Enbridge Pipelines System May 2018 1
North America s premier crude oil infrastructure portfolio 70% of total oil sands production can be transported on the Regional system to Edmonton and Hardisty 3.7mmbpd market connectivity for 2.85mmbpd of mainline capacity Largest crude oil pipeline network in the world 27,600 km of pipe serving high quality producing basins Connected to the best refining markets Unique service offerings and flexibility Well-positioned for future growth 39mm Barrels of contract storage in the Enbridge system 65% of Canadian crude exports to the United States are transported on Enbridge system 2
Liquids Pipelines Project Execution 2017 Projects Completed Project ISD Contract life Athabasca Pipeline Twin Jan 25 yrs ~$6B Projects placed into service 2017 2019 Mainline Secured Projects ~$9B Projects to be placed into service 2019 Norlite Diluent Pipeline May 25 yrs Bakken Pipeline System June 7-10 yrs JACOS Hangingstone Aug 20 yrs Wood Buffalo Extension Dec 25 yrs 3
Line 3 Replacement Project Critical infrastructure replacement Edmonton Construction progressing well in Canada & Wisconsin Hardisty Kerrobert Minnesota regulatory process ongoing Target ISD Q4 2019 Construction underway ~50% complete Regina Gretna ND Completed segments to date MN Construction underway ~90% complete Superior WI Regulatory Milestones: Aug 2017 Final Environmental Impact Statement (FEIS) published Sept/Oct 2017 Route Permit / Certificate of Need testimony submitted Oct/Nov 2017 Route Permit / Certificate of Need hearings Q1 2018 FEIS adequacy determination Q1 2018 ALJ Route/Need recommendation 1Q 2Q 3Q 4Q 1H 2H 2017 2018 MPUC decision 2Q18 4
Low cost, highly executable, staged expansions to match supply growth Mainline Expansion Opportunities Incremental Capacity 2019 Capacity (KBPD) System DRA Optimization +75 BEP Idle* +100 Hardisty +450 kbpd Mainline expansion capability Incremental Capacity 2019+ System Station Upgrades +100 Line 4 Capacity Restoration +25 Line 13 Reversal +150 Total Unsecured Incremental Capacity +450 *Incremental capacity refers to long-haul volumes +250 kbpd Flanagan South / Seaway expansion capability Cushing Chicago Patoka 300+ kbpd potential Capline reversal $2-4B in opportunities Gulf Coast Markets Mt Belvieu 5
Other Development Opportunities Oil Sands System DAPL Expansion Express-Platte BAKKEN Hardisty $1-3B in opportunities Express DAPL Patoka PADD IV Platte Wood River/ Patoka Well positioned in oil sands to capture future supply growth Connected to growing projects Geographically diversified Additional capacity on trunk lines Bakken supply growth could drive future DAPL expansion Leveraging highly competitive tolls Strong Patoka/USGC markets Express-Platte system optimization or expansion Market access to Cushing/USGC Extension to Patoka 6
New Platform Development Opportunities Permian Strategy Gray Oak USGC Strategy Cushing PERMIAN Freeport Mt Belvieu Freeport Mt Belvieu $2-3B in opportunities Objective: Expand liquids footprint into Permian Basin Opportunity: High drilling activity and supply growth point to pipeline shortage. Project Gray Oak: Joint venture with Phillips 66 Objective: Leverage expertise to expand footprint in USGC Opportunity: Growing crude exports drive the need for deep water export facilities development Leverage expertise in fee-for-service, independent terminal and pipeline operation Strong fundamentals present opportunity to expand into new markets 7
Fueling Quality of Life The Enbridge Energy Dashboards http://www.enbridge.com/enbridge-energy-dashboards 8
