Cheniere Energy, Inc. · NYSE:LNG
Cheniere Energy — Barclays 2020 CEO Energy-Power Conference
13 slides from Cheniere Energy's conference presentation, Sep 9, 2020
Slide 1: Barclays 2020 CEO Energy-Power Conference
Cheniere Energy, Inc. Barclays 2020 CEO Energy-Power Conference Jack Fusco, President and CEO September 9, 2020 NYSE American: LNG
Slide 2: Safe Harbor Statements
Safe Harbor Statements Forward-Looking Statements This presentation contains certain statements that are, or may be deemed to be, “forward-looking • statements that our Trains, when completed, will have certain characteristics, including amounts of liquefaction statements” within the meaning of Sect
Slide 3: Extraordinary Challenges Reinforce Cheniere's Resilience and Stability
Extraordinary Challenges Reinforce Cheniere’s Resilience and Stability The resilience of our customer-oriented business and the professionalism and resolute focus of the Cheniere workforce continue to deliver outcomes which benefit all of our stakeholders COVID-19 Pandemic Reduced Cargoes Capital Ma
Slide 4: Sabine Pass Post Hurricane Laura
Sabine Pass Post Hurricane Laura Picture as of August 27, 2020 4
Slide 5: Strengthening Global LNG Market
Strengthening Global LNG Market Asian demand growth, summer production curtailments, and normalizing European gas storage levels among indicators of market recovery Change in Asia LNG Imports Global LNG Production vs Utilization Europe Week End Storage Level 1H 2020 vs 1H 2019 Utilization decreased
Slide 6: Long-Term LNG Market Fundamentals Intact
Long-Term LNG Market Fundamentals Intact Global LNG Supply Expected FIDs 2020-2021 Over 100 mtpa of incremental LNG supply needed by 2030 Before and After Market Shocks mtpa mtpa 600 100 ~96 550 Supply New Early 2019 After COVID-19 80 500 LNG Trade Forecast +100 mtpa 450 60 400 Under Construction ~4
Slide 7: Execution Driving Production and Cash Flow Growth
Execution Driving Production and Cash Flow Growth Plant outperformance, maintenance optimization and debottlenecking opportunities have led to higher expected run-rate production levels and increased cash flow generation capability Run-Rate Liquefaction Capacity Per Train1 • Added production increas
Slide 8: Blackstone Infrastructure and Brookfield's Proposed Purchase of CQP Stake
Blackstone Infrastructure and Brookfield’s Proposed Purchase of CQP Stake a Testament to Cheniere’s Business Model CQP GP Cheniere Energy, Inc. 100% ✓ Blackstone and Brookfield are two of the largest (& IDRs) (NYSE American: LNG) private equity infrastructure investors in the world ✓ Reaffirmation o
Slide 9: Free Cash Flow Inflection Point Expected in 2021
Free Cash Flow Inflection Point Expected in 2021 Completion of Corpus Christi Train 3 expected to reduce capital commitments and increase operational cash flow, leaving significant amount of free cash flow for capital allocation priorities Unlevered Capex Unprecedented 9-train capex program winding
Slide 10: Cheniere: Resilient. Stable. Flexible. Competitive.
Cheniere: Resilient. Stable. Flexible. Competitive. • Cheniere’s resilience and stability reinforced amid extraordinary challenges • Supply and demand dynamics in short-term market strengthening • Long-term LNG market fundamentals intact • Cheniere’s competitive position improving as industry projec
Slide 11: Barclays 2020 CEO Energy-Power Conference
Cheniere Energy, Inc. Barclays 2020 CEO Energy-Power Conference Jack Fusco, President and CEO September 9, 2020 NYSE American: LNG
Slide 12: Non-GAAP Measures Regulation G Reconciliations
Non-GAAP Measures Regulation G Reconciliations This presentation contains non-GAAP financial measures. Consolidated Adjusted EBITDA, Distributable Cash Flow, Distributable Cash Flow per Share, and Distributable Cash Flow per Unit are non-GAAP financial measures that we use to facilitate comparisons
Slide 13: Investor Relations Contacts
Investor Relations Contacts Randy Bhatia Vice President, Investor Relations – (713) 375-5479, randy.bhatia@cheniere.com Megan Light Director, Investor Relations – (713) 375-5492, megan.light@cheniere.com ®2020 Cheniere Energy, Inc. Copyrights - All Rights Reserved
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