2021 Investor Day Presentation slide image

2021 Investor Day Presentation

Future dry year flexibility scenarios (1) 610MW Southland demand This could either be new or existing demand Flex production down in times of hydro inflow scarcity, and falling lake levels, in incremental steps Across all hydrological history, demand reduction is low 250GWh pa (5% of annual production) This can vary between 0 and 1,500GWh (30% of production) with the extreme occurring infrequently, <1% of all inflow years No flexibility at all is required in up to 75% of all hydrological years On rare occasions of extreme stress, the market could consume the entire load of the facility (610MW) for a number of weeks or even months # of years Annual output 250 200 150 100 Count SumProb 50 Demand Consumption with Dry-Year Flexibility Southland Stimulation; 610MW dry-year flexible H₂; no thermal -- Flexible Pivot Point <3,750 3,750 3,850 3,950 4,050 4,150 4,250 4,350 - 4,450 4,550 - 4,650 4,750 - 4,850 4,950 - 5,050 - 5,150 - 3,850 3,950 4,050 4,150 4,250 4,350 4,450 4,550 4,650 4,750 4,850 4,950 5,050 5,150 5,350 annual generation [GWh] 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% sum prob (# years) Source: Meridian The need for flexibility in large scale demand is modest but with some extreme usage seen in rare, dry years Meridian. 11 MAY 2021 | 2021 INVESTOR DAY PRESENTATION 28
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