Corporate Presentation. December 2017 NASDAQ NEXT
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1 Corporate Presentation December 2017 NASDAQ NEXT
2 Disclaimer and Forward Looking Statements This Presentation includes forward-looking statements within the meaning of Private Securities Litigation Reform Act of All statements other than statements of historical fact contained in this Presentation, including statements regarding the future results of operations and financial position of NextDecade Corporation (the Company ), strategy and plans, and its expectations for future operations, are forward-looking statements. The words anticipate, contemplate, estimate, expect, project, plan, intend, believe, may, might, will, should, can have, likely, continue, design and other words and terms of similar expressions, are intended to identify forward-looking statements. The Company has based these forward-looking statements largely on its current expectations and projections about future events and trends that it believes may affect its financial condition, results of operations, strategy, short-term and long-term business operations and objectives and financial needs. Although the Company believes that the expectations reflected in its forward-looking statements are reasonable, actual results could differ from those expressed in its forward-looking statements. The Company s future financial position and results of operations, as well as any forward-looking statements are subject to change and inherent risks and uncertainties, including those described in the section entitled Risk Factors in its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q as well as other filings the Company has made and will make with the Securities and Exchange Commission (the SEC ) which, after their filing, can be found on the Company s website, You should consider the Company s forward-looking statements in light of a number of factors that may cause actual results to vary from its forward-looking statements including, but not limited to: the Company s ability to maintain the listing of its common stock and warrants on The Nasdaq Stock Market or another securities exchange; changes adversely affecting the business in which the Company is engaged; management of growth; general economic conditions; the Company s development LNG liquefaction and export projects; the Company s ability to secure additional debt and equity financing in the future to complete the terminal at the Port of Brownsville in southern Texas (the Terminal ) and an associated 137-mile pipeline to supply gas to the Terminal (the Pipeline, and together with the Terminal, the Project ); the accuracy of estimated costs for the Project; the governmental approval of construction and operation of the Project; the successful completion of the Project by third-party contractors; the Company s ability to generate cash; the development risks, operational hazards, regulatory approvals applicable to Rio Grande LNG s construction and operations activities; the Company s anticipated competitive advantage; the global demand for and price of natural gas (versus the price of imported LNG); the availability of LNG vessels worldwide; legislation and regulations relating to the LNG industry; negotiations for the Terminal site lease and right-of-way options for the Pipeline route; compliance with environmental laws and regulations; or the result of future financing efforts. You should not rely upon forward-looking statements as predictions of future events. In addition, neither the Company nor any other person assumes responsibility for the accuracy and completeness of any of these forward-looking statements. The forward-looking statements contained in this Presentation are made as of the date of this Presentation, and the Company assumes no obligation to update or supplement any forward-looking statements. Please read Risk Factors in the Company s Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and other filings it makes with the SEC for a more complete discussion of the risks and