Barclays Investment Grade Energy & Pipeline Conference March 2019
Globally, the Need for Energy is Growing Natural gas and petroleum demand expected to grow for decades to come STEADY GROWTH IN GLOBAL ENERGY DEMAND DEMAND GROWTH DRIVEN BY DEVELOPING ECONOMIES Billion tons of oil equivalent % of…
U.S. is the Largest Oil and Gas Producer in the World Abundant supply enables growing U.S. role as exporter OIL AND GAS PRODUCTION Long runway of expected growth in U.S. oil and gas production Million barrels of oil equivalent per day…
Significant Growth Projected for U.S. Natural Gas Kinder Morgan transports 40% of all natural gas consumed in the U.S. U.S. NATURAL GAS PRODUCTION U.S. NATURAL GAS DEMAND Bcfd Bcfd Growth Sector 2018 2030E Bcfd % Marc./Utica, 26 Net…
U.S. Natural Gas Demand is Concentrated in Gulf Coast 70% of forecasted 2018-2030 growth transits Texas and Louisiana, where we have significant assets in place Forecasted Texas and Louisiana demand and export growth between 2018 and…
Project Highlights: Gulf Coast Express and Permian Highway Providing Permian natural gas production with broad U.S. Gulf Coast market optionality Gulf Coast Express (GCX) Permian Highway Pipeline (PHP) Mainline: 448 miles of 42 pipeline…
Strong Liquids Fundamentals Attractive opportunities to supply U.S. products to consumers here and abroad GLOBAL LIQUIDS CONSUMPTION EXPECTED TO EXCEED GROWTH LED BY CHINA AND INDIA (2018 2020) 100 MILLION BARRELS PER DAY BY 2019 World…
Leading Refined Products Terminal Hub on U.S. Gulf Coast Our premier refined products aggregation and market-clearing terminaling hub on the Houston Ship Channel Largest independent refined products terminal hub in U.S. Our Integrated…
Beyond the Backlog Strong long-term fundamentals to drive additional opportunities Takeaway for Storage to support Grow crude and significant renewable power Infrastructure to NGL footprint out Marcellus / Utica generation and…
Appendix 20
Averaged 2.5 Billion of Discretionary Capital since 2008 ANNUAL GROWTH CAPITAL & CONTRIBUTIONS TO JVs(a,b) billions Expansion Average 3.4 3.3 3.2 3.2 3.1 3.0 2.5 2.7 2.3 2.3 1.7 1.4 1.1 2008 2009 2010 2011 2012…
High-Quality, Diversified Customer Base Strong customer credit, valuable services limit KMIs risk TOP 25 CUSTOMERS Diverse, primarily investment grade customers limit counterparty risk BB+ to BB B- or Below Our average customer…
Environmental, Social and Governance (ESG) Committed to being a good corporate citizen Prioritizing ESG Every Day ESG-Related Achievements Operations Management System Published first stand-alone ESG Report in October 2018 Intentional,…
Asset Integrity and Safety are Top Priorities Kinder Morgans EHS metrics consistently outperform the industry Safe operation of our assets is mission critical to our long-term OUR SAFETY PERFORMANCE VS. INDUSTRY(a) success of safety…
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…
Growth Driver: Buildout of U.S. LNG Exports Our natural gas network serves significant LNG export capacity and is well-positioned to capture more GLOBAL DEMAND DRIVING SIGNIFICANT BUILDOUT OF U.S. LNG OUR NETWORK REACHES MULTIPLE EXPORT…
Growth Driver: Surging Permian Production Building 4 Bcfd of new natural gas takeaway capacity Ability to leverage our assets to competitively serve future growth Our existing footprint reaches across Texas and connects into all major…
FERC-Regulated Interstate Natural Gas Assets Summary statistics, including remaining contract term and rate moratorium dates (where applicable) Transport Storage Avg. Remaining % of 2017 Revenues KM Capacity Capacity Contract Term from…
501-G Process Update Resolution expected to occur over time with opportunities to mitigate potential financial impact Status: Filed a Form 501-G for 19 assets during Q4 2018(a) SNG and Young Gas Storage have entered into negotiated…
Overview of Kinder Morgan Canada Limited (TSX: KML) Stable, fee-based assets central to Western Canadas energy infrastructure Assets include integrated terminals and pipelines that support a key Edmonton Terminals piece of Western…
KML Asset Snapshot: Leading Crude Oil Terminal Footprint Fully-integrated terminals in Canadas Edmonton crude oil hub C1.3 billion invested since 2006 with opportunities ahead 1 KML-ow ned land 100% 9 tanks (1 x 150,000 bbl, 8 x…
KML Asset Snapshot: Leading Energy Infrastructure Assets Irreplaceable infrastructure in key markets in Western Canada COCHIN PIPELINE (CANADIAN PORTION) Transports condensate from the Canada / U.S. border to Fort Saskatchewan, Alberta,…
KML Business Risks and Key Assumptions Summary Industry demand / supply trends Throughput on our volume-based assets If uncontracted volume throughput were higher or lower than forecasted by 10%, the estimated impact on 2019B Adjusted…
KMI GAAP Reconciliation in millions Yr. Ended Yr. Ended Reconciliation of DCF 12/31/18 Reconciliation of Adjusted EBITDA 12/31/18 Net Income 1,919 Net Income 1,919 Noncontrolling interests' portion of Certain Items (240) Total certain…
KML GAAP Reconciliation for Continuing Operations C in millions Yr. Ended Yr. Ended Reconciliation of DCF 12/31/18 Reconciliation of Adjusted EBITDA 12/31/18 Net Income 1,420 Net Income 1,420 Income from Discontinued Operations, net…
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