Efficient Financing & Incremental Investment Opportunities slide image

Efficient Financing & Incremental Investment Opportunities

INCREMENTAL INVESTMENT OPPORTUNITIES Potential Incremental 2022 Capital Investment² SUPPORT SYSTEM GROWTH Growth in renewable merchant plant interconnection requests Continued premise growth within Oncor's service territory and additional system hardening Potential Additional 5-Year Plan Capital Investment² $325M $400M - 1. 2. TRANSMISSION EXPANSION . Greenfield + Brownfield projects supporting growth primarily in Dallas, Fort Worth, and West Texas $500M - $750M • Expected generation interconnection growth DISTRIBUTION EXPANSION • New residential and business growth across Oncor's service territory $175M $325M Significant growth in West Texas as a result of oil and gas infrastructure needs INFRASTRUCTURE MAINTENANCE + TECHNOLOGY • Facility upgrades and replacement of aging infrastructure or equipment $100M $200M • Acceleration of grid technology programs Upgrade and improvement of technology platforms and communications systems 45 Each of these potential investments is not certain, is subject to review by the PUCT and the amounts/results of any of these investments actually made may differ materially from these estimates. Oncor's board of directors approves capital expenditures each year for the following year. Represents 100% of Oncor's incremental investment opportunities for 2021 - 2025. Total $1,100M $1,675M SEMPRA
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