NewFortress Energy 2Q23 Results
Capacity & Customers
Continued growth in utilization & capacity drive earnings growth & quality
Two pathways to accelerate growth: 1. increasing utilization & 2. entering new markets
Increased utilization & organic growth
i
Current terminal
utilization modest
Highly accretive
margins
Incremental volumes
with no increase in
capex or operating
costs
X
Embedded position
in growth markets
Continued adoption.
of cheaper, cleaner
energy in NFE's existing
high-growth locations.
Additional terminal infrastructure
Continue to develop LNG terminals to meet
energy demand in under-served, high-growth
markets
Attractive return on capital
Target ROIC >20%
●
Opportunities in Caribbean, Central
America, South Africa & Vietnam
Portfolio value of growing terminal capacity
More opportunities for organic growth
Increasing scale & diversity of cash flows
●
●
13View entire presentation