February 2021 Investor Presentation – Arc Resources Ltd.

Arc Resources Ltd. · Feb 1, 2021 · 35 slides

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Slides

Creating energy for the world Investor Presentation February 2021
A Differentiated Company Guiding Principles Sustainable Business Model Risk Management around All Aspects of the Business Superior Capital Discipline and Allocation Operational Excellence and Top-tier ESG Performance…
2020 Accomplishments Excellent Safety Performance Major Facility Brought On-stream Record Annual Production Brought on-stream Excellent safety performance with ARC Dawson Delivered record annual production of employees surpassing…
2021 Business Priorities Protect Strong Financial Position and Demonstrate Capital Discipline Deliver Meaningful Maintain Flexibility and Profitability of Investments Returns to Shareholders Generate strong funds from…
Historical Capital Allocation and Outlook 2016 to 2019 Capital Allocation 2020 Capital Allocation 2021 Forecasted Capital Allocation Inflows Outflows Inflows Outflows Inflows Outflows Funds from Operations Net A&D Proceeds…
Significant Liquidity Cash & Existing Credit Capacity 1.9 Billion Total Cash & Existing Credit Capacity (1.2 Billion Available) (1)(2)(3)(4) Drawn Credit Facility Undrawn Master 72.6MM Shelf 287.2MM Bank Credit Facility Long-term…
Long-term Corporate Profitability Return on Average Capital Employed (%) (1) Delivering Full-cycle Asset Level Returns 30 15 After-tax Rate of Return 0 Proportional Facility and (15) Appropriate Timing Included:…
2021 Guidance 2021 Guidance (4) Production Crude oil (bbl/day) 12,000 - 13,500 Condensate (bbl/day) 11,000 - 12,500 Crude oil and condensate (bbl/day) 23,000 - 26,000 Natural gas (MMcf/day) (1) 750 - 775 NGLs (bbl/day) 9,500 -…
Approach to ESG Environmental Enviro Social Governance Gover + Provide low-carbon energy for + Be an industry leader in health, + Ensure appropriate focus and the future safety, and environmental oversight on ESG strategies and…
Emissions Management Strategy and Performance Emissions Management Strategy GHG Emissions Performance (Scope 1 and 2) 1,200 0.04 Proactively focus on reducing GHG intensity Set GHG emissions intensity reduction target GHG…
Social and Governance Performance Safety People & Diversity Indigenous Relations 7 years 26% Financial support to community pow wows, without an employee of leadership roles are culture camps, treaty lost-time injury incident…
Multiple Layers to Develop Attachie Septimus Sunrise Tower Parkland Dawson Pouce Coupe Montney Upper Montney A Montney B Montney C Montney Lower Montney D Montney E Existing Horizontal Wells,…
Best-in-class Operational Performance Capital Cost per Lateral Length Drilling Execution Efficiency Drilling Days per Well 20% Meters Drilled per Day 5% improvement in total Improvement 7% capital cost per lateral…
Cost Management and Decline Rate Three-year PDP FD&A Costs (/boe) (1)(2)(3) 2020 YTD Operating Expense (/boe) (4) 2021E Corporate Decline Rates (%) (5) 32 16 40 Canadian Producers US Producers Group Average 24 12 30 Group…
Financial Price Management Crude Oil & Condensate Production Hedged (bbl/day) Natural Gas Production Hedged (MMBtu/day) 50% of Crude Oil & Condensate 40% of Natural Gas Hedged for 2021 Hedged for 2021 16,000 360,000 12,000…
Greater Dawson Area Overview Snapshot Development Plan Maximize throughput to capitalize on strength in natural gas pricing Improve Parkland/Towers deliverability and profitability with facility optimization and sour conversion…
Dawson Upper Montney Development (1) Cumulative Natural Gas Production (Bcf) (2) Estimated Ultimate Recovery (Mboe) Capital Efficiency (/boe/day) 3,000 1,500 10,000 2,250 1,125 7,500 1,500 2017 750 5,000 2018 750 2019 375…
Ante Creek Overview Snapshot Development Plan Deliver profitable light oil production by leveraging 2020 facility expansion 2021 Development Focus Capital Budget Planned Wells Expected Production 58 million 16 wells 17 Mboe/day…
