Barclays CEO Energy-Power Conference September 2, 2014 Dick Alario Chairman, President & Chief Executive Officer
Key Energy Services Investment Highlights We have a strong reputation as a high value service provider throughout the well life cycle We are the global leader in onshore, rig-based well services We are well-positioned to benefit…
KEG: A Leader in Energy Production Services 1.0 billion Revenue by Line of Business1 Market capitalization Fluid Management 1.7 billion 18% International Enterprise value 7% U.S. Rigs 48% Fishing & Rental 1.6 billion 14%…
Keys Suite of Services Throughout the Life of a Well Key Energy Services brings together the equipment and expertise necessary to optimize production safely and efficiently Multiple touch points and continuity of service throughout the…
Historical Centralized Management Structure CEO COO LOB LOB Leader Leader Intl FRS CTS FMS Rigs Source: Key Energy Services. 6
Enhanced Direct Reporting Structure CEO Business Business Business Business Business Leader Leader Leader Leader Leader Frac Intl FRS Stack / CTS FMS Rigs Well Test Operating Locations Source: Key Energy Services. 7
Fluid Management Services Business Overview Regional Presence Transportation of fluids, including sourcing of brine and fresh water, used in the drilling and completion process Transportation of frac flowback and produced water from…
Fluid Management Services Trends & Dynamics Historical Revenue (mm) Performance correlated to both legacy and 388 unconventional activity 354 Relatively low barriers to entry due to the nature of the asset base creates fragmented…
Commercially-Driven Organizational Structure Vice President Fluids Management SWD Water Commercial/ Management Technology Operational Management Director Director Permian Gulf Coast Rockies Central California North…
Key Energys Differentiated Platform and Opportunities 11
Key Energys Differentiated Platform Technology Development Center Well Servicing Well Servicing Workover & Completion Workover & Completion Reservoir Engineering Fluid Management Drilling Services Coiled Tubing Fishing &…
Mexican Energy Reform Update & Opportunities PEMEX has been assigned an estimated 20.6 Bboe of reserves during Round Zero, including 83% of 2P reserves and 32% of 3P reserves PEMEX identified 10 strategic partnership opportunities…
Activity Expectations Yield Incremental Opportunities 60,000 2,500 Total U.S. Onshore Growing inventory of horizontal oil wells and the continued rate 50,000 of activity increases continue 2,000 to provide secular tailwinds for…
Key Energy Services Investment Highlights We have a strong reputation as a high value service provider throughout the well life cycle We are the global leader in onshore, rig-based well services We are well-positioned to benefit…
Appendix 16
Rig Services Business Overview Regional Presence Rig Services deploys well service rigs that have been built to increase safety and reliability while reducing the chance of unplanned downtime Services include: Completion of…
Rig Services Trends & Dynamics1 Historical Revenue (mm) Well servicing has a greater percentage of small, 789 independent service companies than any other 725 oilfield service segment 673 562 510 Top 5 companies have 56% of the…
The KeyView System The KeyView system is a proprietary technology that provides equipment-verified data to achieve enhanced operational IQ 60 Patented system with job activity monitoring, recording capabilities and automated…
Coiled Tubing Services Business Overview Regional Presence Keys Coiled Tubing Services delivers value and time savings by minimizing downtime and reducing time to completion Services include: Completion of newly drilled horizontal…
Coiled Tubing Services Trends & Dynamics Historical Revenue (mm)1 Industry demand for large diameter coiled tubing is 255 growing rapidly to service longer lateral horizontal wells 216 193 Growth is highly correlated to well…
Fishing and Rental Services Business Overview Regional Presence Rental equipment used in the drilling and completion of wellbores including drill pipe, blowout preventers, frac stacks and well-testing equipment and services Rental…
Fishing and Rental Services Trends & Dynamics1 Historical Revenue (mm) Strong demand driven by growth of complex 269 wellbores and increased need for specialty 239 downhole services such as fishing and hole preparation for…
Appendix U. S. Market Trends US Commodity Price Dynamics Oil and Gas Rig Count 1,500 7.00 2,250 Total U.S. Onshore 1,250 6.00 1,000 5.00 2,000 4.00 750 3.00 1,750 500 2.00 250 1.00 1,500 0 0.00 1,250 1,000 Gas-Directed Rig…
Appendix Selected U.S. Onshore Oil Shale Well Growth Cumulative Well Count (1) Evolution Time: From the 100-Well Mark to 8,000 6,000 the 5,000-Well Mark 100 months 7,000 43 months 5,000 6,000 4,000 5,000 4,000 3,000…
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