2022 Budget Sensitivities and Financial Projections
KINDER MORGAN
Strong Gulf Coast Footprint Positioned to serve Demand Growth
>95% of demand growth is expected to occur in Texas & Louisiana, driven by exports & industrial
U.S. NATURAL GAS DEMAND bcfd
117
Intrastates system directly connects to petchem
& industrial facilities all along the Gulf Coast
99
LNG exports 9
Industrial 31
LNG exports 22
Industrial 36
Net Mexican exports 6
Net Mexican exports 7
Residential &
Commercial 22
- Transport 0
Residential &
Commercial 23
= Transport 1
Power 31
2021
Power 28
2030
Ruby
Midstream
WIC
NGPL
CIG
CP
TCGT
Mojave
EPNG
Sierrita
Midstream
FEP
MEP
Horizon
Stagecoach
Utopia
KMIP
SNG
TGP
Midstream
KMLP
GLNG
PHP
Cypress
FGT
Contracted to transport
~4 bcfd to Mexico &
evaluating another 1 bcfd
.
LNG Terminals
Processing/Treating Plant
Gas Storage
Elba Express
Elba LNG export
☑ELC
Contracted to transport ~6 bcfd
across 6 pipes to LNG export facilities
& evaluating another 2-6 bcfd
Source: WoodMackenzie, North America Gas Market Strategic Planning Outlook, March 2022. Industrial sector includes Wood Mackenzie's "Other" category, comprised of lease and plant fuel and fuel used for liquefaction at export facilities.
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