uncertainties mentioned above and for a discussion of other risks and uncertainties. All forward-looking statements attributable to the Company are expressly qualified in their entirety by these cautionary statements as well as others made in this Presentation, the Company s Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and in its other SEC filings and public communications. You should evaluate all forward-looking statements made by the Company in the context of these risks and uncertainties. Note that forwardlooking statements speak only as of the date of this Presentation. Except as required by applicable law, the Company does not undertake any obligation to publicly correct or update any forward-looking statement. 1
3 Introduction NextDecade is a liquefied natural gas development company focused on LNG export projects and associated pipelines in the State of Texas (USA) 2
4 NextDecade: Innovation and Opportunity Members of NextDecade s management team have a record of successful LNG project development and marketing, including: 11 Regasification Terminals 10 FSRU Projects including 8 New-Build FSRU Vessels 10 Liquefaction Terminals 9 Pipeline Projects 3
5 Experienced Leadership Team KATHLEEN EISBRENNER Chairman & CEO MATT SCHATZMAN President RENÉ VAN VLIET Chief Operating Officer BEN ATKINS Chief Financial Officer ALFONSO PUGA Chief Commercial Officer 4
6 Leading the NEXT Wave of LNG EXPERIENCED LEADERSHIP TEAM Members of the management team have experience developing and marketing some of the most successful projects across the global LNG value chain. LOW-COST, RELIABLE DESIGN NextDecade selected proven and widely utilized liquefaction technology (APCI-, C3MR TM ), collaborating with vendors to ensure cost optimization. Our mean EPC cost estimate for our first three trains is $490 per ton. The target is $450 per ton. STRONG PARTNERS AND INVESTORS ADVANTAGED LOCATION Our Rio Grande LNG project in South Texas affords customers access to abundant, low-cost, associated gas from the Permian Basin and Eagle Ford Shale. ADVANCED FERC STATUS We started the federal regulatory process in 2015, and filed a FERC application on May 5, We expect to receive a notice of schedule for the Rio Grande LNG project in the near future, and final authorization in 2H
7 Rio Grande LNG & Rio Bravo Pipeline Location/Site Brownsville, Texas, USA 984-acre site optimally located in the Port of Brownsville Owned by Brownsville Navigation District for Industrial Development Capacity 27 mtpa Trains 6 x 4.5 mtpa each Storage 4 full containment LNG tanks x 180,000 m 3 Gas Resources Permian Basin & Eagle Ford Shale Marine Facilities 2 marine jetties Berth pocket Separate turning basin Deepwater port access with supporting marine infrastructure Project Cost $17.3 billion $15.7 billion (RGLNG) $1.6 billion (RBPL) U.S. GDP Contribution U.S. Employment* Rio Bravo Pipeline Among the largest proposed project investments in the State of Texas^ Est. $35.1 billion U.S. GDP contribution during construction phase* Est. 400,000 person-years During Construction: Est. 6,000 direct jobs During Operations: Est. 4,900 permanent U.S. jobs Two 42- inch pipelines originating Agua Dulce Market Area Capacity: Up to 4.5 Bcf/day of gas to the RGLNG terminal ANADARKO PERMIAN BARNETT EAGLE FORD FAYETTEVILLE HAYNESVILLE GULF of MEXICO * The Perryman Group, Economic Impact Study ^ Conway Projects Database 6
8 LNG Market Overview: Demand Growth Market expected to face a supply shortfall in the next 5-10 years Demand Growth from 2014 to 2025: 5.48% CAGR (base case) 7.48% CAGR (upside case) According to GIIGNL, global LNG demand growth was 7.5% in 2016 The global LNG market will need at least 150 mtpa of incremental liquefaction capacity by 2025 (beyond what is operational and already under construction today) Sources: Wood Mackenzie & 2016 World LNG Report, IGU Certain statistics and general information sourced from Shell LNG Outlook
