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July 2022 Corporate Presentation – Tellurian Inc.

Tellurian Inc. · Jul 1, 2022 · 17 slides

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Slides

  1. July 2022 Corporate Presentation – Tellurian Inc. – slide 1
    Tellurian Inc. Corporate presentation July 2022
  2. July 2022 Corporate Presentation – Tellurian Inc. – slide 2
    Artist rendition The world is critically short natural gas Tellurians integrated model aims to Natural gas is a complementary cleaner energy connect low-cost U.S. gas with the source to support global decarbonization. global…
  3. July 2022 Corporate Presentation – Tellurian Inc. – slide 3
    Tellurian executive summary Geopolitics and energy security providing a step change in global LNG demand Underinvestment in energy and post-COVID structural growth have collided with a geopolitical crisis 1 Need to replace 20 Bcf/d…
  4. July 2022 Corporate Presentation – Tellurian Inc. – slide 4
    EnSight expands Tellurians upstream position EnSight acquisition overview Pro forma impact to Tellurian(4) Locations(5) Net acres Consideration(1) 125 mm in cash Gross 275 245 20,000 15,000 Net production(2) 45 MMcf/d 44…
  5. July 2022 Corporate Presentation – Tellurian Inc. – slide 5
    Tellurian: fully integrated, pure-play LNG Low-cost, integrated business model: upstream gas production in Haynesville(1), pipeline and LNG terminal in SW Louisiana Pure-play, global gas producer: monetizing U.S. domestic gas…
  6. July 2022 Corporate Presentation – Tellurian Inc. – slide 6
    Driftwood LNG Phase I (2-plant, 11 mtpa) 2-plant development costs ( bn) LNG terminal(1) 8.5 EPC cost/tonne (/tonne) 773 Owners cost(2) 1.5 Pipeline(3) 0.9 Capital cost/tonne (/tonne) 991 Note: Artist rendering of full…
  7. July 2022 Corporate Presentation – Tellurian Inc. – slide 7
    Phase I Driftwood LNG: sold out mtpa 2 3 11 3 3 Total capacity 2 plants carried volumes Credit Unrated Investment grade A+/Aa2 rating 8
  8. July 2022 Corporate Presentation – Tellurian Inc. – slide 8
    Driftwood LNG: construction in progress Recent Driftwood development activities Driftwood site and construction progress Bechtel commenced construction in April 2022, including Demolition of existing structures Clearing, grubbing and…
  9. July 2022 Corporate Presentation – Tellurian Inc. – slide 9
    Low-cost U.S. supply provides global gas arbitrage Access to premium global gas market generates up to 37/mmBtu margin(1) at current forward prices LNG Forward Prices 60 TTF (European 50 benchmark) 1-yr forward price: Tellurian…
  10. July 2022 Corporate Presentation – Tellurian Inc. – slide 10
    Driftwood captures upside to global prices /mmBtu 45 42.26 40 35 30 32.93 Margin 25 Netback Margin 20 15 3.86 3.00 10 Fixed SPA Fee + Tolling Fee Plant Costs HH upcharge 5 Shipping Henry Hub - 2022 LNG Strip(1)…
  11. July 2022 Corporate Presentation – Tellurian Inc. – slide 11
    LNG demand exceeds supply growth LNG supply vs. demand growth (mtpa) 200 mtpa of new LNG demand by 2030 Incremental LNG 66 requirement from 83 Europe post-Russia(1) 132 115 (2) (3) 2021-2030 Demand Growth 2021-2030…
  12. July 2022 Corporate Presentation – Tellurian Inc. – slide 12
    Supply fails to keep pace with demand Global liquefaction capacity additions (mtpa) 30 mtpa capacity additions 146 mtpa capacity additions 61 mtpa capacity additions 80 mtpa capacity additions 1.6% per annum 8.2% per annum 2.5% per…
  13. July 2022 Corporate Presentation – Tellurian Inc. – slide 13
    Illustrative cash flows 14 JKM Full Phase I Development (Plants 1-2) (Plants 1-5) LNG sales price(1) (JKM less transportation, /mmBtu) 12 12 Gas sourcing (/mmBtu) - 3 - 3 Liquefaction and transport (/mmBtu) - 1 - 1 Margin…
  14. July 2022 Corporate Presentation – Tellurian Inc. – slide 14
    Contact us Matt Phillips VP, Investor Relations & Finance +1 832 320 9331 matthew.phillipstellurianinc.com Johan Yokay Director, Investor Relations & Assistant Treasurer +1 832 320 9327 johan.yokaytellurianinc.com Joi…
  15. July 2022 Corporate Presentation – Tellurian Inc. – slide 15
    Appendix
  16. July 2022 Corporate Presentation – Tellurian Inc. – slide 16
    Driftwood LNGs ideal site for exports Access to pipeline infrastructure Access to power and water Support from local communities Site size over 1,200 acres Insulation from surge, wind and local populations Artist rendition…
  17. July 2022 Corporate Presentation – Tellurian Inc. – slide 17
    Unmatched LNG development experience Tellurians management team has 80 years of combined LNG development experience globally 166 mtpa Charif Souki Executive Chairman of the Board Co-founder of Tellurian Founded Cheniere in…

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