lliquefied natural gas

CHAT with TELL | LNG #trends

Posted on by aclark

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

Watch on YouTube
Follow us on Twitter @TellurianLNG

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

CHAT with TELL | #Strategically planning the next wave – Part 2

Posted on by aclark

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://tellurianinc.com/

Watch on YouTube
Follow us on Twitter @TellurianLNG

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.

CHAT with TELL | Financial #evolution – Part 2

Posted on by aclark

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

Watch on YouTube
Follow us on Twitter @TellurianLNG

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

Program outline

00:06
Assets vs cashflow

a. Lot of variability in the LSTK price, flux in EPC quotes – how our EPC LSTK with Bechtel impacts the credit risks and finance of the project
b. Balance sheet and track record gives comfort to the banks that project will be delivered on the agreed budget

02:35
Risks and opportunities

a. General rule of thumb on credit risk or spread or basis points or equity given the variability of contract
b. Reaching the end of the ‘first wave’ construction
c. Volatility
d. Sourcing low-cost gas
e. Right contractor
f. Financing

07:12
Debt market

a. Debt rate $10-20 Billion over time
b. How big is the bank syndication process is
c. Can it handle this amount of paper hitting the market
d. Largest deal in U.S.

10:39
Top themes from a financial perspective

a. End user – concerned about reliability and cost
b. Aggregators – concerned about cost in general
c. Get a lot of credit with EPC contract with Bechtel fully wrapped
d. Sometimes surprised by the upstream contribution
e. Experience with the team
f. Education
g. Fully aligned with customers

15:15
Greatest divergence between public investors and customers in terms of risk and focus

a. Customers – very focused on our Bechtel contract and the site with thorough due diligence
b. Investors – not spending as much time on Bechtel EPC contract
• U.S. equity investors consensus on gas prices possibly being lower for longer
• International – we don’t know what will happen in the future, we have a good view of 5 years but unsure about longer. Quicker to understand the integrated structure

17:45
Surprise pricing mechanism with JKM

Announced an MOU with a customer, it was a bit of a surprise for some people in regards to the pricing mechanism being JKM. Do you see this as a trend, shifting away from Henry Hub + % mark-up.
a. More innovation on the financing side
b. Evolution of the LNG market is a mirror of the oil industry over the past 4-5 decades
c. Customers don’t want long-term contracts – don’t have an alternative solution to a long-term solution
d. Becoming more of a commodity
e. In a period of transition

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. The contract priced in our EPC contracts with Bechtel are subject to adjustment by change orders, including for consideration of cost escalation associated with issuance of a Notice to Proceed after December 31, 2017.

CHAT with TELL | #Government & regulatory update

Posted on by aclark

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

Watch on YouTube
Follow us on Twitter @TellurianLNG

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.

CHAT with TELL | Market #update

Posted on by aclark

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

Watch on YouTube
Follow us on Twitter @TellurianLNG

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

CHAT with TELL | Upstream #values technology

Posted on by aclark

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.

CHAT with TELL | Demand supports #opportunity

Posted on by aclark

Renee Pirrong, Manager, Research and Analysis, discusses how inelastic demand supports new #LNG supply opportunities.

#CHATwithTELL

Watch on YouTube
Find us on Twitter @TellurianLNG

Host: Amit Marwaha
Guest: Renee Pirrong
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.

CHAT with TELL | Marketing plans for the #future

Posted on by aclark

Join Tarek Souki, SVP LNG Marketing and Trading while he discusses the future of global LNG marketing in the new CHAT with TELL.

#CHATwithTELL

Watch on YouTube
Find us on Twitter @TellurianLNG

Host: Amit Marwaha
Guest: Tarek Souki
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.

CHAT with TELL – Building an #LNG business

Posted on by aclark

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.