Kinder Morgan Market Opportunity and Financial Overview
U.S. CO2 Emissions Declined Since 2007 while GDP grew ~45%
Primarily due to converting coal power generation to natural gas generation
U.S. ELECTRICITY GENERATION MIX
% of total generation
U.S. CO2 EMISSIONS FROM ENERGY CONSUMPTION
billion metric tons
7
KINDER MORGAN
-19%, -1.1 billion metric tons
23%
20%
6
5
7%
20%
4
22%
49%
38%
22%
2021
■Natural gas
Renewables ■ Other
2007
■ Coal
3
2
2
5.0
1
5.0
5.1
5.2
5.3
5.3
5.5
5.6
5.6
5.7
5.9
5.8
5.8
5.9
6.0
6.0
5.9
6.0
5.8
5.4
5.6
5.4
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
5.4
5.4
5.3
5.2
5.3
5.1
4.6
4.9
Power emissions -36%,
-900 million metric tons
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2000
2001
2002
2003
2004
■from coal electric power
from natural gas electric power
from other electric power
Biden 2030 goal
Obama 2025 goal
■from other sectors
15
Under the original Paris Agreement, U.S. was to reduce 2005-level CO2 emissions 26-28% by 2025
2/3 of that reduction goal was already achieved by 2021
Source: U.S. EIA Electricity Data Browser (net generation) & Monthly Energy Review (April-2022); World Bank, Development Indicators, GDP, U.S.$ current.View entire presentation