Skip to main content 2Q 2025 Corporate Presentation – NextDecade Corp. | Shale Experts
Loading...
Pm

2Q 2025 Corporate Presentation – NextDecade Corp.

NextDecade Corp. · Aug 1, 2025 · 50 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 Corporate Presentation – NextDecade Corp. – slide 1
    Corporate Presentation August 2025 NASDAQ: NEXT Accelerating the Path to a Net-Zero Future
  2. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 2
    Disclaimer Statement This Presentation contains certain statements that are, or may be deemed to be, forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities…
  3. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 3
    Providing the World Access to Reliable, Lower Carbon Energy Delivering secure, economically attractive, and sustainable energy solutions through safe and efficient development and operation of liquefaction and carbon capture and storage…
  4. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 4
    Recent Developments
  5. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 5
    Recent Highlights and Significant Developments Signed 20-year SPA with Jera for Completed pricing refresh of EPC Increased Rio Grande LNG Super 2.0 MTPA of LNG from Train 5, to contract for Train 4 and signed EPC Holdings, LLC senior…
  6. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 6
    Trains 4 and 5 Progressing Toward Positive FIDs Trains 4 and 5 Long-Term Offtake Commercialization Target Train 4 commercialization complete with total of 4.6 Portfolio 1.4 MTPA Portfolio 1.5 MTPA Volumes Volumes MTPA…
  7. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 7
    Trains 4 and 5 Progressing Toward Positive FIDs Progressing Train 4 financing process, expect FID by mid-September 2025 - Expect to finance construction of Train 4 with combination of debt and equity funding - In process of entering…
  8. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 8
    Phase 1 (Trains 1-3) Construction Update
  9. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 9
    Rio Grande Phase LNG 1 Construction Facility PhaseProgress 1 Construction Update Update Phase 1 construction progressing safely, on schedule, and on budget Trains 1 and 2 Train 3 Train 1 area overview, July 2024 Overall…
  10. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 10
    Rio Grande Phase LNG 1 Construction Facility PhaseProgress 1 Construction Update Update Recent Construction Activities Continued piping fabrication, rebar installation, equipment setting and concrete placement, and…
  11. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 11
    Rio Grande Phase LNG 1 Construction Facility PhaseProgress 1 Construction Update Update Train 1, June 2025 Train 2, June 2025 Train 3, June 2025 10
  12. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 12
    NextDecade Investment Highlights
  13. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 13
    NextDecade Key Investor Highlights 1 Strong Asset Development Platform at Rio Grande LNG Facility 2 Valuable Relationships with High-Quality Counterparties Across the Value Chain 3 Growth Momentum Supported by Partners Options…
  14. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 14
    NextDecade Key Investor Highlights Rio Grande LNG Facility advantaged and de-risked by Bechtels track record of LNG project execution 1 Trains 1-3 and associated infrastructure (Phase 1) under construction, progressing safely,…
  15. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 15
    NextDecade Key Investor Highlights EPC partner has unmatched track record of liquefaction project deliverability on time and on budget 2 Commercial offtake agreements (LNG SPAs) with creditworthy, leading players in the global…
  16. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 16
    NextDecade Key Investor Highlights Phase 1 equity partners have options to provide 60% of equity capital for Train 41 and 50% of equity capital for Train 52 3 EPC contracts signed with Bechtel for Trains 4 and 5, with pricing…
  17. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 17
    NextDecade Key Investor Highlights NextDecade seeks to deliver secure, economically attractive, and sustainable energy solutions through the safe and efficient development and operation of liquefaction and CCS infrastructure 4…
  18. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 18
    Expansion Capacity in Development
  19. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 19
    Rio Grande LNG Facility Has Potential to be One of the Largest LNG Production and Export Facilities in the World Sufficient space exists at the Rio Grande LNG Facility site to develop up to 10 total liquefaction trains - Trains 1-3…
  20. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 20
    Beginning Development and Permitting Process for Trains 6-8 Train 6 (6 MTPA) being developed inside existing levee adjacent to Trains 1-5 - Expect Train 6 pre-filing with FERC in 2025 and full application filing in early 2026…
  21. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 21
    Regulatory Update
  22. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 22
    Recent Regulatory Developments On March 18, 2025, the U.S. Court of Appeals for the D.C. Circuit issued a revision to its August 2024 decision regarding the Companys Federal Energy Regulatory Commission (FERC) order, resulting in a…
  23. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 23
    Empowering the Rio Grande Valley Community
  24. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 24
    NextDecade is Committed to the Rio Grande Valley Community Fostering a long-lasting partnership with local stakeholders to create value, provide opportunities, and contribute to a thriving community for all Continuous engagement with…
  25. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 25
    NextDecade is Committed to the Rio Grande Valley Community Fostering a long-lasting partnership with local stakeholders to create value, provide opportunities, and contribute to a thriving community for all NextDecades community…
  26. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 26
    Miradores Environmental Mitigation Project Restoration of the Miradores Mitigation Site near Brownsville, Texas, began in September 2023 and was completed in June 2025, placing more than 1,500 acres under a conservation…
