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

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Follow us on Twitter @TellurianLNG

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.

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.

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.

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.

Join Joey Mahmoud, SVP Pipeline Development as he describes his history within the U.S. gas market and why flow assurance ties to success.

#CHATwithTELL

Watch on YouTube
Find us on Twitter @TellurianLNG

Host: Amit Marwaha
Guest: Joey Mahmoud
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 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.

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.