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While these forward-looking statements, and any assumptions upon which they are based, are made in good faith and reflect our current judgment regarding the direction of our business, actual results will likely vary, sometimes materially, from any estimates, predictions, projections, assumptions or other future performance presented or suggested in this presentation. These forward-looking statements can generally be identified by the words \"anticipates,\" \"believes,\" \"expects,\" \"plans,\" \"intends,\" \"estimates,\" \"forecasts,\" \"budgets,\" \"projects,\" \"could,\" \"should,\" \"may\" and similar expressions. These statements reflect our current views with regard to future events and are subject to various risks, uncertainties and assumptions.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:38:29.966+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93299a61-d3b7-4436-a5df-77d4aca3a9eb", "parentComponentId": null }, { "bbox": { "h": 0.33, "w": 0.97, "x": 0.02, "y": 0.55 }, "kind": "disclaimer", "text": "We undertake no duty to update any forward-looking statement to conform the statement to actual results or changes in the company's expectations. For more information concerning factors that could cause actual results to differ from those expressed or forecasted, see NuStar Energy L.P.'s annual report on Form 10-K and quarterly reports on Form 10-Q, filed with the SEC and available on NuStar's website at www.nustarenergy.com. We use financial measures in this presentation that are not calculated in accordance with generally accepted accounting principles (“non-GAAP”), and our reconciliations of non-GAAP financial measures to GAAP financial measures are located in the appendix to this presentation. 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“renewable” electricity to power an electrolyser to extract hydrogen from water and an air separation unit to extract nitrogen from air, which are then combined, through a chemical reaction powered by renewable electricity, to produce ammonia", "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": "2026-05-02 08:38:37.831+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "344c093e-6264-45f1-94f7-991cdddd5316", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.279, "x": 0.685, "y": 0.229 }, "kind": 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Ammonia is easier to transport and store than hydrogen, as it doesn't require cryogenic or high-pressure storage and can be relatively easily cracked to convert it to hydrogen", "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": "2026-05-02 08:38:37.831+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6059997-321b-4cbd-9529-cd9ac9378f2a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.915, "x": 0.049, "y": 0.339 }, "kind": "paragraph", "text": "Traditional fossil-fuel ammonia production is estimated to contribute about 1.6% of global GHG emissions, which has driven interest in its de-carbonization", "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": "2026-05-02 08:38:37.831+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db034e4b-a4f5-4935-b8a9-0a39aa141c8b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.309, "x": 0.035, "y": 0.95 }, "kind": "source-note", "text": "Sources: Science Magazine, IHS Markit, Argus, Research & Markets Global Ammonia Report", "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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Crude Exports by Hub (2022)", "series": [ { "name": "Corpus Christi", "value": 61 }, { "name": "Houston", "value": 22 }, { "name": "Beaumont", "value": 7 }, { "name": "Louisiana", "value": 10 } ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:38:42.022+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6fa693a1-51d2-4a27-bfa8-88f76ed20045", "parentComponentId": null }, { "bbox": { "h": 0.44, "w": 0.46, "x": 0.034, "y": 0.153 }, "kind": "list", "text": "Corpus Christi has remained the dominant Gulf Coast crude exports hub since 2020\nIn 2022, 61% of the U.S. Gulf Coast's total export volumes left via Corpus Christi-based terminals\nU.S. Gulf Coast crude exports are projected to continue at record volumes due to the ongoing war in Ukraine and global demand recovery\nImproved global refined product demand should continue to lead the way to further recovery in global crude demand", "attrs": {}, "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": "2026-05-02 08:38:42.022+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": 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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. 