Permian gas to drive U.S. LNG export growth Permian oil drilling activity expected to double Permian gas production from 2018 to 2025 Permian oil and gas production forecast mmboe/d 12 Dry gas 19 bcf/d 2025E Permian dry gas…
U.S. must export 30 bcf/d of LNG by 2025 including an additional 20 bcf/d of LNG export capacity over firm capacity U.S. natural gas export requirements 29 bcf/d 20 bcf/d additional U.S. LNG export capacity required(1) 150…
U.S. LNG exports vital to global oil prices Without additional U.S. LNG export capacity, curtailed Permian oil drilling will result in global oil price imbalance Permian oil production Source of supply for 2017-2025E oil growth 8…
Henry Hub will be at a premium without pipeline infrastructure Henry Hub is forecasted to be the highest priced source of gas in the Gulf Coast 2023 forecasted discount to Henry Hub Southwest Louisiana firm demand 19 bcf/d…
Experience matters to deliver value 550 50% 0.50 8 per tonne of Tellurian /mmBtu CF/share Fully wrapped LSTK EPC Is owned by founders, Price of natural gas in West Projected annual cash flow Total S.A. expected to be contract with…
Final FERC and DOE permits complete Artist rendition April 2019 - Final FERC order granting authorization to construct and operate the Driftwood LNG terminal and pipeline May 2019 Final DOE license granting export…
Bechtel LSTK secures project execution Driftwood EPC contract costs ( per tonne) 700 Leading LNG EPC contractor 550 44 LNG trains delivered to 18 customers 490 500 in 9 countries 380 30% of global LNG liquefaction capacity (125…
Sourcing low-cost gas from multiple basins Developing supply network to Access to low-cost gas access gas from lowest-cost basins from growing Appalachia and Midcontinent basins Direct connection to both the Haynesville shale and…
Best team in the business Our combination of talents sets us apart from every other developer. Our leadership is underpinned by a team with unmatched experience. 79 mtpa, our team is responsible for over 50 Our team has…
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…
Tellurian projects annual 8 cash flow/sh(1) Integrated model to produce low- Partners 100% cost LNG on the water (7 billion in equity) Variable and operating costs 51% Equity ownership 49% expected to be 2.50- 3.00/mmBtu FOB 1…
Driftwood Holdings financing 2-Plant Case 3-Plant Case Full Development Capacity (mtpa) 11.0 16.6 27.6 Capital investment ( billions) Liquefaction terminal(1) 7.6 10.3 15.2 Owners cost & contingency(2) 1.1 1.5 1.9 Driftwood…
Value to Tellurian Inc. USGC Cost of 2 Plants 3 Plants 5 Plants Margin netback LNG(1) Cash flows(2)(3)(4) (/mmBtu) (/mmBtu) (/mmBtu) millions ( per share) Tellurian 5.0 mtpa 6.6 mtpa 13.6 mtpa capacity 6.00 4.50 1.50 190 (0.71)…
Potential value of selected assets Steady- Implied Implied Estimated state enterprise equity Territory Capacity cost(1) EBITDA(2) value(3) value(4) (bcf/d)/Distance ( billion) ( million) ( billion) ( billion) Waha to SW 2.0/600…
Integrated model creates value Enterprise value at 10X EV/EBITDA multiple (unless noted otherwise below) billions 35.2 BN enterprise 49% value (6) Waha SW Haynesville Haynesville LNG Value Integrated model (1) (2) LA…
Final Investment Decision expected in 2019 Milestone Target date Fully-wrapped EPC contract November 2017 Draft FERC EIS September 2018 Key regulatory agency approval Final FERC EIS January 2019 to export LNG Final FERC Order…
Contact us Amit Marwaha Social media Director, Investor Relations & Finance +1 832 485 2004 TellurianLNG amit.marwahatellurianinc.com Joi Lecznar SVP, Public Affairs & Communication +1 832 962 4044…
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