9 Significant Demand Growth by Global LNG Demand Growth Expected to Continue Rising New FIDs Needed // Demand CAGR Upside Case 526 mtpa 7.48% Base Case 428 mtpa 5.48% 384 ~ Demand Established Player Growth Emerging Demand Upside Emerging Demand 2025 Demand 2025 Projected Supply The combination of demand drivers expected to result in a global LNG market that exceeds 500 mtpa of demand Sources: Wood Mackenzie, 2017 GIIGNL, and 2016 World LNG Report, IGU 8
10 Projections: Top 20 Markets by Volume Rank (2025) Country Japan China India South Korea United Kingdom Taiwan Spain Thailand France Pakistan Belgium Indonesia Bangladesh Singapore Netherlands Turkey Chile Portugal Argentina Malaysia Observations China and India overtake South Korea as # 2 and # 3 importers (respectively) Taiwan emerges as significant importer (16.5 mtpa in 2025, from ~ 11 mtpa in 2010) Certain European and Southeast Asian markets expected to grow from effective zero to among the world s largest LNG markets by 2025/ Source: Wood Mackenzie 9
11 LNG Contract Roll-Off: Volume by Year (mtpa) Through 2023, 80 mtpa of demand (and 190 mtpa through 2030) is expected to free up as legacy contracts expire and customers look to switch to U.S. LNG providers. We believe NextDecade is wellpositioned to capitalize on these anticipated roll-off volumes Contract Roll-Off Volume by Year (mtpa) Incremental Volume Cumulative Volume Contract Expiration Year Incremental Volume (mtpa) Cumulative Volume (mtpa) Key Contracts (mtpa) Bontang LNG / CPC (1.8) Sonatrach / ENI (1.3) Atlantic LNG / ENGIE (1.6) Qatargas IV / Uniper (1.5) Adgas / JERA (4.3) Sonatrach / ENGIE (3.7) Bontang / JERA (2.0) Malaysia LNG / CPC (2.0) Qatargas I / JERA (5.0) Qatargas I / Chugoku Electric (2.0) Nigeria LNG / Enel (2.4) Darwin LNG / JERA (2.0) Brunei LNG / JERA (3.4) Equatorial Guinea LNG / 384 Shell (3.3) Oman LNG / KOGAS (4.1) Nigeria LNG / Gas Natural Fenosa (2.0) Idku LNG / ENGIE (3.6) Atlantic LNG / BP (2.5) Idku LNG / Shell (3.6) RasGas III / KOGAS (2.1) RasGas II / EDF Trading (3.4) Nigeria LNG / Shell (3.1) RasGas II / Petronet (5.0) Peru LNG / Shell (4.2) Tangguh LNG / Sempra LNG (3.7) Malaysia LNG Tiga / CNOOC (3.0) Curtis Island LNG / KOGAS (3.5) Withnell Bay LNG / GDLNG (3.3) Source: GIIGNL Annual Report
12 FSRUs: Enabling Several New Markets FSRUs present a valuable opportunity to access developing and/or underserved LNG markets, including those seeking LNG to replace declining gas reserves.* NextDecade can leverage that opportunity with their management team s FSRU experience a source of competitive advantage over competing project developers. New LNG Importers* Egypt (2015) Jordan (2015) Pakistan (2015) Colombia (2016) Finland (2016) Jamaica (2016) Poland (2016) More than a halfdozen FSRUs were in the global orderbook as of year-end Existing Under Construction Proposed Sources (Image and Other Information): Wood Mackenzie, Company Management * Not all new markets are FSRU markets 11
13 Portfolio Growth: Opportunities & Differentiators NextDecade is a portfolio company that has significant prospects for growth through various incremental opportunities and differentiators. While the management team remains focused on advancement and development of NextDecade s Rio Grande LNG facility in South Texas, the Company is well-positioned to capitalize on organic growth as well as opportunities involving FSRUs and NextDecade s Pelican Island LNG site. Floating Storage Regasification Units ( FSRUs ) Members of NextDecade s management team s past involvement in FSRU development represents a major competitive advantage Valuable opportunity to access developing and/or underserved LNG markets, including those seeking to replace declining gas reserves with LNG FSRUs often require less capital, shorter lead times than land-based facilities MOU for development of Port of Cork FSRU/Import Terminal executed July 2017, opportunity for fully integrated regasification solution in southeastern Ireland 994-acre site leased on the Houston Ship Channel in Texas City Approximately 40 miles from downtown Houston in a highly industrial area Pelican Island LNG Close proximity to major pipelines carrying natural gas from Waha (Permian Basin, West Texas) to major market hubs Channel depth of 45 feet, 22-foot levee surrounding the entire site Facility planned as a 2+1 train terminal with 4.5 mtpa per train (13.5 mtpa total) Ability to replicate Rio Grande LNG cost advantages 12
