President and CEO Meg Gentle said, “Total’s commitment and investment in Tellurian has set an international standard for a joint venture partnership that will deliver low-cost U.S. #LNG supply to the world beginning in 2023. Tellurian has executed a thorough set of documents and we are using those as a template to secure further agreements with partners. We are preparing to launch the project finance debt syndication which we expect to take the remainder of the year.”

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Host: Amit Marwaha | Director, Investor Relations
Guest: Meg Gentle | CEO Tellurian Inc.
Production: Allison Clark | Brand Supervisor

Business Description

#Tellurian was founded by #CharifSouki and #MartinHouston and is led by #President and #CEO #MegGentle. Tellurian intends to create value for shareholders by building a #low-cost, global natural gas business, profitably delivering natural gas to customers worldwide. Tellurian is developing a portfolio of natural gas production, LNG trading, and infrastructure that includes an ~ 27.6 mtpa LNG export facility and an associated pipeline. Tellurian is based in Houston, Texas, and its common stock is listed on the #Nasdaq Capital Market under the symbol “TELL”.

CAUTIONARY INFORMATION ABOUT FORWARD-LOOKING STATEMENTS

This podcast contains forward-looking statements within the meaning of U.S. federal securities laws. The words “anticipate,” “assume,” “believe,” “budget,” “estimate,” “expect,” “forecast,” “initial,” “intend,” “may,” “plan,” “potential,” “project,” “proposed,” “should,” “will,” “would,” and similar expressions are intended to identify forward-looking statements. Forward-looking statements herein relate to, among other things, the capacity, timing, and other aspects of the Driftwood project, a potential equity investment by Total in the Driftwood project and Tellurian, a potential purchase by Total of LNG from the Driftwood terminal, the parties’ ability to enter into definitive agreements on terms contemplated by the HOA and to close the related transactions, the parties’ ability to close the transactions contemplated by the stock purchase agreement with Total, and projected annual cash flow per share. These statements involve a number of known and unknown risks, which may cause actual results to differ materially from expectations expressed or implied in the forward-looking statements. These risks include the matters discussed in Item 1A of Part I of the Annual Report on Form 10-K of Tellurian for the fiscal year ended December 31, 2018, and other Tellurian filings with the Securities and Exchange Commission, all of which are incorporated by reference herein. FID is subject to the completion of financing arrangements that may not be completed within the time frame expected or at all. Tellurian’s projected annual cash flow per share of over $8.00 is based on the 5-plant case and assumes, among other things, a U.S. Gulf Coast netback price of $8.00/mmBtu, a $4.50/mmBtu cost of LNG, and $3.50/mmBtu margins. The projected cash flow assumes the completion of certain acquisition, financing and other transactions, which may not be completed on the assumed terms or at all. This presentation also includes forward-looking statements about trends in U.S. and international energy markets. The forward-looking statements in this podcast speak as of the date it was posted. Although Tellurian may from time to time voluntarily update its prior forward-looking statements, it disclaims any commitment to do so except as required by securities laws.

Music | #cool by Vincent Augustus is licensed under a Attribution-ShareAlike License | CC BY-SA 4.0

Join the #LNG discussion on U.S. and global gas fundamentals with our Research and Fundamentals team.

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Host: Johan Yokay
Guests: Renee Pirrong, Kevin Greene & Kirk Shepherd
Producer: Allison Clark

Program outline

00:20 – The latest trends in LNG demand
03:14 – How the #Permian basin is becoming more of a driving force for U.S. liquefaction
05:16 – Latest trends in U.S. #pipeline infrastructure

Business Description

#Tellurian was founded by #CharifSouki and #MartinHouston and is led by #President and #CEO #MegGentle. Tellurian intends to create value for shareholders by building a #low-cost, global natural gas business, profitably delivering natural gas to customers worldwide. Tellurian is developing a portfolio of natural gas production, LNG trading, and infrastructure that includes an ~ 27.6 mtpa LNG export facility and an associated pipeline. Tellurian is based in Houston, Texas, and its common stock is listed on the #Nasdaq Capital Market under the symbol “TELL”.

