New Energies - Compelling Opportunity Set slide image

New Energies - Compelling Opportunity Set

ENBRIDGE® Low-Risk Commercial Profile 40+ Diversified Sources of Cash Flow Highly Predictable Utility-Like Cash Flows 4% Power (Power Price Agreements) 98% Cost-of-service/ Contracted Industry-Leading Financial Risk Profile 12% Gas Distribution (Cost-of-service) 4% 20% Gas Canadian Gas Transmission (Cost-of-service/Take-or-pay) U.S. Transmission (COS/TOP) (Cost-of-service/Take-or-pay) Transmission Gas Distribution & Storage Market Access 25% & Regional Oil Sands (Cost-of-service/Take-or-pay) Liquids Pipelines Renewable Power / Other Mainline 33% (Incentive tolling settlement/ cost-of-service)1 95% of customers are Investment Grade² <2% cash flow at risk³ 80% of EBITDA has inflation protections4 BBB+ Our diversified pipeline-utility model drives predictable results in all market cycles (1) Canadian Mainline is currently charging fixed price interim tolls and is supported by a cost-of-service backstop (2) Investment grade or equivalent (3) Cash flow at risk measures the maximum cash flow loss that could result from adverse Market Price movements over a specified time horizon with a pre-determined level of statistical confidence under normal market conditions. (4) Approximately 65% of EBITDA is derived from assets with revenue inflators and 15% of EBITDA is derived from assets with regulatory mechanisms for recovering rising costs. credit rating 8
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