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Investor Presentaiton

m minnesota power Minnesota Power regulatory highlights General rate case filing anticipated November 2021 Minnesota Power's 2019 rate case was settled with the Minnesota Public Utilities Commission in second quarter 2020 • Reduced the interim rate percentage from 5.8% to 4.1%, effective May 1 • Removed current power marketing margin credit in base rates • Reflects actual power marketing margins in the fuel adjustment clause, effective May 1 • Refunded approximately $12M of interim rates collected through April, to customers . Delayed any future rate proposal until at least March 1, 2021 Very Constructive outcome: • Resulted in reasonable rate case outcome, during COVID-19 pandemic environment • Outcome addressed risk mitigation efforts to move power market margins set in rates to FAC • Demonstrates supportive regulatory compact in Minnesota Constructive regulatory framework Deferred Accounting / Lost Revenue Tracker Petition filed November 2020 Minnesota Public Utilities Commission (MPUC) Term Ends Name Party Began Serving Katie Sieben (Chair) D Jan. 2017 Jan. 2023 Joe Sullivan D Apr. 6, 2020 Jan. 2026 Valerie Means D Apr. 22, 2019 Jan. 6, 2025 Matt Schuerger | Feb. 1, 2016 Jan. 3, 2022 •MPUC approved deferral accounting for incremental related COVID-19 costs and lost John Tuma R Feb. 2, 2015 Jan. 4, 2021 revenues •Forward test year • Interim rates • Current cost recovery riders • Fuel adjustment clause • Conservation Improvement Program (CIP) Rate base: $2.7B Authorized ROE: 9.25% Equity Ratio: 53.81% 21 ALLETE
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