CAUTIONARY INFORMATION ABOUT FORWARD-LOOKING STATEMENTS

This podcast contains forward-looking statements within the meaning of U.S. federal securities laws. The words “anticipate,” “assume,” “believe,” “budget,” “estimate,” “expect,” “forecast,” “initial,” “intend,” “may,” “plan,” “potential,” “project,” “proposed,” “should,” “will,” “would,” and similar expressions are intended to identify forward-looking statements. Forward-looking statements herein relate to, among other things, future LNG prices and demand, natural gas production, pipeline permitting and construction and other factors potentially affecting our business and prospects and our industry. These statements involve a number of known and unknown risks, which may cause actual results to differ materially from expectations expressed or implied in the forward-looking statements. These risks include the matters discussed in Item 1A of Part I of the Annual Report on Form 10-K of Tellurian for the fiscal year ended December 31, 2018, and other Tellurian filings with the Securities and Exchange Commission, all of which are incorporated by reference herein. FID is subject to the completion of financing arrangements that may not be completed within the time frame expected or at all. The forward-looking statements in this podcast speak as of the date it was posted. Although Tellurian may from time to time voluntarily update its prior forward-looking statements, it disclaims any commitment to do so except as required by securities laws.

Music | #cool by Vincent Augustus is licensed under a Attribution-ShareAlike License | CC BY-SA 4.0

SVP & CFO, Antoine Lafargue chats about our new hybrid financial model and the evolution of #financing in the LNG space during a #CHATwithTELL.

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Follow us on Twitter @TellurianLNG

Host: Amit Marwaha
Guest: Antoine Lafargue
Production: Miracle Films
Art direction: Allison Clark

Program outline

01:00:00
Customer is king

How the financial model has evolved from 100% equity to a hybrid model of debt and equity
• We are in an evolving industry
• Customers are relying increasingly on the spot market – less need for long-term contracts
• Finding out what is the right model for a low-cost commodity market
• Factors:
– Getting access to low-cost gas
– Low-cost liquefaction
– Cost of financing
• Customers back leveraging on their end
• Sovereign wealth funds / state owned enterprises
• Giving customers the choice on financing

01:07:33
Benefits of new model

• Convenience of syndicating to the larger group
• Offsets the incremental cost of servicing the debt
• We have put debt in the structure, but providing the LNG ‘at cost’ to customer

01:11:35
What do the economics look like

What do the economics look like when you have stressed that scenario with regards to the returns to the builder of the project and the customer. It becomes very difficult when you have to pay debt holders, preferred holders and equity holders – what does that look like?
• We are proposing a different model
• A few key variables:
– How much is the cost of the project
– Assets
– Debt & equity

01:16:03
Banks finance two things…

Key criteria used by banks to evaluate credit capacity
• More innovation needed in industry
• Banks finance two things:
– Assets
– Cash flow
• Can we have more equity financed by the customers themselves

… be continued.

Business Description

#Tellurian was founded by #CharifSouki and #MartinHouston and is led by #President and #CEO #MegGentle. Tellurian intends to create value for shareholders by building a #low-cost, global natural gas business, profitably delivering natural gas to customers worldwide. Tellurian is developing a portfolio of natural gas production, LNG trading, and infrastructure that includes an ~ 27.6 mtpa LNG export facility and an associated pipeline. Tellurian is based in Houston, Texas, and its common stock is listed on the #Nasdaq Capital Market under the symbol “TELL”.

Confidential notice

This page includes links to videos that include statements made by officers and directors of Tellurian Inc. (the “Company”) and other persons. The Company assumes no responsibility for statements made by persons other than its officers, directors and other authorized spokespersons. Statements made by the Company’s representatives may include forward-looking statements regarding, among other things, commodity prices, regulatory and operational developments, future economic conditions and other matters. Such forward-looking statements are subject to numerous risks and uncertainties, including the risk of unanticipated changes in market, regulatory or business environments and other risks described in the Company’s filings with the SEC, which are available on this site under “Investors—Financials, Filings and Presentations.” The Company does not undertake to update such forward-looking statements, which are made only as of the date indicated.

