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NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp

Northern Tier Energy Lp · Apr 7, 2015 · 13 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp – slide 1
    New York Investor Meetings with Goldman Sachs April 7, 2015
  2. NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp – slide 2
    Northern Tier Overview Integrated refining, marketing, retail, and St. Paul Park Refinery Product Yields1 logistics assets operating as a variable distribution publicly traded partnership. Other 7% Asphalt 8% Other 10% Gasoline…
  3. NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp – slide 3
    Flexible Refinery with Crude Oil Advantage Redundant refining assets, allowing for higher refinery utilization and increased maintenance flexibility Operational Redundancy Refinery configuration allows it to process a variety of…
  4. NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp – slide 4
    Refinery Benchmarking US Independent Refiners 2014 Gross Margin per Barrel 25 20 15 10 5 0 Source: Company Filings 1Excludes lower of cost or market adjustments 2 Adjusted for FIFO impact 3 Excludes LIFO gain 5
  5. NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp – slide 5
    June 30, 2012 Integrated Marketing Channel Northern Tiers integrated marketing network included 165 Total Retail Fuel Sold (000 gal/store/month) (company-operated stores) company-operated and 89 franchised SuperAmerica 200…
  6. NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp – slide 6
    Growth Strategy Evaluating high return projects (IRR in excess of 30%) which would improve yields of higher value light products, efficiency of operations, and/or crude oil slate flexibility: Received Board approval to replace the…
  7. NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp – slide 7
    Crude Unit Desalter Project Replace Existing Single Stage Desalters with State of the Art Two Stage Desalters Gain optionality to replace up to 10 MBD of Canadian Syncrude with higher valued crude oils Expected 5/bbl margin benefit…
  8. NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp – slide 8
    Bakken First Purchase Strategy Bakken Crude Oil Lease Purchases Barrels per Day 30,000 25,000 20,000 15,000 10,000 5,000 - We Continue to Increase Our First Purchases in the Bakken Field Goal: Source all…
  9. NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp – slide 9
    Key Business Highlights Strategically-Located Refinery with Advantaged Access to Crude Oil Supplies and Attractive Refined Product Outlets Integrated Refining, Marketing, Retail, and Logistics Operations Flexible Refinery with…
  10. NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp – slide 10
    APPENDIX
  11. NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp – slide 11
    Key Refining Performance Metrics Gross Margin1 Total Refinery Throughput ( per throughput barrel) (thousands of barrels per day) 35.00 100.0 93.5 29.56 30.00 83.9 80.0 75.5 25.00 19.15 20.00 18.04 60.0 15.00 40.0 10.00 5.00…
  12. NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp – slide 12
    Refining Gross Margin per Barrel and Operating Expense per Barrel Reconciliation ( in millions unless otherwise indicated) 2012 2013 2014 Refinery gross margin per barrel: Refinery revenue 4,212.6 4,536.0 5,097.7 Refinery costs of…
  13. NEW YORK INVESTOR MEETINGS WITH GOLDMAN SACHS – Northern Tier Energy Lp – slide 13
    Reconciliation of Desalter Project Annual Forecasted Net Income to Annual Forecasted EBITDA ( in millions, unless otherwise indicated) Annual Forecasted Net Income1 20.5 Add: Estimated Depreciation and Amortization 1.5 Annual…

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