Tellurian Chairman, Charif Souki talks about 1️⃣ Price of Henry Hub in the U.S. 2️⃣ The rig count in the U.S., and 3️⃣ The price of JKM on a global basis, particularly in Asia.

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Guest: Charif Souki | Chairman, Tellurian Inc.

Business Description

#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 presentation 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 natural gas and LNG prices, market conditions, potential EBITDA generation from the Driftwood project, the cost, value and strategic benefits of the project, the timing of the project and the value of Tellurian shares. 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, 2019, and other Tellurian filings with the Securities and Exchange Commission, all of which are incorporated by reference herein. Projections of future market values of assets or securities are subject to a particularly high level of risk, in part because future economic conditions and other market factors are inherently difficult to predict. The forward-looking statements in this presentation speak as of January 19, 2021, 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.

The Chairman speaks on LNG deficit due to under investment in the energy sector for the last two years.

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Guest: Charif Souki | Chairman, Tellurian Inc.

Business Description

#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 presentation 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 natural gas and LNG prices and market conditions. 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, 2019, and other Tellurian filings with the Securities and Exchange Commission, all of which are incorporated by reference herein. The forward-looking statements in this presentation speak as of January 11, 2021, 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.

Seems to be a significant global gas shortage in 2021, possibly EU paying over $6 per MMBTU. Asia, $18 per MMBTU. Serious deficiencies for gas supply vs gas demand balances.

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Guest: Charif Souki | Chairman, Tellurian Inc.

Business Description

#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 presentation 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 commodity prices and market conditions and the construction of additional natural gas liquefaction capacity. 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, 2019, and other Tellurian filings with the Securities and Exchange Commission, all of which are incorporated by reference herein. The forward-looking statements in this presentation speak as of January 4, 2021, 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.

PlayPlay

Join Tellurian’s Chairman Charif Souki on structural changes in the natural gas market.

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Guest: Charif Souki | Chairman, Tellurian Inc.

Business Description

#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 presentation 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 commodity prices and market conditions and prospects for the Driftwood project. 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, 2019, and other Tellurian filings with the Securities and Exchange Commission, all of which are incorporated by reference herein. The forward-looking statements in this presentation speak as of December 14, 2020, 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.

Natural gas on a global basis is moving toward being undersupplied evidenced by market prices. Hear more in this chat with the Chairman, Charif Souki.

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Guest: Charif Souki | Chairman, Tellurian Inc.

Business Description

#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 presentation 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 commodity prices and market conditions and prospects for the Driftwood project. 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, 2019, and other Tellurian filings with the Securities and Exchange Commission, all of which are incorporated by reference herein. The forward-looking statements in this presentation speak as of December 14, 2020, 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.

Asia gas prices have increased. U.S. natural gas prices are more attractive. The whole fundamental picture is getting stronger on a global basis.

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Guest: Charif Souki | Chairman, Tellurian Inc.

Business Description

#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 presentation 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 commodity prices and market conditions, the benefits of the Driftwood project’s integrated structure and the future prospects for the project. 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, 2019, and other Tellurian filings with the Securities and Exchange Commission, all of which are incorporated by reference herein. The forward-looking statements in this presentation speak as of December 8, 2020, 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.

Tellurian Inc. (Tellurian) (NASDAQ: TELL) today named Octávio Simões as President and Chief Executive Officer (CEO), and Jonathan Gross and Jean Abiteboul as new independent Board members, adding significant strength to an already experienced team.

Mr. Simões was President and CEO of Sempra LNG & Midstream where he was responsible for all liquefied natural gas (LNG) and natural gas midstream activities, including Cameron LNG, a 12 million tonnes per annum (mtpa) liquefaction facility that came onstream with first LNG exports in August 2019. Mr. Simões joined Tellurian as Executive Vice President, LNG Marketing and Business Development. He has engineering degrees from the Georgia Institute of Technology and from the University of Massachusetts – Dartmouth, and is a registered professional engineer.

Click to see the full press release

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Guest: Charif Souki | Chairman, Tellurian Inc.

Business Description

#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 presentation 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 liquidity, future commodity prices and market conditions and anticipated entry into agreements relating to the Driftwood project. 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, 2019, and other Tellurian filings with the Securities and Exchange Commission, all of which are incorporated by reference herein. The forward-looking statements in this presentation speak as of November 30, 2020, 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.

Hear about factors affecting natural gas prices and storage into 2021.

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Follow us on Twitter @TellurianLNG

Guest: Charif Souki | Chairman, Tellurian Inc.

Business Description

#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

Cautionary information about forward-looking statements
This presentation 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 production and rig counts, future prices, future market conditions and the prospects for the Driftwood project. 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, 2019, and other Tellurian filings with the Securities and Exchange Commission, all of which are incorporated by reference herein. The forward-looking statements in this presentation speak as of November 23, 2020, 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.

As we continue to go through the winter with the scarcity of natural gas in the U.S. and with a shortage of LNG on a global basis we expect the conversations to become much more accelerated and to finalize agreements pretty quickly.

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Guest: Charif Souki | Chairman, Tellurian Inc.

Business Description

#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

Cautionary information about forward-looking statements
This presentation 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 negotiations, contracts and investments and future natural gas and LNG prices. 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, 2019, and other Tellurian filings with the Securities and Exchange Commission, all of which are incorporated by reference herein. The forward-looking statements in this presentation speak as of November 16, 2020, 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.

An off the cuff interview with Charif Souki on the industry’s future and Tellurian’s business model in #CHATwithTELL.

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Program outline

0:55-2:30 – Key takeaways from investor meetings

2:30-6:45 – Main factors that will drive development of Driftwood project

  1. Fundamentals – demand pull from Asia, supply push from US
  2. EPC – development risks, timelines, costs
  3. Financials – cash flow profile of project

6:45-10:45 – Q&A – Fundamentals / Macro

  1. Outlook for LNG demand given recent correction in oil prices.
  2. Thoughts on recent LNG offtake deal in the US & implications for future Chinese demand.

10:45-18:15 – EPC

  1. Challenges facing EPC providers in pursuit of bidding & developing LNG projects.
  2. Difficulties meeting productivity and cost estimates.
  3. Realities developers face searching for the right EPC provider.
  4. Is it possible to replicate a successful EPC process twice?

18:15-36:50 – Commercial / Equity structure

  1. Potential bottlenecks in customers navigating through commercial agreement process.
  2. Factors that could extend the timeline of commercial agreement process.
  3. Comparing the value proposition of US LNG projects with global proposals with potential subsidies.
  4. Relationship between GE & Tellurian.
  5. How has customer interest in the commercial offering at Tellurian evolved over the past 6 months.
  6. Does the risk of lower crude prices serve as a material headwind for long-term LNG demand.
  7. Thoughts on capital allocation towards upstream.
  8. Reflections on other LNG projects, Total/Sempra.
  9. Thoughts on recent insider buying.

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.

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