Zefiro Methane Corp. · NEO:ZEFI
Zefiro Methane — Investor Presentation (2022)
30 slides from Zefiro Methane's investor presentation, Oct 12, 2022
Slide 1: Cap Emissions. Uncap Profits.
CSE: ZEFI Proprietary & Confidential Cap Emissions. Uncap Profits. CORPORATE PRESENTATION 2022
Slide 2: Disclosure
Disclosure CSE: ZEFI The contents of this corporate presentation are for information purposes only and this presentation Accordingly, readers should not place undue reliance on forward-looking information. The Company does not constitute an offer or solicitation to sell common shares or securities i
Slide 3: Executive Summary
Executive Summary CSE: ZEFI Zefiro Methane Corp $ZEFI @zefiromethane In the U.S. alone, there are over 3.2 million orphaned and abandoned wells emitting methane (25x more potent than carbon!). Zefiro has a two-step process to create value... 1. Physically cap the wells so they stop emitting methane
Slide 4: Investment Opportunity
CSE: ZEFI Investment Liability of One Industry is an Asset Opportunity for Another Zefiro Methane Corp. exists to eliminate methane emissions from the energy industry through capitalizing on the rising price environment of the global carbon offset market • Global voluntary carbon market • Credit pri
Slide 5: Key Features for Investors
CSE: ZEFI Key Features for Zefiro Methane Corp. - providing investors access Investors to the rapidly growing global carbon offset market • Exposure to a market that is • Carbon offsets will continue to experiencing significant growth. be in high demand, given all the Net Zero commitments being • Le
Slide 6: Scaling Through Global Entrepreneurship
Scaling Through Global Entrepreneurship CSE: ZEFI Curt Hopkins Tina Reine Chief Executive Officer Chief Commercial Officer Curt Hopkins serves as CEO of Zefiro and is also Tina Reine is the CCO of Zefiro. Previously, she was chief operating partner of X Machina Capital Director of Commercialization
Slide 7: Scaling Through Global Entrepreneurship
Scaling Through Global Entrepreneurship CSE: ZEFI Matthew Brooks Jeff Frase Head of Operations President, Corporate Development Matthew Brooks serves as head of Operations at Jeff Frase is the President of Corporate Zefiro. Matthew has spent his entire career focused Development at Zefiro. Since 199
Slide 8: Board of Directors: Former Carbon Credit Team at JP Morgan
Board of Directors: Former Carbon Credit Team at JP Morgan CSE: ZEFI Talal Debs Catherine Flax Chairman and Chief Strategy Officer Board Member Talal Debs is the founder and managing partner of Catherine Flax is the President of Private Markets at X Machina Capital Strategies (“XMC”). Prior, he XMC.
Slide 9: Board of Directors
Board of Directors CSE: ZEFI Jonson Sun Daryl Heald Board Member Board Member Jonson is the founder of GIC Merchant Bank Corp, Daryl began his career as a commercial real estate which has diversified business interests across broker in Atlanta, GA. In 1997 he joined the Canada, the United States, So
Slide 10: Advisors
Advisors CSE: ZEFI Ted Shergalis Senior Advisor Ted Shergalis is on the advisory board of Zefiro. He is currently working on Magnuss, a green tech venture in the commercial maritime market. Ted is a technology entrepreneur with deep expertise in early-stage fund raising, business development and ope
Slide 11: Where Do We Start?
CSE: ZEFI Where Do We Start? Leaky abandoned wells have become a large-scale environmental concern without easy addressable options https://grist.org/regulation/in-a-first-the-epa-will-regulate-methane-from-existing-oil-and-gas-wells/ https://www.nrdc.org/stories/millions-leaky-and-abandoned-oil-and
Slide 12: Orphaned and Abandoned Wells Leak Methane
CSE: ZEFI Orphaned and Industry apathy and market failures driving disastrous results… but also Abandoned Wells creating an immense opportunity Leak Methane • Methane is the primary component of natural gas. • Orphaned and poorly maintained wells leak. • Methane is 25x – 84x more potent than CO2. Di
Slide 13: Millions of Abandoned and Orphaned Wells in the U.S. Alone
CSE: ZEFI Millions of Abandoned and Orphaned Wells in the U.S. Alone • Up to 3.2 million Abandoned and Orphaned wells in the 26 states. • Some estimate at least 4.4 million in US and Canada. • Each well can produce 0.02 to 626m3 of methane emissions per year, with an average of 78m3 • Emissions of 2
Slide 14: Our Mission
CSE: ZEFI Our Mission The elimination of methane emissions from the energy industry through carbon credits and well plugging services. CORPORATE PRESENTATION 2022 14
Slide 15: Net Zero Targets Drive Demand for Carbon Credits
Net Zero Targets Drive Demand for Carbon Credits CSE: ZEFI Many carbon-intensive companies have net zero targets; supply is the constraint, not demand. Av. net zero target year Low carbon-intensity 2040 Medium carbon-intensity 2045 High carbon-intensity 2044 Average years to net zero target by indus
