Capital Clean Energy Carriers (CCEC) Investor presentation summary

Company overview and fleet strategy

• Operates a modern, dual-fuel gas carrier fleet with LNG, LPG, NH3, and LCO2 capabilities, headquartered in Athens and listed on Nasdaq.

• Fleet includes 21 LNG carriers, multiple LPG and LCO2 vessels, and newbuilds scheduled through 2029.

• Largest US-listed shipping company by tonnage, with 60.3 million shares and a $1.4bn market cap as of July 2026.

LNG market fundamentals and outlook

• Global LNG demand is projected to double from 2025 to 2040, with Asia representing about 85% of growth.

• LNG shipping demand is rising, with each eastbound cargo requiring more vessel capacity due to longer voyages.

• By 2031, 442 vessels will be needed for approved projects, but net fleet growth is only 255, indicating a tightening market.

• US liquefaction capacity is expected to exceed 255 Mtpa by 2031, driving further shipping demand.

Chartering and financial positioning

• Maintains a strong charter backlog of $2.8bn over 6.5 years, rising to $4.1bn and 9.4 years with options.

• Five vessels are kept open for market opportunities as tightening is expected from 2028.

• Engaged in capital recycling, including joint ventures and divestments with long-term charters.