Environmental Clean Technologies Limited · ASX:ECT
Environmental Clean Technologies — Shareholder Meeting (May 2014)
15 slides from Environmental Clean Technologies's shareholder meeting presentation, May 30, 2014
Slide 1: EGM – General Update
EGM – General Update 30 May 2014
Slide 2: Disclaimer
Disclaimer Environmental Clean Technologies Limited has taken all reasonable care in compiling and producing the informaAon contained in this presentaAon. The Company will not be responsible for any loss or damage arising from the use of the informaAon contained in this presentaAon. The informaAon p
Slide 3: Agenda
Agenda ! India update – Strategy overview – Manufacturing & Engineering update – Commercial DemonstraAon Plant status ! Year in review ! PresentaAon from YES Bank
Slide 4: Why India? Why now?
Why India? Why now? ! PopulaAon 1.22 bn (July 2013 est) [Jul’14 est 1.24bn – growth ~20m people] ! Energy 880 bn.kwh (vs Aus 242 bn.kwh) 2010 est [985.4 bn.kwh in 2011] ! Coal imports Increasing shorSalls may strand over 20GW of new generaAon capacity in India in the coming year. (>$20bn worth of ca
Slide 5: India update - Strategic overview
India update -‐ Strategic overview STEEL ! Coldry DemonstraAon ObjecAve; Twin ENERGY CriAcal DomesAc India’s Needs Missing ShorSall Ingredient Strategies – India Deployment • Pressing commercial need Coldry Matmor • Suitable logisAcs • Lower cost pathway – Manufacturing • Very capable engineering I
Slide 6: Manufacturing & Engineering update
Manufacturing & Engineering update ! ECT ran a selecAon process to determine the best EPC partner to support Coldry demonstraAon in India – IniAally a wide selecAon of top Aer EPC firms – Progressive narrowing – Culminated in appointment of Thermax • Announced 19May ! Thermax are: – An Engineering fir
Slide 7: Commercial Demonstration Plant status
Commercial DemonstraHon Plant status ! Core designs complete ! Lead candidate work in advanced stage (NLC) – Technology assessments complete – EPC selected (Thermax) – IntegraAon engineering underway – Project Feasibility study report in progress ! AddiAonal project candidates in development – Upgra
Slide 8: The year so far
The year so far ! Your company has – Overcome the largest challenge of Coldry technology demonstraAon and deployment through capital cost reducAon • Latrobe CDP was esAmated to cost ~$A60m • Current India CDP projecAons are ~25% of that -‐ $45m reducAon – Established a global Coldry plant manufactu
Slide 9: Presentation to ECT Shareholders
Presentation to ECT Shareholders Date: 30th May 2014 Presented by: Rajnesh Trivedi, Senior Director, Investment Banking, YES BANK Private & Confidential
Slide 10: Overview of Thermal Coal Industry in India
Overview of Thermal Coal Industry in India Huge demand Supply Gap Introduction Coal Demand • Coal is the most important source of energy for India, fuelling 53% of the country’s energy needs. Total demand of 702 MT in FY 13. 10% 5% Power • The power sector alone (including capAve plants) accounts fo
Slide 11: Huge Demand Supply gap poses a large threat to development of India
Huge Demand Supply gap poses a large threat to development of India Impact of Coal Shortage • Given the heavy dependence of the power and cement sector on coal, the increasing shortage of coal is affecAng the growth of the naAon. Some of the key indicators are highlighted below • ExisHng Thermal Powe
Slide 12: Lignite in India – Challenges to replace thermal coal
Lignite in India – Challenges to replace thermal coal Lignite a Solution to meet the Coal Demand Gap?? • India has 42 BT reserves of lignite. The reserves are primarily concentrated in State-wise distribution of lignite Tamil Nadu and balance distributed across Rajasthan and Gujarat . Nearly 75% res
Slide 13: Coldry an efficient solution to utilize Indian lignite resource
Coldry an efficient solution to utilize Indian lignite resource to meet the huge thermal coal demand in India Coldry has a large market • Coldry offers a unique and cost effecAve soluAon to convert lignite into a storable, transportable, energy rich fuel potential in India offering ideal for thermal c
Slide 14: Current Status of India Operations
Current Status of India Operations • Thermax finalized as EPC partner for ECT’s Coldry Commercial Development Plant (CDP) in India ! ECT is in advance stage of setting up its and strategic partner for roll-‐out of Coldry technology. first Commercial • Selected as part of a detailed evaluaAon process
Slide 15: Next Steps & Indicative Timelines
Next Steps & Indicative Timelines ! With bulk of the key DescripHon June July August September Q4 time consuming issues of setting up an IndigenizaAon & firm cost esAmate infrastructure project already addressed, Finalizing funding structure ECT is well poised to Submission of feasibility report to N
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