Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to__________ Commission File Number: 001-38790 New Fortress Energy Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 83-1482 ...

财务数据和关键指标变化 - 第二季度收入为5.61亿美元,调整后EBITDA为2.46亿美元,较第一季度有所下降,主要是由于部分货物销售时间的差异 [11] - 与去年上半年相比,今年上半年EBITDA从5.41亿美元增加到6.86亿美元,大幅增长 [12] - 公司预计2023年EBITDA为16亿美元,2024年为24亿美元,略有下调,主要是由于部分项目延迟交付 [12] 各条业务线数据和关键指标变化 - 终端业务EBITDA为2.39亿美元,船舶业务为5400万美元 [83] - 公司总销量为25 TBtu,平均EBITDA利润率约为10美元/MMBtu [84] 各个市场数据和关键指标变化 - 波多黎各电力业务:公司已接管83%的发电系统,约5吉瓦装机容量,并在短期内安装了350兆瓦的应急电力 [68][69][70] - 巴西终端:巴卡雷纳终端将于今年第四季度投产,与挪威海德鲁公司签约;圣卡塔琳娜终端也将于明年第一季度投产 [146][147][148] 公司战略和发展方向及行业竞争 - 公司正在建设5个大型基础设施项目,总投资32亿美元,将在未来30-60天内全部投产,这将极大地提升公司的收入潜力和现金流质量 [13][14][15][19][22] - 新市场拓展方面,公司将进入波多黎各、巴西和爱尔兰等市场,大幅增加总体产能 [16][17][18] - 公司未来将更多依靠长期合同客户销售,而非短期商业销售,提高收益的稳定性和可预测性 [15] - 公司未来几年将进入投资级别,大幅降低债务水平 [22] - 公司正在开发氢能业务,已在美国东南部建立首个绿氢生产设施,并计划在其他地区复制 [157][158][159][160] 管理层对经营环境和未来前景的评论 - 公司正处于关键转折点,将从建设项目转变为收益稳定的运营资产,未来几年内将大幅提升收益和现金流 [13][14][15][19][22] - 公司正在进入新的大型市场,如波多黎各、巴西和爱尔兰,具有巨大的增长潜力 [16][17][18] - 公司的资产负债表非常健康,未来几年内将大幅降低债务水平,有望很快达到投资级别 [154][155][156] - 公司正在开发氢能业务,这将成为未来重要的增长点 [157][158][159][160] 问答环节重要的提问和回答 问题1 **Chris Robertson 提问** 询问2024年资本支出预测下调的原因 [94][95][96][97][98][99][100] **公司高管回答** 公司已经投入了大部分FLNG 2和3的建设资金,剩余部分可以通过债务融资解决,同时随着基础设施项目陆续投产,未来资本支出将大幅下降 [94][95][96][97][98][99][100] 问题2 **Michael Patterson 提问** 询问公司关于戈尔LNG优先股的处理 [110][111][112][113][114][115] **公司高管回答** 公司一直在按照要求提供相关信息披露,对于优先股的具体处理公司愿意与投资者进一步沟通 [110][111][112][113][114][115] 问题3 **Cameron Lochridge 提问** 询问波多黎各和巴西业务的未来贡献 [126][127][128][129][130][131] **公司高管回答** 公司不会提供具体的分部业务指引,但波多黎各和巴西业务都有很大的增长潜力,未来几年内将成为公司重要的收入来源 [126][127][128][129][130][131]

August 2023 Q2 2023 Investor Presentation 1. Executive Summary 2. Construction Update 3. Capacity & Customers ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to__________ Commission File Number: 001-38790 New Fortress Energy Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 83-148 ...

New Fortress Energy Inc. (NASDAQ:NFE) Q1 2023 Earnings Conference Call May 4, 2023 8:00 AM ET Company Participants Patrick Hughes ??? Investor Relations Wes Edens ??? Chairman and Chief Executive Officer Brandon Bonfig ??? Assistant Vice President Chris Guinta ??? Chief Financial Officer Andrew Dete ??? Managing Director, Commercial Conference Call Participants Ben Nolan ??? Stifel Devin McDermott ??? Morgan Stanley Sam Margolin ??? Wolfe Research Chris Robertson ??? Deutsche Cameron Lochridge ??? Bank of A ...

May 2023 Q1 2023 Investor Presentation 1. Operating Results 2. Terminals 3. FLNG 4. LNG Market & Supply 5. Financial Results 6. Appendix 2 Operating Results Quarterly financial results & 2023/2024 Guidance(1) | --- | --- | --- | --- | --- | --- | --- | --- | |------------------------------------------------|-------|-----------------|------------------------|-----------|-------------------|-----------|-----------------------------------------------------------------------| | | | | | | | | | | Achieved Adj. E ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to_______ Commission File Number:001-38790 New Fortress Energy Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 83-1482060 (State or othe ...

| --- | --- | |-----------------------|-------| | | | | | | | | | | February 2023 Q4 2022 | | 1. Executive Summary 2. LNG Market Update 3. Commercial Update 4. FLNG Update 5. Financial Results 6. Appendix 2 Executive Summary 2022 was a record year for our company Achieved Adjusted EBITDA(2) of $239mm for Q4 2022 and ~$1.1bn for the year | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------------------|-------|--------|--------|----------------------|-------|-------|- ...

New Fortress Energy Inc. (NASDAQ:NFE) Q4 2022 Earnings Conference Call February 28, 2023 8:00 AM ET Company Participants Patrick Hughes - Investor Relations Wes Edens - Chairman and Chief Executive Officer Chris Guinta - Chief Financial Officer Andrew Dete - Managing Director, Commercial Cameron MacDougall - Secretary Conference Call Participants Cameron Lochridge - Bank of America Marc Solecitto - Barclays Sam Burwell - Jefferies Sean Morgan - Evercore Greg Lewis - BTIG Martin Malloy - Johnson Rice Operato ...

New Fortress Energy Inc. (NASDAQ:NFE) Investor Update Call January 21, 2021 10:00 AM ET Company Participants Josh Kane ??? Investor Relations Wes Edens ??? Chairman and Chief Executive Officer Andrew Dete ??? Managing Director Conference Call Participants Alonso Guerra-Garcia ??? Scotiabank Max Yaras ??? Morgan Stanley Sean Morgan ??? Evercore Greg Lewis ??? BTIG Martin Malloy ??? Johnson Rice Operator Ladies and gentlemen, thank you for standing by, and welcome to the New Fortress Energy Investor Update Ca ...