A Core Holding in Any Portfolio One of the Largest Diversified Energy Infrastructure Companies in North America CO2 S&T KM Canada Natural Gas Pipelines CO2 EOR 4%3% Largest natural gas transmission network 7% in North America…
Compelling Investment Thesis Significant Cash Flow Generation, Significant Value to Shareholders 40 billion market capitalization One of the 10 largest energy companies in the S&P 500 Highly-aligned management (15% ownership)…
Delivering on Objectives Key Milestones Reached De-lever balance sheet Published Budget 2018B from 2017 Reduced debt by close to 6 billion since Q3 2015 Segment EBDA incl. JV DD&A (a) 8,093 million 5% Finished Q2 2018 at 4.9x net…
Financial Flexibility from Significant Cash Flow Prioritizing a Healthy Balance Sheet Early mover in industry shift to self-funding, higher dividend coverage and lower leverage 0 KMI equity issued since 2015 and none expected for the…
Kinder Morgans Commitment to Shareholders Generate Predictable, Fee-Based Cash Flows and Leverage Footprint to Deliver Growth Diversified, highly-contracted asset base core to North American economy Stable, fee-based 90% of cash flows…
Positioned to Support Future of Natural Gas Kinder Morgan Transports 40% of All Natural Gas Consumed in the U.S. Eagle Ford, 5 Eagle Ford, Haynesville, 6 8 Haynesville, U.S. PRODUCTION 10 PROJECTED TO GROW BY 30 (Bcfd)…
Unmatched Natural Gas Network and Deliverability Strong Fundamentals Drive Value on Existing Assets and Create Investment Opportunities KM NATURAL GAS PIPELINES (Bcfd) 2017 2018E 2019E = Growing supply area U.S. Natural Gas Demand 80 89…
6.3bn of Secured Capital Projects Underway Significant Opportunities Primarily Resulting from Expansive Natural Gas Footprint Demand Pull / Supply KMI Capital Estimated Secured Capital Projects Push ( billion) In-Service Date…
Growth Driver: Buildout of U.S. LNG Exports Multiple Liquefaction and Natural Gas Transport Opportunities Across KM Footprint Global demand driving significant buildout of LNG export KM Network Reaches Multiple Export Facilities…
Project Highlight: Elba Island LNG Export Terminal Elba Liquefaction Company (ELC)(a) / Southern LNG Company (SLNG) Project Scope Liquefaction facilities (10 small-scale modular units) Ship loading facilities; boil-off gas compression…
Growth Driver: Surging Permian Production KM Providing Additional Takeaway Capacity for Associated Natural Gas Production Existing footprint reaches across Texas with KM Positioned to Serve Current and Future Production connectivity into…
Project Highlight: Gulf Coast Express (GCX) Permian Direct-to-Gulf Coast Project Satisfying Multiple Growth Drivers Project Scope Project Drivers Mainline: 447.5 miles of 42 pipeline originating at the Waha Producer push project to…
Solid Liquids Fundamentals Attractive Opportunities to Supply U.S. Products to Consumers Here and Abroad GLOBAL LIQUIDS CONSUMPTION EXPECTED TO GROWTH LED BY CHINA AND INDIA EXCEED 100 MILLION BARRELS PER DAY BY 2019 OVER NEXT TWO…
Positioned to Support U.S. Gulf Coast Exports The Premier Refined Products Aggregation and Market-Clearing Hub KMs HSC position represents the largest Integrated Houston Ship Channel Terminal Footprint independent refined products…
Beyond the Backlog Long-Term Natural Gas Fundamentals Drive Value on Existing Assets and New Projects Southbound Storage to support Downstream capacity for renewable power connectivity for significant generation and Permian…
