Listen in with Thierry Bros, VP, Research, LNG Marketing as he discusses the role natural gas has in helping the #EuropeanUnion reach their future targets for GHG reductions.

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Host: Johan Yokay | Manager, Investor Relations
Guest: Thierry Bros | VP, Research, LNG Marketing
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, political and economic developments in the European Union, including as they relate to natural gas markets, prospects for economic growth and climate change matters. 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. These risks also include the risk of adverse political developments and adverse changes in general economic conditions. 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

Tellurian and Petronet Sign MOU for Up to 5 Million Tonnes of LNG Through Equity Investment in Driftwood

Tellurian Inc. (Tellurian) (NASDAQ: TELL) and Petronet LNG Limited INDIA (PLL) announced today that the two companies have signed a Memorandum of Understanding (MOU) wherein Petronet and its affiliates intend to negotiate the purchase of up to five million tonnes per annum (5 mtpa) of liquefied natural gas (LNG) from Driftwood, concurrent with its equity investment, which remains subject to further due diligence and approval of its board of directors. Tellurian and Petronet will endeavor to finalize the transaction agreements by 31 March 2020.

President and CEO Meg Gentle said, “Petronet, India’s largest LNG importer, will be able to deliver clean, low-cost, and reliable natural gas to India from Driftwood. Increasing natural gas use will enable India to fuel its impressive economic growth to achieve Prime Minister Modi’s goal of a $5 trillion economy while contributing to a cleaner environment. It is an honor to sign the MOU with Petronet in the presence of H.E. Prime Minister Narendra Modi. At Tellurian, we look forward to a long and prosperous partnership with Petronet in the Driftwood project.”

The Driftwood project includes natural gas production, gathering, processing, and transportation facilities, along with Driftwood LNG, a proposed ~27.6 mtpa liquefaction export facility that will be located near Lake Charles, Louisiana on the U.S. Gulf Coast. In April, the U.S. Federal Energy Regulatory Commission (FERC) issued the order granting authorization for Driftwood LNG and the 96-mile Driftwood Pipeline, which will inter-connect the LNG terminal to the U.S. natural gas market. Click to Read More.

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Host: Johan Yokay | Manager, Investor Relations
Guest: Meg Gentle | President and CEO
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 presentation contains forward-looking statements within the meaning of U.S. federal securities laws regarding the completion of definitive agreements as contemplated by the MOU, market conditions and other developments in India, the commencement and completion of construction of the Driftwood project, the financing of the project and the performance of the project. These statements are subject to 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 for the fiscal year ended December 31, 2018 and other Company filings with the Securities and Exchange Commission, all of which are incorporated by reference herein. There can be no assurance that Petronet’s potential equity investment in the Driftwood project, or the potential LNG purchase agreement, will be completed. The commencement of construction of the Driftwood project 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 herein speak as of the date hereof. Although the Company 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

Mechanisms for pricing EU natural gas may not be as they seem. Join Thierry Bros, VP of #Research at #Tellurian and Senior Research Fellow at the #Oxford Institute for #Energy Studies while he discusses the transformational European market.

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Host: Amit Marwaha
Guest: Thierry Bros
Production: Allison Clark

Program outline

01:00 – Evolution of natural gas pricing in the EU

02:00 – From oil index to spot – similar story during financial crisis

04:30 – On our Vitol contract – we are in a position to really transform the market

05:00 – JKM vs liquidity

06:15 – Pricing mechanisms

09:00 – Supply security and research

10:45 – Russia investment in upstream for China

12:00 – Nord Stream pipeline projects – supply, consumer or transit issue?

14:45 – Storage in Europe and LNG solutions

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, including whether we will reach a final investment decision (“FID”) with respect to 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, 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

Where is the ‘release valve’ for the prolific U.S. natural gas? Louisiana, the home of our proposed Driftwood LNG project.