Charif Souki, Chairman, explains the value of upstream and the importance of technology to ensure low-cost #LNG in #CHATwithTELL.

Watch on YouTube
Follow us on Twitter @TellurianLNG

Host: Amit Marwaha
Guest: Charif Souki
Production: Miracle Films
Art direction: Allison Clark

Business Description

#Tellurian was founded by #CharifSouki and #MartinHouston and is led by #President and #CEO #MegGentle. Tellurian intends to create value for shareholders by building a #low-cost, global natural gas business, profitably delivering natural gas to customers worldwide. Tellurian is developing a portfolio of natural gas production, LNG trading, and infrastructure that includes an ~ 27.6 mtpa LNG export facility and an associated pipeline. Tellurian is based in Houston, Texas, and its common stock is listed on the #Nasdaq Capital Market under the symbol “TELL”.

Confidential notice

This page includes links to videos that include statements made by officers and directors of Tellurian Inc. (the “Company”) and other persons. The Company assumes no responsibility for statements made by persons other than its officers, directors and other authorized spokespersons. Statements made by the Company’s representatives may include forward-looking statements regarding, among other things, commodity prices, regulatory and operational developments, future economic conditions and other matters. Such forward-looking statements are subject to numerous risks and uncertainties, including the risk of unanticipated changes in market, regulatory or business environments and other risks described in the Company’s filings with the SEC, which are available on this site under “Investors—Financials, Filings and Presentations.” The Company does not undertake to update such forward-looking statements, which are made only as of the date indicated.

Meet Martin Houston, Vice Chairman of Tellurian who describes his global #LNG experiences that matter to the new wave of projects.

#CHATwithTELL

Watch on YouTube
Find us on Twitter @TellurianLNG

Host: Amit Marwaha
Guest: Martin Houston
Production: Miracle Films
Creative direction: Allison Clark

Business Description

#Tellurian was founded by #CharifSouki and #MartinHouston and is led by #President and #CEO #MegGentle. Tellurian intends to create value for shareholders by building a #low-cost, global natural gas business, profitably delivering natural gas to customers worldwide. Tellurian is developing a portfolio of natural gas production, LNG trading, and infrastructure that includes an ~ 27.6 mtpa LNG export facility and an associated pipeline. Tellurian is based in Houston, Texas, and its common stock is listed on the #Nasdaq Capital Market under the symbol “TELL”.

Confidential notice

This page includes links to videos that include statements made by officers and directors of Tellurian Inc. (the “Company”) and other persons. The Company assumes no responsibility for statements made by persons other than its officers, directors and other authorized spokespersons. Statements made by the Company’s representatives may include forward-looking statements regarding, among other things, commodity prices, regulatory and operational developments, future economic conditions and other matters. Such forward-looking statements are subject to numerous risks and uncertainties, including the risk of unanticipated changes in market, regulatory or business environments and other risks described in the Company’s filings with the SEC, which are available on this site under “Investors—Financials, Filings and Presentations.” The Company does not undertake to update such forward-looking statements, which are made only as of the date indicated.

#LNG is “the hottest shipping segment…” states Mr. Nicolay Dyvik, Head of Shipping Research – DNB Markets. Our CFO Antoine Lafargue chats with Mr. Dyvik and #maritime thought leaders on October 9th at the 10th Annual Capital Link New York Maritime Forum.

10th Annual Capital Link New York Maritime Forum

Watch on YouTube
Find us on Twitter @TellurianLNG
Visit Capital Link forum

Guest: Antoine Lafargue

Business Description

#Tellurian was founded by #CharifSouki and #MartinHouston and is led by #President and #CEO #MegGentle. Tellurian intends to create value for shareholders by building a #low-cost, global natural gas business, profitably delivering natural gas to customers worldwide. Tellurian is developing a portfolio of natural gas production, LNG trading, and infrastructure that includes an ~ 27.6 mtpa LNG export facility and an associated pipeline. Tellurian is based in Houston, Texas, and its common stock is listed on the #Nasdaq Capital Market under the symbol “TELL”.

