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December 2018 Corporate Presentation – Cheniere Energy, Inc.

Cheniere Energy, Inc. · Dec 18, 2018 · 26 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. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 1
    CHENIERE ENERGY, INC. March 2018 CHENIERE ENERGY, INC. NYSE American: LNG CORPORATE PRESENTATION December 2018
  2. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 2
    COMPANY OVERVIEW
  3. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 3
    Cheniere Investment Thesis Premier LNG provider with substantial asset platform and proven track record of execution Full-service LNG offering enables solutions tailored to customer needs Significant stable long-term cash flows…
  4. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 4
    Substantial Asset Platform and Global Footprint Building an Industry Leading U.S. LNG Export Platform Sabine Pass Liquefaction Project 22.5 mtpa(1) Liquefaction Capacity Trains 1-4 operating, contracts with long-term buyers…
  5. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 5
    Recent Execution Increases Chenieres Value Proposition Optimizing Existing Liquefaction Platform Significant debottlenecking opportunities at leading economics 300/ton Increased expected average adjusted nominal production capacity…
  6. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 6
    Cheniere Cargo Destinations More Than 500 Cargoes (35 Million Tonnes) Exported from Sabine Pass Delivered to 30 Countries and Regions London, U.K. Washington, DC Beijing, China Tokyo, Japan Houston, TX Singapore MT…
  7. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 7
    Market Leading Position Along the Value Chain Safe, Reliable, and Efficient Production of LNG GAS SUPPLY COMMERCIAL OPERATIONS ORIGINATION BUSINESS & ASSET OPTIMIZATION DEVELOPMENT Ensure reliable gas delivery to Deliver to…
  8. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 8
    Chenieres Competitive Advantages Existing platform and portfolio volumes provide Competitive Advantages Include: competitive advantages in securing new term Large-Scale Existing Platform offtake to support incremental…
  9. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 9
    Cheniere Corporate Structure Cheniere Energy, Inc. (NYSE American: LNG) CQP GP Cheniere Corpus Cheniere Marketing (& IDRs) Christi Holdcos(1) Cheniere Energy Corpus Christi Cheniere Corpus Partners, L.P. Liquefaction…
  10. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 10
    CCL Project LIQUEFACTION PROJECTS UPDATE
  11. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 11
    LNG Projects Update SPL Stage 3 Corpus Stage 1 Corpus Stage 2 99.1% Overall 94.9% Overall 37.7% Overall Train 5 1Q 2019 Train 1 1Q 2019 Train 3 2H 2021 Train 2 2H 2019 Engineering 100% Engineering 100% Engineering 82.2%…
  12. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 12
    Sabine Pass Liquefaction Project Liquefaction Trains 1-5 Trains 1 through 4 complete and in operation on budget and ahead of schedule Train 5 Commissioning Train 5 is commissioning and produced first LNG in October 2018 Substantial…
  13. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 13
    Corpus Christi LNG Terminal CCL Project Trains 1-3 Train 1 is commissioning and produced first LNG in November 2018 Train 1 Commissioning Substantial completion expected 1Q 2019 Train 2 substantial completion expected 2H 2019…
  14. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 14
    Leading Project Partners Sabine Pass Liquefaction Project (Louisiana) Corpus Christi Liquefaction Project (Texas) Reliable, Proven Partners Creditworthy Counterparties 15 Note: SPA counterparties exclude SPAs with…
  15. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 15
    CHENIERE OVERVIEW LNG MARKET OUTLOOK
  16. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 16
    2018 Global LNG Trade MT LNG Export Leaders Global LNG Supply & Demand Variance 12 (Incremental YTD 2018) (YTD 2018 vs. YTD 2017)1 9.1 MT 9 25 6.8 LNG Supply LNG Demand 6 5.3 20 3 1.6 1.2 3.2 All Others 0 -0.3 -0.3 -0.9 15 -3…
  17. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 17
    Supply / Demand Dynamics Support LNG Growth Global LNG Supply Demand Forecast Wood Mackenzie LNG Demand Forecast Increasing MTA mtpa 600 New Supply Needed LNG Trade Forecast 500 By 2025: 70mtpa By 2030: 115mtpa New Supply 550…
  18. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 18
    EU Fundamentals Point to Increased Need for Imports TTF Curves Groningen Production EU Carbon Price 10 Futures 30 9 25 9 8 2013 avg. 4.9 Bcf/d 20 7 /Ton 8 2017 avg. 15 2.1 Bcf/d 6 10 7 5 /MMBtu 5 Bcf/d 6…
  19. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 19
    SPL Project CHENIERE OVERVIEW FINANCIAL UPDATE
  20. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 20
    Third Quarter 2018 Results and Full Year 2018 Guidance Summary Results Highlights ( millions, except per share and LNG data) 3Q 2018 3Q 2017 YTD 2018 YTD 2017 Long-term SPA customers lifted 86% of LNG Operating Income 425 297 1,508…
  21. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 21
    Cheniere Investment Thesis Premier LNG provider with substantial asset platform and proven track record of execution Full-service LNG offering enables solutions tailored to customer needs Significant stable long-term cash flows…
  22. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 22
    CHENIERE OVERVIEW APPENDIX
  23. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 23
    Cheniere Debt Summary Cash Balance: 1B(1) Cheniere Energy, Inc. Cheniere Energy, Inc. 1.0B PIK Convertible Notes due 2021 (4.875%) (NYSE American: LNG) Cheniere CCH Holdco II, LLC 1.0B Senior Secured Convertible Notes 0.6B…
  24. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 24
    Run Rate Guidance 8 Trains Online SPL T1-5, (bn, except per share and per unit amounts or unless otherwise noted) CCH T1-3 CEI Consolidated Adjusted EBITDA 4.4 - 4.9 Less: CQP Minority Interest (0.8) - (0.8) Less: CQP/SPL Interest…
  25. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 25
    Forecasting Points Tax Assumptions Cheniere cash tax payments begin early-mid 2020s Average tax rate as percentage of pre-tax cash flow: 2020 2030: 5-10% 2031 2040: 21% 2020 2030 tax rate primarily due to 80% NOL limitation on…
  26. December 2018 Corporate Presentation – Cheniere Energy, Inc. – slide 26
    CHENIERE ENERGY, INC. INVESTOR RELATIONS CONTACTS Randy Bhatia Vice President, Investor Relations (713) 375-5479, randy.bhatiacheniere.com Megan Light Manager, Investor Relations (713) 375-5492, megan.lightcheniere.com

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