New Era Energy & Digital, Inc. · NASDAQ:NUAI
New Era Energy & Digital — Q2 2026 Earnings Presentation
18 slides from New Era Energy & Digital's earnings presentation, Aug 17, 2026
Slide 1: Second Quarter 2026 Business Update
August 17, 2026 Second Quarter 2026 Business Update Nasdaq: NUAI
Slide 2: Disclaimer and Forward-Looking Statements
Disclaimer and Forward-Looking Statements No Offer or Solicitation This presentation (this “Presentation”) has been prepared to assist interested parties in making their own evaluation of New Era Energy & Digital, Inc., a Nevada corporation (“New Era” or the “Company”), its projects and prospects. T
Slide 3: Executive Summary
Executive Summary TCDC construction permits secured, with increased scale and greater control over power position Construction permits Advanced negotiations Phases 1 & 2 capacity in hand for Phase 1 PPA increased Development Structure Permit approved Would give New Era direct control of Phase 1 Stan
Slide 4: Execution Team Strengthened
Execution Team Strengthened Leadership team grown with hands-on hyperscaler expertise Prior Experience Prior Experience Prior Experience Prior Experience Charlie Nelson Ted Warner Jose Rodriguez Evan Pierce Chairman & CEO President & CFO Chief Operating Officer Chief Development Officer Prior Experi
Slide 5: Building the Right Way in Texas
Building the Right Way in Texas NUAI’s approach aligns with Governor Abbott’s directive Supplementing Texas Protecting water Commitment to Investing in power resources transparency communities Behind-the-meter gas Closed-loop liquid cooling Open engagement as state Jobs and training audit process ad
Slide 6: TCDC at a Glance
TCDC at a Glance ✓ 493 acres owned ✓ Odessa, Ector County (Permian Basin energy corridor) ✓ Phased expansion toward 1.4GW ✓ Adjacent to generation assets operated by Vistra and Calpine ✓ Active community engagement Access to existing energy, water and fiber infrastructure Nasdaq: NUAI | newerainfra.
Slide 7: Increased Power Capacity
Increased Power Capacity Finalizing direct control of Phase 1 power while expanding Phase 1 & 2 capacity to ~757 MW + 550 = ~757 MW Phase 1 Phase 2 Combined 207 MW MW Phase 1 – PPA Phase 2 – Air Permit Filed Power purchase agreement (PPA) in advanced negotiations. Moves the Standard TCEQ air permit
Slide 8: Development Workstreams
Development Workstreams Receipt of construction permits reduces site development risk Workstream What Moved During the Quarter Status Next Milestone • Development Structure Permit approved Construction permits • Drive Approach Permit approved Complete Begin site grading in the coming weeks • Receive
Slide 9: Odessa and Ector County
Odessa and Ector County NUAI is developing TCDC with the community, not around it Local Stakeholder Engagement • Consistent engagement with Mayor, County Judge, Rotary Club and businesses • Led directly by the senior team Economic Opportunity • Job creation and training through construction and oper
Slide 10: Phase 1 Commercialization Pathway
Phase 1 Commercialization Pathway Parallel workstreams, each required for Phase 1 construction Power Negotiating PPA Permitting Ongoing Construction Phase 1 Stream Joint Venture Ongoing discussions Customer Lease Ongoing end tenant negotiations Nasdaq: NUAI | newerainfra.ai 10
Slide 11: Disciplined TCDC Funding Strategy
Disciplined TCDC Funding Strategy Phase 1 equity more than covered; majority of project capital raised at the asset level Macquarie Facility (Up to $290M, 3-Year Maturity) What Funds What Parent-level liquidity Term Loan A-1 $20M Drawn Funds: Corporate liquidity, early development, Phase 1 equity co
Slide 12: Additional Information
Additional Information
Slide 13: Fully Diluted Shares Outstanding
Fully Diluted Shares Outstanding Security Class Shares Outstanding Shares Issued Unexercised Warrants Restricted Stock Units Employee Options Fully Diluted Common Stock as of 3/31/2026 61,255,938 61,430,296 - - - 61,255,938 Sharon AI Payoff (1) 893,724 893,724 - - - 893,724 (2) CMPO Registered Equit
Slide 14: Institutional-Grade Partners
Institutional-Grade Partners NUAI is now advancing TCDC Partner Role alongside leading Development and operating capability counterparties Apollo platform company already trusted by Up to $290m project-level facility hyperscalers $5m equity issued at $5.00 per share Energy storage solution CO2 batte
Slide 15: Site Survey
Site Survey Nasdaq: NUAI | newerainfra.ai 15
Slide 16: Proposed Design Renderings
Proposed Design Renderings Nasdaq: NUAI | newerainfra.ai 16
Slide 17: Proposed Design Renderings
Proposed Design Renderings Nasdaq: NUAI | newerainfra.ai 17
Slide 18: Thank You
Thank You For more information www.newerainfra.ai Investor relations www.newerainfra.ai Lincoln Tan nuai@orangegroupadvisors.com nuai@orangegroupadvisors.com
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