10 September 2026 Evolution: Oil → Gas → LNG → Power → Power for AI Key Points $1.8tn — contracted future business $700bn+ — planned CAPEX (2026) 17 GW — AI data-centre capacity delivery gap $1.8 Trillion — Contracted Future Business $678bn — Microsoft $638bn — Oracle $514bn — Google Cloud [1–3] $700+ Billion — Planned CAPEX in 2026 $200bn+ — Amazon $200bn — Alphabet $175bn — Microsoft $130–145bn — Meta [4] 85 GW — In Development (458 Facilities) 24 GW — fully secured 68 G

8 September 2026 LNG: Modular vs Stick-Built? Modular is favoured at remote sites with limited labour, infrastructure and supply access. Key Points CAPEX 🟢 ↓ Potential saving: 5–10% (1) Project Duration 🟢 ↓ Up to 20% shorter (2) Overall Plant Weight 🔴 ↑ 20% higher (3) Modular Advantages Site Construction Hours 🟢 ↓ Less on-site work Camp Cost 🟢 ↓ 41% lower (3) Fabrication-Yard Productivity 🟢 ↑ 25–30% higher (1) Fabrication Cost 🟢 ↓ 28% lower (3) Weather: Reduced site ex

19 August 2026 Capacity balance: Regasification vs Liquefaction — 2.1× → 0.9×. Why? 2025: Liquefaction capacity 525 MTPA vs regasification capacity 1,114 MTPA — 2.1× Future additions: Liquefaction capacity 250 MTPA vs regasification capacity 230 MTPA — 0.9× Projects: 94 MTPA | 25 projects Under construction: 64 MTPA — 14 projects Advanced pre-FID: 25 MTPA — 8 projects Early-stage concepts: 5+ MTPA — 3 projects Innovations Phased terminal development Shared port and pipeline i

28 August 2026 FSRU vs Onshore → Flexibility vs Scale CAPEX Advantage: ~25% FSRU: $130/tpa | 155K m³ storage | 7 buffer days Onshore: $210/tpa | 830K m³ storage | 10 buffer days FSRU or Onshore? FSRU advantages: Fast-track Redeployment Charter option Onshore advantages: Lower weather-related operating exposure Larger scalable capacity Phased expansion — tanks, regasification trains and berths Lower OPEX — no vessel crewing, classification surveys, periodic drydocking or towag