March 2025 Corporate Presentation TSX:GEI DELIVERING ENERGY WORKING OPERATING WITH RESPONSIBLY TOGETHER EXCELLENCE
Gibson Energy Snapshot (TSX: GEI) Gibson is a diversified North American energy infrastructure platform underpinned by high quality terminal assets GIBSON ENERGY INVEST OR PRESENT ATION Corporate Leading North American Highly…
Liquids Infrastructure Focused 80% of Segment Profit from core Terminals and 90% Infrastructure 13.5 mmbbl Existing Tankage 3.0 mmbbl Existing Tankage 8.6 mmbbl Existing Tankage Hardisty DRU with 50 kbbl/d Inlet Capacity Edmonton 2x…
Strategically Located Terminal Assets Over 25 mmbbl of total terminal capacity at critical North American energy hubs Hardisty Edmonton Gateway GIBSON ENERGY INVEST OR PRESENT ATION 13.5 mmbbl 3.0 mmbbl 8.6 mmbbl Leading market…
Focused Strategy Premier liquids infrastructure assets to underpin compelling per share growth over time Leverage Terminals Position Complementary Growth GIBSON ENERGY INVEST OR PRESENT ATION Liquids 80% of Segment Profit from…
Segment Profit Growth Infrastructure has grown significantly and consistently over the past decade Growth in Segment Profit (1,2) (Cmm) Near-Term Growth Drivers GIBSON ENERGY INVEST OR PRESENT ATION Marketing Above Run Rate(2)…
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 Growth in DCF and DCF/Share(1) Distributable Cash Flow per share has grown at a 10% CAGR GIBSON ENERGY INVEST OR PRESENT…
Financial Governing Principles Gibson maintains a strong financial position by adhering to existing targets Committed Target Performance GIBSON ENERGY INVEST OR PRESENT ATION Highly Secured 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 Fund the Business Return Capital to Shareholders GIBSON ENERGY INVEST OR PRESENT ATION FUND…
Western Canada Egress Environment & Outlook Excess egress driven by TMX enabling customer growth and driving tankage demand, but expected to tighten by 2026-27 Current excess egress environment was driven by TMX coming online in May…
Hardisty Terminal Overview Future opportunities to grow at Hardisty at an attractive EBITDA build multiple Dominant Land Position COLD LAKE GIBSON ENERGY INVEST OR PRESENT ATION N Located at the heart of the Hardisty footprint…
Hardisty Terminal Best-in-Class Connectivity Replicating Gibsons competitive position not possible and is cost prohibitive Superior Connectivity Inbound Pipeline Connections(1) GIBSON ENERGY INVEST OR PRESENT ATION Flexibility…
DRU at Hardisty Overview High-quality infrastructure project leveraging and extending Hardisty position First DRU in WCSB Extension of Hardisty GIBSON ENERGY INVEST OR PRESENT ATION 50%/50% joint venture between Gibson and USD…
Edmonton Terminal Overview Attractive terminal position, with two new tanks recently placed in-service in Q4 2024 Expanding asset base at Edmonton to meet demand from new TMX shippers Placed one 435kbbl tank under a long-term…
Marketing Overview Utilizes market insights and physical assets across North America to create value for customers and drive throughput Strategically sources feedstock through connections to pipelines and / or truck GIBSON ENERGY…
Long-Term Permian Production Will Meet Increasing Export Demand U.S. export macro favourable for the re-contracting strategy Geopolitical events have contributed to an increase in focus on energy security and diversification of energy…
Gateway Terminal Overview Purpose-built commercial, operational and locational advantaged terminal designed to meet customer needs Key Asset Details GIBSON ENERGY INVEST OR PRESENT ATION Closest facility in Port of Corpus…
Strong Demand at Gateway Driving Infrastructure Growth Advantages of the Gateway are driving sustained Infrastructure growth for Gibson Advantaged-Location 2025 Growth Drivers GIBSON ENERGY INVEST OR PRESENT ATION Given its…
Safety is Foundational at Gibson Uncompromising view on health and safety Gibson is committed to continually improving its safety performance, enhancing its safety culture and promoting health and wellness Gibson has a dedicated Board…
Sustainability Performance Top ESG rankings from third-party providers with continued progress towards targets ESG Ratings Dashboard(1,2) AAA A- GIBSON ENERGY INVEST OR PRESENT ATION AAA MSCI Rating 2024 CDP Score AAA is best…
Focused, Disciplined Growth Trajectory 2025+ Renewed focus on corporate culture to drive long-term success HEALTH & SAFETY GIBSON ENERGY INVEST OR PRESENT ATION FOUNDATION STRONG PEOPLE FOCUS ON COST & EFFICIENCY…
A P PE N D IX 23 GIBSON ENERGY INVEST OR PRESENT ATION
Liquidity and Debt Maturity Profile Significant available liquidity and staggered debt maturity profile Maturity Profile GIBSON ENERGY INVEST OR PRESENT ATION (Cmm) Senior 1B 1,000 Sustainability Linked Credit Facility (45mm…
Sustainability Targets ENVIRONMENT 2 02 5 TARG ET 2 03 0 TARG ET OV ER A L L G HG IN T EN SI T Y Reduce our overall greenhouse gas intensity 15% 20% P RO CE S SI N G G H G I N T E N S I T Y T A RG E T Reduce our aggregate greenhouse…
Specified Financial Measures Specified Financial Measures This presentation contains references to certain non-IFRS fin an cial measures and ratios and indus try measures that are used by the Company, as indicators of financial…
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