Gibson Energy Inc. · TSX:GEI
Gibson Energy — Peters & Co. Annual Energy Conference (September 2025)
13 slides from Gibson Energy's conference presentation, September 2025
Slide 1: Focused, Disciplined Growth. Corporate Presentation
Focused, Disciplined Growth. Corporate Presentation Peters & Co. Annual Energy Conference
Slide 2: Gibson Energy Snapshot (TSX: GEI)
Gibson Energy Snapshot (TSX: GEI) Critical crude infrastructure tied into long life plays essential for market access and underpinned by stable, high quality cash flows Corporate Leading North American Highly Contracted Committed to Governing Growing & Information Terminals Platform Infrastructure B
Slide 3: Focused and Disciplined Strategy
Focused and Disciplined Strategy Premier crude oil Infrastructure assets underpin compelling per share value proposition Crude Oil Crown Jewel Infrastructure Focus Asset Base Growth Positioned to capitalize on increased Optimize the performance of each Executing on pipeline of organic global oil dem
Slide 4: Compelling Infrastructure EBITDA per Share Growth
Compelling Infrastructure EBITDA per Share Growth Steady growth driven by Infrastructure platform with Marketing upside Infrastructure Adj. EBITDA/Share and Infrastructure Adj. EBITDA(1) (C$/share) GEI $3.37 Peer Average(2) $2.96 $2.74 $2.75 $2.33 $1.85 2019 2020 2021 2022 2023 2024 Infra. Adj. $299
Slide 5: Key Growth Drivers: 2025
Key Growth Drivers: 2025 Driving meaningful Infrastructure results through focused project execution Increase Loading Increase Market Producer Tank Optimization Capacity Access Partnerships Expansion Dredging Cactus II Connection Baytex TMX Tanks Initiatives 52’ departure draft, Increase supply Deve
Slide 6: Record Export Volumes at Gateway Following Dredging
Record Export Volumes at Gateway Following Dredging YTD 2025 Gateway Export Volume (Barrels Per Day) Post-Dredging On track to achieve 15-20% EBITDA growth target on a run-rate basis at Gateway driven by completion of capital projects 6 Source: Vortexa.
Slide 7: Gateway Growth Projects Growing Market Share
Gateway Growth Projects Growing Market Share YTD 2025 Gateway U.S. Export Market Share Metrics Post-Dredging 7 Source: Vortexa.
Slide 8: Strategic Partnership with Baytex
Strategic Partnership with Baytex Creating purpose-built solutions for customers to expand crude footprint Overview Recent Baytex Well Results(1) ▪ Strategic partnership with Baytex to develop liquids infrastructure in the ▪ Baytex’s 11-24 Pembina Duvernay well topped both the monthly volumes and Du
Slide 9: Key Growth Drivers: Beyond 2025
Key Growth Drivers: Beyond 2025 Over $1 billion of identified potential growth projects driven by the critical nature and strategic location of our core assets Hardisty Gateway Edmonton Complementary Growth ($350+ mm) ($500+ mm) ($200+ mm) ($250+ mm) o Additional Diluent Recovery Units o VLCC or Sue
Slide 10: Why Invest in Gibson?
Why Invest in Gibson? Leading North American liquids infrastructure platform positioned to capture both short-term and long-term growth opportunities Favorable Macro Environment Supports long-term growth, positioning Gibson for multiple expansion Critically Located, Best-in-Class Liquids Infrastruct
Slide 11: Gibson Total Shareholder Return (2019-Present)
Gibson Total Shareholder Return (2019-Present)(1) Since 2019, Gibson has a total shareholder return of 95%, comprising both attractive dividends and steady cash flow growth (%) TSR: 95% 120 95% 80 Dividend 68% & Dividend 40 Reinvestment 0 Share Price 27% Appreciation -40 2019 2020 2021 2022 2023 202
Slide 12: Forward-Looking Statement Notice
Forward-Looking Statement Notice Definitions Scope 1 emissions are direct emissions from facilities owned and operated by Gibson; Scope 2 emissions are indirect emissions from the generation of purchased energy for Gibson’s owned and operated facilities. All references in this presentation to Gibson
Slide 13: Specified Financial Measures
Specified Financial Measures Specified Financial Measures This presentation contains references to certain non-IFRS financial measures and ratios and industry measures that are used by the Company, as indicators of financial performance. These measures include: Adjusted EBITDA, Net Debt, Distributab
Gibson Energy — Peters & Co. Annual Energy Conference (September 2025) on 6ix