Confidential notice

This page includes links to videos that include statements made by officers and directors of Tellurian Inc. (the “Company”) and other persons. The Company assumes no responsibility for statements made by persons other than its officers, directors and other authorized spokespersons. Statements made by the Company’s representatives may include forward-looking statements regarding, among other things, commodity prices, regulatory and operational developments, future economic conditions and other matters. Such forward-looking statements are subject to numerous risks and uncertainties, including the risk of unanticipated changes in market, regulatory or business environments and other risks described in the Company’s filings with the SEC, which are available on this site under “Investors—Financials, Filings and Presentations.” The Company does not undertake to update such forward-looking statements, which are made only as of the date indicated.

Mark Stubbe, SVP Strategy and Business Development, describes our commercial position on U.S. #LNG.

#CHATwithTELL

Watch on YouTube
Find us on Twitter @TellurianLNG

Host: Amit Marwaha
Guest: Mark Stubbe
Production: Miracle Films
Creative direction: Allison Clark

Business Description

#Tellurian was founded by #CharifSouki and #MartinHouston and is led by #President and #CEO #MegGentle. Tellurian intends to create value for shareholders by building a #low-cost, global natural gas business, profitably delivering natural gas to customers worldwide. Tellurian is developing a portfolio of natural gas production, LNG trading, and infrastructure that includes an ~ 27.6 mtpa LNG export facility and an associated pipeline. Tellurian is based in Houston, Texas, and its common stock is listed on the #Nasdaq Capital Market under the symbol “TELL”.

Confidential notice

This page includes links to videos that include statements made by officers and directors of Tellurian Inc. (the “Company”) and other persons. The Company assumes no responsibility for statements made by persons other than its officers, directors and other authorized spokespersons. Statements made by the Company’s representatives may include forward-looking statements regarding, among other things, commodity prices, regulatory and operational developments, future economic conditions and other matters. Such forward-looking statements are subject to numerous risks and uncertainties, including the risk of unanticipated changes in market, regulatory or business environments and other risks described in the Company’s filings with the SEC, which are available on this site under “Investors—Financials, Filings and Presentations.” The Company does not undertake to update such forward-looking statements, which are made only as of the date indicated.

Join Meg Gentle, CEO on the future of natural gas, Tellurian’s business model and upstream optionality in the first episode of CHAT with TELL.

#CHATwithTELL

Watch on YouTube
Find us on Twitter @TellurianLNG

Host: Amit Marwaha
Guest: Meg Gentle
Producer: Miracle Films
Creative director: Allison Clark

Business Description

#Tellurian was founded by #CharifSouki and #MartinHouston and is led by President and #CEO #MegGentle. Tellurian intends to create value for shareholders by building a low-cost, global natural gas business, profitably delivering natural gas to customers worldwide. Tellurian is developing a portfolio of natural gas production, LNG trading, and infrastructure that includes an ~ 27.6 mtpa LNG export facility and an associated pipeline. Tellurian is based in Houston, Texas, and its common stock is listed on the #Nasdaq Capital Market under the symbol “TELL”.

Confidential notice

This page includes links to videos that include statements made by officers and directors of Tellurian Inc. (the “Company”) and other persons. The Company assumes no responsibility for statements made by persons other than its officers, directors and other authorized spokespersons. Statements made by the Company’s representatives may include forward-looking statements regarding, among other things, commodity prices, regulatory and operational developments, future economic conditions and other matters. Such forward-looking statements are subject to numerous risks and uncertainties, including the risk of unanticipated changes in market, regulatory or business environments and other risks described in the Company’s filings with the SEC, which are available on this site under “Investors—Financials, Filings and Presentations.” The Company does not undertake to update such forward-looking statements, which are made only as of the date indicated.