Company Snapshot Continue to build a leading liquids-focused infrastructure business GEI C3.5B GIBSON ENERGY INVESTOR PRESENTATION TSX Listed Market Cap(1) KEY INFO 5.8% C4.9B Dividend Yield(1) Enterprise Value(1) 1 in 4…
Liquids Infrastructure Focused 80% of Segment Profit(1) from core Terminals and 90% Infrastructure 13.5mmbbl Existing Tankage Hardisty DRU With 50kbbl/d Inlet Capacity GIBSON ENERGY INVESTOR PRESENTATION Best-in-Class…
Focused Strategy Premier liquids infrastructure assets to underpin compelling per share growth over time Leverage Terminals Position Complimentary Growth GIBSON ENERGY INVESTOR PRESENTATION Terminals represent 80% of Segment…
ESG and Sustainability Journey Strong foundation enables impactful and meaningful strides in the future Focusing near-term efforts on establishing dedicated governance and oversight, improving disclosure and transparency as well as…
Pathway to Net Zero by 2050 Committed to continue embedding sustainability and ESG in all areas of its business Gibson works hard to minimize emissions and energy use while promoting resource conservation and environmental stewardship…
Sustainability Performance Top ESG rankings from third-party providers with continued progress towards targets ESG Ratings Dashboard(1,2) AAA A- MSCI Rating 2021 CDP Score GIBSON ENERGY INVESTOR PRESENTATION AAA is best…
Complete Transformation of Business Repositioned from diverse mix of business lines to focused energy infrastructure 2014(1) 2017(1) 2021(2) GIBSON ENERGY INVESTOR PRESENTATION 25% Terminals & Pipelines 55% Terminals & Pipelines…
Segment Profit Growth Infrastructure has grown significantly and consistently over the past decade Significant high-grading and growth in the Infrastructure segment over time, with a realized 17% CAGR from 2011 2021 GIBSON ENERGY…
Infrastructure Revenue by Contract Structure Delivered 20% Infrastructure Revenue CAGR since 2011 driven by Take-or-Pay revenues Growth in proportion of Take-or-Pay revenues within Infrastructure reflective of capital discipline and…
Distributable Cash Flow Growth Sustained growth in core Infrastructure driving meaningful DCF per share growth Distributable Cash Flow (1) Growth Distributable Cash Flow has grown at a 13% Compound Annual Growth Rate since the GIBSON…
Financial Governing Principles Committed to maintaining a strong financial position by managing to key targets Committed Target Performance GIBSON ENERGY INVESTOR PRESENTATION High Quality 80% of Infrastructure revenues from…
Long-Term Capital Allocation Priorities Priority remains to fund the business and then return capital when business is fully-funded Target payout ratio of 70% 80% over the long-term GIBSON ENERGY INVESTOR PRESENTATION Fund…
Infrastructure Growth Drivers Target investing 150 200mm per year into a mix of tankage, DRU and other projects Deployed nearly three quarters of a billion dollars in Infrastructure Growth Capital between 2018 and 2020 at an aggregate…
Hardisty Terminal Best-in-Class Connectivity Replicating Gibsons competitive position not possible and is cost prohibitive Superior Connectivity Inbound Pipeline Connections(1) GIBSON ENERGY INVESTOR PRESENTATION Flexibility…
Hardisty Terminal Overview Continue to grow at Hardisty at an attractive 5x 7x EBITDA build multiple Dominant Land Position COLD LAKE GIBSON ENERGY INVESTOR PRESENTATION Located at the heart of the N Hardisty footprint HARDISTY…
Supply & Demand of Western Canadian Crude Supply forecasts predict growing oil sands production, while U.S. demand keeps growing Production forecasts from government agencies, industry and research analysts continue to point to growth…
DRU at Hardisty Full Market Access Solution Full market access solution to support construction of first DRU in Western Canada Bitumen production from the oil sands shipped as 1 GIBSON ENERGY INVESTOR PRESENTATION OIL SANDS…
DRU at Hardisty Overview High-quality infrastructure project leveraging and extending Hardisty position First DRU in WCSB Extension of Hardisty Attractive Future Expansions GIBSON ENERGY INVESTOR PRESENTATION 50%/50% joint venture…
Edmonton Terminal Attractive position with a biofuels blending project and a new tank under construction Long-term MSA in place with principal customer at the terminal that also contemplates the potential future sanction of additional…
Opportunity in Renewable Diesel Canadian Clean Fuel Standard expected to create significant renewable diesel demand Proposed Clean Fuel Standard to drive significant demand growth outside of British Columbia British Columbia already…
Marketing Capabilities Creates value for customers and drives volumes to Gibsons Infrastructure assets Refined Products leases the Moose Jaw Facility from GIBSON ENERGY INVESTOR PRESENTATION Refined the Infrastructure segment,…
Key Takeaways Continue to deliver on all facets of the strategy; will remain disciplined Delivery Since January 2018 Investor Day Go Forward Deliverables GIBSON ENERGY INVESTOR PRESENTATION Continue to target investing 150 200mm…
APPENDIX GIBSON ENERGY ESG DISCUSSION
Superior Long-Term Shareholder Returns Consistent outperformance of the TSX Composite and TSX Energy indices Total Shareholder Return: Since IPO & 2018 Investor Day(1) GIBSON ENERGY INVESTOR PRESENTATION Since IPO (June 15, 2011)…
Sustainability & ESG Targets ENVIRONMENT 2025 TARGET 2030 TARGET OVERALL GHG INTENSI T Y Reduce overall greenhouse gas intensity 15% 20% PROCESSI NG GHG INTENSI T Y TARGET Reduce aggregate greenhouse gas intensity 30% 40% GIBSON…
Financial Position and Maturity Profile Leverage & Payout below target, significant available liquidity and no near-term maturities Leverage & Payout Ratios(1) Maturity Profile(2) GIBSON ENERGY INVESTOR PRESENTATION (Cmm) Net…
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