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January 2018 Corporate Presentation – Tellurian Inc.

Tellurian Inc. · Jan 9, 2018 · 22 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. January 2018 Corporate Presentation – Tellurian Inc. – slide 1
    Corporate presentation January 2018
  2. January 2018 Corporate Presentation – Tellurian Inc. – slide 2
    Building a low-cost global natural gas business 2016 2017 Upstream 60 25 207 Acquisition 100 Merger million million million million LSTK February April August December January February June November December Charif Souki…
  3. January 2018 Corporate Presentation – Tellurian Inc. – slide 3
    New liquefaction capacity required Accelerated demand growth 2017 effective capacity(1) Higher prices signal need for more LNG driven by low LNG prices utilization 97% Emerging indices provide forward transparency LNG demand growth…
  4. January 2018 Corporate Presentation – Tellurian Inc. – slide 4
    Daily LNG supply readily available across the globe 894 LNG Storage - 2017 Bcf of LNG 715 Japan + Korea terminals: 633 Bcf LNG vessels: 686 Bcf storage of LNG 488 610 vessels 2017 2020 of cargoes 19 loaded 14 per…
  5. January 2018 Corporate Presentation – Tellurian 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. January 2018 Corporate Presentation – Tellurian Inc. – slide 6
    Business model Nasdaq: TELL Tellurian will offer equity interest in Driftwood Holdings Customer/Partner Driftwood Holdings will consist of Tellurian Production Company, Driftwood Pipeline 60% - 75% Equity ownership 25% - 40% 100%…
  7. January 2018 Corporate Presentation – Tellurian 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 /mmBtu Netback prices to the Gulf Coast 20 0.75 /mmBtu 0.22 15 Feb 18 GCM(3) 4 Jan 2017: 0.79…
  8. January 2018 Corporate Presentation – Tellurian Inc. – slide 8
    Illustrative financials Scenario Phase 1(1) Full development(1) Capacity, mtpa 11.0 27.6 Upstream resource need(2), Tcf 15 40 Investment, billions Terminal and S&U 7.6 15.2 Pipeline 1.1 2.2 Owner's costs and other 1.1 2.1…
  9. January 2018 Corporate Presentation – Tellurian Inc. – slide 9
    Return on 1,500 per tonne investment Payback period analysis(6) Netback FOB U.S. Gulf Coast net back U.S. Gulf Coast 6.00 10.00 15.00 Cumulative cash flow price(1), /mmBtu millions 10/mmBtu Driftwood LNG, (3.00) (3.00) (3.00) FOB…
  10. January 2018 Corporate Presentation – Tellurian Inc. – slide 10
    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…
  11. January 2018 Corporate Presentation – Tellurian Inc. – slide 11
    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,…
  12. January 2018 Corporate Presentation – Tellurian Inc. – slide 12
    Driftwood LNG terminal Driftwood LNG terminal Land 1,000 acres near Lake Charles, LA Capacity 27.6 mtpa Up to 20 trains of 1.38 mtpa each Trains Chart heat exchangers GE LM6000 PF+ compressors 3 storage tanks Storage 235,000…
  13. January 2018 Corporate Presentation – Tellurian Inc. – slide 13
    Driftwood schedule Months - 12 24 36 48 Estimated Catalyst Sabine 1 timeline Cameron Draft Environmental 1H 2018 Impact Statement First wave Cove Point Final Environmental 12 October Corpus Impact Statement 2018 1…
  14. January 2018 Corporate Presentation – Tellurian Inc. – slide 14
    Tellurian Pipeline Network Bringing low cost gas to Southwest Louisiana 1 Driftwood Pipeline1 Capacity, Bcf/d 4.0 Cost, billions 2.2 Length, miles 96 Diameter, inches 48 Compression, HP 274,000 2 Status FERC approval pending 2…
  15. January 2018 Corporate Presentation – Tellurian Inc. – slide 15
    12 Bcf/d Southwest Louisiana gas demand Core of U.S. natural gas exports Southwest Louisiana firm demand(1)(2) Texas Louisiana Bcf/d Eunice, LA 12 Bcf/d 12 Gillis, LA 10 Lake Charles Petrochemical complex 8 Demand Driftwood…
  16. January 2018 Corporate Presentation – Tellurian Inc. – slide 16
    Tellurian Production Company Objectives Acquisitions Acquire and develop long life, low-cost natural Tellurian acquired 11,620 net acres in the Haynesville gas resources shale for 87.8 million in Q4 2017 Low geological risk Primarily…
  17. January 2018 Corporate Presentation – Tellurian Inc. – slide 17
    Conclusions LNG demand is growing at 11% per annum Netback LNG prices to the U.S. Gulf Coast of 8.00/mmBtu have signaled that additional liquefaction capacity is needed The U.S. is best positioned to meet global LNG supply needs…
  18. January 2018 Corporate Presentation – Tellurian Inc. – slide 18
    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 19 Contacts
  19. January 2018 Corporate Presentation – Tellurian Inc. – slide 19
    2017 Additional detail
  20. January 2018 Corporate Presentation – Tellurian Inc. – slide 20
    Key terms of EPC agreements with Bechtel 700 per tonne 550 490 500 380 Phase 1 Phase 2 Phase 3 Phase 4 Total Capacity 11.0 5.5 5.5 5.5 27.6 Trains 8 4 4 4 20 Storage facilities 2 0 1 0 3 Berths 1 1 1 0 3 21…
  21. January 2018 Corporate Presentation – Tellurian Inc. – slide 21
    Tellurian Pipeline Network Gillis Market Area Permian Supply Area Haynesville Supply Area Interconnects Interconnects Interconnects KMPL CTPL Texas Gas ETC Comanche OXY Northern Natural Crosstex CenterPoint Texas Gas TETCO…
  22. January 2018 Corporate Presentation – Tellurian Inc. – slide 22
    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…

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