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RBC MLP Conference – NGL Energy Partners Lp

NGL Energy Partners Lp · Nov 9, 2015 · 32 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. RBC MLP Conference – NGL Energy Partners Lp – slide 1
    RBC MLP Conference November 2015
  2. RBC MLP Conference – NGL Energy Partners Lp – slide 2
    NGL Organizational Chart Members 100% NGL Energy Holdings LLC Limited Partners G.P. (DE LLC) 0.1% GP Interest 99.9% LP Interest IDRs 3% C.U. NGL Energy Partners LP (NYSE: NGL) (DE LP) 100% 100% NGL Energy Operating…
  3. RBC MLP Conference – NGL Energy Partners Lp – slide 3
    Diversified Business with Five Segment Platforms Business Description NGL Refined Water Crude Retail Liquids Products / Solutions Logistics Propane Renewables Exposure to: Midstream/Upstream Midstream Midstream Retail…
  4. RBC MLP Conference – NGL Energy Partners Lp – slide 4
    Full Service Business Model Driving Growth 1. NGL is a diversified midstream MLP that provides multiple services to producers and end-users Transportation, storage, blending and marketing of crude oil and natural gas liquids for…
  5. RBC MLP Conference – NGL Energy Partners Lp – slide 5
    Full Service Business Model Driving Growth 3. Natural Hedges between segments minimizes commodity price risk Water disposal vs. Crude storage Midstream/Upstream vs. Downstream/Retail 4. Approximately 50% fee based business, on target…
  6. RBC MLP Conference – NGL Energy Partners Lp – slide 6
    NGL Has a Proven Track Record of Successful Growth Since NGL's IPO in May 2011, NGL has consumated and integrated more than 40 acquisitions Distribution Guidance of 6% Calendar 2016 and 8% thereafter Distribution Per Unit ()…
  7. RBC MLP Conference – NGL Energy Partners Lp – slide 7
    Commodity Price/Volume Sensitivity Segment Impact Crude Logistics Crude Marketing targets a Margin of 1.5% of the Crude Oil Price 1 change in crude price impacts margins .015 per bbl .10 change in Contango impacts EBITDA by 6MM…
  8. RBC MLP Conference – NGL Energy Partners Lp – slide 8
    Section Rating IIAgency Update All Rating Agencies reaffirmed existing ratings in October 2015 annual review (see table below) S&P upgraded NGLs business risk profile and financial risk profile due to improved scale, scope, and…
  9. RBC MLP Conference – NGL Energy Partners Lp – slide 9
    Section II Asset & Geographic Diversification 10
  10. RBC MLP Conference – NGL Energy Partners Lp – slide 10
    Diversified Across Multiple Businesses and Producing Basins NGLs operations are geographically and operationally diversified Significant presence in the most economic oil and natural gas shale plays in the country Coast-to-coast…
  11. RBC MLP Conference – NGL Energy Partners Lp – slide 11
    Section RefinedII Products / Renewables - TransMontaigne Mid Continent Terminals 12
  12. RBC MLP Conference – NGL Energy Partners Lp – slide 12
    Section II Operating Segments 13
  13. RBC MLP Conference – NGL Energy Partners Lp – slide 13
    Crude Logistics Segment Operations Asset Overview Area of Operation Purchases and transports crude oil for resale to a pipeline injection point, storage terminal, barge loading facility, rail facility, refinery or trade hub Bakken…
  14. RBC MLP Conference – NGL Energy Partners Lp – slide 14
    NGL Cushing Storage and Connectivity Glass Mountain Pipeline The Cushing Terminal has superior Grand Mesa Pipeline connectivity to supply and sales markets Cushing Inter-terminal Pipes NGL Property Boundary Enterprise (NYMEX…
  15. RBC MLP Conference – NGL Energy Partners Lp – slide 15
    Grand Mesa/Saddlehorn Pipeline Colorado Infrastructure Project scope: 580 mile long pipeline capable of handling unique crude grades in batches Annual EBITDA, backed by long-term contracts, is expected to be at least 160-175 million…
  16. RBC MLP Conference – NGL Energy Partners Lp – slide 16
    Water Solutions Overview Segment Operations Area of Operation Provides services for the treatment, processing, and Bakken Shale disposal of wastewater, and solids generated from oil and natural gas production Revenue streams from…
