1. An Update on the Changing Competitive Dynamics of the Global LNG Markets Edgar van der Meer Energy Analyst September 18, 2013 1 9 th Annual Alaska Oil and Gas Congress

2. Export Market Characteristics and Challenges Oil Price Linkages Taking Advantage of Increasing Supply End Markets for Alaskan gas? How big a role will Japan play? 2September 18, 20139 th Annual Alaska Oil and Gas Congress Photo: lightgraphs on flickrlightgraphsflickr

3. Export market characteristics and challenges 3September 18, 20139 th Annual Alaska Oil and Gas Congress

4. September 18, 20139 th Annual Alaska Oil and Gas Congress4 Source: BP

5. Nov. 19, 2009: LNG Expands in Australia Explosive growth September 18, 20139 th Annual Alaska Oil and Gas Congress5 http://www.economist.com/node/14931607/print

6. Jul. 27, 2013 Australias gas explorers (I) The Next Qatar? The cost of exploiting Australias new-found gas supplies is Soaring September 18, 20139 th Annual Alaska Oil and Gas Congress6 http://www.economist.com/news/business/21582272-cost-exploiting-australias-new-found-gas-supplies-soaring-next-qatar/print

7. September 18, 20139 th Annual Alaska Oil and Gas Congress7

8. Transportation September 18, 20139 th Annual Alaska Oil and Gas Congress8 Photo: kenhodge13 on Flickrkenhodge13Flickr

9. Oil Price Linkages 9September 18, 20139 th Annual Alaska Oil and Gas Congress

10. Source, BP/NRG Expert September 18, 20139 th Annual Alaska Oil and Gas Congress10

11. Source: EIA September 18, 20139 th Annual Alaska Oil and Gas Congress11

12. Taking advantage of increased supply 12September 18, 20139 th Annual Alaska Oil and Gas Congress

13. Natural Gas Consumption/Production September 18, 20139 th Annual Alaska Oil and Gas Congress13

14. End markets for Alaskan Gas 14September 18, 20139 th Annual Alaska Oil and Gas Congress

15. Associated Press: Alaska asks ConocoPhillips to reopen LNG plant September 18, 2013 September 18, 20139 th Annual Alaska Oil and Gas Congress15

16. Asia vs. World electricity generation capacity 16September 18, 20139 th Annual Alaska Oil and Gas Congress

17. How big a role will Japan play? 17September 18, 20139 th Annual Alaska Oil and Gas Congress

18. Source: NRG Expert September 18, 20139 th Annual Alaska Oil and Gas Congress18

19. 19September 18, 20139 th Annual Alaska Oil and Gas Congress http://www.nrgexpert.com/9th-annual-alaska-oil-and-gas-delegate-report/