Green Plains, Inc. · NASDAQ:GPRE
Green Plains — Credit Suisse 27th Annual Energy Summit (February 2022)
16 slides from Green Plains's conference presentation, Feb 28, 2022
Slide 1: Green Plains Investor Presentation February 2022
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Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation includes forward-looking statements that reflect management's current views of company performance, industry conditions and future economic environment. These statements are based on assumptions and various factors that are subject to risks and uncertaint
Slide 3: Green Plains 2.0 – Biorefinery Platform
Green Plains 2.0 – Biorefinery Platform 3
Slide 4: Strategic Growth Areas
Strategic Growth Areas Positioned to capitalize on rapidly growing demand * Sustainable Ultra-High Protein - sustainable ingredients for high-value global markets in pet, aquaculture, dairy and poultry industries * Renewable Corn Oil - responsible low carbon feedstock for the high-growth renewable d
Slide 5: Protein Technology Drives an Inflection in Annual Ultra-High Protein Capacity
Protein Technology Drives an Inflection in Annual Ultra-High Protein Capacity (thousands of tons) Shenandoah [i * Biorefinery economics see significant . Wood River | [EZ improvement through deployment of Central City aa MSC™ technology a see: spo: Mount Vernon | Estimated Completion | * 50% uplift
Slide 6: Groundbreaking
Groundbreaking ee * Central City - July, 2021 * Mount Vernon - August, 2021 * Obion - November, 2021 * = se i ie ~ _ Obion, February 2022 Green Plains
Slide 7: Assumptions for 2024E Run-Rate EBITDA
Assumptions for 2024E* Run-Rate EBITDA Assumptions + Assets produce at 95% of capacity on 958 MGY of capacity * Potential contributions from fuel ethanol business, ancillary businesses and corporate overhead are excluded $600 Sustainable Ultra-High Protein and Turnkey Initiatives + Remaining protein
Slide 8: Significant Opportunity to Commercialize Value-added Ingredients
Significant Opportunity to Commercialize Value-added Ingredients + Strong commercial sales team with deep industry Global Feed Production experience building a robust customer pipeline Over 1 Billion Metric Tons * Numerous ongoing customer dialogues including recent MOU in pet space through 2023 * I
Slide 9: Creating Value Through Innovation in Ingredients
Creating Value Through Innovation in Ingredients J-Curve of Protein Opportunity Gen II Developments * Ultra-High Protein (50 - 53%) potentially adds $0.15 - $0.21/gallon? additional EBITDA ona ~$0.50/gallon investment Fishmeal . . _ Analogue * Higher protein levels, nutritional factors, specifically
Slide 10: Taking Advantage of the Unique Drivers in Renewable Corn Oil
Taking Advantage of the Unique Drivers in Renewable Corn Oil Renewable Corn Oil Price Potential Renewable Corn on Margin Increase Average Cl Pathways for Biodiesel and (Cents per Pound) er $0. om increase Renewable Diesel Feedstock en Soybean Oil 55 $26 Canola Oil 54 Tallow, Fats 32 Corn Oil HE 30 U
Slide 11: Clean Sugar Technology (CST) Opportunities
Clean Sugar Technology (CST) Opportunities Technology Acquired with Fluid Quip FLUID QuUIPA’ * Fully scalable commercial CST production facility operating at the TECHNOLOG|! ESf/ Innovation Center at York * CST produces an equivalent sugar quality to that of a wet corn mill process, with a productio
Slide 12: Carbon Capture and Sequestration Initiatives
Carbon Capture and Sequestration Initiatives ¢, >} wy . > Green Plains WZ SUMMIT SUMMIT CARBON ‘A Principled Approach. SOLUTIONS Opportunity to increase margins by $0.15 / gallon with no capital required from the ethanol facilities, in addition to potential for carbon credits, 45Q tax incentives and
Slide 13: ESG Embedded in our DNA
ESG Embedded in our DNA te Environmental “ag Social Low-carbon transportation fuels * 46% reduction in GHG - lower emissions compared to a gallon of traditional gasoline, reducing use of toxic aromatics in liquid fuels + Lower Energy - Project 24 technology reduces gas use by 20% and power use by 20
Slide 14: Why Green Plains?
Why Green Plains? Game-changing ag-technology, diversifying product offering of higher-margin ingredients into high-growth markets + Implementing MSC™ protein technology across the platform to create diverse, non-cyclical, high margin products * 50% uplift in corn oil yields, a low-Cl feedstock for
Slide 15: Ingredients that matter
B= Green Plains Ingredients that matter www.gpreinc.com LinkedIn | Eacebook | Twitter | Instagram ¥ %
Slide 16: Transforming Green Plains
Transforming Green Plains Scope 3 Product End Use CO, Cars, sustainable, uptake co, f a iinowabe The Value Chain ta” Transformation Scope 2 ons from 1.0 to 2.0 Product transportation Transport and distribution co, Scope 3 upstream ef Scope 3 downstream emissions co, D CO, Injection well Fluid Quip 4
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