GasLog Partners LP · NYSE:GLOP/PA
GasLog Partners LP — Investor Presentation (August 2016)
10 slides from GasLog Partners LP's investor presentation, Aug 10, 2016
Slide 1: Socially Responsible Investment Presentation
Socially Responsible Investment Presentation August 10, 2016
Slide 2: Forward-Looking Statements
Forward-Looking Statements All statements in this presentation that are not statements of historical fact are “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements that address activities, events or
Slide 3: Organizational And Ownership Structure
Organizational And Ownership Structure GasLog Ltd. NYSE:GLOG Market Cap: ~$1.1 billion(1) Yield: 4%(1) 50.7% 18 Vessels(2) Notable Investors Public 100% of IDRs 30.4%(3) Peter Livanos 40.7% Unitholders and GP Onassis Foundation 8.7% Total 49.3% 1099, no K-1 GasLog Partners NYSE:GLOP Market Cap: ~$68
Slide 4: What is Liquefied Natural Gas ("LNG")?
What is Liquefied Natural Gas (“LNG”)? 1. Natural gas cooled to -162⁰ Celsius ‒ The cooling process reduces the gas to approximately 1/600th of its original volume ‒ Reduced size makes it practical from a physical and economic perspective to transport gas over long distances 2. Transported using car
Slide 5: Shipping Is An Essential Part Of LNG Value Chain
Shipping Is An Essential Part Of LNG Value Chain LNG Value Chain (1) Exploration and Production (2) Liquefaction (3) LNG Shipping (4) Regasification (5) Transportation and Consumption
Slide 6: Natural Gas and LNG Are Growing Fuels In Global Energy Mix
Natural Gas and Liquefied Natural Gas (“LNG”) Are Growing Fuels In Global Energy Mix Natural Gas Market Share of Primary Energy Consumption International Trade As A Percent Of Global Consumption 50% 35% Today Today Gas expected to 30% 40% overtake coal as a % of the overall Share of Primary Energy T
Slide 7: Compelling Environmental And Economic Benefits Of Natural Gas And LNG Power Generation
Compelling Environmental And Economic Benefits Of Natural Gas And LNG Power Generation Pounds Of CO2 emitted / MMBTU Total Cost / MMBTU (Adjusted For Plant Efficiency)(1) (Adjusted For Plant Efficiency And U.K. Taxes)(1)(2) $700 $15 2014 average coal cost: $16 $600 579 $14 $500 $14 2014 average $400
Slide 8: New Liquefaction Monetizes Low Cost Reserves And Creates Demand For Shipping
New Liquefaction Monetizes Low Cost Reserves And Creates Demand For Shipping Expected(1) RoW Nameplate Status Expected(1) Australia Nameplate Status Yamal 16.5 mtpa 2018-20 Gladstone 7.7 mtpa Started Malaysia 4.0 mtpa 2016-20 Australia Pacific 9.0 mtpa Started Cameroon 2.2 mtpa 2018 Gorgon 15.6 mtpa
Slide 9: Floating Storage And Regasification Units ("FSRUs") To Open Up New Markets
Floating Storage And Regasification Units (“FSRUs”) To Open Up New Markets UK KALININGRAD LITHUANIA P Meridian-buoy Gazprom Klaipeda (Hoegh) UKRAINE Odessa USA ITALY CROATIA TURKEY NE Gateway-buoys (Excelerate) Livorno (OLT) Triton CHINA GREECE KUWAIT Tianjin (Hoegh) Falconara Alexandroupolis Ahmadi
Slide 10: Summary
Summary Cost competitive natural gas from new LNG supply is reducing 1 carbon emissions by incentivizing gas fired power generation Due to location mismatch of reserves and energy demand, LNG 2 projects are needed to maintain stable, low-cost natural gas GasLog’s shipping and FSRU businesses are ess
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