Investment Community Presentation Barclays Energy Conference — playbook

Investment Community Presentation Barclays Energy Conference

Enbridge

arc beats above · slides in the middle · loops below · scroll → 4 LOOPS

Deck intelligence map

5

coverage by narrative range · generated from this deck JSON

Narrative range 15 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 16 hits

— 0/2 slides

100% 2/2 slides · 13 hits

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100% 2/2 slides · 4 hits 100% 2/2 slides Problem & Complication 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits

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100% 1/1 slides · 6 hits 100% 1/1 slides 100% 1/1 slides · 2 hits 100% 1/1 slides Solution & Approach 6 slides 100% 6/6 slides 100% 6/6 slides · 47 hits

— 0/6 slides

100% 6/6 slides · 19 hits 33.3% 2/6 slides 100% 6/6 slides · 12 hits 100% 6/6 slides Evidence & Proof 5 slides 100% 5/5 slides 100% 5/5 slides · 40 hits

— 0/5 slides

100% 5/5 slides · 23 hits 20% 1/5 slides 100% 5/5 slides · 10 hits 100% 5/5 slides Impact & Next Steps 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

— 0/1 slides

100% 1/1 slides · 6 hits 100% 1/1 slides · 2 hits 100% 1/1 slides · 2 hits

— 0/1 slides

Slide inventory

24

every slide · same image gating as the playbook

01

front_matter

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02

front_matter

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03

summarize

Open slide detailBeat · Situation & ContextLoop · Pattern Hunter

04

The slide uses a combination of pie charts for business model metrics, a floating bar chart for financial guidance vs. actuals, and a summary table for credit rquantify_impact

Open slide detailBeat · Situation & ContextLoop · Pattern Hunter

05

summarize

Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter

06

The chart highlights the low-risk nature of the portfolio through contract types like 'Take or Pay' and 'Cost of service'.analyze_data

Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown

07

Includes a map of the pipeline route and a specific timeline for the Minnesota permitting process.establish_context

Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown

08

Includes a map of North America with pipeline networks, a pie chart showing business segment contribution, and a summary table of operational metrics.establish_context

Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown

09

Includes a map of service areas, a pie chart showing utility contribution, and a summary table of key metrics.establish_context

Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown

10

Includes a map of assets, a bar chart of capacity growth, and a pie chart showing renewable power as 2% of the total portfolio.establish_context

Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown

11

The chart is a waterfall-style visualization of capital investment across different projects.quantify_impact

Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown

12

The slide uses color-coding to represent different business segments (Liquids Pipelines, GTM - US Transmission, GTM - Canadian Midstream, Gas Distribution, Greequantify_impact

Open slide detailBeat · Evidence & ProofLoop · Build Up

13

quantify_impact

Open slide detailBeat · Evidence & ProofLoop · Build Up

14

summarize

Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter

15

The slide uses a combination of tables and a pie chart to communicate financial synergy progress.quantify_impact

Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter

16

The chart shows historical data for 2016 and 2017E, with projections through 2024E.summarize

Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter

17

The slide uses a flywheel-style diagram to illustrate the business model.present_solution

Open slide detailBeat · Impact & Next Steps

18

transition

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19

transition

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20

Includes a specific callout for Flanagan South/Seaway expansion.size_opportunity

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21

The slide uses a geographic map layout to present project-specific status updates.plan_implementation

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22

Includes a waterfall-style chart comparing uses and sources of capital.quantify_impact

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23

ACFFO stands for Adjusted Cash Flow From Operations. The slide uses a mix of bar charts, a combo chart, and a list to summarize financial performance drivers.summarize

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24

The map includes a legend detailing pipeline ownership, status (existing vs. proposed), and refinery capacities.establish_context

Open slide detail