Liquefied Natural Gas Limited Height Securities LNG Investor Conference John Baguley, Chief Operating Officer December 12, 2017 ASX: LNG and U.S. OTC Sponsored ADR: LNGLY
Corporate structure Liquefied Natural Gas Limited LNGL (Perth, Western Australia) BEAR HEAD Magnolia Bear Head MAGNOLIA LNG LNG project LNG project LNG MLNG BHLNG (Lake Charles, LA USA) (Point Tupper, Nova Scotia) OSMR Bear…
Three-path execution strategy Develop Equity Magnolia LNG 1 Projects Bear Head LNG Contribute Access 3rd Party OSMR 2 Projects Technology for project equity Derive licensing fees Market OSMR 3 from OSMR Technology Progress…
Competitive strengths Executed EPC Technology All regulatory contract and advantage, approvals equity financing lowest full cycle secured committed cost provider Geographic Leader on Contracted with diversity, with…
Contracted with leading LNG service providers Leading contractors aligned with and backing LNGLs OSMR technology 6
Magnolia LNG project 115-acre leased site in Lake Charles, Louisiana KSJV lump sum, turnkey EPC contract1 8 mtpa project - 4 x 2 trains, 2 tanks, all amenities OSMR technology Gas turbines, compressors, cold boxes, bulk materials…
Bear Head LNG project 8 mtpa with expansion option to 12 mtpa project in Point Tupper, Nova Scotia 327-acres owned in existing industrial park Naturally deep water, ice free, and direct Atlantic access Similar shipping costs to Asia…
OSMR liquefaction technology Highly reliable, and efficient 2-in-1 design configuration Simple, scalable mid-scale design applying modular build Ammonia is a superior refrigerant that is 20% more efficient than propane Use of…
FERC approval a well established process Current regulatory status of proposed Greenfield U.S. LNG projects Source: K&L Gates LLP Legacy Approval Timeline 45 50 Months Pre-Filing Notice of Draft EIS Final EIS FERC FERC Final FERC…
Marketing 70 Current offtake potential Engaged with customers in Japan, Korea, Thailand, China, and other LNG 60 import markets 50 Local consultants supporting In million tonnes per annum marketing efforts in China 40 Holding the…
Predicting the winners Top 10 Second Wave U.S. LNG Projects According to Energy Intelligence Ranking Project 1 Corpus Christi Train 3 2 Magnolia LNG 3 Sabine Pass Train 6 4 Golden Pass 5 Rio Grande 6 Driftwood 7 Cameron Train…
Global LNG supply / demand fundamentals LNG supply and demand fundamentals balance in 2022 Market over-contracted Supply capacity: during 2019-20 Line represents expected global design capacity and not projected LNG supply delivered…
New FID activity unsupportive of demand growth New liquefaction capacity FIDs Source: Morgan Stanley (2017) Lack of new FIDs will quicken the swing to an undersupplied LNG market 14
Asian LNG demand China will lead next wave of Asian LNG Growth Source: OIES (2017) Forecasted range for Asia demand growth is bullish in near term 15
Yearly net LNG imports / exports in 2035 Russia Europe (36 mtpa) North America 121 mtpa (11 mtpa) (158 mtpa) 28 mtpa Middle 3 mtpa Asia East 315 mtpa (64 mtpa) Africa 136 mtpa Central and (81 mtpa) (50 mtpa) South America…
Our projects, a cut above the rest Lowest full-cycle cost provider All regulatory approvals secured Magnolia LNG Cost certainty, equity financing committed Strategic site selection and project size Favorable environmental factors…
Contacts Americas/Europe Australia/Asia Mr. Micah Hirschfield Mr. Andrew Gould Sr. Manager, Communications Group Development Manager and Investor Relations and Joint Company Secretary +1 713 815 6920 +61 (0)8 9366 3700…
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