Delivering Value through Organic and Tuck-in Growth
1.
Nitrogen: World Class Nitrogen Business with Significant
Competitive Advantages
N 15
Diverse, low-cost asset base provides platform for growth in supplying North American and global markets while possessing
one of the world's largest low carbon ammonia production profiles with ~1Mmt of current production capability
Redwater, AB
Fort Saskatchewan, AB
Joffre, AB
Carseland, AB
Kennewick, WA
Borger, TX
Lima, OH
7.1
2.4
•
2.5
Augusta, GA
Geismar, LA
Point Lisas
Trinidad and Tobago
•
2.2
•
Ammonia
Capacity (Mmt)1
Million metric tonnes of gross ammonia including allowances for normal operating plant conditions. Trinidad capacity includes ammonia plant that is indefinitely curtailed.
Canada
AECO gas 1st quartile costs
-
Market and logistical advantages - ~70% of
total sales in Western Canada
US
NYMEX gas cost advantage to imports
་
Market and logistical advantages - close
proximity to large ag and industrial customers
Trinidad
Contract gas linked to ammonia prices
Access to global nitrogen markets - supply
customers in ~30 countries
March 2022View entire presentation