Sparc Technologies Ltd · ASX:SPN
Sparc Technologies — RIU Essential Energy Conference (September 2024)
33 slides from Sparc Technologies's conference presentation, Sep 18, 2024
Slide 1: Transformational Technologies for Global Industries
For personal use only Transformational Technologies for Global Industries September 2024 ASX: SPN
Slide 2: Disclaimer
Disclaimer For personal use only The release, publication or distribution of this presentation in certain jurisdictions may be restricted by law and therefore persons in such jurisdictions into which this presentation is released, published or distributed should inform themselves about and observe s
Slide 3: Corporate Snapshot
SPARC TECHNOLOGIES (ASX: SPN) Corporate Snapshot For personal use only Board & Management 96m $16m Shares on issue Market Cap* Nick O’Loughlin Stephen Hunt Daniel Eddington Dr Denis Wright Kristen Kubank Paul Baccanello Managing Director Non-Exec Chair NED GM Graphene CFO Innov., Growth & $0.17 $2.7
Slide 4: Unique Technology Portfolio
SPARC TECHNOLOGIES (ASX: SPN) Unique Technology Portfolio For personal use only Sparc is advancing a portfolio innovative technologies that align with global sustainability and environmental priorities GRAPHENE RENEWABLE MATERIALS ENERGY Core Technology Areas: ANTI-CORROSIVE PAINTS SPARC Graphene Ma
Slide 5: Next Generation Green Hydrogen Technology
For personal use only Next Generation SPARC Green Hydrogen HYDROGEN Technology 5
Slide 6: Sparc Hydrogen: Key Highlights
SPARC HYDROGEN Sparc Hydrogen: Key Highlights Innovative Technology: Unique green hydrogen production technology with no electrolysers or electricity For personal use only required to split water into hydrogen and oxygen. Advantages Over Electrolysis: Simple, cost-effective, scalable alternative to
Slide 7: Why is Green Hydrogen Required?
SPARC HYDROGEN Why is Green Hydrogen Required? For personal use only Current Market: Hydrogen (H2) is a ~95Mtpa global Commodity demand (Mtpa) market, primarily used in ammonia production, petroleum refining, and heavy industry. Hydrogen (2022) Environmental Impact: Current hydrogen production Alumi
Slide 8: The Current Problem – Electrolysis
SPARC HYDROGEN The Current Problem – Electrolysis For personal use only Green hydrogen from electrolysis still faces major challenges in achieving commercial and technical viability at scale. Transmission lines Solar PV + Wind + Batteries Electrolysers • Social licence issues • Mature technologies •
Slide 9: The Future – Photocatalysis
SPARC HYDROGEN The Future – Photocatalysis For personal use only Zero-electricity Photocatalysis produces H2 from H2O without electricity Low cost The simplicity of photocatalysis drives potential for very low costs Solar driven Sunlight is the only energy input driving the reaction Scalable Utilise
Slide 10: Sparc Hydrogen
SPARC HYDROGEN Sparc Hydrogen For personal use only Our mission Sparc Hydrogen is developing next generation green hydrogen production technology through photocatalytic water splitting (PWS), an innovative process that uses only sunlight, water, and a photocatalyst—offering a sustainable alternative
Slide 11: Best-in-Class Partners
SPARC HYDROGEN Best-in-Class Partners For personal use only 52% Sparc Hydrogen shareholder1 20% Sparc Hydrogen shareholder1 28% Sparc Hydrogen shareholder1 JV management and coordination Global leader in green hydrogen Developer and contributor of IP2 Technology commercialisation Substantial project
Slide 12: Sparc Hydrogen's Unique Approach
SPARC HYDROGEN Sparc Hydrogen’s Unique Approach For personal use only Sparc Hydrogen is one of the only companies combining concentrated solar with photocatalytic water splitting (PWS), advantages being: • Reduced photocatalyst use. • Modular and scalable mirror fields. • Increased efficiencies and
Slide 13: Prototype Testing at CSIRO Energy Centre
SPARC HYDROGEN Prototype Testing at CSIRO Energy Centre For personal use only Sparc Hydrogen successfully tested its PWS reactor prototype at the CSIRO Energy Centre in Newcastle, marking the first demonstration of the technology outside of the lab. Testing provided critical insights for scaling the
Slide 14: Pilot Plant Development Underway
SPARC HYDROGEN Pilot Plant Development Underway For personal use only Following encouraging results from lab testing and successful prototyping at CSIRO, development of a first-of-its-kind pilot plant utilizing Sparc Hydrogen’s concentrated solar based PWS reactor is underway. The pilot plant will b
Slide 15: Modular and Scalable Infrastructure
SPARC HYDROGEN Modular and Scalable Infrastructure For personal use only Site visit photos from a linear Fresnel field in Europe View overlooking the mirror field Looking upward to the solar receiver 15
Slide 16: Simplicity Drives Low-Cost Potential
SPARC HYDROGEN Simplicity Drives Low-Cost Potential “Such systems (PWS) offer great potential for cost reduction of electrolytic hydrogen, compared with conventional two-step technologies.” (CSIRO)1 For personal use only Photocatalysis Solar energy PWS reactor Green H2 Solar PV Electrolysis Solar en
Slide 17: Broad Potential Use Cases
SPARC HYDROGEN Broad Potential Use Cases For personal use only Sparc Hydrogen Solar PV Implications for potential Photocatalysis Electrolysis end uses High solar resource ✓ ✓ • Lowest cost production is suited to high solar (DNI) regions Use case determinants • Photocatalysis can serve mine Remote a
