Renewable Diesel Market Value Proposition
IV
FEEDSTOCK LOCATION ADVANTAGE
Located within the temperate oil seed belt for immediate feedstock access and low-cost logistics
115,000+ bpd of feedstock within advantaged range - 10x coverage
Edmonton
in the "Saudi Arabia of renewable feedstocks"
Feedstock access and logistics; MRL has truck and rail access to all
major feedstocks on both sides of the border
⚫ All feedstocks are (1) naturally occurring triglycerides from plant or
animal sources and (2) contaminated with organically bound metals
and oxygen pretreatment is required (service available in the
-
market, but MRL will construct its own pretreater)
⚫ Feedstocks will have an EPA-approved pathway yielding D4 RINS
• Canola approved for Canada RD already; EPA regulatory
approval under way for RD Canola in the US
⚫ MRL enjoys a local sourcing advantage combined with a material
logistics cost advantage, making MRL the natural purchaser of
choice for:
• Canadian Canola Oil (100+ kbd exported today)
•
Camelina Oil (an emerging high growth rate local non-food crop)
Great Falls, MT
Canola Growing Density
Soybean Growing Density
• Tallow (inedible byproduct of animal protein industry)
Saskatoon
Regina
Winnipeg
"Doorstep offtaker" for near-
term Canola supply, animal
waste and growing supply of
temperate oilseeds
Turorna
Cattle Ranching Density
Camelina Growing Density
BNSF High Line (partial)
Monteal
21View entire presentation