Renewable Diesel Driving Low Carbon Results slide image

Renewable Diesel Driving Low Carbon Results

VLO Guidance 2Q21(1) • Throughput (MBPD) - U.S. Gulf Coast U.S. Mid-Continent North Atlantic U.S. West Coast Refining cash operating expense per barrel of throughput Ethanol 1,650 to 1,700 430 to 450 340 to 360 250 to 270 $4.20 4.1 Production (millions of gallons per day) Operating expense per gallon of production $0.38 Cash opex $0.33 Non-cash opex $0.05 Depreciation and amortization expense ($MM) $590 • Net interest expense ($MM) $150 Full Year 2021 (1) • Renewable Diesel Sales volume (thousands of gallons per day) Operating expense per gallon of production • Cash opex Non-cash opex Payout ratio (2) of adjusted net cash provided by operating activities • General and administrative expense ($MM) . Annual capital investments attributable to Valero ($MM) Sustaining Growth Valero received a cash federal income tax refund of $962 million in May 2021 1,000 $0.50 $0.35 $0.15 40 to 50% $850 $2,000 60% 40% (1) Unless otherwise stated, guidance as provided on the 1Q21 earnings call and is included here for informational purposes only. (2) Payout ratio is the sum of dividends and stock buybacks divided by adjusted net cash provided by operating activities. Adjusted net cash provided by operating activities excludes changes in working capital and 50% of DGD's operating cash flow (excluding the change in its working capital) attributable to our joint venture partner. INVESTOR PRESENTATION | JUNE 2021 Valero 25
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