Excelerate Energy, Inc. (EE) Barclays 39th Annual CEO Energy-Power 2025 Transcript

Theresa Chen
Research Analyst

Good afternoon, everyone. My name is Theresa Chen, and I am the midstream and refining analyst here at Barclays. It is my pleasure to introduce our next company, Excelerate Energy. From Excelerate, we have Steven Kobos, CEO. Steven, please?

Steven Kobos
President, CEO & Director

Thanks, Theresa. Pleasure to be here. It’s always a lot of fun to be at the Barclays Conference. Heck, you’ve got every energy company in the United States here, it feels like. And thank you for investors that we’ve met with. I see a number of you out there and for those of you joining online. It’s always a mixed group. Some of you all are quite familiar with Excelerate. Some of you are not. I’m just going to very briefly kind of say who we are and then let Theresa interrogate me. But first of all, if you don’t know about us, you should. We are a global company. We have a footprint all around the world from Asia to the Middle East, to South America, to Europe and now to the Caribbean.

We are a critical provider of last-mile LNG infrastructure. We are focused on opening up the TAM. Who is going to take this LNG? It occurs to me that with all these energy companies in the hotel today, it dawned on me, Excelerate is the only company in this hotel today who is agnostic about the cost of LNG. I mean it is impressive the number of FIDs that have been taken to date in 2025 in the United States and that will continue