip 7.00 5.82 Mcf 6.00 Ethane (0.26 /gal) 0.34 6% Natural Gasoline (2.15 /gal) 0.47 5.00 4.61 Mcf Iso Butane (1.77…
  10. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 10
    NGLs: Demand Matrix Normal Natural NGL Ethane Propane Butane Iso-Butane Gasoline Percent of 40% 30% 8% 10% 12% NGL BBl Petrochemicals Heating, Crop Drying, Fuels Motor Fuels Blending Export All rights reserved.…
  11. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 11
    LNG Import Terminals Majority Added in Last 10 Years Neptune 2011 Everett 1971 19 Bcf/d Import Capacity (1/3 of U.S. demand) Northeast Gateway 2008 Cove Point 2003 Cameron Sabine 2009 2008 Lake Charles 1982 Sabine…
  12. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 12
    Now, Retooling for LNG Exports 22 Bcf/d Export Capacity Proposed Existing No Conversion Proposed Convert Existing to Export New Proposed Export Sources: FERC and EPD Fundamentals All rights reserved. Enterprise Products…
  13. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 13
    U.S. Petroleum Imports A Very Different Balance in Just 5 Years MMBbl/d US Crude Oil Imports excluding Canada & Mexico U.S. Crude Oil Imports excluding Canada & Mexico U.S. oil imports from outside 8 of North America have fallen…
  14. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 14
    World Ethylene Cash Cost Comparison Shale Moves U.S. from High to Low Cost Provider 60 Oct-2005 Current 50 U.S. Cents Per Pound 40 Saudi Arabia Propane* Cash Costs 30 20 Saudi Arabia Ethane Cash Costs 10 0 U.S. U.S.…
  15. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 15
    U.S. PetChems: Retooling and Expanding Capitalizing on Shale Supplies Sasol ExxonMobil CP Chemical Announces front-end Filed permits to expand CEO announced permits engineering / design for an Baytown ethylene filed for 1.5 MM mt/yr…
  16. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 16
    U.S. LPG Exports Suppliers into a Global Market Globally competitive supplies have MBPD U.S. LPG U.S. Exports LPG Exports increased U.S. exports significantly, a 250 trend that is expected to continue 200 because of U.S. shale…
  17. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 17
    Enterprise LPG Import / Export Facilities Company Propane Timing (MMBbl/Mo) EPD 6.6 7.7 February 2013 Targa 2.6 3.7* Q3 2013 *Includes Semi Ref SXL Mariner East 0.6 1.2 Q3 2014 Panama Canal Expansion Q2 2015 MMBbl/m…
  18. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 18
    EPD Major Projects All rights reserved. Enterprise Products Partners L.P.
  19. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 19
    Seaway Crude Oil Pipeline Relieves Cushing Bottleneck Seaway JV reversed flow and expanded capacity to provide Gulf Coast access for Mid-Continent, Bakken and Canadian crude oil Constructing 512-mile, Provide producer access to…
  20. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 20
    Enterprise ECHO Terminal ECHO links growing supplies from inland U.S., Canada and Gulf of Mexico, plus waterborne imports with Gulf Coast refineries representing 8 MBPD demand Provides services for pipeline operations, third parties…
  21. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 21
    Shale Plays Drive EPDs Western NGL Pipeline Expansions: 1.2 Billion MAPL Rocky Mountain NGL Pipeline Expansion: 265 miles of 16 pipeline expected to be in service 1Q 2014 Increase capacity from 275 MBPD to 350 MBPD Project status:…
  22. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 22
    Appalachia to Texas (ATEX) Express P/L Transport Ethane from Marcellus / Utica Shale 250 Volumes 231 216 204 200 181 168 150 MBPD 100 116 131 50 104 68 81 Proposed Ethane Header 0 Pipeline 2014 2015 2016 2017 2018…
  23. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 23
    EPDs Eagle Ford Shale Projects Cumulative Capital Expenditures 4 Billion 2.7 Billion Placed In Service Eagle Ford Crude / 900 800 Condensate Production 600 530 MBPD Eagle Ford Crude / 300 214 Condensate Production 3 35 0…
  24. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 24
    Enterprise World-Scale PDH Plant EPD announced plans to build one of the worlds largest PDH units along the Texas Gulf Coast Will consume up to 35 MBPD of propane to produce up to 1.65 billion lbs./year (25 MBPD) of polymer grade…
  25. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 25
    Enterprise Mont Belvieu NGL Fractionation Overview Currently 480 MBPD of Fracs VII & VIII Frac V fractionation capacity Frac VI 650 MBPD fractionation capacity 4Q 2013 1.0 MMBPD Frac IV fractionation Companywide 4Q 2013 Project…
  26. IHS NAPE Winter Conference – Enterprise Products Partners LP – slide 26
    In Summary Production of Natural Gas, NGLs, Crude Oil and Condensate from non- conventional sources has increased rapidly over the last 5 years In some cases, demand has not been able to keep up, except where imports can be displaced…

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