Crude Oil Commodity Map (Effective May 1, 2018) Light Synthetic Condensate Sweet Sour Heavy Dilbit Synbit Heavy Low Resid Cracked Other PSY CRW MSW MSB PCH KDB 6 SYB OSH OCC SSS 9 PAS SYN 1 OSA SSP 1 CNS HSC HSB SSX NSA OSC OSN UHC UHL UHM SLE 2 SHE 3 SO 4 LSB LSB 5 MJT UOM Note: The commodity map contains the most current list of active commodities. There may be other commodities outside of spot commodities that are approved but have not moved. WCB F CHV WH LLB LLK SC BR CL WCS AHS WHB ARB UVM AWB CDB SH BHB WDB 7 PDH AMH PMH MKH AVB PBS Pool Name Crude Oil Commodity Map New Pool Effective May 2014 Existing Pool Segregated Commodity Managed through Enbridge Mainline facilities as separate from other commodities and commingled as per Table 5 Spot Commodity Demonstrates intermittent receipt disposition 1 SYN (Synthetic Sweet Blend) is the pool name (transport commodity) effective May 1 st, 2014. SSP (Syncrude Sweet Premium) is a receipt commodity name that will replace the former SYN (Syncrude) as the receipt commodity. http://www.enbridge.com/~/media/enb/documents/shippers/crude_oil_commodity_map_and_reference.pdf?la=en M BCH CHS FRB 6 CNX CHT PXB SHB 8 SMA CHY Formerly transported as SLE 2 : CAL, PLS, GLS, MLN, KLE, PLO, GLE, BSO Formerly transported as SHE 3 : MGS, KHE, PHO, SPR, RSO, GHE Formerly transported as SO 4 : MBL Formerly transported as LSB 5 : MML, SES, MLS, MCG KDB, FRB 6 : Mined bitumen with Paraffinic Froth Treatment, CRW spec diluent WDB 7 : Formerly transported as LCB, SDB, HDB SHB 8 : Trial segregation from the SYB pool until July 31, 2018
Domestic Sweet (DSW) Quality Specifications Quality Specifications for Domestic Sweet (DSW) Quality Units Min Max Test Method Test Frequency Enbridge Response to Crude Not Meeting Quality Specs Existing Specifications Sulphur, total wt% 0.420 ASTM D4294 Frequency: AR 1, AD 1 Delayed shut-in 5 Gravity API 37 42 ASTM D5002 Frequency: AR 1, AD 1 Delayed shut-in 5 Viscosity @ 100 F SUS 60 ASTM D7042 Frequency: MR 2 Delayed shut-in 5 RVP @ 100 F psi 9.5 ASTM D5191 Frequency: MR 2 Immediate shut-in 4 BS&W vol% 1.0 ASTM D4007 Frequency: AR 1, AD 1 Immediate shut-in 4 Pour Point 0 F 50 ASTM D97 Frequency: MR 2 Delayed shut-in 5 Organic Chlorides 6 wppm 3 ASTM D4929 Frequency: QR 3 Immediate shut-in 4 Notes: 1)AR, AD: All Receipts and All Deliveries 2)MR: Monthly Random testing 3)QR: Quarterly Random testing. Upon violation, perform probational testing at Enbridge discretion 4)Immediate shut-in upon identifying violation. Request third-party Certificate of Analysis prior to subsequent receipt 5)Upon violation, notification to applicable party, increase monitoring. Consequence based on outcome of increased monitoring 6)Denotes Enbridge specification only
Domestic Sweet (DSW) Quality Specifications Quality Units Min Max Test Method Test Frequency Enbridge Response to Crude Not Meeting Quality Specs Specifications Effective JAN 2019 MCR wt% 2.4 ASTM D4530 Frequency: MR 2 Delayed shut-in 5 TAN mgkoh/g 0.28 ASTM D664 Frequency: MR 2 Delayed shut-in 5 Nickel ppm 8 ASTM D5708-15B Frequency: MR 2 Delayed shut-in 5 Vanadium ppm 15 ASTM D5708-15B Frequency: MR 2 Delayed shut-in 5 Light Ends <220 0 F 50% Point by HTSD Resid (>1020 0 F) mass% recovered 19 ASTM D7169 Frequency: MR 2 Delayed shut-in 5 0 F 470 570 ASTM D7169 Frequency: MR 2 Delayed shut-in 5 mass% recovered 16 ASTM D7169 Frequency: MR 2 Delayed shut-in 5 Notes: 1)AR, AD: All Receipts and All Deliveries 2)MR: Monthly Random testing 3)QR: Quarterly Random testing. Upon violation, perform probational testing at Enbridge discretion 4)Immediate shut-in upon identifying violation. Request third-party Certificate of Analysis prior to subsequent receipt 5)Upon violation, notification to applicable party, increase monitoring. Consequence based on outcome of increased monitoring 6)Denotes Enbridge specification only