Excelerate Energy, Inc. (EE) Presents at Barclays 40th Annual Energy-Power Conference Transcript

Steven Kobos: Sure. Well, just right off the bat, I would say what I always say, we are bullish on the asset class.

The asset class is tight.

I mean, speaking of these floating regasification import terminals, a little over 50 in the world.

We own or control of 12 of them.

Amazing tightness in the market for those now.

We look for that to be persistent into the 2030s.

But there's been so much investment, so much capital deployed on liquefaction, and there are a lot of people at this conference who do a remarkably good job at that.

That liquefaction, it costs maybe 10x per million tonnes.