Tellurian value proposition (Nasdaq: TELL) Developing a global natural gas business around Driftwood LNG (DWLNG) Our business Driftwood LNG: a 27.6 mtpa LNG export terminal in Louisiana (1) Haynesville gas production: current asset…
Driftwood plans to deliver LNG < 3.50/mmBtu Low capital cost, low operating cost, integrated JV Fully integrated low-cost project 1,000/tonne including LNG terminal, Driftwood pipeline, and upstream gas Haynesville Haynesville gas…
Positioned to deliver 5-7/sh of cash flow (1) Tellurian ownership structure Illustrative cash flow calculation to Tellurian 11.6 mtpa mmBtu x 52 conversion Driftwood Holdings x 3.50 margin billion annual = 2.1 Production…
Haynesville value rises with Henry Hub Price volatility also proves value of upstream integration Haynesville Shale & Tellurian acreage Rising Henry Hub prices call for additional supply 5.00 U . S . G u l f Co a s t 4.00 =…
Driftwood LNG progress & catalyst roadmap Fully- All permits Premier site wrapped EPC Financing Construction secured contract 2020-21 value creation catalysts Driftwood LNG is shovel LNG market recovery Commercial progress…
LNG market recovering from June bottom Monthly global LNG trade and capacity LNG production capacity at year end million tonnes/month Expected % increase over prior year end million tonnes/month production capacity 39 2020E export…
Asia markets resume LNG growth China and India LNG imports up 10% and 15%, respectively, through October YoY JKT proves market rebound, with LNG imports back above 2019 levels in September/October Chinese LNG imports Indian LNG…
Global increase in natural gas prices JKM December prices traded above Brent parity and are 2.50/mmBtu above expectations from April JKM - Asia TTF - Europe Henry Hub U.S. 55% price increase for 8 December 2020 8 8 7 7 7 6 6 6…
100 mtpa additional construction needed Recent demand growth rates imply the world will have LNG capacity constraints by 2021 mtpa Liquefaction capacity required by 2025(1) 900 800 9.3% p.a. growth rate 8.0%(2) 175 mtpa 700…
Key investment highlights Driftwood LNG is shovel ready, all permits secured Engineering 30% complete, 150 mm invested in EPC Phase I low-cost capital 1,000/tonne LNG delivered FOB U.S. Gulf…
Contact us Matt Phillips Social media Director, Investor Relations & Finance +1 832 320 9331 TellurianLNG matthew.phillipstellurianinc.com Johan Yokay Manager, Investor Relations & Finance +1 832 320 9327…
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 Artist rendition…
Driftwood expects to deliver LNG FOB…
Driftwood LNG and pipeline capital for Phase I in billions, unless otherwise noted Uses ( bn) Sources ( bn) Driftwood LNG terminal 10.6 Driftwood partner equity 6.0 Owners cost(1) 1.8 Tellurian pre-FID work contribution 0.6…
Bechtel LSTK secures project execution Driftwood EPC contract costs ( per tonne) 710 Increase from price refresh Leading LNG EPC contractor 560 44 LNG trains delivered to 18 500 510 customers in 9 countries 390 30% of global LNG…
Value to Tellurian Inc. Every 1.00 reduction in gas costs or increase in LNG price adds 1.66/share in cash flow in 5-plant case Base case 3 Plants 5 Plants USGC netback Cost of LNG(1) Margin Cash flows(2)(3) (/mmBtu) (/mmBtu)…
Unmatched LNG development experience Tellurians management team has 80 years of combined LNG development experience globally Charif Souki 79 mtpa Executive Chairman of the Board Co-founder of Tellurian Founded Cheniere in…
Tellurian commercial progress Total Driftwood equity investment and SPA Tellurian MOU with Petronet On July 10, 2019, Total agreed to make a 500 million On September 21, 2019, Tellurian and Petronet LNG equity investment in Driftwood…
Appendix: LNG & ESG 24
Global energy needs require natural gas The shifting landscape of energy consumption Drivers of shifting landscape 8 Tonnes oil equivalent/capita 35% Non-OECD energy consumption growth rate was 31% 7 30% 13x that of OECDs over the…
China & India: 90 mtpa growth potential LNG demand growth (2019-2025) Key growth drivers mtpa Infrastructure: 2x growth in Indias pipeline grid by 2025 2x growth in Indias regas capacity by 2025 1.5x growth in Chinas pipeline grid…
Indias targets suggest even higher gas use India natural gas demand primary sources Indias gas demand drivers mtpa Prime Minister Modi has set a target of 15% for Incremental supply required for 15% target (1) natural gas share of…
India is rapidly building out gas infrastructure Sharp increase in LNG and gas-related infrastructure will tap into significant latent gas demand Indias emerging regas & gas transport infrastructure Indias regasification capacity…
New Asian markets grow 41 mtpa by 2025 Emerging markets could add the equivalent of another South Korean market by 2025 LNG demand by region Bangladesh, Malaysia, Pakistan, Thailand: mtpa 32% gas market penetration, declining 600…
Environmental and social leadership Driftwood LNG project expected to reduce lifecycle carbon emissions and support local communities Lifecycle emission reduction Sustainable development Social engagement Provide an outlet for…
LNGs role in the energy transition Today: Reduce carbon intensity, improve air quality Future: Net zero carbon emissions Increasingly cost-competitive with coal Reduces carbon emissions by up to 50% Reduces SOx, NOx and particulate…
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