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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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Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:38:47.79+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bacfd291-96b3-478d-9cb3-e02546d8bce6", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.87, "x": 0.079, "y": 0.53 }, "kind": "table", "text": "Three Months Ended March 31,\n2023\n2022\nOperating income\n$ 119,858 $ 95,752\nDepreciation and amortization expense\n43,550\n44,828\nSegment EBITDA\n$ 163,408 $ 140,580", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:38:47.79+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b80b77e7-801d-4d20-ac11-bf301c32ed17", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.87, "x": 0.079, "y": 0.736 }, "kind": "table", "text": "Projected for the Year Ended\nDecember 31, 2023\nNet income\n$ 257,000-295,000\nInterest expense, net\n230,000 - 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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.\n(b) Distribution coverage ratio is calculated by dividing 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": "2026-05-02 08:38:46.235+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e4ac7e8-cb33-432a-af3b-86a280e60e58", "parentComponentId": null }, { "bbox": { "h": 0.466, "w": 0.863, "x": 0.068, "y": 0.173 }, "kind": "table", "text": "Three Months Ended March 31,\n2023\n2022\nNet income\n105,936\n12,312\nInterest expense, net\n57,371\n49,818\nIncome tax expense (benefit)\n1,187\n(33)\nDepreciation and amortization expense\n63,609\n65,127\nEBITDA\n228,103\n127,224\nInterest expense, net\n(57,371)\n(49,818)\nReliability capital expenditures\n(3,356)\n(6,709)\nIncome tax (expense) benefit\n(1,187)\n33\nLong-term incentive equity awards (a)\n2,968\n2,829\nPreferred unit distributions\n(32,733)\n(31,092)\nImpairment loss\n—\n46,122\nIncome tax benefit related to impairment loss\n—\n(1,144)\nOther items\n5,386\n3,613\nDCF\n141,810\n91,058\nDistributions applicable to common limited partners\n44,396\n44,165\nDistribution coverage ratio (b)\n3.19x\n2.06x", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:38:46.235+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0094c030-9fcb-40b3-b535-967f30d897d3", "parentComponentId": null }, { "bbox": { "h": 0.144, "w": 0.863, "x": 0.068, "y": 0.783 }, "kind": "table", "text": "Three Months Ended March 31,\n2023\n2022\nNet income\n105,936\n12,312\nGain on sale of assets\n(41,075)\n—\nImpairment loss\n—\n46,122\nIncome tax benefit related to impairment loss\n—\n(1,144)\nAdjusted net income\n64,861\n57,290", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:38:46.235+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7211ea50-5e2c-406c-80e2-ec23afe077ad", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.602, "x": 0.059, "y": 0.04 }, "kind": "title", "text": "Reconciliation of Non-GAAP 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null, "extraction": { "at": "2026-05-02 08:38:45.205+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66e50e02-edba-4a0d-8a76-d093c6fe8f85", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.76, "x": 0.02, "y": 0.65 }, "kind": "source-note", "text": "(a) 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. 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"019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:38:48.315+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29ff22b7-750e-461c-aaca-0e05a46d7193", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.97, "x": 0.02, "y": 0.19 }, "kind": "table", "text": "Three Months Ended\nJune 30, 2017 Sept. 30, 2017 Dec. 31, 2017 Mar. 31, 2018 June 30, 2018 Sept. 30, 2018 Dec. 31, 2018\nOperating (loss) income $ (3,424) $ 1,050 $ 650 $ (1,847) $ 3,605 $ 11,546 $ 10,878\nDepreciation and amortization expense 10,227 11,005 13,165 13,477 15,059 15,235 16,589\nEBITDA $ 6,803 $ 12,055 $ 13,815 $ 11,630 $ 18,664 $ 26,781 $ 27,467", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:38:48.315+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e552231-6c15-4550-95ab-04d3369fdf25", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.64, "x": 0.35, "y": 0.78 }, "kind": "table", "text": "Three Months Ended\nSept. 30, 2022 Dec. 31, 2022 Mar. 31, 2023\nOperating income $ 41,150 $ 42,261 $ 34,266\nDepreciation and amortization expense 20,769 21,073 21,266\nEBITDA $ 61,919 $ 63,334 $ 55,532", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:38:48.315+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90ab9428-e12a-4811-be13-32162d5e9330", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.97, "x": 0.02, "y": 0.37 }, "kind": "table", "text": "Three Months Ended\nMar. 31, 2019 June 30, 2019 Sept. 30, 2019 Dec. 31, 2019 Mar. 31, 2020 June 30, 2020 Sept. 30, 2020\nOperating income (loss) $ 5,358 $ 13,543 $ 17,280 $ 21,132 $ (106,476) $ 14,481 $ 17,627\nDepreciation and amortization expense 17,647 17,182 18,114 18,154 18,606 18,928 20,115\nEBITDA $ 23,005 $ 30,725 $ 35,394 $ 39,286 (87,870) $ 33,409 $ 37,742\nGoodwill impairment loss 126,000\nAdjusted EBITDA $ 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