Eden Innovations Ltd · ASX:EDE
Eden Innovations — Eden Energy — Shareholder Meeting (November 2010)
23 slides from Eden Innovations's shareholder meeting presentation, Nov 19, 2010
Slide 1: An Emerging Global Clean Energy Company – AGM Presentation
For personal use only AN EMERGING GLOBAL CLEAN ENERGY COMPANY AGM Presentation 19 November 2010 Greg Solomon Chairman November 10 1
Slide 2: Corporate Structure
For personal use only Corporate Structure Eden Energy Ltd (AUSTRALIA) Eden Innovations Ltd (Ireland) Energy Assets 100% Hythane Terratherma Company Pyrolysis Coal Bed Natural Gas Eden Energy Methane/Shale South Australia (Geothermal) LLC India Pvt Ltd and Gas to Gas (AUS) South Australia (USA) Liqui
Slide 3: Current Clean Energy Products
For personal use only Current Clean Energy Products Hydrogen and Solid Carbon Nantotubes Project without CO2 - Developed with University of Queensland (Eden-100%) - Scale-up to commercial prototype underway at Hythane Company in USA - Produces hydrogen/ solid carbon nanotubes/ nanofibres from natura
Slide 4: Current Clean Energy Products
For personal use only Current Clean Energy Products OptiBlend® Dual Fuel - Operates diesel engines on natural gas/Hythane® and diesel - Initial sales and emerging cash flow in India and US Methane Gas to Liquid Project with Hydrogen By-product - Developed with University of Queensland (Eden-100%) -
Slide 5: Current Energy Projects
For personal use only Current Energy Projects UK- CBM - Coal Bed Methane JV-50% (1400km2) - Coal Bed Methane JV-5% (400km2)- Centrica - Potential for 1-4 tcf CBM gas UK- Shale/ Conventional - Shale Gas/Conventional Gas JV-50% (1800km2) - Basins interpreted as part of Appalachian Basin - Potential fo
Slide 6: Hydrogen – Barriers to Market
For personal use only Hydrogen – Barriers to Market • Cost of production • Storage – hard to compress/ low energy density • Lack of Infrastructure before market develops The Combined Solution – Pyrolysis and Hythane® Pyrolysis - will produce low cost/low carbon footprint hydrogen and high value carb
Slide 7: Pyrolysis
For personal use only Pyrolysis Low Cost Production of H2 and Carbon Fibres/Nanotubes from CH4 Eden 100% - New process developed with UQ Patent applications lodged -over 50 countries No CO2 – H2 becomes a high value byproduct Produces hydrogen and single /multi-walled carbon nanotubes and carbon fib
Slide 8: Production of H2 and Carbon Nanotubes from CH4
For personal use only Production of H2 and Carbon Nanotubes from CH4 TEM image of MWCNT produced at Hythane Co in Denver November 10 8
Slide 9: Production of H2 and Carbon Nanotubes from CH4
For personal use only Production of H2 and Carbon Nanotubes from CH4 TEM image of MWCNT produced at Hythane Co in Denver November 10 9
Slide 10: Hythane – the transitional fuel
For personal use only Hythane ® - the transitional fuel H2 + CH4 Significantly lower pollution / Higher efficiency Hythane • Premium blend of Natural Gas - complies with natural gas standards - 5-7% H2 (by energy); 20% H2 (by volume) • Ultra-low emissions – 50% NOx /CO - meets Euro V emission standa
Slide 11: Denver Hythane Emissions Results
For personal use only Denver Hythane® Emissions Results HOT 505 EMISSIONS, GRAMS/MI. 3 2.5 2 1.5 1 0.5 0 NG HY NG HY NG HY THC CO NOx Output of pollutants (grams per mile) of Natural Gas versus Hythane®. Source: Colorado Department of Health November 10 11
Slide 12: History of Hythane in India
For personal use only History of Hythane® in India • Extreme air pollution – Govt push to reduce pollution • 2006 Indian hydrogen roadmap - proposes Hythane® as transitional fuel • Cost of natural gas – <60% cheaper (per GGE) than diesel Increasing supply – 5Mtpa to 25Mtpa over 5 years National roll
Slide 13: First Public Indian Hythane Station
For personal use only First Public Indian Hythane® Station Delhi January 2009 November 10 13
Slide 14: Indian Gas Infrastructure Current & Future
For personal use only INDIAN GAS INFRASTRUCTURE CURRENT & FUTURE NANGAL BHATINDA DELHI BAREILLY GURGAUN AURAIYA LUCKNOW MATHANIA AGRA DISPUR JAGDISHPUR DAHEJ I & II BARMER KANPUR PATNA Courtesy of Gas Authority of India GWALIOR 10 mmtpa* PHOOLPUR KOTA JHANSI GAYA AGARTALA VARANASI LNG UJJAIN VIJAYPU
Slide 15: Future of Hythane in India
For personal use only Future of Hythane® in India • 2011 Hythane® demonstration planned – Mumbai or Gujarat - some delay but project still looks likely • Objective- to establish economics of a commercial Hythane® • Agreements signed with GSPC and GAIL, MGL • Initially 2 buses planned and expanding t
Slide 16: Hythane Economics and Revenue Model
For personal use only Hythane® Economics and Revenue Model Economics • Hythane® production costs- approx 4-6% more than natural gas • Increased efficiency in Hythane® engines ( 6.5%-15% targeted) • Marginal increase in cost of vehicles- software change only • New pyrolysis process -cheaper hydrogen
Slide 17: Hydrogen / Hythane at San Francisco Airport
For personal use only Hydrogen / Hythane® at San Francisco Airport • Alternative Fuel Station – 2011 Hydrogen fueling (by Linde) Hythane® fueling by Eden • Hythane® Vehicle Fleet Hythane Vehicle 27 Ford E450 parking lot shuttles Vehicles certified by California Air Resources Board Some delay to date
Slide 18: SFO Fueling Station Plot Plan
For personal use only SFO Fueling Station Plot Plan November 10 18
Slide 19: OptiBlend Dual Fuel System
For personal use only OptiBlend Dual Fuel System • Displaces up to 70% of diesel with natural gas in diesel engines • Indian market – hundreds of thousands of gensets / locomotives • Huge cost savings • Dramatic cost savings in full and part time applications • Payback period less than 12 months for
Slide 20: OptiBlend – Typical Power Production Costs
For personal use only OptiBlend-Typical Power Production Costs Assumptions: Diesel = $1.25/liter, Natural Gas = $10 mmbtu, Cummins K19 Genset November 10 20
Slide 21: Energy Assets
For personal use only Energy Assets COAL BED METHANE/ CONVENTIONAL/ SHALE GAS (WALES, UK) • Eden - 50% Joint venture (with Coastal Oil and Gas) -11 Licences - 5% Joint venture (with Coastal Oil and Gas / Centrica)- 4 CSM licences - 50% Joint venture/Farm-in (with Coastal Oil and Gas ) -4 NG Licences
Slide 22: Disclaimer – Forward-looking Statements and Projections
For personal use only Disclaimer – Forward-looking Statements and Projections Whilst reasonable care has been taken in compiling the forward projections in this presentation, they necessarily are based on many assumptions and factors that are beyond the control of the company and accordingly there i
Slide 23: Greg Solomon, Executive Chairman
For personal use only Greg Solomon Executive Chairman Level 40, Exchange Plaza, 2 The Esplanade, Perth, Western Australia, Australia. 6000 Telephone +618 9282 5889 Mobile +614 0206 0000 Fax +618 9282 5866 Email gsolomon@edenenergy.com.au Website: www.edenenergy.com.au November 10 23