National Fuel Gas Company · NYSE:NFG
National Fuel Gas — NGA Presentation Spring 2025
18 slides from National Fuel Gas's conference presentation, May 2, 2025
Slide 1: Empire Pipeline National Fuel Gas Supply Corp
Empire Pipeline National Fuel Gas Supply Corp Spring 2025 NGA Presentation
Slide 2: Gas Control Overview & Personnel
Gas Control Overview & Personnel • Primary control room in Buffalo, NY • GCOC operates: • National Fuel Supply • Empire • National Fuel Midstream • National Fuel Distribution (NY & PA) • 10 System Supervisors • 10 Gas Dispatchers 2
Slide 3: National Fuel Gas Supply Company (NFGSC) Overview
National Fuel Gas Supply Company (NFGSC) Overview NFGSC Operates: • Over 1,600 miles of transmission pipeline in TC Energy Western NY & PA Empire • 28 active storage facilities TGP/ EGTS • 26 compressor stations • Major pipeline interconnects with: Millenium • TC Energy Empire • TGP Texas Eastern TG
Slide 4: Empire System Overview
Empire System Overview Empire Operates: • Over 269 miles of transmission National pipeline in Western & Central NY EGTS Grid NYSEG NFGSC NYSEG • 3 compressor stations RG&E TC Energy TGP • Major interconnects with: • TC Energy • TGP • EGTS • Millenium • NFGSC • National Grid • NYSEG/RG&E Millenium •
Slide 5: 2024/2025 Winter Weather
2024/2025 Winter Weather 15 Year Max 5
Slide 6: NFGSC Top Gas Storage Inventory (MMCF)
NFGSC Top Gas Storage Inventory (MMCF) NFGSC Historical Total Storage Inventory 100% 90% 95% 93% 93% 95% 94% 80% 70% 60% 50% 40% 30% 35% 35% 29% 29% 20% 26% 10% 0% 2020/2021 2021/2022 2022/2023 2023/2024 2024/2025 November 1st April 1st 6
Slide 7: Weather & Throughput Statistics
Weather & Throughput Statistics: Winter Operations (November - March) Total NFGSC System NFGSC - Peak Day LDC Delivery (MMCF) 2024/2025 2023/2024 2024/2025 2023/2024 Peak Day Throughput 2.77 BCF 2.68 BCF NFGDC NY 714 631 Peak Day Degree Day 61 HDD 53 HDD NFGDC PA 350 309 Average Degree Day 29 HDD 27
Slide 8: Peak Day Deliveries (MDth)
Peak Day Deliveries (MDth) Total Throughput (mDth) NFGSC Peak Day Throughput PA 489 NY NY 250 644 713 739 2/7/2021 1/10/2022 2/3/2023 PA PA 641 582 NY NY 636 738 1/14/2024 1/21/2025 mOn-System Throughput: NY ™ On-System Throughput: PA m Off-System Throughput Total Throughput (mDth) Empire Peak Day T
Slide 9: NFGSC Line X
NFGSC Line X South to North 9
Slide 10: NFGSC Line X Average Daily Scheduled by Month (MDth)
NFGSC Line X South to North 10 Average Daily Scheduled by Month (MDth)
Slide 11: Line N
Line N South to North 11
Slide 12: Line N Average Daily Scheduled by Month (MDth)
Line N South to North Average Daily Scheduled by Month (MDth) 12
Slide 13: Empire Connector
Empire Connector South to North 13
Slide 14: Empire Connector Average Daily Scheduled by Month (MDth)
Empire Connector South to North Average Daily Scheduled by Month (MDth) 14
Slide 15: Winter Power Generation (November – March)
Winter Power Generation (November – March) 15
Slide 16: 2025 Construction and Maintenance
2025 Construction and Maintenance
Slide 17: Construction & Maintenance
Construction & Maintenance 2025 Construction & Maintenance Schedule Updated: 3/13/2025 Project Start Project End Estimated Outage Expected Service Project Description Location Impact Date Date Duration (Days) Level Impact N20 - Buffalo to Service Creek Line N Buffalo Station to Aliquippa MPP capacit
Slide 18: Construction & Maintenance
Construction & Maintenance 2025 Construction & Maintenance Schedule Updated: 2/25/2025 Project Start Project End Estimated Outage Expected Service Project Description Location Impact Date Date Duration (Days) Level Impact Receipt capacity reduction at: - NFG Midstream Covington (EPRU91111) Jackson C
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