LNG answers more than urban pollution. Building U.S. pipeline infrastructure and export terminals help Permian producers find an outlet for their associated gas. Listen to our team talk efficiencies and alternatives to help slow climate change. Hear their Market Commentary live! Find our daily market commentary in your inbox by signing up on our home page at https://www.tellurianinc.com/

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Host: Amit Marwaha
Guests: Adrian Reed, Renee Pirrong, Kevin Greene, Roger Ayton, Kirk Shepherd, Justin Rencurel
Production: Miracle Films
Art direction: Allison Clark

Program outline – Part 2

01:00
What could basis look like in the “Texas triangle”

02:50
How sensitive are delay risks for potentially sending gas back in to the grid? Bottlenecks?

05:00
What’s the sentiment like amongst people attending LNG conferences?

… to 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.

Midstream Analyst, Spiro Dounis of #CreditSuisse chats with Tellurian on #equity trends within his coverage universe in a #CHATwithTELL

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Host: Amit Marwaha
Guest: Spiro Dounis
Production: Allison Clark

Program outline

00:06-07:21 – Overview

  1. History/background – sell-side, coverage universe
  2. Comparison between current coverage & previous sectors
  3. Brief overview of energy platform at CS

07:21-22:52 – Macro

  1. How does midstream sector compare vs. other energy sub sectors – risk/reward, capex, EBITDA growth, returns, valuation
  2. Key themes
  3. Digging into exports
  4. Comparing export levered equities to domestically focused company valuations
  5. M&A landscape

22:52-39:12 – Coverage

  1. Valuation methodology, ratings
  2. Leverage – a look back in time, implications, growth/distributions
  3. Transition from cash flow based valuation shifted towards EPS
  4. Return profile of export related projects
  5. How do various LNG export models compare
  6. Ranking LNG projects and probabilities of achieving FID
  7. Bull/bear debate amongst export theme stocks & LNG related names

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.

Click to review Credit Suisse disclosures

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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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.

Pat Outtrim, SVP of #Government Relations & Regulatory Affairs brings clarity to our Driftwood LNG project expectations in a #CHATwithTELL.

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Host: Amit Marwaha
Guest: Pat Outtrim
Production: Miracle Films
Art direction: Allison Clark

Program outline

00:00:00
How the regulatory environment looks – expectations
• Air permits
• Coastal zone permits
• FEIS

04:01:00
Milestones for 2019
• Department of Energy license
• Core of engineers
• Implementation plan on first construction and demo
• FERC order

05:11:00
Clarity on misconception and potential bottlenecks
• FERC now has full functioning capability
• PHMSA & FERC MOU to streamline process

07:02:00
Potential shortage of labor?
• Bechtel contractor fair to hire local and maintain labor pool – this brings labor benefits for Tellurian
• Working with community colleges on core curriculum

12:43:00
Comments on FERC application: positive & negative
• Noise
• Documented baselines
• Visual impacts of site

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 video may 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 include forward-looking statements regarding, among other things, permitting and other regulatory and operational developments, costs, 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, risks relating to the current federal government shutdown and other risks described in the Company’s filings with the SEC, which are available on the Company’s website (Tellurianinc.com) 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.

#Tellurian market update with Meg Gentle, CEO in #CHATwithTELL.

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Host: Amit Marwaha
Guest: Meg Gentle
Production: Allison Clark

Program outline

00:51
Introduction

00:58
Vitol announcement – Key drivers & economics to Tellurian, thoughts on optimizing marketing portfolio

04:22
Natural gas – Customer reaction to run up in US gas prices in Q418, update on upstream valuations and growth plans

05:47
Gulf coast netbacks, volatility in crude price – Customer feedback on various LNG product offerings in the market, impact of crude prices on offtake agreements

09:18
Commercial group – Updates on commercial progress

15:01
Regulatory – timelines, process & agency updates, impact on Tellurian construction timeline

18:49
Discussion around Engineering, procurement, construction (EPC) process, thoughts on labor & commodity related costs, process to launch construction

21:12
Discussion around bank finance process, volatility in credit markets, balance sheet update

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

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

Chairman Charif Souki answers if it is a fair comparison to say the #gas market is looking like the global crude and product market in #CHATwithTELL.

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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.