Slide 16: All U.S. public companies will need to be compliant
CSE: ZEFI All U.S. public companies will need to be compliant CORPORATE PRESENTATION 2021 16 16
Slide 17: Development Plan
CSE: ZEFI Development Plan 00 01 Create the Methodology Identify the Assets • Transform hydrocarbons to clean Stakeholder in the creation of the Acquiring wells that remain energy for profit by producing high methodology for plugging of unplugged and have a negative quality carbon credits. abandoned
Slide 18: Proprietary Project Funnel
Proprietary Project Funnel CSE: ZEFI Economical means to filter out the greatest emission reduction opportunities 3-4M+ Abandoned and Orphaned Wells Location (Onshore) – Diversification – Jurisdiction Asset Retirement Obligations (ARO) Audit and Risk Emission Screening 600k–1m Potential High Methane
Slide 19: Plugco Partnership Strategy
Plugco Partnership Strategy CSE: ZEFI The Problem The Solution The biggest category of abandoned and Zefiro, along with an asset-holding vehicle orphaned oil and gas wells (AOOGs) in North (Plugco), is uniquely qualified and structured America are shut-in and temporarily to take the ARO liabilities
Slide 20: Zefiro Case Study
CSE: ZEFI Zefiro Asset Facts Case Study • Conventional Onshore Oil Field • Production: 700 BOPD / 17,000 MCFD • 7,200 acres with surface ownership • 424 Wellbores | 229 Producers | 195 Shut-in (AROs) CORPORATE PRESENTATION 2022 20
Slide 21: Zefiro Operating Case Study
Zefiro Operating Case Study CSE: ZEFI • Zefiro to survey all 195 SI wells for methane leaks • 10% hit rate for leaking wells • Gives 20 identified leaking wells • Zefiro acquires the rights to 20 leaking wells • Zefiro puts these wells into inventory for its plugging and carbon credit generation pro
Slide 22: Transparent Growing Market for Emission Reductions
Transparent Growing Market for Emission Reductions CSE: ZEFI Proprietary funnel feeds scalable transparent market 600k-1m à High Methane Emitters Publicly disclosed methodologies available today Flare Mitigation / Oprhaned Well Abandoned Well Midstream Leak Detection Zefiro target methodologies to b
Slide 23: Sustainable Development Goals (SDGs) can be Quantified to Demonstrate Impact
Sustainable Development Goals (SDGs) CSE: ZEFI can be Quantified to Demonstrate Impact Zefiro SDG Monetization Provides Significant Upside SDG Points Up to 15B SDG points OR $ Responsible $15B consumption and production $1 Life on land Up to 600MM CO2e $1 OR SDG points $3 – 6B Clean water and per to
Slide 24: Zefiro Positioned to Lead New Credit Production
Zefiro Positioned to Lead New Credit Production CSE: ZEFI First mover in a “blue sky” emission reduction market SDG Points 01 02 03 Enhance existing verified Focus on new Expand market to emission reduction methodologies in the monetize SDGs with platforms US and Canada greater discipline Much lower
Slide 25: Zefiro Capital Structure
CSE: ZEFI Zefiro Capital Structure Shares Warrants Founders and Management Ownership 41,000,000 12,000,000 IPO Round 12,000,000 6,000,000 Public Float 5,472,000 — Fully Diluted 58,472,000 — 70% Shares Owned by Founders and Management CORPORATE PRESENTATION 2022 25
Slide 26: Establishing Carbon Credit Methodology
CSE: ZEFI Establishing Carbon Credit Methodology • Zefiro's team is advising the leading carbon offset registry in the development of an approved methodology for remediating the carbon impact of abandoned and orphaned oil and gas wells. • Massive supply constraint in carbon markets with demand drive
Slide 27: Conclusion
Conclusion CSE: ZEFI Zefiro Methane Corp. exists to solve the methane emission problems and create carbon credits through its efforts. • Zefiro is positioned to solve the USD $280 billion methane emissions problem1 • Credit price expected to hit $135 by 2030 as Image here a global government initiat
Slide 28: Financial Projections
CSE: ZEFI Financial Projections By plugging 1,000 wells, we can offset CO2 emissions from 1.1 billion miles driven by an average passenger vehicle. Illustrative margins and revenues per plugged and remediated well ($USD) Per well At 40 wells (1 Site) At 1000 wells (25 Sites) Assumptions At 25x metha
Slide 29: Appendix: Carbon Credits 101
Appendix: Carbon Credits 101 CSE: ZEFI A carbon credit is generated by reducing GHG emissions through a carbon offset reduction project. Credits can then be sold as voluntary carbon offsets for businesses to compensate for their emissions. Once the credit is “retired” off the registry then the purch
Slide 30: Thank You
CSE: ZEFI Thank You Contact CSE: ZEFI info@zefiromethane.com CORPORATE PRESENTATION 2022