Slide 18: The Green Hydrogen Race is On…
SPARC HYDROGEN The Green Hydrogen Race is On… For personal use only Conventional green hydrogen (electrolysis) Forecast cost of green hydrogen via electrolysis1 projects will not reach industry and Government cost targets until well into the 9.00 mid 2030s, at best. 8.00 7.00 Levelised Cost of Hydro
Slide 19: Unique Approach to a Next Generation Super-material: Graphene
For personal use only Unique Approach to GRAPHENE a Next Generation Super-material 19
Slide 20: ecosparc®: Key Highlights
GRAPHENE ecosparc® : Key Highlights Addressing a Global Challenge: Corrosion costs ~US$6 trillion per annum and corroded steel replacement For personal use only accounts for up to 3.4% of global GHG emissions1. Revolutionary Additive: ecosparc® is a graphene-based additive that significantly enhance
Slide 21: The Problem – Corrosion of Steel
GRAPHENE The Problem – Corrosion of Steel For personal use only The Cost and Carbon Problem ~US$6 trillion direct and indirect costs associated with the impact of corrosion globally per annum1 Corroded steel replacement accounts for up to 3.4% of global greenhouse gas (GHG) emissions1 The Business I
Slide 22: About ecosparc®
GRAPHENE About For personal use only What is it?: ecosparc® is a graphene-based additive additive - Sparc is not a paint company. Performance Boost: Added in small amounts, ecosparc® significantly enhances existing protective DSTG coatings used on steel assets to combat corrosion. Key Benefits: By e
Slide 23: Dual Anti-Corrosion Mechanism
GRAPHENE Dual Anti-Corrosion Mechanism For personal use only ecosparc® enhanced epoxy- INCREASED TIME BETWEEN MAINTENANCE EVENTS based coatings: COATING APPLICATION COATING DAMAGE RE-COATING Demonstrate increased strength and flexibility leading to less cracking. When cracking does eventually occur,
Slide 24: Overcoming the Graphene Challenge
GRAPHENE Overcoming the Graphene Challenge Sparc Technologies are world leaders in the long-term stable dispersion of graphene For personal use only to facilitate its effective integration into polymer-based materials. Reagglomerated Graphene Post Dispersion Dispersion Dispersion Level Level < 20% 9
Slide 25: How Graphene Inhibits Cracking
GRAPHENE How Graphene Inhibits Cracking For personal use only Crack termination Wine rack analogy – graphene flexes laterally Fractured surface of graphene modified epoxy and takes up stress from the polymer matrix, at high magnification shows cracks terminating increasing resiliency. at graphene pa
Slide 26: Repeatable Improvement in Scribe Creep
GRAPHENE Repeatable Improvement in Scribe Creep For personal use only Scribe creep is the standard Round Standard Duration (hrs) Relative Benchmark improvement industry metric used to assess anti-corrosion performance. A ISO 9227 1,000 34% (1 coat) Test bed formula 79% (2 coat) Sparc has completed e
Slide 27: Ease of Manufacture and Use
GRAPHENE Ease of Manufacture and Use For personal use only Sparc has commissioned a commercial additive production facility in Adelaide. ecosparc® is simple and easy to incorporate into existing coatings with only 2% w/w of additive required at the point of The specialist manufacture. ecosparc® form
Slide 28: Significant Value-in-Use for Asset Owners
GRAPHENE Significant Value-in-Use for Asset Owners For personal use only 7.0 Independent lifecycle assessment (LCA)3 completed in 6.0 August 2023. 5.0 A$m 4.0 Modelled impact of using 46x Return on 3.0 ecosparc® enhanced paint on a Investment major Australian port with 2.0 57,883m2 of re-coatable st
Slide 29: Field Trials Underway
GRAPHENE Field Trials Underway Sparc has recently commenced collaborative field trials using ecosparc® enhanced coatings on relevant steel infrastructure in a For personal use only variety of operational environments including: • At Streaky Bay Jetty and West Beach Bridge with the South Australian D
Slide 30: Pathway to Market
GRAPHENE Pathway to Market For personal use only Dual track approach to commercialising Customer Engagement Status2 ecosparc® within the US$43 billion1 global # 25 anti-corrosive coatings market: 1. Sparc is actively working with global coatings 20 companies, regional coatings companies and additive
Slide 31: Other Target Applications
GRAPHENE Other Target Applications For personal use only Anti-fouling Coatings Composites & Bioplastics Fouling is the result of accumulation of marine growth, Composites are two or more distinct materials that, resulting in reduced vessel speed, increased bunker when combined, create a new material
Slide 32: Sparc's Value Proposition
GRAPHENE Sparc’s Value Proposition For personal use only Sparc has tested 100’s of grades of graphene, the vast majority of which do not work in anti-corrosive coatings Sparc only works with the right grades, in the right dispersions, to produce industry relevant additives Sparc is among the only co
Slide 33: Contacts
For personal use only Contacts Nick O’Loughlin Aiden Bradley Managing Director Investor Relations info@sparctechnologies.com.au aiden@nwrcommunications.com.au +61 414 348 666
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