1414 Degrees Ltd. · ASX:14D
1414 Degrees — Investor Presentation (June 2023)
21 slides from 1414 Degrees's investor presentation, Jun 2, 2023
Slide 1: Investor Presentation
2 June 2023 ASX:14D INVESTOR PRESENTATION 1414 Degrees Ltd ("1414 Degrees" the "Company") has received significant interest from investment advisors regarding the potential of the Company's technology in decarbonising industrial processes. This interest follows the recent announcement of stable heat
Slide 2: June 2023
For personal use only JUNE 2023
Slide 3: Disclaimer
DISCLAIMER The material contained in this document is a presentation of general information about the activities of 1414 Degrees Ltd and its related bodies, current as at the date of this presentation. It is provided in summary and does not purport to be complete. You should not rely upon it as advi
Slide 4: 1414 Degrees Ltd
1414 DEGREES LTD – Gas replacement technology to electrify industrial processing – Efficient thermal energy storage for reliable heat supply For personal use only – Multi-disciplinary team of technical specialists – Listed on ASX in Sep 2018 (ASX:14D) >3500 shareholders – Dedicated workshop for sili
Slide 5: Our Market Is High Temperature Industrial Heat
OUR MARKET IS HIGH TEMPERATURE INDUSTRIAL HEAT • McKinsey & Company estimate long duration For personal use only energy storage, including thermal, would produce energy savings of US$540 billion per year • High temperature industrial heat has no commercial options to stop the use of fossil fuels • 1
Slide 6: Decarbonising High Temperature Process Heat
DECARBONISING HIGH TEMPERATURE PROCESS HEAT Cement Criteria for clean INDUSTRIAL heat - 4.1 Billion tonnes produced in 2022 - 4,300 TWh of energy required For personal use only - 27% of world’s industrial CO2 emissions Ultra-high temperature - $160 billion annual energy costs Flexible operation Alum
Slide 7: Proving Performance with SiBox Demonstration Module
PROVING PERFORMANCE WITH SIBOX DEMONSTRATION MODULE Compact storage delivers big result for industrial processing For personal use only ü Trial runs used stored heat only ü Latent heat of silicon provided stable air output at 800oC for 5 hours without control system ü With control system: ü 11 hours
Slide 8: The Science of Silicon
THE SCIENCE OF SILICON SiBrick™ harnesses the high temperature For personal use only latent heat of silicon, to convert renewable electricity to zero- carbon heat for high temperature industries Temperature (°C) Silicon’s latent heat is key to stable high temperature heat supply and high density ene
Slide 9: SiBrick Outperforms for Thermal Storage
SIBRICK OUTPERFORMS FOR THERMAL STORAGE For personal use only SiBrick™ = latent portion of total stored energy
Slide 10: SiBox Is Competitive with Fossil Fuels
SIBOX IS COMPETITIVE WITH FOSSIL FUELS SiBox for gas replacement For personal use only Stable high temperature air supply Can charge and discharge SIBOX INCREASINGLY COMPETITIVE WITH GAS simultaneously and independently Can be programmed to charge from electricity when prices are low to reduce energ
Slide 11: SiBox: Decoupled Charge-Discharge Gives Flexibility & Cost Control
SIBOX: DECOUPLED CHARGE-DISCHARGE GIVES FLEXIBILITY & COST CONTROL 16H DEMAND CONSTRAINT 24H DEMAND CONSTRAINT For personal use only CHARGING WHEN ELECTRICITY IS Simultaneous charge-discharge CHEAPER* 16hr heat output 24/7 heat output *Example from Australian NEM
Slide 12: Using SiBrick to Electrify Industrial Processing
USING SIBRICK TO ELECTRIFY INDUSTRIAL PROCESSING In novel electric reactor For personal use only In SiBox hot gas lining with storage generator for industrial processes In regenerative furnaces for heat recovery Regenerative Furnaces – Side Port (Cross-fired), Tecoglas.
Slide 13: SiBox Demonstration Module
SIBOX DEMONSTRATION MODULE — 1 MWh thermal storage device commissioned 2023 For personal use only — Electric elements store heat in wall of bricks — Delivers stable hot air supply at set temperatures ranging up to 900°C — Design prioritises access to storage media bricks. Commercial scale >90% effic
Slide 14: Technology Commercialisation Partners
TECHNOLOGY COMMERCIALISATION PARTNERS Global refractory brick market of ~1.3 trillion bricks per year TOP-TIER REFRACTORY MANUFACTURER For personal use only o Refractory manufacturer develops, manufactures, and installs high-grade refractories for high-temperature industrial processes o Systems supp
Slide 15: Projected Technology Commercialisation Timeline
PROJECTED TECHNOLOGY COMMERCIALISATION TIMELINE 2020 - 21 2022 2023 Brick Development SiBox Demonstration Module SiBox Testing For personal use only 2007 400 400 Bricks Bricks 2024+ 2025+ 2028+ 10-100MWh SiBox Pilot Mass Production of SiBrick GWh Commercial SiBox 4000 400,000 100,000 + Bricks SiBox
Slide 16: High Temperature Clean Heat Applications Are Significant
HIGH TEMPERATURE CLEAN HEAT APPLICATIONS ARE SIGNIFICANT High Temperature Applications [>800°C] For personal use only Cement & Lime processing (900°C) Hydrogen production for ammonia synthesis and subsequent conversion to urea/fertilizers Woodside Alumina - Bayer’s Calcination Process (1000°C) Sourc
Slide 17: A Huge Market Is Opening to Long Duration Energy Storage
A HUGE MARKET IS OPENING TO LONG DURATION ENERGY STORAGE SiBox will initially target three industries with energy costs exceeding $400 billion For personal use only SiBox can increase their production efficiency SiBox can reduce emissions by displacing a share of fossil fuel use in existing plants S
Slide 18: Aurora Energy Project: Near Term Cash Flow Potential
_ AURORA ENERGY _ PROJECT Near term cash _ flow potential For perso
Slide 19: Aurora Energy Project 140MW BESS
AURORA ENERGY PROJECT 140MW BESS 140MW battery system on 275kV transmission line connected to NEM For personal use only SA Crown land lease with approvals Electranet own and operate the 275kV line Requires BHP to agree to share and convert transmission line to dedicated network asset (DNA) BESS timi
Slide 20: Strong Project Team, Fast Payback Projected
STRONG PROJECT TEAM FAST PAYBACK PROJECTED For personal use only Aurora 140MW BESS Projected* first 5 year net revenues for modelled scenarios 1 and 2 hours of storage 120 Millions $ 100 80 60 40 20 - 2025 2026 2027 2028 2029 2 hour unconstrained & contingency 2 hour unconstrained 1 hour unconstrain
Slide 21: ASX: 14D
For personal use only ASX: 14D Contact: info@1414degrees.com.au +61 8 8357 8273