Skip to main content Jefferies 2016 Energy Conference – Williams Companies, Inc. Investor Presentation | Shale Experts
Loading...

Jefferies 2016 Energy Conference – Williams Companies, Inc.

Williams Companies, Inc. · Nov 29, 2016 · 18 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. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 1
    Jefferies 2016 Energy Conference Alan Armstrong, Chief Executive Officer November 29, 2016
  2. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 2
    Key Drivers of Williams Value Steady natural gas demand growth expected to continue, Growing supported by low-cost production Demand for Natural Gas Williams assets directly tied to areas of greatest market growth Large-scale…
  3. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 3
    Steady Natural Gas Demand Growth to Continue NORTH AMERICAN NATURAL GAS DEMAND BY SECTOR (2008-2020) 105 10 8.90 90 12 Bcf/d Growth 16-20 Key Demand Drivers 8 75 LNG Exports 5.0 18.7 Bcf/d Growth 3.5 Industrial /MMBtu…
  4. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 4
    Leading Fee-based Natural Gas Assets Connecting demand growth with best supply basins +12 24 36 0 +0 +2 12 12 15 15 0 15 17 13 13 +7 26 33 +2 +3 12 14 37 40 Regional Production change, 2016 to 2020 (Bcf/d) (1)…
  5. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 5
    Unlocking Low-cost Northeast Gas Supplies Growth in Marcellus/Utica takeaway capacity and production (2016 to 2020) 25 20 15 Bcf/d 10 5 0 2016 2017 2018 2019 2020 Marcellus Forecasted Growth Utica Forecasted Growth…
  6. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 6
    Strong Production Growth Expected in Areas Served by Williams G&P Assets Williams Exposed to High Growth Areas and Sub-plays Within Best Basins 12 Bcf/d of growth expected across NE basins Wood Mackenzie production forecast in…
  7. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 7
    Fully Contracted Regulated Pipeline Growth 2017-2018+ Fully Contracted Regulated project return profile -- Projects Placed In-service (1) Projects 2015-2016 2017 (3) 2018+ Growth Capital Placed 1.4 1.5 4.0 In-service ( B) Atlantic…
  8. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 8
    Steady Progress in Challenging Regulatory Environment REGULATORY MILESTONES FOR FULLY CONTRACTED REGULATED EXPANSIONS(1) Other Federal / State / Local Permits Shipper FERC Certificate FERC FERC Under In-service Commitments…
  9. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 9
    Proven Track Record of Execution We said We did Produce strong, consistent WPZ YTD Q316 Adj. EBITDA up 10% YoY operating results All Segments show Adjusted EBITDA growth Execute projects; drive EBITDA growth Kodiak, Gunflint,…
  10. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 10
    Transformation to Stable, Predictable Cash Flows Fee-based Revenues Increased Over 2.6 Billion; 2015 2015 NGL Margins 3% of Gross Margin Buckinghorse Plant Geismar Expansion 2014 Mobile Bay South III CPV Woodbridge Access…
  11. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 11
    WPZ Fee-based Revenue Drives Predictable Adjusted EBITDA and DCF WPZ Financial Metrics Actions support cash flow stability 1.5 Capital program focused on Transco 1.3 and other fee-based revenue US Billions 2.7 B - 3.2 B growth…
  12. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 12
    Focused Strategy, Improved Execution Driving Value; Considerable Upside Remains 3 Years Prior to ETE Announcement (1) During ETE Transaction (2) Since ETE Transaction Termination (3) Williams historically traded in line with its…
  13. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 13
    Key Drivers of Williams Value Steady natural gas demand growth expected to continue, Growing supported by low-cost production Demand for Natural Gas Williams assets directly tied to areas of greatest market growth Large-scale…
  14. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 14
    Non-GAAP Reconciliations
  15. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 15
    WPZ Non-GAAP Reconciliations Reconciliation of Non-GAAP Adjusted EBITDA and Distributable Cash Flow to GAAP Net Income 18 Jefferies 2016 Energy Conference November 29, 2016 2016 The Williams Companies, Inc. All rights reserved.
  16. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 16
    WPZ Non-GAAP Reconciliations Reconciliation of Non-GAAP Adjusted EBITDA and Distributable Cash Flow to GAAP Net Income (contd) 19 Jefferies 2016 Energy Conference November 29, 2016 2016 The Williams Companies, Inc. All rights…
  17. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 17
    WPZ Non-GAAP Reconciliations Reconciliation of Modified EBITDA to Non-GAAP Adjusted EBITDA 20 Jefferies 2016 Energy Conference November 29, 2016 2016 The Williams Companies, Inc. All rights reserved.
  18. Jefferies 2016 Energy Conference – Williams Companies, Inc. – slide 18
    WPZ Non-GAAP Reconciliations Adjustments to Modified EBITDA by Segment 21 Jefferies 2016 Energy Conference November 29, 2016 2016 The Williams Companies, Inc. All rights reserved.

From the store

Browse maps, data & reports in the Shale Experts store