Kinder Morgan, Inc. · NYSE:KMI

Kinder Morgan — Wachovia 2006 LNG Conference

15 slides from Kinder Morgan's conference presentation, May 16, 2006

  1. Slide 1: Wachovia LNG Conference

    Wachovia LNG Conference May 16, 2006

  2. Slide 2: Forward Looking Statements

    Forward Looking Statements This presentation contains forward looking statements, including these, within the meaning of Section 27A of the Securities Act of 1933, as amended and Section Section 21E of the Exchange Act of 1934, as amended. Forward looking statements are not guarantees guarantees of

  3. Slide 3: Overview

    Overview n Who is Kinder Morgan? n Infrastructure Opportunities in North America n Kinder Morgan Response 3

  4. Slide 4: Who is Kinder Morgan?

    Who is Kinder Morgan? n Largest independent transporter of petroleum products in the U.S. ¾ transport more than 2 million barrels per day (Bbl/d) n 2nd largest transporter of crude oil and petroleum products in Canada ¾ transport more than 950,000 Bbl/d of crude oil and petroleum products products n

  5. Slide 5: Kinder Morgan Assets

    Kinder Morgan Assets NGPL (KMI) NGPL GAS STORAGE (KMI) Trans RETAIL GAS DISTRIBUTION (KMI) Mountain Corridor GAS­FIRED POWER PLANTS (KMI) PRODUCTS PIPELINES (KMP) 2 PRODUCTS PIPELINES TERMINALS (KMP) TRANSMIX FACILITIES (KMP) NATURAL GAS 2 PIPELINES (KMI­KMP) Express Cochin NATURAL GAS Pacific STORA

  6. Slide 6: North American Energy Trends

    North American Energy Trends n Expanding Canadian Oilsands Production n Growing Rockies Natural Gas Production n Increased Supply of LNG on Gulf Coast 6

  7. Slide 7: KM LNG Response

    KM LNG Response Trend KM Opportunity n Increased Supply of PIPELINE: LNG on Gulf Coast KM Louisiana Pipeline STORAGE: Dayton, Sayre, N. Lansing, additional opportunities… 7

  8. Slide 8: LNG: Increased Supply on Gulf Coast

    LNG: Increased Supply on Gulf Coast ") ! ") ") Henry ") Pipeline Footprint will allow Katy ") ") ") Sempra ­ & SU Trunkline ­") & *# ! ! ") Cameron 300 MMcf/d the Intrastate the kj ") 1.5 Bcf/d expansion opportunity to capture LNG ") *# ! ! transport and balancing ") BP business as the market kj jk

  9. Slide 9: Elements of Single LNG Value Chain

    Elements of Single LNG Value Chain Range of Investments by Component $3­6 Billion $1­2 Billion Upstream $2­3 Billion Liquefaction Shipping $1­2 Billion Regasification $0.5 Billion Market Value Range of Pipeline Delivered LNG Cargoes = $3.6 – $7.2 Billion per year (a) Marketing ______________________

  10. Slide 10: Regional Markets

    Regional Markets n TOTAL and Chevron each concluded, based on their take­away capacity analysis in the Sabine Pass area, that a new header is necessary. n After a thorough screening process of alternatives, TOTAL and Chevron decided that the best proposal is Kinder Morgan’s. n The new header will pr

  11. Slide 11: Kinder Morgan Louisiana Pipeline

    Kinder Morgan Louisiana Pipeline Texas Louisiana CGT Delivery Point 340 ( Transco Delivery Point ( TETCO Delivery Point ( ANR Delivery Point ( ( ( ( Texas Gas Delivery Point FGT Delivery Point Cypress Delivery Point ( ( Trunkline Delivery Point Lake Charles LNG Lafayette 302 Southern Union Co. Lake

  12. Slide 12: Kinder Morgan Louisiana Pipeline - Description

    Kinder Morgan Louisiana Pipeline­ Description Capital ­ $484 MM Project Description n Rayne Lateral (Leg 1) NGPL Lateral ¾ 137 miles 42” 1,597,500 Dth/d Rayne Lateral 2,130,000 Dth/d ¾ 2,130,000 Dth/d Sabine Pass Facility ¾ In­service by April 1st, 2009 n NGPL Lateral (Leg 2) ¾ 1 mile 36” ¾ 1,597,50

  13. Slide 13: Kinder Morgan Louisiana Pipeline LLC

    Kinder Morgan Louisiana Pipeline LLC Initial Project Capacity is Sold Out… Executed Precedent Agreement with Chevron USA n MDQ: 1,697,500 Dth/d n Negotiated Rate: Fixed for term of contract n Term: 20 years Executed Precedent Agreement with Total Gas & Power North America, Inc n MDQ: 1,697,500 Dth/d

  14. Slide 14: Beyond the Initial Project: Future Growth Potential

    Kinder Morgan Louisiana Pipeline LLC Beyond the Initial Project… Real Future Growth Potential: n Currently in discussions to connect additional LNG Plants to the Pipeline ¾ ExxonMobil Golden Pass LNG Terminal ¾ Sempra Cameron LNG Terminal ¾ Southern Union Lake Charles LNG Terminal n Potential for ex

  15. Slide 15: Kinder Morgan

    KINDER’ MORGAN

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