Barclays CEO Energy Power Conference – Tellurian Inc.

Tellurian Inc. · Sep 4, 2019 · 17 slides

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Slides

Barclays CEO Energy-Power Conference Meg Gentle September 4, 2019
Agenda Global LNG market U.S. supply push Global LNG demand pull Tellurian overview 3
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…
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…
Unsustainable flaring levels in the Permian Flaring increased 350% in two years at the wellhead only, does not include flaring downstream from well-site Permian wellhead flaring volumes mmcf/d 700 689 600 500 400 300…
Global LNG demand growing 14% YoY YTD, global LNG demand growth (14%) outpacing global LNG capacity additions YoY (13%) million tonnes/month January-July YoY 38 actuals growth 2019 expected capacity 36 LNG demand (YTD) +13.6% 34…
Global LNG capacity call: 100-250 mtpa mtpa 800 Capacity required(1) 9.3% p.a. growth rate 9.3%(2) 700 250 mtpa 600 5.0%(3) 500 100 mtpa 400 300 Possible FID projects(6) Likely FID projects(5) 200 Under construction(4)…
LNG price improvement expected in 2020 Global liquefaction capacity additions (mtpa) 100 mtpa capacity additions Limited capacity additions, favorable pricing expected 40 34 29 26 17 18 12 12 (1) (2) (2) (3) (5) (5)…
Positioned to deliver 8/share(1) in cash flow Tellurian ownership structure(2) Illustrative cash flow calculation to Tellurian 13.6 mtpa 49% LP ownership mmBtu 52 100% GP ownership x conversion Driftwood Holdings x 3.50…
Driftwood LNGs ideal site for exports Access to pipeline infrastructure Access to power and water Support from local communities Site size over 1,000 acres Insulation from surge, wind, and local populations Berth over 45…
Bringing low-cost gas to SW Louisiana 1 Driftwood Pipeline(1) Capacity (Bcf/d) 4.0 Cost ( billions) 2.2 Length (miles) 96 Diameter (inches) 48 Compression (HP) 274,000 Status FERC approval complete 2 Haynesville Global Access…
100 Tcf available resources in Haynesville Driftwood Holdings plans to fund and purchase 15 Tcf Acquisition size: Potential targets: Range of resources per target (Tcf)(1): Large 15 Tcf 15 Medium 9 to 15 Tcf 9 15…
Driftwood can deliver LNG on the water…
On path to deliver first LNG in 2023 Premier site Fully-wrapped EPC contract FERC approval In progress Financing Construction 15
Growing list of expected partners and customers Partner Off-take Volume Credit rating(3) Equity investor 1.0 mtpa A+/Aa3/AA- Driftwood project Baa2 Equity investor(1) Under review (Moodys) JKM linked 1.5 mtpa A+/Aa3/AA-…
Key investment highlights Premier pure-play LNG developer Positioned to deliver Proven management track record U.S. needs 150 mtpa additional export capacity World-class partners: LNG demand growing 14% YoY Lump sum, turnkey…
Contact us Kian Granmayeh Social media Director, Investor Relations +1 832 320 9293 TellurianLNG kian.granmayehtellurianinc.com Joi Lecznar SVP, Public Affairs & Communication +1 832 962 4044 joi.lecznartellurianinc.com 18

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