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2Q 2025 Earnings Presentation – Cheniere Energy, Inc.

Cheniere Energy, Inc. · Aug 7, 2025 · 20 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. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 1
    Cheniere Energy, Inc. Second Quarter 2025 August 7, 2025
  2. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 2
    Agenda Introduction Randy Bhatia Vice President, Investor Relations and Communications Company Highlights Jack Fusco President and Chief Executive Officer Commercial Update Anatol Feygin Executive Vice President and Chief…
  3. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 3
    Operating and Financial Highlights Jack Fusco, President and CEO
  4. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 4
    Second Quarter 2025 Highlights & Full Year 2025 Guidance Consolidated Adjusted EBITDA Raising & Tightening Financial Guidance Prior FY 2025 FY 2025 ( billions, except per unit data) 1,322 1,416 Consolidated Adjusted EBITDA 6.5 - 7.0…
  5. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 5
    Corpus Christi Growth Update CCL Stage 3 and CCL Midscale Trains 8&9 Update CCL Stage 3 total project completion 86.7%1 Substantial Completion of Train 2 achieved on August 6, 2025 Continue to expect Substantial Completion of Train 3…
  6. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 6
    Commercial Update Anatol Feygin, EVP and CCO
  7. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 7
    Global LNG Markets Prepare for Growth Global Gas Price Benchmarks Have Moderated Global LNG Imports Reach Record Highs in 2025 Growth in Liquefaction Capacity Gains Momentum1 TTF & JKM Prices 2024 2025 Global LNG Imports 2024 2025 Global…
  8. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 8
    Europe LNG Imports Up 25% YoY in 1H 2025 Europe1 LNG Imports Remain Robust European Gas Demand Growth in Key Sectors2 EU Gas Storage Level YoY Deficit Narrows 1H 2025 vs. 1H 2024 MT Bcm (Bars) % (Dots) % Full Bcm 5-Yr Range 4 20% 100…
  9. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 9
    Asia Set to Lead LNG Demand Growth Drivers of Commercial Momentum in Asia Asian Regas Capacity1 Outlook Long-Term Contracts2 Signed by Asian End Users 2030 Snapshot By Supply Source MTPA MTPA 500 35 Preparing for growth and…
  10. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 10
    Financial Review Zach Davis, EVP and CFO
  11. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 11
    Second Quarter 2025 Financial Highlights Summary Results Key 2Q 2025 and Recent Financial Transactions and Updates ( millions, except per share and LNG data) 2Q 2025 2Q 2024 1H 2025 1H 2024 Repurchased 1.4 million shares of common stock…
  12. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 12
    Raising & Tightening Full Year 2025 Guidance Full Year 2025 Financial Guidance 2025 Key Drivers Prior FY 2025 FY 2025 Timing and ramp-up of CCL Stage 3 ( billions, except per unit data) Optimization upstream & downstream…
  13. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 13
    Cheniere Energy, Inc. Second Quarter 2025 August 7, 2025
  14. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 14
    Appendix
  15. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 15
    Cheniere LNG Exports 4,220 Cargoes Exported from our Liquefaction Projects Cheniere LNG Exports by Destination MT 14 12 10 8 6 4 2 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 2020 2021 2022 2023…
  16. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 16
    Industry Leading U.S. LNG Export Platform Corpus Christi LNG Terminal Sabine Pass Liquefaction 18 MTPA total production capacity 30 MTPA total production capacity in operation in operation 1,190 cargoes produced & exported 3,030…
  17. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 17
    Chenieres Balanced Capital Allocation Philosophy Operational Excellence + Relentless Focus on Safety Cash Flow Visibility Best-in-class operations and safety at the foundation Unmatched contracted portfolio ensures cash flow…
  18. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 18
    Cheniere Pro Forma 2Q 2025 Debt Summary Cash Balance: 1.9B1 Cheniere Energy, Inc. Cheniere Energy, Inc. 1.5B Notes due 2028 (4.625%) (NYSE: LNG) 1.5B Notes due 2034 (5.650%) 1.25B Unsecured Revolving Credit Facility due 20302…
  19. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 19
    Run-Rate Guidance Update Assumes CMI Run-Rate of 2.50 - 3.00 / MMBtu 9 Trains + Stage 3 + CCL Midscale 8&9 + 9 Trains + Stage 3 + Debottlenecking + CCL Midscale 8&9 + CCL Stage IV Phase 1 + Debottlenecking SPL Stage V Phase 1 (…
  20. 2Q 2025 Earnings Presentation – Cheniere Energy, Inc. – slide 20
    Investor Relations Contacts Randy Bhatia Vice President, Investor Relations and Communications (713) 375-5479, randy.bhatiacheniere.com Frances Smith Director, Investor Relations (713) 375-5753, frances.smithcheniere.com John Naumovski…

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