14 Comparison: U.S. Reserve Basins Permian production costs are among the lowest across U.S. basins, providing ample scope to absorb transport costs from Waha to Agua Dulce. Rank Play Gas Breakeven* $/mmbtu 1 Permian - Midland $(6.31) 2 Permian - Delaware (2.69) 3 Eagle Ford (0.31) 13 4 Permian - Alpine High Marcellus - PA - West Marcellus - WV Barnett - Dry Utica - Wet Anadarko - Woodford Haynesville Utica - Dry Gas Fayetteville Marcellus - PA - North Marcellus - PA - South Barnett - Wet 3.80 Sources: DrillingInfo / Ponderosa Energy, Company Filings, Petroleum Listing Service, Inc. RGLNG Notes Everything <$0.00/mmbtu is in the money due to present-day crude oil prices. Ponderosa Energy has applied representative D&C / LOE well costs, total well recovery estimates, and hydrocarbon quality adjustments for each play based on information from the public domain, individual producers, and in-house expert opinions. Apache January 2017 investor presentation reports $0.40/mmbtu break-even gas prices for Alpine High ($50.00 WTI). 13
15 Permian Basin: A World-Class Reserve Base The Permian Basin saw nearly $30 billion of M&A activity in 2016, approximately half of all U.S. upstream M&A activity showcasing elevated interest among producers. Drilling and Completion (D&C) spending in the Basin is expected to more than double (YoY) by 2018, and comprise approximately 44 percent of total U.S. D&C spending (from just 20 percent in 2014). Wolfcamp Shale Estimate Permian, USA Qatar Ghawar, Saudi Arabia Alpine High Estimate Burgan, Kuwait Safaniyah, Saudi Arabia Breakout of Permian Reserves Eagle Ford, USA Samotlorskoye, Russia Shaybah, Saudi Arabia Midland 58% Delaware 42% ADCO, UAE Romashkinskoye, Russia Zuluf, Saudi Arabia Cantarell, Mexico Permian ranks as the largest field in the world Discoveries like Alpine High will only grow Delaware & Permian reserve estimates Total Recoverable Resource 2P (BBoe) Sources: Pioneer, DrillingInfo / Ponderosa Energy, Company Filings, Petroleum Listing Service, Inc. 14
16 Gas Takeaway Capacity from West Texas Expansion Projects From Permian Basin/Waha to Agua Dulce: Kinder Morgan, DCP, Targa: 1.9 Bcf/day Gulf Coast Express NAmerico 1.5 Bcf/day Pecos Trail Energy Transfer 1.5 Bcf/day Waha Express NextEra 1.5 Bcf/day Republic Pipeline Waha Katy Henry Hub Agua Dulce Rio Grande LNG Rio Grande LNG is a pipeline to the world, facilitating global market access to the world s lowest cost and most reliable LNG 15
17 Summary The global LNG market is expected to exceed 500 mtpa in the next decade, and multiple new project FIDs are required to close an anticipated supply shortfall. Particularly in the current macroeconomic and geopolitical environment, the United States is the next export country of choice. The Permian Basin is the largest gas field in the world and NextDecade s Rio Grande LNG affords customers access to the world s lowest cost and most reliable LNG. NextDecade is a leader among the second wave of U.S. LNG projects sponsors. 16
18 Contact COMMUNICATIONS Ward CC (for NextDecade) 5959 West Loop South, Suite 510 Bellaire, Texas USA Molly LeCronier, Vice President T: + 1 (713) E: mlecronier@wardcc.com INVESTORS AND CORPORATIONS NextDecade Corporation 3 Waterway Square Place, Suite 400 The Woodlands, Texas USA Patrick Hughes, Vice President, Corporate Strategy T: + 1 (832) E: patrick@next-decade.com 17
19 Experienced Management Team Low-Cost, Reliable, Proven Design Strong Technical, Legal, and Financial Partners Advantageous Location and Access to Gas Supply Flexible Business Model and Contract Structures Advanced Regulatory Status and Outlook Highly Visible at National and Local Levels Artist rendering of NextDecade s proposed 27 mtpa Rio Grande LNG project at the Port of Brownsville, Texas NASDAQ: NEXT
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