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2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc.

Williams Companies, Inc. · Dec 13, 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. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 1
    NYSE: WMB williams.com WE MAKE ENERGY HAPPEN The Williams Companies: 2018 MLP & Midstream Conference Tulsa, OK December 13, 2018 John Chandler, Sr. Vice President and CFO WILLIAMS COMPANIES HEADQUARTERS Tulsa, Oklahoma
  2. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 2
    Consistent strategy focused on natural gas volume growth WILLIAMS HANDLES 30% OF U.S. NATURAL GAS VOLUMES Gas End Users Industrial Residential/ Commercial Wellhead Gathering Gas Processing Plants Natural Gas (onshore and…
  3. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 3
    Natural gas provides superior economic and environmental benefits vs. other fuels, driving investment in new demand NOVEMBER 2018 /MMBTU BY FUEL SOURCE 12 WTI to Henry Hub 60.10 10 ratio 2.1X 64.73 Bbl Bbl 56.98 8 Bbl /MMBtu 6…
  4. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 4
    Connecting the best supplies to the best markets with advantaged infrastructure Williams U.S. Asset Map NORTHEAST G&P Operating Area Large-scale asset footprint in place Significant production growth driven by infrastructure…
  5. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 5
    Robust domestic and global natural gas demand forecasts continue to rise, reaching 120 Bcf/d by 2023 NORTH AMERICAN NATURAL GAS DEMAND BY SECTOR (20122023) 135 120 Demand Growth 17-18: 105 10% 90 1,045 Mbpd of incremental…
  6. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 6
    Natural gas demand growth accelerating in a sustained low-price environment Natural gas is cheap and There are 45 industrial plant reliable; U.S. household gas Industrial Res/Com projects forecasted to come on heating expenses are…
  7. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 7
    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 in Northeast Bcf/d (2017-2022) +3.5…
  8. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 8
    Moved to investment grade on significant credit metric improvement; Industry leading dividend coverage funding growth capital forecast 4.4 billion of asset sales from 2016-2018 No equity issuance required to fund forecasted…
  9. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 9
    Steady and predictable growth despite assets sales and commodity price volatility Williams Adjusted EPS 2017-2019 1.10 Assets sales of over 1.00 3.4B Geismar in 17; Four Corners & Gulf Pipes in 18 We expect 2018 to be in the High…
  10. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 10
    Williams is a unique large-scale, low-volatility, growing natural gas infrastructure company with strong investor upside Volume-driven, natural gas strategy drives low volatility in earnings and cash flow STABILITY Advantaged and…
  11. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 11
    Forward Looking Statements 2018 The Williams Companies, Inc. All rights reserved. 2018 MLP & Midstream Conference I December 2018 11
  12. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 12
    FORWARD-LOOKING STATEMENTS Forward-looking statements (contd) Risks associated with weather and natural phenomena, including climate conditions and physical damage to our facilities; Acts of terrorism, cybersecurity incidents, and…
  13. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 13
    Non-GAAP Reconciliations 2018 The Williams Companies, Inc. All rights reserved. 2018 MLP & Midstream Conference I December 2018 15
  14. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 14
    NON-GAAP RECONCILIATIONS Reconciliation of Income (Loss) 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…
  15. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 15
    NON-GAAP RECONCILIATIONS Reconciliation of Income (Loss) 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…
  16. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 16
    NON-GAAP RECONCILIATIONS Reconciliation of Income (Loss) Attributable to The Williams Companies, Inc. to Adjusted Income (cont) GUI DANCE RANGES 2018 2019 Midpt. High Low Midpt. High (Dol l a rs i n mi l l i ons , except per-s ha…
  17. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 17
    NON-GAAP RECONCILIATIONS Reconciliation of Income (Loss) Attributable to The Williams Companies, Inc. to Adjusted Income (cont) 2018 Guidance 2018 Guidance (Dollars in millions, except per-share amounts) Midpoint High Adjustments…
  18. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 18
    NON-GAAP RECONCILIATIONS Reconciliation of Net Income to Modified EBITDA, Adjusted EBITDA, and Distributable Cash Flow 2017 2018 (Dollars in millions, except coverage ratios) 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr Year 1st Qtr 2nd Qtr 3rd…
  19. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 19
    NON-GAAP RECONCILIATIONS Reconciliation of Modified EBITDA to Non-GAAP Adjusted EBITDA 2015 and 2016 (Dollars in millions) 2015 2016 Net income (loss) (1,314) (350) Provision (benefit) for income taxes (399) (25) Interest expense…
  20. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 20
    NON-GAAP RECONCILIATIONS Reconciliation of Modified EBITDA to Non-GAAP Adjusted EBITDA 2017 2018 (Dollars in millions) 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr Year 1st Qtr 2nd Qtr 3rd Qtr Year Northeast G&P 226 247 115 231 819 250 255…
  21. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 21
    NON-GAAP RECONCILIATIONS 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 1.350…
  22. 2018 Tulsa MLP and Midstream Conference – Williams Companies, Inc. – slide 22
    NON-GAAP RECONCILIATIONS Distributable Cash Flow 2018 2019 Guidance Guidance Low Mid High Low Mid High WMB Adjusted EBITDA 4.450 4.550 4.650 4.850 5.000 5.150 Interest expense - net…

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