  17. RBC MLP Conference – NGL Energy Partners Lp – slide 17
    Water Solutions Facility locations Daily Disposal Capacities Bakken 40 MBPD DJ 140 MBPD Granite Wash 52 MBPD Permian 570 MBPD Eagle Ford 425 MBPD Daily Recycle Capacities Pinedale 60 MBPD DJ 20 MBPD 18
  18. RBC MLP Conference – NGL Energy Partners Lp – slide 18
    Liquids Overview Area of Operation 19
  19. RBC MLP Conference – NGL Energy Partners Lp – slide 19
    Liquids Terminals and Wholesale Supply & Marketing Segment Railcar Segment 19 terminals serving over 400 customers Transports and markets NGLs to and from refiners, 13 terminals with rail unloading capability gas processors, propane…
  20. RBC MLP Conference – NGL Energy Partners Lp – slide 20
    Sawtooth NGL Caverns Currently developing the largest underground liquids storage facility in the Western U.S. Rail and truck loading and unloading Storage capacity leased to customers on multiyear basis Sawtooth will hold more…
  21. RBC MLP Conference – NGL Energy Partners Lp – slide 21
    Refined Products Refined Product - Contracted Refined Product 3rd Party Terminals Market refined products at the rack to contracted Market refined products at the rack to wholesale customers resellers and end users in the spot…
  22. RBC MLP Conference – NGL Energy Partners Lp – slide 22
    RefinedII Products Contracted (TLP Terminals) Section Mid Continent Terminals 23
  23. RBC MLP Conference – NGL Energy Partners Lp – slide 23
    Refined Products 3rd Party Terminals Refined fuels markets and sales volume 24
  24. RBC MLP Conference – NGL Energy Partners Lp – slide 24
    Collins Complex Pipeline Connections Receipt, storage and injection to/from Colonial and Plantation Pipelines Storage Facilities 3.9 mm bbls working capacity Commodities Handled Petroleum Products Gasoline Distillates…
  25. RBC MLP Conference – NGL Energy Partners Lp – slide 25
    Retail Propane Overview Segment Operations Area of Operation Sell propane and petroleum distillates to end-users consisting of residential, agricultural, commercial and industrial customers Geographic diversity mitigates weather…
  26. RBC MLP Conference – NGL Energy Partners Lp – slide 26
    Retail Propane What Sets Us Apart Operational focus on regions with the highest number of degree days North East, Upper Midwest and Pacific NW Geographic Focus In warmer weather, gross margins temporarily expand to recoup a portion of…
  27. RBC MLP Conference – NGL Energy Partners Lp – slide 27
    Visibility to 1 billion EBITDA and two-thirds fee based by 2018 Projected Segment Contribution EBITDA (in MM's) 2018 NGL Fiscal 2016 Guidance 500 Current Internal Growth Projects: Grand Mesa Pipeline, Sawtooth 190 Other 70…
  28. RBC MLP Conference – NGL Energy Partners Lp – slide 28
    Key Takeaways Diverse geographic and operational footprint reduces risk Natural hedge between business segments reduces volatility and risk exposure 16 consecutive quarters of increases in Distributions Visible path to increasing…
  29. RBC MLP Conference – NGL Energy Partners Lp – slide 29
    Section II Appendix 30
  30. RBC MLP Conference – NGL Energy Partners Lp – slide 30
    Glass Mountain Pipeline Asset scope: The pipeline consists of two, 12 laterals and an 18 mainline totaling 211 miles 3 main pump station sites at Arnett, Alva and Ruby Cleo Springs 50% interest in Glass Mountain Cleo Station…
  31. RBC MLP Conference – NGL Energy Partners Lp – slide 31
    Bostco Terminal Bostco is a newly constructed black oil terminal in the Houston Ship Channel with approximately 7.1 million barrels of capacity TLP owns 42.5% of Bostco and Kinder Morgan owns 55% Permitted for four deepwater…
  32. RBC MLP Conference – NGL Energy Partners Lp – slide 32
    Brownsville Terminal Pipeline Connections Valley Pipeline, MB Pipeline, Diamondback Pipeline Marine Facilities Five Oil Docks (Port of Brownsville) Storage Facilities 2.1 mm bbls working capacity Rail Facilities 300 total…

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