Enbridge Operations and Financial Update slide image

Enbridge Operations and Financial Update

Liquids Pipelines: Export Growth Outlook Growing Permian Supply & Exports1 (mmbpd) ~+2 mmbpd 7 Permian Supply 6 LO ~+2 mmbpd 5 4 3 2 1 0 2020 2022 2024 2026 2028 2030 USGC Crude Exports >70 billion barrels of recoverable, low-cost Permian reserves² ⚫ Basin underpinned by large, well-capitalized producers Most Competitive Export Facility³ Loading Cost ($/bbl) ENB A B C D E F . Lowest basin-to-water costs ⚫ VLCC loading rates & outer- harbor location ensure fastest turnaround times EENBRIDGE® Embedded Organic Growth Opportunities Loading Capacity Storage Low Carbon • • • Contract 600+ kbbls/d of existing capacity Permitted for further expansion of 300 kbbls/d ~5.5 mmbbls of permitted expansion potential Up to 60 MW of co-located solar facilities Ideally located for hydrogen, ammonia & CCUS >$1B of follow-on capital efficient organic growth opportunities • Terminal and location suitable for low carbon fuel and CCUS Embedded organic growth drives further cash flow expansion and value creation (1) Source: IHS Markit. The use of this content was authorized in advance. Any further use or redistribution of this content is strictly prohibited without written permission by IHS Markit. (2) Based on most recently completed geology-based assessments of undiscovered, technically recoverable reserves performed by the United States Geological Survey (3) Third party data and management estimates. Cost stack based on the assumption of loading VLCC freight post Port of Corpus Christi dredging. 12
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