Provaris Energy Ltd · ASX:PV1
Provaris Energy — Investor Presentation (May 2022)
23 slides from Provaris Energy's investor presentation, May 16, 2022
Slide 1: Provaris Energy Ltd. Compressed Hydrogen
For personal use only PROVARIS ENERGY LTD. Compressed Hydrogen connecting the world to a clean energy future. 16 May 2022 www.provaris.en er gy
Slide 2: Important Notice and Disclaimer
For personal use only This presentation and these materials (together the “Presentation”) have been prepared by Provaris Energy Ltd ACN This Presentation, including opinions set out in it, is based on information compiled or prepared by Provaris from 109 213 470 (ASX:PV1) (“Provaris”) as a summary o
Slide 3: Making the future of green hydrogen accessible
Provaris is making the future of green For personal use only hydrogen accessible through the simplicity and efficiency of compressed hydrogen. PROVARIS ENERGY LTD. www.provaris.energy 3
Slide 4: Corporate Overview
Corporate Overview 12mth Share Price Shareholding (Undiluted) For personal use only Ordinary Shares on Issue (PV1.ASX) 555m Performance Other Listed Exchanges Frankfurt, FRA:WS9 Market Capitalisation (at 7c) $39m Board & Management Cash (at 31 March 2021) $13.6m Retail 10% 60% Listed Options on Issu
Slide 5: Australian company with global experience across energy infrastructure and shipping
Australian company with global experience across energy infrastructure, utilities, ship newbuilds, operations, and capital markets For personal use only Martin Carolan Garry Triglavcanin Greg Martin Andrew Pickering David Palmer Norman Marshall Managing Director & Executive Director & Chief Non-Exec
Slide 6: Developing a portfolio of integrated projects leveraging compressed shipping IP
Developing a portfolio of integrated projects, leveraging innovative compressed shipping IP For personal use only to be first to market Value creation through innovative IP and projects with a focus on ‘simplicity and efficiency’. Focus on project origination, development, construction and operation
Slide 7: Fundamentals for Compression
For personal use only Fundamentals for PROVARIS ENERGY LTD. www.provaris.energy 7
Slide 8: Compression provides a simple and energy efficient supply chain
Compression provides a simple and energy efficient supply chain for For personal use only Renewable Energy Green H2 1. Compress 2. Store & Transport 3. Decompress H2 Distribution H2 Markets Wind, Solar Production Transmission Line Power, Industry, Transport (Electrolyser 20 bar) H2 gas from the In i
Slide 9: Compression provides first mover advantage
Compression provides Approval In Principle confirms no risks to prevent successful development first mover advantage For personal use only Two GH2 Carriers under development for bulk marine 120,000 m3 (AIP received) 26,000 m3(AIP received) • Compression is a proven, safe and reliable method of stori
Slide 10: Compression is the most energy efficient solution for delivery of green hydrogen
Supply chain Compression is the most energy efficient solution for delivery of green hydrogen Energy Rating for C-H2, LH2 and NH3 Use (kWh / kg H2) Losses (% day) efficiency has over regional distances given it removes cost and energy Very High 10.0 + 2.0 + % For personal use only High 5.0 –10.0 0.5
Slide 11: Future Projects
For personal use only Future PROVARIS ENERGY LTD. www.provaris.energy 11
Slide 12: Global opportunity to develop a portfolio of projects
Global opportunity to develop a Strategy is to develop a portfolio of projects to position portfolio of projects compression as a preferred For personal use only solution for regional marine transport Two projects export projects undergoing feasibility studies Tiwi Green Hydrogen Export Project (Nor
Slide 13: Tiwi Islands project strategically located to key export markets
Project Provaris acknowledges that its proposed Tiwi Islands Green Hydrogen Export Project is located on the traditional lands of the Munupi people. It is a privilege to have the support and such a close working relationship with the Tiwi Land Council and Munupi Landowners. strategically located to
Slide 14: Site infrastructure enables first-mover export project from Northern Australia
Site infrastructure enables first-mover export project For personal use only from Northern Australia • Milestones: EIA referral submission 2Q2022, Feasibility completion and FID decision 2H2023, target first export late-2026 • Staged development aligned with customer demand • Integrated with CH2tran
Slide 15: HyEnergy Project MOU to evaluate export of green hydrogen to Asia-Pacific
MOU to to evaluate export of green Fleet of Compressed hydrogen from 8GW HyEnergy Hydrogen Ships 8GW Wind / Solar + 5GW Electrolysers Project to Asia-Pacific using Scoping Study complete & advancing feasibility For personal use only • Objective is to demonstrate the technical & commercial advantages
Slide 16: Forward program for shipping class approvals aligned with projects
Forward Program for Shipping Class Approvals aligned with the For personal use only Timeline of approvals through to first export and operations in 2026 Shipping Class Approvals Detailed ABS Class Commence small Complete small-scale testing & Award EPC First engineering EOI with shipyards Approval f
Slide 17: Hydrogen Sector
For personal use only Hydrogen Sector PROVARIS ENERGY LTD. www.provaris.energy 17
Slide 18: Hydrogen market set for remarkable growth through to 2050
Green H2 production Hydrogen uses Hydrogen market set for remarkable growth For personal use only through to 2050 Role of hydrogen in the energy transition: The key tool for harder-to-de- carbonize sectors: Iron & Steel, Refining, Power Generation, Heavy Transport, Falling costs of renewables and hy
Slide 19: Contact
Contact For personal use only Martin Carolan Managing Director mcarolan@provaris.energy +61 404 809019 www.provaris.energy ASX.PV1 @ProvarisEnergy Provaris Energy Ltd. Sydney, Perth, Calgary, Rotterdam, Lisbon info@provaris.energy
Slide 20: Appendices
For personal use only Appendices PROVARIS ENERGY LTD. www.provaris.energy 20
Slide 21: Compression provides for efficient offshore transport using installed wind generation
Compression provides for efficient using installed wind generation For personal use only An energy efficient offshore transport solution for the development of a hydrogen production facility using “off-grid” wind power PROVARIS SCOPE Unloading Facility Unloading Terminal Scavenging Unloading H2 thro
Slide 22: Scoping Study confirmed compression delivers a competitive delivered cost
Scoping Study confirmed compression delivers a For personal use only competitive delivered cost with • 100% green supply chain analysis for hydrogen • Export volumes of 50,000 to 400,00tpa • Market distances of 2,000 to 4,000 n.m. PROVARIS ENERGY LTD. www.provaris.energy 2 2
Slide 23: Opportunity for Provaris to be a market leader in hydrogen transport
Opportunity for NOW: FOSSIL FUELS Thousands of ships moving natural gas, oil & coal to be a market For personal use only leader in hydrogen transport 637 carriers transporting natural gas “Hydrogen seaborne trade could hit 150M tonnes by 2050.” 2050.”–-Wood Mackenzie, October 2021 100s dry bulk 2,19