Continuous Improvement in Pad and Well Design Pad and Well Design Evolution Cumulative Oil & Condensate Production (Mbbl) 2016 300 13-26 Well Unconstrained 2017 225 B13-26 Well Unconstrained 300 m 300 m 2018 150 16-16 Well…
Pembina Overview Snapshot Development Plan Preserve light oil production as liquids prices recover 2021 Development Focus Capital Budget Planned Wells Expected Production 6 million 0 wells 6.5 Mboe/day (1%) (0%) (4%) 375…
Asset Details Dawson Sunrise Parkland/Tower Ante Creek Attachie Pembina Net production Q4 2020 Crude oil & liquids (bbl/day) 8,121 36 11,359 9,789 3,132 6,243 Natural gas (MMcf/day) 322.3 234.4 142.9 50.9 13.5 10.4 Total…
Note Repayment Schedule Long-term Notes Principal Repayment Schedule (Cdn millions) (1) 200 3.72% US Note 8.21% US Note 5.36% US Note 3.31% US Note 150 3.81% US Note 4.49% Cdn Note 100 50 0 2021 2022 2023 2024…
Risk Management Contracts Positions Risk Management Contracts Positions (1) December 31, 2020 2021 2022 2023 2024 2025 Crude Oil WTI US/bbl bbl/day US/bbl bbl/day US/bbl bbl/day US/bbl bbl/day US/bbl bbl/day Ceiling 55.46 9,992 51.96…
Key Reserves Information (1) Key Reserve Data 2020 Proved + Probable Reserves Proved Producing 268 MMboe Crude and Tight Oil 35 MMbbl 8% 9% 6% Probable PDP NGLs 32 MMbbl 35% 29% Natural Gas 1.2 Tcf 929 MMboe Crude oil Total…
Sunrise Type Curve Type Curve (1)(2)(3)(4) Development Economics 8,000 Natural Gas (Mcf/day) 2021 Type Curve Key Metrics (Average of 3 Layers) Natural Gas Production Rate (Mcf/day) 6,000 DCET Capex/Well ( millions) 3.4…
Dawson Upper Montney Type Curve Type Curve (1)(2)(3)(4) Development Economics 8,000 200 Natural Gas (Mcf/day) Condensate (bbl/day) Key Metrics 2021 Type Curve Condensate Production Rate (bbl/day) Natural Gas Production…
Dawson Development Potential Reserves Maps Drilling Inventory 1,000 Upper pper Montney A Booked ooked Reserves Montney Upper 750 Wells 500 Lower Montney 250 Lower Montney Booked Reserves 0 Wells Drilled to…
Tower Type Curve Type Curve (1)(2)(3)(4) Development Economics 1,600 Natural Gas Core (boe/day) Natural Gas Transition (boe/day) Core Transition Condensate Core (bbl/day) Key Metrics 2021 2021 1,200 Condensate Transition (bbl/day)…
Ante Creek Type Curve Type Curve (1)(2)(3)(4) Development Economics 1,600 500 Natural Gas (Mcf/day) Oil, Condensate & NGLs Production Rate (bbl/day) Oil (bbl/day) Condensate (bbl/day) Key Metrics 2021 Type Curve Natural Gas…
Attachie West Type Curve Type Curve (1)(2)(3)(4)(5) Development Economics 3,000 1,200 Natural Gas (Mcf/day) Condensate & NGLs Production Rate (bbl/day) Condensate (bbl/day) NGLs [C2, C3, C4] (bbl/day) Key Metrics 2021 Type…
ESG Recognitions and Rankings Member of MSCI Global Sustainability Index MSCI ESG Rating: AAA Member of FTSE Russells FTSE4Good Index Series since 2018 Voluntary participant since 2007 Member of the 30% Club since 2018 2020…
Contact Information Kris Bibby Senior Vice President and Chief Financial Officer 403.503.8675 KBibbyarcresources.com Martha Wilmot Investor Relations Analyst 403.509.7280 MWilmotarcresources.com General Investor Relations…
Notes ____________________________________________________________________________ ____________________________________________________________________________…
FINANCIAL AND OPERATIONAL HIGHLIGHTS 2020 2019 ( millions, except per share amounts) Q4 Q3 Q2 Q1 Q4 Q3 Q2 Q1 FINANCIAL RESULTS Commodity sales from production 363.1 285.0 217.9 269.5 325.1 253.7 282.9 327.8 Per share, basic 1.03 0.81…
CORPORATE AND SHAREHOLDER INFORMATION DIRECTORS EXECUTIVE OFFICE CORPORATE CALENDAR Harold N. Kvisle ARC Resources Ltd. May 5, 2021 Board Chair 1200, 308 4th Avenue SW Q1 2021 Results Calgary, Alberta T2P 0H7 Farhad Ahrabi (1)(2) T…

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