INDEX NO. 452044/2018 FILED: NEW YORK COUNTY CLERK 10/11/2019 02:34 PM NYSCEF DOC. NO. 484 RECEIVED NYSCEF: 10/11/2019 EXHIBIT J INDEX NO. 452044/2018 FILED: NEW YORK COUNTY CLERK 10/11/2019 02:34 PM NYSCEF DOC. NO. 484 RECEIVED NYSCEF: 10/11/2019 From: Iwanika, Jason D [jason.d.iwanika@exxonmobil.com] Sent: Monday, November 10, 2014 8:49 PM To: Crawford, Millie A CC: Luckasavitch, Richard J Subject: FW:Impact of GHG Update Attachments: 2014 Corporate Plan GHG Emissions.pptx Fyi, just keeping you in the loop. Will let you know how tomorrow's review goes with Guy Powell. Per distribution list, we are maintaining alignment with GPM as we progress forward. Jason Iwanika Development Planning Supervisor Oil Sands Development & Research, Imperial Quarry Park I W4C.196 jason.d.iwanikaaexxonmobil.com P 587.476.2347 C 403.875.0753 From: Iwanika, Jason D Sent: Monday, November 10, 2014 1:48 PM To: Fisk, Norma; O'Brien, David P; Powell, Guy A; Cornish, Lucie M Subject: FW: Impact of GHG Update Team, please see the attached 1pager for discussion tomorrow on GHG treatment for W.Canada Oilsands opportunities (focused on SAGD Opportunity Base). From the 1pager,(thank you Lucie for preparing), we can see that the new GHG basis has an impact on SAGD opportunities in the magnitude of 0.5-1% DCFR (very material) Guy, appreciate your input/direction on how to progress forward,for both non-Cogen and Cogen based SAGD developments. Our current economic treatment for SAGD w/ Cogen;(aspen Phi) does not include any offsets/benefits associated with power generation from Cogen displacing 'coal'. Aspen Phi 2020 12.6 12.1 -0.5 GR Phl 2022 12.1 11.4 -0.7 0452044/2018 PLAINTIFF'S EXHIBIT PX052 Confidential / FOIL Treatment Requested by Exxon Mobil Corp. Pursuant to Pub. Officers Law § 87(2) EMC 001851057 PX052-1 INDEX NO. 452044/2018 FILED: NEW YORK COUNTY CLERK 10/11/2019 02:34 PM NYSCEF DOC. NO. 484 RECEIVED NYSCEF: 10/11/2019 Jason lwanika Development Planning Supervisor Oil Sands Development & Research, Imperial Quarry Park I W4C.196 jason.d.iwanikaeexxonmobil.com P 587.476.2347 C 403.875.0753 Confidential / FOIL Treatment Requested by Exxon Mobil Corp. Pursuant to Pub. Officers Law § 87(2) EMC 001851058 PX052-2 Confidential / FOIL Treatment Requested by Exxon Mobil Corp. Pursuant to Pub. Officers Law § 87(2) 2022 2023 2024 GR Ph1 Corner Phi Clyden Phi I mperial 2025 2021 Aspen Ph2 Clarke Creek Ph1 2020 Aspen Phi Start Up 11.3 12.6 12.5 12.1 12.7 12.6 10.6 12.1 12.0 11.4 12.4 12.1 -0.7 -0.5 -0.5 -0.7 -0.3 -0.5 CP14 GHG As Delta U pdate Submitted DCFR(%) 2020 California Quebec EU Futures Global GHG Planning Basis EU Actuals 2005 10 20 30 40 50 $fTICO2e '14 Real 60 2030 EU 13 Plan 2014 Corporate Plan continues to reflects merging of global GHG pricing basis -2020 Note: this is a change from the 2013 Corporate Plan @ $401-1 CO2e in 2030) Pricing Basis For Alberta: • $15/T through 2016 • Raising to $20/T in 2017-18 • Merging with EU ETS pricing basis in 2019. • • 64.0 6C: 0 2033 2034 Proprietary 1 sr cc:: 2014 Re.a I EU 2040 INDEX NO. 452044/2018 Basis 72, SC 0 2038 2039 721) 740 2036 2(137 2035 62.0 2031 2032 62.0 7C.0 56.4 60.0 52.9 2028 2030 49.3 2027 RECEIVED NYSCEF: 10/11/2019 2029 45.7 42.1 .35.0 31.4 27E 2026 2025 2024 2022 2023 2020 2021 2019 243 17.1 2018 2 .01C IC.0 13&. IG 0 2017 2015 2014 Overview: • 2014 Corporate Plan aligned with long term Energy Outlook basis @ $60/T CO2e in 2030 & $80/T CO2e in 2040 2014 Corporate Plan GHG Emissions NYSCEF DOC. NO. 484 6901.981.00 OVO FILED: NEW YORK COUNTY CLERK 10/11/2019 02:34 PM PX052-3