Nh3 Clean Energy Limited · ASX:NH3
Nh3 Clean Energy — Investor Presentation (November 2023)
19 slides from Nh3 Clean Energy's investor presentation, Nov 1, 2023
Slide 1: Corporate Update for Forthcoming Investor Presentations
1 November 2023 Corporate Update for Forthcoming Investor Presentations Hexagon Energy Materials Limited attaches herewith a Corporate Update to be used in forthcoming investor presentations. Authorisation This announcement has been authorised by the Board of Directors. About Hexagon Energy Material
Slide 2: Locations of Hexagon's projects
Locations of Hexagon's projects To learn more please visit: www.hxgenergymaterials.com.au FOR FURTHER INFORMATION, please contact: Hexagon Energy Materials Ltd Stephen Hall – Chief Executive Officer info@hxgenergymaterials.com +61 8 6244 0349 Page 2 of 2
Slide 3: Fuelling the Future
Hexagon Energy Materials Ltd Fuelling the Future Low Emissions Ammonia From Australia to APAC November 2023 © 2023 Hexagon Energy Materials Limited (ASX:HXG) 1 © 2023 Hexagon Energy Materials Limited (ASX: HXG)
Slide 4: Important Notices
Important Notices DISCLAIMER The purpose of this presentation is to provide background information to assist in obtaining a general understanding of the Company’s proposals and objectives. This presentation may contain some references to forecasts, estimates, assumptions and other forward-looking st
Slide 5: Hexagon ASX Listed Project Developer
Hexagon ASX Listed Project Developer (HXG)* Energy Low cost, low emissions Blue Ammonia export project (WAH2), Annual Net CF A$244 million (100% project)1 Materials Limited Targeting very large Asian Coal Co-Firing Market Opportunity, ~US$10 Bn pa market by 20352 Site secured & Highly Encouraging PF
Slide 6: The Opportunity: Substitute Ammonia for Coal
The Opportunity: Substitute Ammonia for Coal Hexagon offers pure-play exposure to the burgeoning low-emissions ammonia market Ammonia • Ammonia for Coal: Electricity producers in North Asia are targeting to substitute ammonia for coal in their thermal power stations • Huge Market Potential: Japan’s
Slide 7: Market Size: US$10 Bn per annum in just Japan
Market Size: US$10 Bn per annum in just Japan Japan plans to prioritize low-emissions ammonia to meet its climate targets • Current Coal Generation: 1/3 of Japan’s electricity needs are currently met from coal-fired CO2 Reduction and Emissions of Coal-ammonia Co-firing5 generation1 • Emissions Targe
Slide 8: Japan's Ammonia Criteria: To Access the Market
Japan’s Ammonia Criteria: To Access the Market Japanese energy producers have three critical hurdles that suppliers need to meet Detailed engineering work by Petrofac Low Less than 4.2 T CO2e /T demonstrates emissions intensity of 1.1 T H2e1, lower preferred and Emissions prioritized CO2e /T H2e, fu
Slide 9: Project Overview: Hexagon's WAH2 Export Plant
Project Overview: Hexagon’s WAH2 Export Plant Material volumes of low-emissions, low-cost ammonia from a stable environment. Target online before 2030 S U P P LY END INPUTS PRODUCTION OUTPUTS CHAIN USE Natural gas NH3 WAH2 plant Ammonia NH3 export Power generation to replace coal in CO2 for Japan &
Slide 10: Project Concept: Delivers Scale and Viability
Project Concept: Delivers Scale and Viability Leverage surrounding existing and developing infrastructure to accelerate market entry Product export via Converted to low emission existing Dampier Port Competitive H2 production NH3 as the most using proven technology appropriate energy carrier Proxima
Slide 11: Project Site: Allocation of Maitland SIA site
Project Site: Allocation of Maitland SIA site Proximity enables lower cost access to required services and infrastructure Hexagon allocated 40 ha site in Maitland SIA • Access to existing deep-water port, existing infrastructure corridors, multiple CCS options; adjacent to DBNGP2 Award of land to pr
Slide 12: Why Hexagon?: WAH2 Project is best placed
Why Hexagon?: WAH2 Project is best placed One of a kind – early mover project with competitive advantages related to technology choice and secured site > 140 Australian Hydrogen Projects: More than 140 hydrogen- > 140 related projects have been announced in Australia 30 Low-emissions Ammonia: Of the
Slide 13: Project Delivery 1: Partner w/Key Industry Operators
Project Delivery 1: Partner w/Key Industry Operators HXG is seeking the fastest, lowest-cost, lowest-risk pathway to production Partners accelerate pathway to operation: By partnering with existing industry operators, Hexagon can de-risk technical issues and Natural Gas Electric lower costs by using
Slide 14: Project Delivery 2: HXG team plus Strategic Partners
Project Delivery 2: HXG team plus Strategic Partners Experienced team supplemented by strategic partners to secure way forward for WAH2 Board of Directors Project Leadership Team Industry Partners Charles Whitfield Andrew Kirk Stephen Hall Reinhardt Matisons Chairman Commercial Director CEO/ Project
Slide 15: Project Delivery 3: Three Steps to 1st Production
Project Delivery 3: Three Steps to 1st Production Preserving shareholder value by staged approach PRE-FEED FEED PH1 BUILD & COMMISSION • Target completion Q2 2024 • Target completion Q2 2025 • Target completion 2028 • Current funding • Total expenditure ~$12-15 M • Total expenditure ~$1,620 M • Self
Slide 16: Progress to Date: A lot in a short time
Progress 1: IDENTIFIED THE OPPORTUNITY - EARLY MOVER to Date: Exponential growth expected in Asian Ammonia/Hydrogen demand – Focus Japan’s Co-Firing Strategy A lot in a short time 2: ENCOURAGING PFS COMPLETED Phase 1 600k TPA of NH3 production capacity - Annual Net Cash The HXG Team Flow Before Tax
Slide 17: Timeline for Revaluation: Major Catalysts
Timeline for Revaluation: Major Catalysts Several milestones scheduled for the next 6 months that could significantly re-rate HXG. MoUs with counterparties will move the WAH2 Project from a ‘great idea’ towards reality Hexagon WAH2 Project Indicative Timeline RFSU 2028 Prefeasibility Basis of Design
Slide 18: Compelling Investment Case
Compelling Investment Case FEED on WAH2 the next key milestone, gateway to Project Partnerships • Early Mover in Huge Market: Hexagon is a front runner in accessing a high growth, government backed market • Advantaged Project with great progress: Already secured project site in premier location with
Slide 19: Fuelling the Future
Fuelling the Future Low Emissions Ammonia From Australia to APAC FOR FURTHER INFORMATION, please contact: Stephen Hall stephenh@hxgenergymaterials.com.au hxgenergymaterials.com.au © 2023 ©Hexagon Energy Energy 2023 Hexagon Materials Limited Limited Materials (ASX: HXG) 17 (ASX:HXG)
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