Renewable Diesel Feedstock Perspective
2022 STARTUP; SAF ADDED
2022 Startup
Pre-treat unit opens universe of feedstocks
Renewable hydrogen plant allows full rate
Mbpd
|2023 Steady State
2024 Expansion
Max SAF Case
2023 Run-rate
15,000 bpd capacity; 80% utilization in
financial model
Renewable Diesel
Renewable Jet (100%)
Renewable Naphtha
Renewable Hydrogen
(mm scf/d)
9
12
2
2
4
15
1
1 ½
2½
21
37
45
(bpd)
■ Corn Oil
Tallow
■ Cooking Oil
Vegetable Oil
20,000
⚫ 2024 Expansion
Canola
Expanded Production
18,000
20,000 bpd after hydraulic debottleneck;
90% utilization in financial model
16,000
Production
14,000
12,000
SAF
10,000
O 2,000 bpd renewable kerosene initially
8,000
• SAF sales
6,000
4,000
Commission
Pre-treat and
Hydrogen
• Arctic Spec Renewable Diesel
2,000
0
Sep-22
Oct-22
Nov-22
Dec-22
Jan-23
Feb-23
Mar-23
Apr-23
May-23
Jun-23
Jul-23
Aug-23
Sep-23
Oct-23
Nov-23
Dec-23
Jan-24
Feb-24
Mar-24
TAR and
Apr-24
May-24
Jun-24
Jul-24
Aug-24
Sep-24
Oct-24
expansion
Nov-24
Dec-24
3View entire presentation