Kinder Morgan, Inc. · NYSE:KMI
Kinder Morgan — Corporate Update (November 2020)
26 slides from Kinder Morgan's corporate update, November 2020
Slide 1: NGPL Pipeline Operations Review
NGPL Pipeline Operations Review Rob Perkins – Vice President, Gas Control Brian Merchant – Director, Gas Control Trennis Curry – Manager, Gas Control Privileged and Confidential
Slide 2: Agenda
Agenda Introduction System Overview Summer 2020 Review Outage Summary Winter 2019/2020 Lookback Winter Readiness Storage Update Contact List 2 Privileged and Confidential
Slide 3: System Overview
System Overview 3
Slide 4: NGPL System Map
NGPL System Map • Winter peak day market delivery 5.2 BCF • Storage working cap 288 BCF • Mainline line pack 12.3 BCF Approximate values • Miles of pipe 9,100 • Flow meters 840 • Total HP 1,053,000 •Total compressor stations 53 •Total storage fields 12 Approximate values 4 Privileged and Confidentia
Slide 5: Annual Average Daily Flows - System
Annual Average Daily Flows - System 2018 2019 2020* Change LDC 2,428 2,344 1,970 -16% Power 629 660 717 9% Pipeline 939 1,020 1,108 9% Interconnects Mexico 241 167 142 -15% LNG 597 849 676 -20% Industrial 62 56 54 -4% TOTAL 4,896 5,096 4,667 -8% Volumes are MDth/d *Through September 5 Privileged and
Slide 6: Annual Average Daily Flows – Market Area
Annual Average Daily Flows – Market Area 2018 2019 2020* Change LDC 2,423 2,337 1,966 -16% Power 202 251 308 23% Pipeline 143 137 87 -36% Interconnects Industrial 45 42 43 2% TOTAL 2,813 2,767 2,404 -13% Volumes are MDth/d *Through September 6 Privileged and Confidential
Slide 7: Summer 2020 Review
Summer 2020 Review 7
Slide 8: Summer 2020 Review
Summer 2020 Review System and Market Area deliveries are down 10% compared to previous summer. Significant drop in LNG deliveries. COVID-19 Impact Worldwide demand for LNG down (currently recovering) Weather Events (tropical storms and hurricanes) Power Plant demand remained strong throu
Slide 9: NGPL Power & CDD’s
NGPL Power & CDD’s April – September 2020 9 Privileged and Confidential
Slide 10: Summer System Wide Flows
Summer System Wide Flows 2019 2020* Change LDC 1,872 1,675 -11% Power 753 781 4% Pipeline Interconnects 978 1,068 9% Mexico 175 189 8% LNG 833 453 -46% Industrial 58 52 -10% TOTAL 4,669 4,218 -10% Volumes are MDth/d *Through September 10 Privileged and Confidential
Slide 11: Summer Market Area Flows
Summer Market Area Flows 2019 2020* Change LDC 1,864 1,672 -10% Power 322 344 7% Pipeline Interconnects 116 57 -51% Industrial 41 43 5% TOTAL 2,343 2,116 -10% Volumes are MDth/d *Through September 11 Privileged and Confidential
Slide 12: Type Integrity O&M
Type 2020 2019 2018 Integrity 220 254 203 O&M 252 233 207 System Total 472 487 410 Market Area and Storage 71 63 36 Amarillo projects 201 240 200 GC projects 200 184 174 Posted 182 131 119 Posted with Impact 41 38 38 Privileged and Confidential
Slide 13: Managing Outages
Managing Outages While some outages are immediate and/or unavoidable, where possible NGPL makes every attempt to minimize the duration of outages and consolidate work to limit the number of outages and minimize the impact to shippers. Kinder Morgan has dedicated mechanical and project team avail
Slide 14: Integrity-related Testing/Assessment
Integrity-related Testing/Assessment The following table shows the typical timeline to receive results after a pig run is completed: 14 Privileged and Confidential
Slide 15: Winter 2019/2020 Lookback
Winter 2019/2020 Lookback 15
Slide 16: Winter 2019/2020 Lookback
Winter 2019/2020 Lookback Natural’s facilities performed well over the winter season No pressure issues in the Market Delivery Zone Storage assets were utilized as required Overall, winter system deliveries were flat compared to previous winter season. Peak Day Delivery Records System De
Slide 17: Winter Overview
Winter Overview For Nov 1 through March 31, HDDs were 92 % of normal For Jan 1 through March 31, HDDs were 87% of normal HDDs- % of Variance Normal from Normal November 168 123% December -162 86% January -181 86% February -70 93% March -148 82% LDC Takes vs HDD’s 17 Privileged and Confidential
Slide 18: Winter System Wide Deliveries
Winter System Wide Deliveries 2018-2019 2019-2020 Change LDC 3,031 2,755 -9% Power 531 577 9% Pipeline Interconnects 1,044 1,162 11% Mexico 158 70 -56% LNG 795 1,094 38% Industrial 54 57 6% TOTAL 5,613 5,715 2% Volumes are MDth/d 18 Privileged and Confidential
Slide 19: Winter Market Area Deliveries
Winter Market Area Deliveries 2018-2019 2019-2020 Change LDC 3,025 2,748 -9% Power 123 216 76% Pipeline Interconnects 185 144 -22% Industrial 42 43 2% TOTAL 3,375 3,151 -7% Volumes are MDth/d 19 Privileged and Confidential
Slide 20: Winter Readiness
Winter Readiness 20
Slide 21: Winter Readiness
Winter Readiness Market Area storage projected to be near 117 Bcf on Oct 31st Market Area maintenance projects to be completed by early November No expected impact Expected changes in pipeline flows: Market area receipts encouraged Traditional supply basins: TexOk northbound is at or n
Slide 22: Winter Checklist
Winter Checklist Compression Test run all compressor units prior to increased demand due to colder weather Storage All storage fields are ready for winter Field Storage expected to be above 95% full Pipeline Maintain line pack targets by area Maintain throughput targets Maintain pr
Slide 23: Storage Update
Storage Update 23
Slide 24: Gas Storage Inventory Update
Gas Storage Inventory Update 2020 Update Strong injections : April through October Market fields performing as expected Market storage above 5 year range Overall injections are near record highs 2021 Winter Outlook Market fields on pace to achieve target inventory level Field invento
Slide 25: Contact List
Contact List 25
Slide 26: NGPL Contact List
NGPL Contact List Gas Control Transport and Stor Services Account Services Field Operations Emer 800-733-2490 TSS Hotline Dave Weeks Dee Bennett 24 hr.. 713-369-9400 24 hr. 713-369-9683 630-725-3030 815-272-9104 #[email protected] Cell 630-399-1193 Cell 815-693-0517 Trennis Curry 713-369-9378