Chart Industries, Inc. · NYSE:GTLS
Chart Industries — Corporate Update (February 2021)
16 slides from Chart Industries's corporate update, Feb 2, 2021
Slide 1: Chart's Expanded Carbon Capture Offering
Chart’s Expanded Carbon Capture Offering February 2, 2021 Exhibit 99.2
Slide 2: Forward Looking Statements
Forward Looking Statements Certain statements made in this presentation are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning the Company’s business plans, including statements regarding com
Slide 3: Chart's Strategic Investment / Partnering Approach
Chart’s Strategic Investment / Partnering Approach 2020 Development Agreement for LH2 automotive Completed master supply agreement Acquisition of cryogenic and H2 trailer business 30M Euro investment with commercial MOU Acquisition of water treatment business Investment in Canadian H2 integrator Acq
Slide 4: Interlinkages of Clean Chart Products are Prominent
Interlinkages of Clean Chart Products are Prominent 2020 Chart Industries Investor Day
Slide 5: How Is It Captured? Where Does It Go?
HOW IS IT CAPTURED? Capture technologies allow the separation of carbon dioxide from gases produced in electricity generation and industrial processes by one of three methods: pre-combustion capture, post-combustion capture and oxyfuel combustion. The captured CO2 is liquefied and pumped to pressur
Slide 6: Types of CO2 Applications We Supply
Types of CO2 Applications We Supply Food & Beverage CarboMax tanks for microbrewing and onsite brew pubs Food freezing Convenience stores and national restaurant chains doing national upgrades Concrete Curing PM 6000 HP tanks are perfect for the application Multiple channels Reduces curing time and
Slide 7: Chart's Carbon and Direct Air Capture Capabilities
Liquid Air Storage Direct Air Capture Coldbox BAHX Storage Tanks Air Coolers Chart’s Carbon and Direct Air Capture Capabilities Post Combustion CO2 Capture Cryogenic process that delivers high purity liquid CO2 ready for transport and use Amine process using adsorption to deliver gaseous CO2 Direct
Slide 8: Svante Capture Economics
Svante Capture Economics First Generation Technologies Svante Solid Sorbent Average size range of Industrial Plants (ie. Cement, SMR) Net-Zero Pledge CO2 storage $5-10/tonne 45Q Voluntary Consumer Price on Carbon About Svante: Established in 2007 80 employees Headquartered in Vancouver, Canada CEO -
Slide 9: Svante Has Low Capex Cost; Chart and SES Have High Purity and Small Footprint
Svante Has Low Capex Cost… …Chart and SES Have High Purity and Small Equipment Footprint… Air Coolers Chart’s small footprint for air cooled heat exchangers Svante’s solid sorbent technology is industrial scale, low CAPEX and available today Replacing large chemical solvent towers with a single piec
Slide 10: Significant Intellectual Property in Chart, SES and Investment in Svante
Significant Intellectual Property in Chart, SES and Investment in Svante Creates Further Differentiation Chart equipment can be used in both Svante and SES carbon capture applications: SMR systems BAHX Cold Boxes Cryogenic tanks VIP Instrumentation Controls 44 SES U.S. issued patents 17 SES U.S. pat
Slide 11: Svante Focuses on Three Areas for Industrialization
Svante Focuses on Three Areas for Industrialization Natural Gas 13 projects with start ups by 2025 6 individual customers Cement & Lime 9 projects with start ups by 2025 5 individual customers SMR Blue Hydrogen 5 projects with start ups by 2025 5 individual customers © 2021 Chart Industries, Inc. Co
Slide 12: Expanded CCUS Project Opportunity Set... Now!
Expanded CCUS Project Opportunity Set… Now! 30 Ton Per Day Canadian Plant at Husky Energy Operating since 2019 Pipeline of 27 Potential Commercial Projects Three projects targeted to be completed by 2024 Canada 30 ton per day (optimization) California 25 ton per day (commission 2022) Colorado 5,000
Slide 13: Commercial MOU Between Chart and Svante
Commercial MOU Between Chart and Svante © 2021 Chart Industries, Inc. Confidential and Proprietary Svante Value Added Reseller Relationship with Chart Svante Preferred O&M Supplier Program Joint Development Agreement with Svante, SES and Chart to develop integrated solution to make high purity CO2 p
Slide 14: Chart's Strong Earnings and Cash Generation Continues
Chart’s Strong Earnings and Cash Generation Continues November 30, 2020 December 31, 2020 © 2021 Chart Industries, Inc. Confidential and Proprietary
Slide 15: End-Market Size Opportunities
700M 750M 1100M Space Cryogenic liquid propellants are used as fuel for rocket propulsion Drivers of Size Opportunity Proliferation of private space travel industry Industrial Lasers High purity liquid nitrogen (gas assist) provides a faster cut and superior edge, free of impurities Drivers of Size
Slide 16: Record GTLS Backlog
December 31, 2020 Record GTLS Backlog Fourth quarter and full year 2020 results will be discussed on Chart’s earnings call on February 18, 2021 December 31, 2020 Backlog Record? Total Chart D&S East D&S West E&C Cryo E&C FinFan December 31, 2020 Backlog Record? Total Chart Cryo Tank Solutions Heat T