Peters & Co. 2014 Energy Conference September 9, 2014
Corporate overview 11.3 billion 7.2 billion 1,269% 1,600 enterprise value1 total assets2 total shareholder return3 employees2 Ticker Symbol: TSX: ALA Market Capitalization1 7.0 billion TTM Normalized Earnings2 185.10 million…
Solid and diverse business platform GAS POWER UTILITIES 330 M 391 MW 190 M 440 MW 200 M 230 M 11 MW 450 M 15 MW 507 MW 24 MW Gas processing: Power generation: 1,388 MW 2 ; 5 Utilities: Serving over 550,000 customers;…
195 MW Forrest Kerr facility now generating power Safely commissioned the largest project in AltaGas history Forrest Kerr Intake Powerhouse See forward-looking statements & information 4
16 MW Volcano Creek and 66 MW McLymont Creek on track Completing our Northwest Projects Volcano Creek ahead of schedule and on budget 16 MW Volcano Creek: Construction pacing two years ahead of schedule In service estimate: Shortly…
One of Canadas largest natural gas processors Total gas processed of 1.5 Bcf/d 2/3 processing capacity serving liquids-rich areas Harmattan: 490 Mmcf/d Total NGL produced of 45 Mbbls/d Gordondale licensed capacity Gordondale:…
Abundant supply of natural gas and NGL Over 5,000 Tcf estimated 60 billion Bbls estimated Tcf natural gas1 natural gas liquids1 Bbbls 6,000 70 60 5,000 Other Other Deep Basin 50 4,000 Muskwa Muskwa 40 Duvernay Duvernay…
Western Canada needs new markets for natural gas The US is becoming Western Canada gas production2 Tcf self-sufficient1 Bcf/d 40 35 30 25 Dry Gas Production 20 15 10 5 0 -5 2003 2010 2017F 2024F 2031F 2038F…
Alberta needs new markets for propane Marcellus area fractionation and Fort Sask. Fractionation Cochin reversal are +165 mbpd C3+1 taking away existing markets NGL production becoming increasingly C3 weighted; liquids Marcellus…
Well-head to export markets AltaGas offering Sourcing Logistics Exports LPG North American Gas LNG See forward-looking statements & information 10
LPG export business operational Ferndale Terminal Located in the State of Washington Capacity to handle up to 30,000 Bbls/d Natural gas processing Storage and loading Access to Asian Shipping through rail West coast terminal…
LPG exports off the US west coast have commenced U.S. west coast Exporting LPG to Korea and Japan Capacity ramping up to 30,000 Bbls/d over next few years B.C. west coast Site feasibility underway In dialogue with potential…
Japan offers attractive LPG markets Sendai JX Nikko Nisseki Energy Kobe Tokuyama Tatsumi Shokai Negishi Idemitsu Kosan Tokyo Gas Chiba Idemitsu Kosan Sakaide Zenno Aichi Idemitsu provides access to Idemitsu the largest…
LNG export value chain coming together Sourcing Logistics Exports Sourcing Logistics Exports Seaborn Access to World Gas Processing PNG Liquefaction/ Shipping and Asian & Extraction Pipeline Export Facilities Experience and…
Advancing LNG export opportunities Near-term: Douglas Channel LNG project1 British Columbia Working with others to support restructuring the project Consortium would use 80 District Lot 99 Mmcf/d of existing capacity on PNG…
LNG growth supported by PNG pipeline expansion PNG pipeline expansion Only existing natural gas pipeline that connects to Kitimat and Prince Rupert Development costs backstopped Rate base growth Lower costs to current customers…
West coast has a clear shipping advantage to Asia Arriving in Chiba, Japan Arriving at Ferndale Middle East 1 19 days Demand: Supply: Japan / North Korea 1 Demand: Supply: 11 days America 1 Demand: Supply: 31 days 14…
Well-head to export markets - an attractive offering for producers Signed 15-year strategic alliance with Painted Pony Petroleum Ltd. Natural gas and NGL processing infrastructure and marketing services Supports reserve growth in…
Adding infrastructure to support growth in Montney region Near-term: Townsend 198 Mmcf/d shallow-cut natural gas processing facility Located in the Montney resource play; 100 kilometers north of Fort St. John Painted Pony Petroleum…
Further infrastructure required to support growth of liquids-rich areas Medium-term: Mmcf/d Licensed gas processing capacity 1 bcf/d potential new processing 4,500 capacity in liquids-rich regions 4,000 1 billion in investment…
We can deliver Added over 420 Mmcf/d of processing capability in last two years: Gordondale, Harmattan Co-stream, and Blair Creek expansion completed Completing 1 billion Northwest projects ahead of schedule and on budget…
Creating shareholder value 9 billion in growth TSR: 1,269%1 (1999 2014) opportunities Strong track record of creating shareholder value Expect 10 percent CAGR in earnings and cash flow per share Strong dividend and capital…