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Corporate Presentation – Cheniere Energy, Inc.

Cheniere Energy, Inc. · Aug 12, 2020 · 30 slides

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Slides

  1. Corporate Presentation – Cheniere Energy, Inc. – slide 1
    Cheniere Energy, Inc. Corporate Presentation August 12, 2020 NYSE American: LNG
  2. Corporate Presentation – Cheniere Energy, Inc. – slide 2
    Cheniere Overview
  3. Corporate Presentation – Cheniere Energy, Inc. – slide 3
    Operating An Industry-Leading LNG Export Platform Premier LNG provider with substantial asset 1 platform 2nd largest LNG operator and 4th largest LNG supplier globally in 2020 Proven track record of execution and operations…
  4. Corporate Presentation – Cheniere Energy, Inc. – slide 4
    Best-In-Class Operations Premier LNG provider with substantial asset platform Laser-focused on excellence in execution across all facets of our business Proven track record of execution and operations Significant, stable,…
  5. Corporate Presentation – Cheniere Energy, Inc. – slide 5
    Long-Term Contracts Form Foundation of Our Business Model Premier LNG provider with substantial asset platform Over 5.5 billion(1) in run-rate annual fixed-fee, take-or-pay style revenue from long-term contracts Proven track record…
  6. Corporate Presentation – Cheniere Energy, Inc. – slide 6
    Contract Structure Underscores Long-Lived Business Model Premier LNG provider with substantial asset Capitalizing on competitive strengths to provide a differentiated platform offering and secure long-term offtake Early Volumes…
  7. Corporate Presentation – Cheniere Energy, Inc. – slide 7
    Asset Optimization and Expansions Premier LNG provider with substantial asset Maintenance/production optimization and debottlenecking opportunities platform have led to higher expected run-rate production levels Proven track record…
  8. Corporate Presentation – Cheniere Energy, Inc. – slide 8
    100 MTPA of Incremental LNG Supply Required by 2030 Premier LNG provider with substantial asset platform Over 200 mtpa of global demand growth projected by 2030 Proven track record of execution and operations Global LNG Supply…
  9. Corporate Presentation – Cheniere Energy, Inc. – slide 9
    Company Update
  10. Corporate Presentation – Cheniere Energy, Inc. – slide 10
    Second Quarter Operating and Financial Highlights Revenues ( billions, except per unit data) RECONFIRMING 3000 Consolidated Adjusted EBITDA 3.8 - 4.1 2000 FULL YEAR 2020 Distributable Cash Flow 1.0 - 1.3 2,402 GUIDANCE 1000 2,292…
  11. Corporate Presentation – Cheniere Energy, Inc. – slide 11
    Chenieres Inaugural Corporate Responsibility (CR) Report First and Forward Environment Report developed by deep, cross-functional team Alignment with several TCFD-recommended disclosures in our inaugural CR report spanning 12+ groups…
  12. Corporate Presentation – Cheniere Energy, Inc. – slide 12
    Chenieres Response to COVID-19 COMPREHENSIVE SAFETY, EMERGENCY Ensuring the health and safety of our RESPONSE, AND PROTECTIVE workforce while providing for business MEASURES IMPLEMENTED continuity ENGINEERING AND CONSTRUCTION…
  13. Corporate Presentation – Cheniere Energy, Inc. – slide 13
    Cheniere LNG Exports More Than 1,175 Cargoes (80 Million Tonnes) Exported from our Liquefaction Projects Cheniere LNG Exports by Destination 10 8 6 4 2 0 1Q 2Q 3Q 4Q 1Q 2Q 2019 2020 Europe Asia Latin America…
  14. Corporate Presentation – Cheniere Energy, Inc. – slide 14
    Liquefaction Projects Update
  15. Corporate Presentation – Cheniere Energy, Inc. – slide 15
    Chenieres Liquefaction Platform Leading Process Technology, Equipment, EPC, and Infrastructure Providers Sabine Pass Liquefaction Project Corpus Christi Liquefaction Terminal Creditworthy Counterparties Note: SPA…
