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Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions

Nextier Oilfield Solutions · Jan 5, 2022 · 19 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. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 1
    Goldman Sachs 2022 Global Energy Conference
  2. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 2
    1Source: Company estimates based on deployed and working fleets as of December 2021
  3. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 3
    Leader in Next-Gen Frac - Upper Tier of Market Pricing
  4. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 4
    US Land Frac Macro - Backdrop for High Utilization 4,000,000 3,000,000 2,000,000 1,000,000 0 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 -1,000,000 -2,000,000 -3,000,000 -4,000,000
  5. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 5
    US Land Frac Intensity Supports Increased HHP Thesis 1,400,000 1,200,000 1,000,000 800,000 600,000 400,000 200,000 0 2014 2015 2016 2017 2018 2019 2020 2021
  6. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 6
    US Land Frac Macro A Case for Higher Deployed HHP
  7. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 7
  8. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 8
    Our Strategy focuses on Diesel displacement Quality service Emission reductions Fuel & cost savings Accelerating our Commitment Constant innovation Integrated services Natural Gas Powered HHP1 818K HHP Our Strategy delivers…
  9. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 9
    Disproportionately advantaged vs. Diesel to lower well costs All-in Annual Frac Fuel Cost2 90 16 MM 75 60 11 MM 8.5 MM 45 6 MM 30 15 100% Diesel Fueled 50% Gas Fueled Fleet 70% Gas Fueled Fleet 100% Gas Fueled Fleet 0…
  10. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 10
  11. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 11
    350 300 250 Dual Fuel HZ Frac Spreads Excess 200 (US Land) Capex Equipment Sale1 150 Power Cumulative Solutions 100 NEX Capex Well Strategic Support MDT Cash Capex Services Proprietary Frac 50 Sale Controls Capex 0…
  12. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 12
    350 300 250 200 150 100 HZ Frac Spreads (US Land) 50 0 Q1'20 Q2'20 Q3'20 Q4'20 Q1'21 Q2'21 Q3'21 Q4'21 US Land Market Growth Rate NEX Revenue Growth Rate
  13. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 13
    Permian Overview Top Permian Pressure Pumper by Active Fleet Count As of Acquisition date 9/1/21
  14. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 14
    Diesel substitution with lower-carbon natural gas fuel Minimizing Our Reducing emissions with optimized natural gas-powered equipment & logistics Environmental Impact Uniform Tier IV dual-fuel & Power Solutions Investment maximizes…
  15. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 15
  16. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 16
  17. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 17
    O:AccountingFP&A2021Weekly 90 Ops Perf Slide Deck '21KP 16x 40% 7x 80 14x 35% 6x 70 12x 30% 5x 60 10x 25% 4x 50 8x 20% 40 3x 6x 15% 30 2x 4x 10% 20 1x 10 2x 5% 0 0x 0% 0x Peer A Peer B Peer C Peer D NEX…
  18. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 18
    Maintain Balance Sheet Strength Balance Sheet Highlights
  19. Goldman Sachs 2022 Global Energy Conference – Nextier Oilfield Solutions – slide 19
    Definitions

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