1. Overview for the Pollution Probe Energy Systems Workshop February 9 th, 2011 Canadian Transportation Fuels System

2. 2 Two Views of Oil Sands…

3. 3 …And Wapisiw Lookout…Formerly Suncor Pond #1 Our Tailings Reduction Operations (TRO TM ) Technology is Game Changing

4. 4 From ExxonMobil’s “2010 The Outlook for Energy: A View to 2030 Forecasts Show Growing Demand for All Forms of Energy

5. 5 From ExxonMobil’s “2010 The Outlook for Energy: A View to 2030 Global Shifts in Demands Are Under Way

6. 6 Fort McMurray Suncor Upgrader Edmonton Imperial Shell Suncor Burnaby Chevron Sarnia Imperial Shell Suncor Montreal Suncor Canadian Crude Production and Refineries Nanticoke Imperial St. Romuald Ultramar Come By Chance North Atlantic Dartmouth Imperial Saint John Irving Prince George Husky Lloydminster Husky Regina Co-op By The Numbers… Domestic Crude production 158 BL Crude Exports109 BL Crude Imports 47 BL Refining 99 BL Source: StatsCan 2009 Data Canada is also a Net Exporter of Refined Products

7. 7 Light Crude Product Composition Heavy Crude Product Composition Canadian Product Demand (StatsCan) Naturally occurring hydrocarbon molecules do not meet customer needs The refining processes must : –Change the size of the molecules –Reshape them –Remove contaminants to ensure they meet requirements for: – End-use performance – Environmental performance The Refining Process Matches Crude Types With Market Demands Gasoline 20-30% Distillate 25-35% Heavy Fuel Oil 35-55% Gasoline 5-15% Distillate 20-25% Asphalt/ Heavy Fuel Oil 60-75% Other ~10% Asphalt ~3% Heavy Fuel Oil ~6% Low Sulphur Gasoline 40-45% Ultra Low Sulphur Distillate 35-40%

8. 8 Toronto Product Movement Refinery Crude Production Vancouver Hibernia, Terra Nova, White Rose Europe Mexico, Venezuela, North Sea Crude Movement Terminal Seattle Crude and Product Supply – Ontario Focus Ontario is a Net Importer of Refined Products, supplied by local refineries and Trans Northern Pipeline US Markets

9. 9 An Overview of Transportation Fuel Greenhouse Gas Emissions Nearly 80% of the GHG emissions are out the tail pipe

10. 10 Which Vehicles And Fuels Will Dominate The Fleet Of The Future? Battery Recharging? Battery exchange? E85? Hydrogen (Fuel Cells)? CNG? Electricity generation? Solar? Wind? Propane? Methanol? Diesel? Gasoline Hybrids? Plug-ins? Diesel Hybrids? More Biofuels? Flex Fuel Vehicles? The challenge is in preparing for the eventual winners

11. 11 Questions? Mike Cassaday mcassaday@suncor.com (905) 804-4673