  16. Corporate Presentation – Cheniere Energy, Inc. – slide 16
    Sabine Pass Liquefaction Update Liquefaction Operations 5 Trains in operation Increased production via maintenance optimization and debottlenecking 1,025 cargoes produced and exported Growth Train 6 under construction Expected…
  17. Corporate Presentation – Cheniere Energy, Inc. – slide 17
    Corpus Christi Liquefaction Update Liquefaction Operations 2 Trains in operation Increased production via maintenance optimization and debottlenecking 150 cargoes produced and exported Growth Train 3 commissioning Expected…
  18. Corporate Presentation – Cheniere Energy, Inc. – slide 18
    Market Update
  19. Corporate Presentation – Cheniere Energy, Inc. – slide 19
    Global LNG Supply Growth Rate Decreased in 1H 2020 Global LNG Supply Variance YoY Quarterly LNG Supply Variance Global LNG Production vs Utilization 1H 2020 vs 1H 2019 Global liquefaction supply adjusted downward Utilization decreased…
  20. Corporate Presentation – Cheniere Energy, Inc. – slide 20
    Pace of European Gas Receipts Began to Slow in Late 2Q Europe LNG Imports Europe Week End Storage Level Gas Supply/Demand Variance in Europe Sharp declines to ease storage surplus Pipeline flows decreased 6.8 Bcf/d YoY 1H 2020 vs 1H…
  21. Corporate Presentation – Cheniere Energy, Inc. – slide 21
    Asian Demand Bolstered by China Recovery Asia LNG Imports China Gas and LNG Demand YoY Variance Change in Asia LNG Imports 2Q20 imports decline slightly YoY 1H 2020 vs 1H 2019 1H 2020 vs 1H 2019 MT Bcf/d 30 3 2.5 MT 2.3 5-Yr Range…
  22. Corporate Presentation – Cheniere Energy, Inc. – slide 22
    Financial Update
  23. Corporate Presentation – Cheniere Energy, Inc. – slide 23
    Second Quarter 2020 Financial Highlights Summary Results Second Quarter 2020 77% of LNG volumes recognized in income in 2Q ( millions, except per share and LNG data) 2Q 2020 1Q 2020 1H 2020 1H 2019 2020 sold pursuant to long-term SPA…
  24. Corporate Presentation – Cheniere Energy, Inc. – slide 24
    Balance Sheet Update and 2020 Guidance 2.0 Billion SPL Senior Secured Notes due 2030 Proceeds used to redeem SPL Senior Secured Notes due 2021 Full Year 2020 Guidance ( billions, except per unit data) 2.7 Billion CEI Term Loan…
  25. Corporate Presentation – Cheniere Energy, Inc. – slide 25
    Committed to Discipline in Capital Investment Decisions Growth Capital Investment Considerations Corpus Christi Stage 3 Steps remaining to reach positive Final Investment Decision: Sign creditworthy contracts to underpin growth while…
  26. Corporate Presentation – Cheniere Energy, Inc. – slide 26
    Run-Rate Guidance 9 Trains (2023) SPL T1-6 (bn, except per share and per unit amounts or unless otherwise noted) CCL T1-3 CEI Consolidated Adjusted EBITDA 5.2 - 5.6 Less: Distributions to CQP Non-Controlling Interest (0.9)…
  27. Corporate Presentation – Cheniere Energy, Inc. – slide 27
    Appendix
  28. Corporate Presentation – Cheniere Energy, Inc. – slide 28
    Cheniere Corporate Structure Cheniere Energy, Inc. (NYSE American: LNG) CQP GP Cheniere Corpus Cheniere Marketing (& IDRs) Christi Holdings Cheniere Energy Corpus Christi Cheniere Corpus Partners, L.P. Liquefaction Christi…
  29. Corporate Presentation – Cheniere Energy, Inc. – slide 29
    Cheniere Debt Summary Cash Balance: 2.0B1 Cheniere Energy, Inc. Cheniere Energy, Inc. 0.5B PIK Convertible Notes due 2021 (4.875%) (NYSE American: LNG) 0.63B Convertible Notes due 2045 (4.250%) Cheniere Corpus Christi Holdings, LLC…
  30. Corporate Presentation – Cheniere Energy, Inc. – slide 30
    Investor Relations Contacts Randy Bhatia Vice President, Investor Relations (713) 375-5479, randy.bhatiacheniere.com Megan Light Director, Investor Relations (713) 375-5492, megan.lightcheniere.com 2020 Cheniere Energy, Inc.…

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