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2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P.

Plains All American Pipeline, L.P. · Jun 6, 2017 · 15 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. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 1
    BAML 2017 Energy Credit Conference New York, NY June 6, 2017 www.plainsallamerican.com NYSE: PAA & PAGP 1
  2. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 2
    Discussion Outline Brief Overview of Plains All American Crude Oil Fundamentals Update PAAs Positioning & Operating Leverage www.plainsallamerican.com NYSE: PAA & PAGP 3
  3. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 3
    Simplified Organization Structure PAA GP Holdings, LLC Unified Board (PAGP GP) Financial structure provides flexibility and optionality Two publicly traded equity Public Investors securities (NYSE: PAGP) Investors Receive 1099…
  4. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 4
    PAA Has One Of The Largest And Most Integrated Crude Oil Pipeline & Terminal System In The U.S. (1) Plains Financial Profile Legend Total Enterprise Value: 30.9B Equity Market Cap(2) 21.0B Total LT Debt 9.9B PAA/PAGP Current…
  5. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 5
    2017 Investor Day Key Takeaways Leading Permian Position (1.2mmb/d(1) of production growth from 2017 to 2019) PAAs largest asset base / most operating leverage; active across full crude oil midstream value chain with significant…
  6. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 6
    Crude Oil Fundamentals Update www.plainsallamerican.com NYSE: PAA & PAGP 7
  7. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 7
    Illustrative Lower 48 Onshore Production Based On Regional U.S. Cash Flow Reinvestment At Various Crude Prices 11,000 Assumptions: For illustration, black line assumes 55/bbl and 2017 assumes 55 / bbl WTI in all cases PAAs…
  8. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 8
    Permian Production Growth Expectations Driving New Investment In Takeaway Capacity mb/d Permian Production vs. Operable Capacity (as needed, requires improved visibility) 5,000 4,500 2017 to 2019: New Project Assumption*: 4,000…
  9. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 9
    PAAs Positioning & Operating Leverage www.plainsallamerican.com NYSE: PAA & PAGP 10
  10. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 10
    PAA Is Completing A Multi-Year Capital Program That Will Drive Cash Flow Growth Diamond Pipeline JV --Projects underway Permian Basin area gathering systems highlighted in purple-- and connections- includes Alpha gathering system…
  11. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 11
    PAAs Permian Basin Crude Oil System: Unmatched Capacity & Interconnectivity Providing Access To Multiple Markets Permian Basin Assets / Activities Cushing Hub Transportation Volumes 2,400 mb/d Cushing to Broome Lease Gathering…
  12. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 12
    PAAs Existing System Has Significant Incremental Earnings Capacity 2016 Investor Day Lookback Excerpts from 2016 Investor Day Estimated fee-based incremental upside over 2016 results 600 mm 2017 fee-based guidance up 220 mm over…
  13. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 13
    PAAs Fee-Based Operating Leverage Illustration Potential Growth Over 2017 Guidance With Recovery Current estimate with no-to-low addl CAPEX Including additional growth CAPEX 650mm Potential Upside 800+mm Potential Upside…
  14. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 14
    Operating Leverage Provides Potential For PAA EBITDA Of 3B+ Over The Next Several Years PAAs operating leverage drives growth potential in fee-based segments Builds on historical fee-based growth and continues to improve quality of…
  15. 2017 BAML Energy Credit Conference (New York) – Plains All American Pipeline, L.P. – slide 15
    Q&A www.plainsallamerican.com NYSE: PAA & PAGP 16

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