Key Takeaways Run for Shareholders, by Shareholders A CORE HOLDING IN ANY PORTFOLIO Diversified energy Positioned for Financial flexibility Delivering infrastructure growth to execute shareholder value One of the 10 largest 6.3bn…
Appendix 20
Kinder Morgan Canada Limited (TSX:KML) Strategic Assets Positioned to Support Growing Oil Sands Production On August 31, 2018, KML closed the sale of the Trans Mountain Pipeline and related assets to the Government of Canada for C4.5…
Attractive Results on Recent Expansion Projects Capital Invested / Year-2 EBITDA(a) 6.1x 6.0x 6.0x 5.5x Total Capital Invested Natural Gas Pipelines Original Estimate Actual / Current Estimate (b) Note: Projects completed…
Stable, Multi-Year Fee-Based Cash Flow 96% of 2018B Cash Flow is Independent of Commodity Price(a) 66% Fee-Based Take-or-Pay: highly dependable cash flow under multi-year contracts Entitled to payment regardless of throughput for…
Energy Toll Road Cash Flow Security with 90% from Take-or-Pay and Other Fee-Based Contracts Natural Gas Products Kinder Morgan Terminals CO2 Pipelines Pipelines Canada 18B EBDA %(a) 56% 15% 15% 11% 3%(a) 73% interstate pipelines…
Environmental, Social and Governance (ESG) Committed to Being a Good Corporate Citizen PRIORITIZING ESG EVERYDAY ESG-RELATED ACHIEVEMENTS Operations Management System Publicly reporting ESG metrics since 2007 Intentional, routine risk…
Asset Integrity and Safety are Top Priorities Kinder Morgans EHS Metrics Consistently Outperform the Industry OPERATE SAFELY & EFFICIENTLY OUR SAFETY PERFORMANCE VS. INDUSTRY(a) Safe operation of our assets is mission critical to our…
KMI Business Risks Summary Regulatory FERC rate cases (Products Pipelines and Natural Gas Pipelines) Provincial, state, and local permitting issues CO2 crude oil production volumes Throughput on our volume-based assets Commodity…
Natural Gas Segment Outlook and Asset Overview Well-Positioned: Connecting Key Natural Gas Resources with Major Demand Centers Long-Term Growth Drivers: Asset Summary Exports Natural Gas Pipelines: 70,000 Miles LNG exports:…
Highly-Contracted Natural Gas Pipelines Contracted Capacity and Term by Region Contracted Average Term Region Capacity Remaining Storage 326 Bcf 2 yr, 11 mo NORTH Transport 19.3 Bcfd 6 yr, 3 mo Storage 52 Bcf 1 yr, 8 mo…
Products Segment Outlook and Asset Overview Products Pipelines: Stable, Strategic Assets Long-Term Stability: Asset Summary Pipelines: 10,000 Miles Steady demand for refined 2017 Throughput: 2.1 mmbbld products volumes on…
Terminals Segment Outlook and Asset Overview A Diversified System Across Liquid and Bulk Hubs and Services Long-Term Growth Drivers: Asset Summary North American Logistics Bulk 35 Solutions Liquids 51 Crude and NGL growth Total KMT:…
CO2 Segment Outlook and Asset Overview Own and Operate CO2 for Enhanced Oil Recovery (EOR) Long-Term Growth Drivers: Asset Summary Demand for scarce supply of CO 2 Production: Net drives volume and price 2018 CO2 0.6 bcfd 2018 Oil…
CO2 Segment Significant Returns and FCF Generating High Returns and 6 Billion in Cumulative Free Cash Flow IRR% 2000-2017 CUMULATIVE FCF GENERATION (BN) 30% 5.8 5.3 4.9 4.2 3.7 25% 3.1 2.7 20% 2012 2013 2014 2015 2016…
KMI GAAP Reconciliation ( in millions) Yr. Ended Yr. Ended Reconciliation of DCF 12/31/17 Reconciliation of Adjusted EBITDA 12/31/17 Net Income Available to Common Stockholders 27 Net Income 223 Certain Items 1,445 Certain Items…
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