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Flexible Renewable Storage Potential

51 NET INCOME BRIDGE Drivers included: • Higher margin from new rates in Oregon and customer growth in Natural Gas Distributions segment (NGD) NGD Margin Excld. Feb. Event $0.96 Lower financial impacts from COVID-19 . • Increased O&M from compensation & non- payroll factors Higher depreciation & general taxes from higher level of system investments February 2021 winter weather event included higher asset management revenues partially offset by a loss from the gas cost incentive sharing mechanism as a result of purchasing higher priced gas than was forecasted during the event $0.80 NI from Cont. Ops Q3 2020 vs. Q3 2021 NGD O&M $-0.28 NGD NGD Deprec& Taxes Gen Taxes $-0.02 $-0.24 Feb. '21 Winter Event $0.09 $1.24 Other $-0.07 Net Income NW Natural HOLDINGS™
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