  27. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 27
    LNG Fundamentals
  28. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 28
    Growing Global Demand for Natural Gas is Expected to Continue Natural gas expected to have a meaningful role in long-term global energy markets as a secure, reliable, and affordable fuel source, as well as to support renewables…
  29. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 29
    Significant Incremental LNG Needed to Facilitate Gas Demand Growth LNG expected to become increasing portion of global natural gas supply due to constraints in indigenous gas production and transportation Tcm 6.0 Tcm 6.0 +1,400 Bcm…
  30. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 30
    Existing Regas Capacity Can Accommodate Substantial LNG Supply Growth Operational regas capacity is expected to accommodate almost 1,400 MTPA of LNG by 2030, supporting significant additional LNG supply capacity In Operation Under…
  31. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 31
    Underinvestment in Clean Energy Could Create Additional LNG Demand Natural gas production, particularly in the U.S., can be scaled more quickly and economically than many global clean energy sources, enhancing the role of U.S. LNG in…
  32. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 32
    Rio Grande LNG Facility
  33. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 33
    Rio Grande LNG Facility Overview 8 trains totaling approximately 48 MTPA of LNG capacity are under construction or in development Trains 1-3 (Phase 1) under construction Train 4 FID expected by mid-Sept. 2025 - Commercially…
  34. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 34
    Rio Grande LNG Facility Phase 1 Site Plan World class 1,000-acre site in south Texas with 15,000 feet of frontage on the Brownsville Ship Channel, advantaged by proximity to abundant Permian and Eagle Ford gas resources and uncongested…
  35. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 35
    Rio Grande LNG Phase Facility PhaseProgress 1 Construction 1 Construction UpdateProgress Remains in Line with EPC Contract Schedule Expected Phase 1 Completion Timeline 2023 2024 2025 2026 2027 2028 2029 Train 1 Train 2…
  36. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 36
    Valuable Relationships with High-Quality Counterparties Across Phase 1 LNG Customers Equity Partners1 Technology EPC Pipeline 1 In May 2024, ADNOC obtained an equity interest in Phase 1 from Global Infrastructure Partners…
  37. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 37
    Partnering with Preeminent Global LNG EPC Contractor Bechtel Phase 1 of the Rio Grande LNG Facility is de-risked by Bechtels track record of successful LNG completions and by fully-wrapped, lump-sum, turnkey EPC contracts Phase 1…
  38. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 38
    Rio Grande LNG Facility to Utilize Proven Liquefaction Technology Honeywell 3MRTM LNG Process is the worlds most prevalent liquefaction technology and is utilized in the majority of liquefaction capacity across the globe Honeywell…
  39. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 39
    Rio Grande LNG Facility Feed Gas Sourcing and Transportation Strategy Developing a diversified gas sourcing and transportation strategy to capitalize on proximity to sources that are expected to produce significant quantities of…
  40. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 40
    Phase 1 LNG Sale and Purchase Agreements (SPAs) Overview Approximately 90% of Phase 1 production capacity contracted with a diverse mix of creditworthy customers, with Henry Hub-linked SPAs providing 1.8 billion in expected annual…
  41. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 41
    Train 4 LNG SPAs Overview Approximately 77% of Train 4 production capacity contracted with a diverse mix of creditworthy customers Counterparty Combined SPA Type FOB FOB FOB 100% FOB Term (years) 20 20 20 20 Index HH HH…
  42. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 42
    Phase LNG Rio Grande 1 (Trains 1-3)Phase Facility Capital Structure 1 Capital Structure Total estimated capital project costs 18 billion Closed 18.4 billion in project financing concurrently with FID, providing full funding1 for…
  43. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 43
    Rio Grande LNG Facility Phase 1 Equity Joint Venture Partners Project Sponsor Financial Investors1 Strategic Investor 283 Million Commitment 4.8 Billion Commitment 1.1 Billion Commitment Up to 20.8% Economic Interest Min. 62.5%…
  44. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 44
    Projected Distributable Cash Flow from LNG 20-Year Average1 Rio Grande LNG Export Project ( in Billions per Year) Trains 1 3 Combined: Projected Distributable Cash Flow2 0.3 0.2 Trains 4 5 Combined: Projected Distributable Cash…
  45. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 45
    NEXT Carbon Solutions
  46. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 46
    Developing Potential End-to-End Carbon Capture and Storage (CCS) Project at the Rio Grande LNG Facility Potential CCS project focused on post-combustion carbon capture is in early stages of development Caprock Stored CO2…
  47. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 47
    NEXT Carbon Solutions Post-Combustion Carbon Capture Process Proposed proprietary process pairs with highly efficient third-party CO2 removal technology for an end-to-end CCS solution that is expected to be effective and economic…
  48. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 48
    Appendix
  49. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 49
    NextDecade Senior Leadership Industry leading executives and an experienced multi-disciplinary team Matt Schatzman Tarik Skeik Brent Wahl James MacTaggart Vera de Gyarfas Raquel Couri Ariel Handler Chairman and Chief Operating…
  50. 2Q 2025 Corporate Presentation – NextDecade Corp. – slide 50
    NextDecade is accelerating the path to a net-zero future www.next-decade.com Investor Relations Megan Light John Montano Contacts: Vice President, Investor Relations Senior Analyst, Investor Relations mlightnext-decade.com…

From the store

Browse maps, data & reports in the Shale Experts store