Renewable Diesel Driving Low Carbon Results slide image

Renewable Diesel Driving Low Carbon Results

Non-GAAP Disclosures: Renewable Diesel Net Cumulative Cash Flow RECONCILIATION OF DGD OPERATING INCOME AND TOTAL CAPITAL INVESTEMENTS TO DGD'S NET CUMMULATIVE CASH FLOW ATTRIBUTABLE TO VALERO (unaudited, in millions) 2011 2012 2013 2014 Year Ended December 31, 2015 Quarter Ended March 31, 2016 2017 2018 2019 2020 2021 DGD's cumulative adjusted EBITDA attributable to VLO: Operating income (loss) ($5) $24 $145 $157 $147 $57 $319 $728 $630 $205 Plus: depreciation and amortization expense 9 18 20 28 29 29 51 45 11 ($5) $33 $163 $177 $175 $86 $348 $779 $675 $216 EBITDA Adjustments: EBITDA BTC adjustments (2018-2019) EBITDA BTC adjustments (2017-2018) DGD adjusted EBITDA Our ownership interest DGD's adjusted EBITDA attributable to VLO 156 (156) 160 (160) ($5) $33 $163 $177 $175 $246 $344 $623 $675 $216 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% ($3) $17 $82 $89 $88 $123 $172 $312 $338 $108 ($3) $14 $96 $185 $273 $396 $568 $880 $1,218 $1,326 DGD's cumulative adjusted EBITDA attributable to VLO (A) DGD's cumulative capital investments attributable to VLO: Total DGD #1 Capital Investment $106 $210 $74 $14 $2 $34 $88 $170 $24 $31 $1 Total DGD #2 Capital Investment 22 136 481 108 Total DGD #3 Capital Investment 36 45 Total DGD Capital Investments Our ownership interest $106 $210 $74 $14 $2 $34 $88 $192 $160 $548 $154 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% DGD's capital investments attributable to VLO $53 $105 $37 $7 $1 $17 $44 $96 $80 $274 $77 DGD's cumulative capital investments attributable to VLO (B) DGD's net cumulative cash flow attributable to VLO (A-B) $53 $158 $195 $202 $203 $220 $264 $360 $440 $714 $791 ($53) ($161) ($181) ($106) ($18) $53 $132 $208 $440 $504 $535 INVESTOR PRESENTATION | JUNE 2021 Valero 48
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