2022 Budget Sensitivities and Financial Projections
Transporter of Choice for LNG Facilities due to Supply Diversity
& 700 bcf of Total Working Gas Storage
U.S. LNG EXPORTS & KM TRANSPORT POTENTIAL bcfd
Previous WM forecast
......Potential KM contracted transport capacity
In active discussions to transport
another potential 2-6 bcfd
Uplift from March forecast
Intrastate
NGPL
KINDER MORGAN
Louisiana
MEP
SNG
KMLP
Mississippi
TGP
22
22
22
Texas
19
3.7
3.2
3.4
Lake Charles
TGP
Driftwood
16
1.6
PHP
Katy
Cameron
NGPL
Henry
Plaquemines
Port Arthur
14
Calcasieu Pass
0.8
11
12 13
Sabine Pass
Golden Pass
1.3
12
9
Freeport
6
8
2021 2022 2023 2024 2025
2026 2027
2028 2029
2030
GCX
Corpus Christi
Agua Dulcé
~6.2 bcfd delivered in Q1 2022
80% of ~6 bcfd contracted capacity is on NGPL, KMLP, & TGP
Remainder is on Intrastates, Elba Express, & EPNG
16 year average remaining contract term for transport capacity
Also have 350 mmcfd of Elba liquefaction capacity with 19 years remaining on contract
Contracted transport capacity & Elba comprise ~10% of 2022B Natural Gas Adjusted Segment EBDA
Note: See Non-GAAP Financial Measures & Reconciliations.
Source: Wood Mac North America Gas Market Strategic Planning Outlook, March 2022.
(*
Rio Grande
Califomia
Arizona
Costa Azul LNG
BAJA
CALIFORNIA
KM Contracted LNG Export Terminals
Other Proposed/Existing LNG Export Terminals
Elba Liquefaction Project
Market Hub
Elba Express
Georgia
South Carolina
ELC
25View entire presentation