NuStar Energy | Investor Conference Presentation Deck | 41 slides

NuStar Energy · 2020-01
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

41
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
front_matter
04
The slide uses a vertical list of strategic pillars (Strong Coverage, Lower Leverage, etc.) connected by plus signs, implying an additive value proposition.summarize
Open slide detailBeat · Business Model
05
Uses checkmark icons to signify goal achievement; includes a list of completed projects and a comparison of initial vs revised project spending.summarize
06
The slide uses a visual flow to connect Q3 2018 to Q3 2019 metrics.summarize
07
The slide uses a comparison table format to contrast previous and current financial guidance.analyze_data
08
Uses chevron-style layout to compare two fiscal years.compare_peers
09
The map uses callouts to link specific geographic regions to 2019 spending figures.analyze_data
Open slide detailLoop · Why Now
10
front_matter
11
The chart uses a stacked bar format to show the composition of U.S. crude production by region/type.quantify_opportunity
Open slide detailBeat · Market Size
12
The slide uses two charts to support the thesis: a bar chart for projected production and a line chart for historical/forecasted production under different pricquantify_opportunity
13
Includes a mix of directional arrows for rig counts, a line chart for cumulative growth, and a combo bar/line chart for quarterly performance.analyze_data
14
The slide uses a circular process diagram to explain the business model flywheel.summarize
15
Includes a table of historical and projected operational metrics and a geographic map of pipeline infrastructure.quantify_opportunity
16
front_matter
17
Includes a map-based visualization of export flows and a bar chart showing historical and projected export volumes in MMbpd.quantify_opportunity
18
The chart uses a callout to highlight the projected growth of Corpus Christi exports specifically.analyze_data
19
Includes a map showing pipeline connections and storage expansion.illustrate_case
20
The map illustrates the connectivity between the Taft facility and key regional points like Ingleside and the Inner Harbor.establish_context
21
The slide uses a process flow diagram to represent the terminal's operational capacity (In-bound, Storage, Out-bound).analyze_data
22
The slide uses a before-after narrative to explain the strategic pivot of a key infrastructure asset.establish_context
23
The slide uses a process flow diagram to illustrate terminal operations.present_solution
24
Includes two maps showing rail and pipeline connectivity to the St. James hub.present_solution
25
transition
26
The slide uses a combination of line charts for production trends and stacked bar charts for supply/demand balance.diagnose_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
27
The slide uses a map to visualize the pipeline infrastructure and bullet points to detail project status and contract terms.present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
28
front_matter
29
The chart shows a clear trend of declining fossil diesel and increasing renewable diesel volumes, supporting the thesis of market dislocation.size_opportunity
30
The chart shows growth in Thousand BPY (Barrels Per Year) across four locations from 2017 to 2019.present_solution
31
The slide features the NuStar logo and a Cal/OSHA VPP (Voluntary Protection Programs) logo on the storage tank.front_matter
32
The slide uses a combination of a line chart for peer benchmarking, a map for geographic footprint/VPP status, and a photo for social proof.compare_peers
33
The slide uses a mix of solid and hollow stars as bullet points to distinguish between recognition/metrics and program descriptions.summarize
35
The chart displays debt amounts in $MM across various maturity years, with specific notes on recent capital allocation activities.analyze_data
36
Includes footnotes regarding equity composition and non-GAAP reconciliation.analyze_data
37
Page number 37 included in bottom right.other
38
Includes detailed footnotes (a-e) explaining adjustments to EBITDA and debt calculations.analyze_data
39
Includes footnotes (a) and (b) referenced in the table rows.analyze_data
40
Includes detailed footnotes (a-d) explaining specific adjustments like hurricane damage and asset impairments.analyze_data
41
analyze_data