NYSE: WMB williams.com WE MAKE ENERGY HAPPEN Williams Barclays CEO Energy-Power Conference Alan Armstrong, President and CEO September 5, 2018 FT LUPTON PLANT- DISCOVERY ACQUISITION LATHROP COMPRESSOR STATION- SUSQUEHANNA…
Barclays CEO Energy-Power Conference Robust domestic and global natural gas demand forecasts continue to rise, reaching 116 Bcf/d by 2022 NORTH AMERICAN NATURAL GAS DEMAND BY SECTOR (20122022) 135 120 10% Growth 105 2017 - 2018…
Barclays CEO Energy-Power Conference Natural gas provides superior economics to drive investment in new demand JULY 2018 /MMBTU BY FUEL SOURCE 14 WTI to Henry Hub 80.53/ ratio 4.3X Bbl 12 74.34/ Bbl 70.58/ 10 Bbl /MMBtu…
Barclays CEO Energy-Power Conference Seasonality has been eliminated from LNG export forecasts, as full utilization rates are expected Williams Asset Map + Third-party Liquefaction Plants Sabine Pass Cove Point Corpus Christi Elba…
Barclays CEO Energy-Power Conference Low inventory and price demonstrate confidence in producer abilities to meet demand U.S. NATURAL GAS INVENTORY AND HENRY HUB PRICE Bcf /MMBtu 4,000 6.00 3,500 5.50 5.00 3,000 4.50 2,500 4.00…
Barclays CEO Energy-Power Conference North American natural gas demand driving a 30% increase in production through 2022, led by the Northeast NORTH AMERICAN NATURAL GAS PRODUCTION FORECAST (2017-2022) Total 140 Reaching 116 Bcf/d…
Barclays CEO Energy-Power Conference Incremental infrastructure and demand will continue to unlock low-cost natural gas production in the Northeast NORTHEAST GAS PRODUCTION GROWTH FORECAST VS. PIPELINE TAKEAWAY CAPACITY +…
Barclays CEO Energy-Power Conference Williams best positioned to capitalize on significant opportunities to connect low-cost supplies to premier demand markets Production and Demand Growth in Key Areas in Majority of production growth…
Barclays CEO Energy-Power Conference Unprecedented growth on Transco demonstrates competitive advantage TRANSCO CONTRACTED CAPACITY AND FEE-BASED REVENUE 20 2,750 Attractive Returns on Growth Projects 18.7 18.0 18 2018 17.7 2,500…
Barclays CEO Energy-Power Conference Significant portfolio of growth opportunities driven by domestic and international demand Map of Williams Assets and (1)Wood Mackenzies Natural Gas Pursuing 20+ different expansion opportunities…
Barclays CEO Energy-Power Conference Attractive returns on visible growth capital focused on Transco and G&P projects in the Northeast, West, and AG Deepwater 2018 2019 2020 2021 2022+ West DJ Processing Plants West DJ Processing…
Barclays CEO Energy-Power Conference Atlantic Sunrise: Largest expansion project in Transco history delivers significant run-rate EBITDA growth Map of Williams Assets and Construction complete and final commissioning Atlantic Sunrise…
Barclays CEO Energy-Power Conference NE G&P: New expansion projects and customer agreements boosting gathering volumes in NE PA and processing in Ohio Valley Producer Activity Highlights OHIO RIVER SUPPLY HUB Producer Activity…
Barclays CEO Energy-Power Conference West: Projecting growth in Wyoming assets from emerging oil, gas and NGL reserves Incremental G&P expansions and upgraded liquids handling expected in 2018 and 2019 Expansions supported by…
Barclays CEO Energy-Power Conference West: Capturing synergies through integration of G&P and downstream assets With KKR & Co. Inc. as JV partner, acquiring Discovery DJ Services for 1.173B; 40% initial Large-Scale, Premium,…
Barclays CEO Energy-Power Conference Gulf of Mexico: Substantial discoveries in close proximity to existing assets expected to facilitate long-term growth MS GA 7 tiebacks contracted, expecting more LA FL Shell Appomattox…
Barclays CEO Energy-Power Conference Pro-forma Four Corners sale and Discovery DJ purchase: Fee-based business structure reinforces stability in cash flows 97% of 2019 Gross Margin from Fee-based Sources 2019 Gross Margin(1) 3% NGL…
Barclays CEO Energy-Power Conference Attractive returns from visible, contracted growth; Industry leading dividend coverage funding growth capital forecast No Equity Issuance Required to Fund Forecasted Significant de-leveraging…
Barclays CEO Energy-Power Conference Williams provides a unique investment opportunity in the S&P 500 Compelling and Unmatched Natural Gas Strategy Natural gas-focused aligned with market fundamentals Strengthened by low-cost…
Forward Looking Statements 2018 The Williams Companies, Inc. All rights reserved. Barclays CEO Energy-Power Conference I September 2018 20
Non-GAAP Reconciliations 2018 The Williams Companies, Inc. All rights reserved. Barclays CEO Energy-Power Conference I September 2018 23
NON-GAAP RECONCILIATIONS WMB Reconciliation of Income Attributable to The Williams Companies, Inc. to Adjusted Income 2017 2018 (Dollars in millions, except per-share amounts) 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr Year 1st Qtr 2nd Qtr…
NON-GAAP RECONCILIATIONS WMB Reconciliation of Income Attributable to The Williams Companies, Inc. to Adjusted Income (cont) 2017 2018 (Dollars in millions, except per-share amounts) 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr Year 1st Qtr 2nd…
NON-GAAP RECONCILIATIONS WMB Reconciliation of Income Attributable to The Williams Companies, Inc. to Adjusted Income 2019 Guidance ( i n bi l l i ons , except per-s ha re a mounts ) Midpoint Net income (loss) 1.200 Less: Net…
NON-GAAP RECONCILIATIONS WMB Reconciliation of Net Income to Modified EBITDA and Non- GAAP Adjusted EBITDA 2018 2019 ( in billions) Guidance Guidance Low Mid High Low Mid High Net income (loss) 0.975 1.075 1.175 1.050 1.200…
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