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October 2017 Corporate Presentation – Tellurian Investments Inc.

Tellurian Investments Inc. · Oct 9, 2017 · 19 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. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 1
    Corporate presentation October 2017
  2. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 2
    Building a low-cost global natural gas business 2016 2017 60 25 207 Merger Acquisition million million million February April August December January February June September Charif Souki Management, Meg Gentle GE invests TOTAL…
  3. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 3
    New liquefaction capacity required Accelerated demand growth 2017 effective capacity(1) Price convergence driven by low LNG prices utilization 98% Emerging indices provide forward transparency LNG demand growth LNG capacity…
  4. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 4
    Daily supply readily available across the globe 894 LNG Storage - 2017 Japan + Korea terminals: 633 Bcf Bcf of LNG 686 LNG vessels: 686 Bcf storage of LNG 610 468 vessels 2016 2020 of cargoes 18 loaded 12 per day 2016…
  5. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 5
    Building a low-cost global gas business Upstream Pipeline Liquefaction Marketing Purchase low-cost gas at Diversify gas supply Develop low-cost Develop suite of flexible liquidity points or as Develop pipeline solutions…
  6. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 6
    Business model Tellurian will offer equity interest in Driftwood Holdings Investors/ customers Driftwood Holdings will consist of Tellurian Production Company, Driftwood pipeline 60% - 75% Equity ownership 25% - 40% 100% and…
  7. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 7
    Potential margin capture from Driftwood Total cost of 3/mmBtu locks in low cost of supply 1.50 15.00/mmBtu of margin potential Netback prices to the Gulf Coast /mmBtu /mmBtu 0.75 20 0.22 15 Nov GCM(3) 0.79 6 Oct 2017: 3.00…
  8. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 8
    Illustrative financials Scenario Phase 1(1) Full development(1) Capacity, mtpa 11.0 27.6 Plant cost, per tonne 685 546 Upstream resource need(2), Tcf 15 40 Investment, billions 12.0 23.8 Transaction price, per tonne 1,500 1,500…
  9. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 9
    Driftwood vs. competitors cost per tonne Capacity, mtpa 9.5 27.6 10.0 16.5 13.0 9.0 15.6 9.0 8.9 5,025 4,144 3,774 2,657 per tonne 2,083 1,500 1,603 1,654 1,428 Qatar New Driftwood Mozambique Yamal LNG Canada APLNG…
  10. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 10
    Integrated model prevalent internationally Projects include: Americas Europe Mideast/Africa Australasia IOC Atlantic LNG, Snohvit, Yamal Angola LNG, EG LNG, APLNG, Darwin, Peru LNG, LNG LNG Damietta, ELNG, Yemen GLNG, Gorgon,…
  11. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 11
    Tellurian Production Company objectives Experienced upstream team joined in May 2017 Acquire and develop long life, low-cost natural gas resources Low geological risk Scalable position Production of 1.5 Bcf/d starting in 2022…
  12. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 12
    Haynesville acquisition Tellurian signed a PSA with a private seller Located in De Soto and Red River parishes to purchase 9,200 net acres in the Haynesville shale for 85.1 million 100% HBP Haynesville acreage provides low 92%…
  13. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 13
    Driftwood LNG terminal and pipeline Driftwood LNG terminal Land 1,000 acres near Lake Charles, LA Capacity 27.6 mtpa(1) Trains Up to 20 trains of 1.38 mtpa each Chart heat exchangers GE LM6000 PF+ compressors Storage 3 storage…
  14. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 14
    LNG marketing First LNG vessel chartered Charter: Six-month time charter Vessel owner: Maran Gas Maritime Inc. Vessel: Maran Gas Mystras Vessel size: 160,000 m3 Propulsion: Tri-fuel diesel electric (TFDE) Expect to deliver LNG…
  15. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 15
    Conclusions LNG demand is growing at 12% per annum(1) Netback LNG prices to the U.S. Gulf Coast of 5.50/mmBtu have signaled that additional liquefaction capacity is needed The U.S. is best positioned to meet these supply needs with…
  16. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 16
    Contact us Amit Marwaha Joi Lecznar Director, Investor Relations & Finance SVP, Public Affairs & Communication +1 832 485 2004 +1 832 962 4044 amit.marwahatellurianinc.com joi.lecznartellurianinc.com TellurianLNG 17 Contacts
  17. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 17
    2017 Additional detail
  18. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 18
    Haynesville type curve comparison Comparative type curve statistics Cumulative production normalized to 7,500(3) Tellurian Peer A Peer B Peer C Peer D Bcf 6.0 Type curve detail Peer D NLA core / NLA Peer B De Soto / North…
  19. October 2017 Corporate Presentation – Tellurian Investments Inc. – slide 19
    Illustrative financials additional detail Scenario Phase 1(1) Full development(1) Capacity, mtpa 11.0 27.6 Plant cost, per tonne 685 546 Upstream resource need(2), Tcf 15 40 Investment, billions - Terminal 7.6 15.1 - Pipeline 1.1…

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