Cheniere Energy (LNG) Corporate Presentation summary

Platform scale and market position

• Leading LNG operator in North America with over 60 MTPA production capacity and more than $50B invested in infrastructure.

• Supplies LNG to 45 countries and regions, exporting over 4,160 cargoes as of June 2025.

• Processes about 8% of US natural gas production daily and works with 100+ natural gas suppliers.

• Maintains a highly contracted portfolio, with ~95% of capacity secured through mid-2030s by 35+ creditworthy counterparties.

Contracted revenue and financial stability

• Weighted-average remaining life of long-term contracts is ~16 years, with a weighted-average counterparty credit rating of A-/A3/A-.

• Over $120 billion in remaining fixed-fee revenues through 2050, providing decades of cash flow visibility.

• LNG production and share price are largely insulated from gas price volatility due to contract structure.

Recent growth announcements and capital allocation

• Announced FID for CCL Midscale Trains 8 & 9 and a debottlenecking project, increasing platform capacity by over 10%.

• Plans to raise annualized dividend to $2.22/share for 3Q 2025, subject to board approval.

• Project is a cost-advantaged brownfield expansion, with ~90% of new capacity contracted long-term.

• Lump sum turnkey EPC contract with Bechtel valued at ~$2.9B for Midscale 8 & 9.