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Midstream Texas Conference – Brazos Midstream Holdings Llc

Brazos Midstream Holdings Llc · May 23, 2017 · 17 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. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 1
    Midstream Texas Conference May 2017 Brad B. Iles Chief Executive Officer
  2. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 2
    Brazos Midstream - Permian Focused G&P Strategically Positioned for Ongoing Success Formed March 2015 Backed by Old Ironsides Energy Serving Southern Delaware Operators Ward, Reeves and Pecos Counties Substantial Growth in…
  3. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 3
    Basin-by-Basin Well Economics Despite Early Stages, Southern Delaware Stands Out Permian Other Source: Tudor, Pickering, Holt (May 2016) 3
  4. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 4
    Brazos - Uniquely Positioned Team and Assets in-Place for Robust Growth Best-in-Class Operators 4
  5. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 5
    Unprecedented Acquisition Spree Delaware Transactions over Last Twelve Months 25 Billion in Upstream Deals Announced 7 Billion in Midstream Deals Announced If production increases and differentials widen as we suggest, the…
  6. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 6
    Brazos - Uniquely Positioned Team and Assets in-Place for Robust Growth Best-in-Class Operators Acceleration of Acquisition Capital Leads toMore Capital Drilling Capital 6
  7. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 7
    M&A Accelerates Drilling Capital Significant Ramp in Rig Activity Leads To More Growth Southern Delaware: Culberson, Loving, Pecos, Reeves, Ward Counties 120 18% Southern Delaware Hz Rigs (Culberson, Loving, Pecos, Reeves, Ward)…
  8. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 8
    Brazos - Uniquely Positioned Team and Assets in-Place for Robust Growth Best-in-Class Operators Acceleration of Drilling Capital Acquisition Capital Leads toMore Capital Continued One Rig Today Does Not Equal One Rig…
  9. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 9
    Continued Drilling Efficiencies One Rig Today Does Not = One Rig Yesterday Southern Delaware: Culberson, Loving, Pecos, Reeves, Ward Counties Rigs & Production (Jan. 2014 - Oct. 2016) 120 900,000 Hz Rigs (Culberson, Loving, Pecos,…
  10. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 10
    Continued Drilling Efficiencies Rig Acceleration Amplifies Exponential Volume Growth Southern Delaware: Culberson, Loving, Pecos, Reeves, Ward Counties Rigs & Production (Jan. 2014 - May 2017) 120 900,000 Hz Rigs (Culberson, Loving,…
  11. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 11
    Where Does all the Gas Go Permian Operational Takeaway Capacity Permian Residue Gas Production Takeaway Current 6 Bcf/d 9 Bcf/d YE 19 9 Bcf/d 14 Bcf/d+ West North 3.6 Bcf/d 1 Bcf/d WAHA Mexico East 3 Announced Projects…
  12. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 12
    Getting Ready for Growing Pains Permian Gas must flow North and West until 2019 Source: Wells Fargo Research 12
  13. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 13
    Will Waha Be Constrained Markets Pricing in Gas Flows to Alternative End-Markets 0.10 - Waha Differentials: (0.10) 2018 Futures Have Already Worsened by (0.20) 0.35 per MMBtu vs. (0.30) One Year Ago (0.40) (0.50) (0.60)…
  14. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 14
    Southern Delaware Basin GOR Zones Gas Price Exposure and Rig Activity Vary across Basin West: Central: East: Wet Gas Zone High GOR Zone Oil…
  15. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 15
    Brazos Focused on the Oil Window High GOR Zones Well Economics at Risk to Waha Differentials Illustrative Single Well IRRs by Area 150% 50 Oil / 3.50 Gas 50 Oil / 2.50 Gas 125% 100%+ 100%+ 100% 70%-80% 75% 55%-65% 40%-60%…
  16. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 16
    Brazos - Controlling Our Destiny Well-Positioned in Oil Window with Proximity to Waha Industry Recognizes Need to Add Capacity out of the Permian Brazos Continues to Expand Ahead of Producer-Customers WAHA Brazos Brazos…
  17. Midstream Texas Conference – Brazos Midstream Holdings Llc – slide 17
    Brazos Midstream 3017 West 7th Street, Suite 300 Fort Worth, TX 76107 brazosbrazosmidstream.com (817) 332-6800 17

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