Xcf Global, Inc. · NASDAQ:SAFX
Xcf Global — SPAC Merger (November 2024)
20 slides from Xcf Global's SPAC merger presentation, Nov 22, 2024
Slide 1: Pioneering the Frontier of Sustainable Aviation Fuel
XCF Global — PIONEERING THE FRONTIER OF {t,// = SUSTAINABLE AVIATION FUEL feel Ld AFCC BIOBASED ECONOMY CONFERENCE, 2024 SESSION 6: ACHIEVING SAF COMMERCIALIZATION SCALE: TECHNOLOGY, SUPPLY CHAIN DEVELOPMENT, AND POLICY 22 NOVEMBER 2024
Slide 2: XCF Global at a Glance
XCF GLOBAL AT A GLANCE New Rise Reno - Reno, NV? Long term agreement with Phillips 66: - Provide non-food feedstock — Offtake of renewable fuels XCF Global intends to be a leading Onsite rall ahd trucking ‘nea! . Lo Patent pending design producer of sustainable aviation fuel in North America 5 Produ
Slide 3: Combine Onsite Feedstock Pretreatment with HEFA Technology
COMBINE ONSITE FEEDSTOCK PRETREATMENT WITH HEFA TECHNOLOGY XCF Facilities Employ a Two-Stage Process to Production, Adding a Pretreatment Stage Prior to Hydrotreatment — Hydroprocessed Esters and Fatty Acids & (“HEFA”) HEFA technology involves converting fats, oils and greases (FOGs) into Pretreatme
Slide 4: SAF: Fueling Green Aviation
SAF: FUELING GREEN AVIATION “SAFs are the only viable near-term option to decrease emissions in the aviation sector, as they are compatible with current aircraft engines and fueling infrastructure and can power flights with no distance limits”) - McKinsey & Company SHARE OF EQUITY INVESTMENTS INTO G
Slide 5: Take Off: The Path to Commercialization
TAKE OFF: THE PATH TO COMMERCIALIZATION EQ Policy Support Directive-driven policy and regulatory support stimulates supply and demand creation. ie Offtake Certainty Stronger commitment from Airlines to begin incorporating SAF into fuel procurement programs and realizing emissions targets creates a s
Slide 6: U.S. Department of Energy
U.S. DEPARTMENT OF ENERGY Pathways to Commercial Liftoff: Sustainable Aviation Fuel XCF’s Opinion and Insights Based on the DOE's Pathways to Commercial Liftoff: Sustainable Aviation Fuel report We acknowleage and appreciate the DOE’s research, which serve as a foundation for advancing the SAF indus
Slide 7: The Formational Years - 2025 - 2030
THE FORMATIONAL YEARS - 2025 - 2030 FAA Climate Action Plan (2021): Anal of Future D ic and Internati A ion CO2 Emissi 450 a g = 400. S The @ 350 Formational 6 Years B € 300 rr s] 250 200 International ‘Aviation* 150 Legend: Historical Data (FAA AEDT / Aerospace Forecast) 100 rozen 2019 Technology T
Slide 8: Significant Demand for SAF Offtake
SIGNIFICANT DEMAND FOR SAF OFFTAKE Post-Legislation Surge Accelerating Decarbonization in Aviation Global demand for SAF based on announced airline offtake agreements,’ as of May 2024, million gallons Nearly 2x Growth 650 -- 600 550 500 594 566 e+e 450 400 350 In Annual SAF Commitments cd Driven by:
Slide 9: Bridging the Gap: The Case for Long-Term Offtake Agreements
BRIDGING THE GAP: THE CASE FOR LONG-TERM OFFTAKE AGREEMENTS Normalizing Long-term SAF Offtake Agreements Aligns Incentives & Accelerates Growth Current State: Short-Term and/or Low-Volume Contracts * Structural misalignment exists among stakeholders in SAF transactions, as each party derives value f
Slide 10: Financing the Future of SAF
FINANCING THE FUTURE OF SAF Key Catalysts to Support Long-Term Demand and Incentive Industry Supply Cumulative historic and planned U.S. SAF investments based on year of project completion," as of August 2024, billion USD Power-to-Liquid | Gasification with = Mother ) © Lower ‘SAF investment? 45 $44
Slide 11: Take Off: The Path to Commercialization
TAKE OFF: THE PATH TO COMMERCIALIZATION EQ Policy Support Directive-driven policy and regulatory support stimulates supply and demand creation. ie Offtake Certainty Stronger commitment from Airlines to begin incorporating SAF into fuel procurement programs and realizing emissions targets creates a s
Slide 12: Disclaimer
DISCLAIMER This ion and an} (this “ ion”) is provided for ion purposes only and has been prepared to assist interested parties in making their own evaluation with respect to a potential business combination between Focus Impact BH3 Acquisition Company ("Focus Impact") and XCF Global Capital, Inc. (*
Slide 13: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This includes “f ‘d-looking within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terminology such as “may”, “should”, “expect”, “intend”, “wil
Slide 14: Forward-Looking Statements (Cont'd)
FORWARD-LOOKING STATEMENTS (CONT’D) Industry and market data used in this Presentation have been obtained from third-party industry publications and sources as well as from research reports prepared for other purposes. Neither XCF nor Focus Impact has independently verified the data contained from t
Slide 15: Forward-Looking Statements (Cont'd)
FORWARD-LOOKING STATEMENTS (CONT’D) Use of Projections (Continued) The projected financial results reflect numerous assumptions, including assumptions with respect to general business, economic, market, regulatory and financial conditions, and various other factors, all of which are difficult to pre
Slide 16: Forward-Looking Statements (Cont'd)
FORWARD-LOOKING STATEMENTS (CONT’D) No Offer or Solicitation This Presentation retates to the Business Combination and is neither an offer to purchase, nor a solicitation of an offer to sell, subscribe for of buy any secutities or the solicitation of any vote in any jurisdiction pursuant to the Busi
Slide 17: Risk Factors
RISK FACTORS Certain factors may have a material adverse effect on our business, financial condition and results of operations. If any of the following risks actually occur, either alone or in combination with other events or circumstances, our business, financial condition, results of operations an
Slide 18: Risk Factors (Cont'd)
RISK FACTORS (CONT’D) We face competition from established SAF producers and expect additional competition from new entrants currently developing SAF production facilities and possible additional entrants in the future, many of whom have greater resources and experience than we do. Future entrants t
Slide 19: Risk Factors (Cont'd)
RISK FACTORS (CONT’D) Inflation may adversely affect our profitability by increasing our costs. Natural or man-made disasters, social, economic and political instability, pandemics, epidemics or other disease outbreaks, and other similar events may significantly disrupt our and our customers’ busine
Slide 20: Forward-Looking Statements
Forward-Looking Statements This communication includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terminology such as “may”, “shou