gulf coast lng, llc. brownsville, texas -...

September 12, 2012

GULF COAS T LNG, LLC.BROWNSVILLE, TEXAS

Location

Brownsville

Panama Canal

G U L F C O A S T L N G , L L C .B R O W N S V I L L E , T E X A S

Eagle Ford

Brownsville

PipelinesTETTranscoKinder MorganEnterpriseETCTennesseeFGTGulf SouthNGPLTrunklineGC LNG

King Ranch

G U L F C O A S T L N G , L L C .B R O W N S V I L L E , T E X A S

HoustonKaty

Gulf Coast Terminal Description

The Gulf Coast Liquefaction terminal is proposed to includes the following facilities:  Two to three full‐containment 160,000 m3

LNG storage tanks 42” Downstream pipeline system 2 State‐of‐the‐art marine dock facilities capable of handling up to Pan‐max sized LNG ships each

Up to 3 API Liquefaction Units, ±700MMCF/d each

G U L F C O A S T L N G , L L C .B R O W N S V I L L E , T E X A S

559 Acre Site

Spoil Area

PORTBROWNSV I L L E

OF

W O R L D C L A S S

Brownsville

G U L F C O A S T L N G , L L C .B R O W N S V I L L E , T E X A S

Brownsville Ship Channel

Storage

Dock Area

Turning Basin

Possible Configuration

Storage

500 Acre SitePORTBROWNSV I L L E

OF

W O R L D C L A S SG U L F C O A S T L N G , L L C .B R O W N S V I L L E , T E X A S

Storage

LNG Ships& Canal

Standard LNG Vessels• 138,000m3

• 151,296m3

• 171,045m3

• Existing Panama Canal

• New Panama Canal

Length915947951

956

1200

Beam139144150

106

161

Draft37.6337.8039.27

39.50

49.90

Global LNG PricesSpot DES ($/MMBtu)

North AmericaHH $2.66 Asia

JKM $12.50

EuropeDES $9.50

September 11, 2012

0.00

5.00

10.00

15.00

20.00

25.00

Jan‐00

Dec‐01

Nov‐03

Oct‐05

Sep‐07

Aug‐09

Jul‐1

1

Jun‐13

May‐15

Apr‐17

Mar‐19

HH

WTI  Equivalent

NYMEX FUTURES

WTI FUTURESEquivalent

August 21, 2012

AsiaContract 

11‐15% of Crude

Value of Panama Canal Shipping Cost 

With an LNG Vessel moving at 18.5 Knots, the extended route would take an additional 30 days and cost an additional $5,700,000 at an $80,000/day charter rate on a round trip basis.  More ships would be required with each additional ship costing ±$220,000,000 each.

Investment• Scope of a Three Train Liquefaction Project:

o Capital Investment of $5-$6 Billiono Estimated Jobs

• Construction – 3,000• Permanent – 250• Indirect Job Creation – 30,000-40,000 New American jobs by drilling for

and production of natural gas required to support the export volumes. o Significant Economic Stimulus: Estimated to be $5.4-$7.8 billion per year

from 2018-2040 or $135-$195 billion over 25 years.o Balance of Trade: Assuming $7.00/MMBtu value, exporting 2 BCF/d will

improve the US balance of payments by ±$5.8 billion/year, or $146 billion over 25 years.

o Environmental Benefits: gas is clean burning and will be a substitute for Coal

G U L F C O A S T L N G , L L C .B R O W N S V I L L E , T E X A S

Thank You