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Investor Presentaiton

mtpa 750 Analysts' LNG Supply and Demand Curve¹ 700 650 Implied 4.5% CAGR in Analysts' Demand Growth from 2021 to 2030 143 mtpa Implied 3.0% CAGR in Analysts' Supply Growth from 2021 to 2030 600 550 500 450 400 350 Historical Demand CAGR of 6.5% applied through 2030 300 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Analysts' Ops & In Cons Supply (3.0% CAGR) Buyer Exposure #1 - FIDs for Demand Growth? > 4.1% Analysts' LNG Demand (4.5% CAGR 2021 - 2030) 73 mtpa 504 mtpa wwwww Buyer Exposure #2 - FIDs for Analysts' LNG Demand Historical LNG Demand (6.5% CAGR from 2019) • LNG market supply is short in 2021 (red circle), resulting in higher LNG market prices in 2021 LNG demand through 2030 is forecasted to exceed 'operating' and 'in construction' LNG supply by at least 73 mtpa If historical CAGR of 6.5% is realized in demand growth to 2030, then a further shortfall in LNG supply of 143 mtpa is implied 1 Analysts: Data from FGE, IHS Markit, Poten, and Wood Mackenzie updated to Q4 2021 | 2 Adjusted Operating & In Construction capacity for Force Majeure, Cancellation and other sponsor issued statements RIO GRANDE LNG 10
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