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Investor Presentaiton

20 20 ୮ Montana . Generation Portfolio Update Initial bids from the February 2020, 280 MW, competitive solicitation were submitted in July 2020. Bid submissions were evaluated by an independent party. We are reviewing the analyses from the administrator and expect to announce the selection of multiple projects during the first quarter of 2021. Bids were submitted on our behalf for generating facilities providing long-duration flexible capacity in excess of 200 MWs. We anticipate that at least one of our projects will be among those selected resulting in owned capacity generation investment in excess of $200 million over the next 3 years, assuming we receive approval from the MPSC. • Extremely cost-effective upgrades planned and underway for our owned hydro-electric facilities. Generator rewinds, turbine upgrades and other improvements are expected to add more than 40 MWs of hydro capacity over the next 5 years in addition to preparing for FERC relicensing of Thompson Falls (94 MWs) in 2025. • Entry into the Western Energy Imbalance Market (EIM) • Anticipated entry in the second quarter of 2021. Real-time energy market could mean lower cost of energy, more efficient use of renewables and greater power grid reliability. South Dakota • Western Energy Imbalance Market Construction continues for a 60MW flexible reciprocating internal combustion engines in Huron, SD to be online in late 2021 with construction costs of approximately $80 million (~$40 million invested in 2020). Page Sound Egy Chy ligh lacono- Towe Fordond General Bra fa BANC Tedack Da Colonie 50 • An additional 30-40 MW of flexible generation in Aberdeen, SD is in the planning stages and expected to be online in 2023 with a cost of approximately $60 million. Arons R Serve Las Arg W T Emeric Market Operat Calforse 50 Active participare Porned E entry 2001 Planed Eety 2022 Kad Egy Colle Compony New Manice Significant investment opportunities identified to address critical generation capacity shortfall, including cost- effective hydro upgrades.
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