Kinder Morgan, Inc. · NYSE:KMI
Kinder Morgan — Morgan Stanley Houston Energy Summit 2013
11 slides from Kinder Morgan's conference presentation, Aug 27, 2013
Slide 1: Companies Run By Shareholders, For Shareholders
Companies Run By Shareholders, For Shareholders Kimberly Dang Chief Financial Officer August 27, 2013
Slide 2: Forward-Looking Statements / Non-GAAP Financial Measures
Forward-Looking Statements / Non-GAAP Financial Measures This presentation contains forward-looking statements. These forward-looking statements are identified as any statement that does not relate strictly to historical or current facts. In particular, statements, express or implied, concerning fut
Slide 3: Kinder Morgan: Unparalleled Asset Footprint
Kinder Morgan Unparalleled Asset Footprint 3rd largest energy company in North America with combined enterprise value of approximately $110 billion (a) Largest natural gas network in U.S. — Own an interest in / operate almost 70,000 miles of natural gas pipeline — Connected to every important U.
Slide 4: 5-year Project Backlog
5-year Project Backlog ~$14B of Identified Organic Growth Projects; >$8B Export-related Tremendous footprint provides ~$14B of growth opportunities over next 5 years (a) Approximate Export- Growth Capex (a) related (a) ($B) ($B) Natural Gas Pipelines $2.8 $1.2 Products Pipelines 1.0 0.6 Terminals 2.
Slide 5: Natural Gas Exports to Mexico
Natural Gas Exports to Mexico Significant opportunity to increase natural gas exports to Mexico Nearly 2 Bcf/d of natural gas is currently exported to Mexico — KM supplies majority of this demand today Tremendous growth for natural gas exports to Mexico expected — Driven by industrial / power de
Slide 6: LNG Exports
LNG Exports KM natural gas pipeline network & existing LNG facilities well-positioned for LNG exports 21 non-FTA export license requests for LNG liquefaction capacity totaling 29.2 Bcf/d on file w/DOE — 5.6 Bcf/d approved so far KM pursuing LNG export projects at both Elba Island and Gulf LNG —
Slide 7: Liquids Exports
Liquids Exports KM projects leverage shifting landscape in North American liquids market KMCC pipeline delivers crude & condensate from Eagle Ford to Houston Ship Channel — 300 MBbl/d capacity in service — Over $200MM of extensions / laterals under construction, in-service 2013-2014 KM condensat
Slide 8: Crude Exports out of Canada
Crude Exports out of Canada Sole oil pipeline from Oilsands to West Coast / export markets Expand Oilsands export capacity to West Coast and Asia Following successful open season, major expansion plans under way — More than doubling capacity from 300 MBbl/d currently to approximately 890 MBbl/d
Slide 9: Coal Exports
Coal Exports KM coal export capacity to double by 2014 to meet growing international coal demand Global Demand Terminal Coal Export Nameplate Capacity (MMt) 2011 2012 2013 2014 Met Coal – Steel production forecasted Pier IX 14.5 14.5 14.5 16.0 to grow 20% worldwide by 2016 and IMT - Export Volume
Slide 10: Kinder Morgan: Attractive Value Proposition
Kinder Morgan: KMI, KMP, KMR & EPB - Attractive Value Proposition Unparalleled asset footprint Attractive dropdown inventory Long-term Growth Targets (a) Significant, identified growth Next 3 to 5 Years (2012+) opportunities KMP = ~5-6% Established track record EPB = ~5-6% KMI = ~9-10%
Slide 11: Kinder Morgan
KINDER/MORGAN
Kinder Morgan — Morgan Stanley Houston Energy Summit 2013 on 6ix