Skip to main content August 2018 Enercom Conference – Tellurian Inc. Investor Presentation | Shale Experts
Loading...
Pm

August 2018 Enercom Conference – Tellurian Inc.

Tellurian Inc. · Aug 19, 2018 · 23 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. August 2018 Enercom Conference – Tellurian Inc. – slide 1
    Corporate Presentation Enercom Conference Denver, Colorado August 2018 John Howie, President Tellurian Production Company
  2. August 2018 Enercom Conference – Tellurian Inc. – slide 2
    Contents Company introduction LNG Market Driftwood assets Business model Conclusion 3
  3. August 2018 Enercom Conference – Tellurian Inc. – slide 3
    Building a low-cost global gas business Driftwood Holdings partnership integrated, low-cost Upstream 11,620 acres in the Haynesville with 1.4 Tcf resource Pipeline 7 billion(1) of pipeline infrastructure projects in…
  4. August 2018 Enercom Conference – Tellurian Inc. – slide 4
    Building a low-cost global gas business 2016 2017 2018 60 Upstream million acquisition Pipeline 207 100 50 115 Merger open 25 million million million million LSTK seasons million April/ January February June November December…
  5. August 2018 Enercom Conference – Tellurian Inc. – slide 5
    Contents Company introduction LNG market Driftwood assets Business model Conclusion 6
  6. August 2018 Enercom Conference – Tellurian Inc. – slide 6
    Global gas market is liquid 902 LNG Storage - 2017 751 Japan + Korea terminals: 633 Bcf Bcf of LNG LNG vessels: 751 Bcf storage 609 of LNG 507 vessels 2017 2020 of 17 cargoes 13 loaded per day 2017 2020 Legend LNG…
  7. August 2018 Enercom Conference – Tellurian Inc. – slide 7
    Global LNG supply & demand Demand outlook mtpa 500 127 mtpa of new Demand(2) liquefaction capacity required 107 mtpa 400 by 2025(1) Under 300 construction 200 In operation 100 0 2015 2016 2017 2018 2019 2020 2021 2022…
  8. August 2018 Enercom Conference – Tellurian Inc. – slide 8
    Margins and price signals Netback prices to the Gulf Coast(1) 2018 JKM forward prices up 2.33 since November 2017 Avg. 2018 /mmBtu Sep 2018 GCM(2) /mmBtu JKM price up 25 6 Aug 2018: 11 32% since 8.85/mmBtu Nov-17 10 20 9 15…
  9. August 2018 Enercom Conference – Tellurian Inc. – slide 9
    Contents Company introduction LNG market Driftwood assets Business model Conclusion 10
  10. August 2018 Enercom Conference – Tellurian Inc. – slide 10
    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…
  11. August 2018 Enercom Conference – Tellurian Inc. – slide 11
    Connecting gas supply to gas demand Supply constraints in the Permian Southwest Louisiana demand Bcf/d Texas Louisiana 16 Eunice, LA 14 Permian Gillis, LA production 12 Southwest Louisiana firm demand(1)(2) 10 (bcf/d) 12…
  12. August 2018 Enercom Conference – Tellurian Inc. – slide 12
    Pipeline network 1 Driftwood Pipeline(1) Capacity (Bcf/d) 4.0 Bringing low-cost gas to Southwest Louisiana Cost ( billions) 2.2 Length (miles) 96 Diameter (inches) 48 Compression (HP) 274,000 Status FERC approval pending 2…
  13. August 2018 Enercom Conference – Tellurian Inc. – slide 13
    Production Company strategy Objectives Current assets Acquire and develop long-life, low-cost natural gas Tellurian acquired 11,620 net acres in the Haynesville resources shale for 87.8 million in Q4 2017 Low risk: Primarily located…
  14. August 2018 Enercom Conference – Tellurian Inc. – slide 14
    100 Tcf available resources in Haynesville Driftwood Holdings plans to fund and purchase 15 Tcf Potential Target size: acquisition targets: Range of resources per target (Tcf)(1): Large 15 Tcf 15 Medium 9 to 15 Tcf 9 15…
  15. August 2018 Enercom Conference – Tellurian Inc. – slide 15
    Contents Company introduction LNG market Driftwood assets Business model Conclusion 16
  16. August 2018 Enercom Conference – Tellurian Inc. – slide 16
    Tellurians differentiating factors Experienced World class Fixed cost EPC Regulatory Unique business management partners contract certainty model Management Guaranteed FERC Integrated: track record at lump sum scheduling Upstream…
  17. August 2018 Enercom Conference – Tellurian Inc. – slide 17
    Business model Nasdaq: TELL Tellurian will offer equity interests in Driftwood Holdings Customer/Partner Driftwood Holdings will consist of a Production Company, a Pipeline Network and an LNG 60% Equity ownership 40% 100%…
  18. August 2018 Enercom Conference – Tellurian Inc. – slide 18
    Driftwood Holdings financing Full development Capacity (mtpa) 27.6 Capital investment ( billions) Liquefaction terminal(1) 15.2 Owners cost(2) 1.9 Driftwood pipeline(3) 2.2 HGAP (Haynesville & SCOOP/STACK) 1.4 PGAP (Permian)…
  19. August 2018 Enercom Conference – Tellurian Inc. – slide 19
    Driftwood Holdings operating costs Total cost of 3/mmBtu locks in low cost of supply /mmBtu 0.75 0.22 0.79 3.00 0.36 2.25 0.88 Drilling and Operating Gathering, Contingency Delivered Liquefaction Total completion(1)…
  20. August 2018 Enercom Conference – Tellurian Inc. – slide 20
    Returns to Driftwood Holdings partners(1) U.S. Gulf Coast netback price (/mmBtu) 6.00 10.00 15.00 Driftwood LNG, FOB U.S. Gulf Coast (3.00) (3.00) (3.00) Margin (/mmBtu) 3.00 7.00 12.00 Annual partner cash flow ( millions)(2)…
  21. August 2018 Enercom Conference – Tellurian Inc. – slide 21
    Contents Company introduction LNG market Driftwood assets Business model Conclusion 22
  22. August 2018 Enercom Conference – Tellurian Inc. – slide 22
    Conclusion LNG demand is growing at 11-12% per annum Tellurians business model provides investors with access to the U.S. integrated gas value chain, delivering low-cost, flexible LNG globally The Haynesville is an ideal source of…
  23. August 2018 Enercom Conference – Tellurian Inc. – slide 23
    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 24 Conclusion

From the store

Browse maps, data & reports in the Shale Experts store