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On November 1, 2021, we redeemed $250 million of 4.75% senior notes due February 1,2022\n2 - Total Equity includes Partners' and Mezzanine Equity (Series D Preferred Units)\n3 - Please see Appendix for reconciliations of non-GAAP financial measures to their most directly comparable GAAP measures", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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sale as of September 30, 2021, a non-cash asset impairment loss of $59.2 million related to our Houston pipeline and a gain from insurance recoveries of $9.4 million related to damage caused by a fire in 2019 at our Selby terminal. In the third quarter of 2020, we recognized a loss on extinguishment of debt of $137.9 million related to the repayment of our $750.0 million unsecured term loan credit agreement on September 16, 2020. In the first quarter of 2020, we recorded a non-cash goodwill impairment loss of $225.0 million related to our crude oil pipelines reporting unit, which includes $126.0 million related to our Permian Crude System.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:19.069+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fa0bc56-c0d7-4871-b445-49e0880bbcd1", "parentComponentId": null }, { "bbox": { "h": 0.169, "w": 0.97, "x": 0.015, "y": 0.32 }, "kind": "paragraph", "text": "Our board of directors and management use EBITDA and/or DCF when assessing the following: (i) the performance of our assets, (ii) the viability of potential projects, (iii) our ability to fund distributions, (iv) our ability to fund capital expenditures and (v) our ability to service debt. In addition, our board of directors uses EBITDA, DCF and a distribution coverage ratio, which is calculated based on DCF, as some of the factors in its compensation determinations. DCF is used by the master limited partnership (MLP) investment community to compare partnership performance. DCF is used by the MLP investment community, in part, because the value of a partnership unit is partially based on its yield, and its yield is based on the cash distributions a partnership can pay its unitholders.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:19.069+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f801462-bba8-4f3a-90c1-498977bce470", "parentComponentId": null }, { "bbox": { "h": 0.047, "w": 0.97, "x": 0.015, "y": 0.498 }, "kind": "paragraph", "text": "None of these financial measures are presented as an alternative to net income, or for any periods presented reflecting discontinued operations, income from continuing operations. They should not be considered in isolation or as substitutes for a measure of performance prepared in accordance with GAAP.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:19.069+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d407fa9-a5bb-4685-b908-78a7e6a61741", "parentComponentId": null }, { "bbox": { "h": 0.169, "w": 0.97, "x": 0.015, "y": 0.142 }, "kind": "paragraph", "text": "NuStar Energy L.P. utilizes financial measures, such as earnings before interest, taxes, depreciation and amortization (EBITDA), distributable cash flow (DCF) and distribution coverage ratio, which are not defined in U.S. generally accepted accounting principles (GAAP). Management believes these financial measures provide useful information to investors and other external users of our financial information because (i) they provide additional information about the operating performance of the partnership's assets and the cash the business is generating, (ii) investors and other external users of our financial statements benefit from having access to the same financial measures being utilized by management and our board of directors when making financial, operational, compensation and planning decisions and (iii) they highlight the impact of significant transactions. 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As such, the expenses related to these awards are considered non-cash and added back to DCF. Certain awards include distribution equivalent rights (DERs). Payments made in connection with DERs are deducted from DCF.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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"promptVersion": null }, "componentId": "3354cd2d-2780-4f4f-ac03-5db2188f43ee", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.84, "x": 0.048, "y": 0.662 }, "kind": "source-note", "text": "(a) This adjustment represents the non-cash expense related to the vestings of equity-based awards with the issuance of our common units.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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As such, the expenses related to these awards are considered non-cash and added back to DCF. Certain awards include distribution equivalent rights (DERs). Payments made in connection with DERs are deducted from DCF.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:20.625+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37726ec7-71be-45cc-91af-77f74bfa0107", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.909, "x": 0.06, "y": 0.87 }, "kind": "source-note", "text": "(b) Adjusted distribution coverage ratio is calculated by dividing adjusted DCF by distributions applicable to common limited partners.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:20.625+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7dc72bb-df22-4cb4-b65e-a8036e8024a8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.945, "x": 0.026, "y": 0.13 }, "kind": "subtitle", "text": "The following is a reconciliation of net income to EBITDA, adjusted EBITDA, adjusted DCF and adjusted distribution coverage ratio (in thousands of dollars, except ratio data):", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, 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"name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:18.733+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27680b21-3ad5-4c25-8cae-81af1d3ec780", "parentComponentId": null }, { "bbox": { "h": 0.096, "w": 0.409, "x": 0.32, "y": 0.53 }, "kind": "list", "text": "SUSTAINABILITY\nSustainability@NuStarEnergy.com", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:18.733+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4da14c43-3919-44f2-8a3b-633d84d9616a", "parentComponentId": null }, { "bbox": { "h": 0.163, "w": 0.392, "x": 0.353, "y": 0.276 }, "kind": "list", "text": "INVESTOR RELATIONS\n(210) 918-INVR (4687)\nInvestorRelations@NuStarEnergy.com", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, 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"groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:18.733+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62bdc084-0693-4543-bc7a-77459f3d60d5", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.027, "x": 0.936, "y": 0.95 }, "kind": "source-note", "text": "36", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:18.733+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7bdf060-a793-41b6-8b31-6054d55140a7", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.449, "x": 0.175, "y": 0.04 }, "kind": "title", "text": "NuStar Contact Information", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:18.733+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67ec617a-84ce-4079-9d89-9e8844d423c9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 4, "label": "Situation & Context", "description": "The document provides an overview of the global economy and NuStar Energy's progress in 2021." }, { "from": 5, "to": 9, "label": "Problem & Complication", "description": "The document highlights the company's challenges and how it has adapted to them." }, { "from": 10, "to": 20, "label": "Evidence & Proof", "description": "The document provides detailed information on NuStar Energy's core assets and strategic priorities." }, { "from": 21, "to": 25, "label": "Impact & Next Steps", "description": "The document outlines the company's plans for future growth and success." } ], "loops": [ { "from": 15, "to": 22, "label": "Cost Of Inaction", "description": "To highlight the importance of investing in core assets" }, { "from": 10, "to": 14, "label": "Mece Breakdown", "description": "To provide a detailed breakdown of NuStar Energy's strategic priorities" }, { "from": 25, "to": 30, "label": "Quick Win Big Bet", "description": "To highlight the company's plans for future growth and success" } ] }