Nh3 Clean Energy Limited · ASX:NH3
Nh3 Clean Energy — Corporate Update (March 2023)
18 slides from Nh3 Clean Energy's corporate update, Mar 23, 2023
Slide 1: Investor Update presentation and townhall on WAH2 Project
ASX Announcement - 23 March 2023 Investor Update presentation and townhall on WAH2 Project today at 11:00 AM AWST / 2:00 PM AEST WAH2 Project Review Further to its announcement on 15 March 2023, Hexagon Energy Materials Ltd is pleased to provide a copy of the Investor Update presentation to be given
Slide 2: ASX announcement continued: Hexagon projects and 2023 goal
become part of an ASX Initial Public Offering during 2023. In the USA, Hexagon has an 80 per cent controlling interest of the Ceylon Graphite project located in Alabama, over which South Star Battery Materials Corp (TSXV: STS) on 7 December 2021 signed an Option to develop and Earn-In up to 75% inte
Slide 3: Investor townhall on Hexagon's WAH2 Project
Hexagon Energy Materials Ltd Investor townhall on Hexagon’s WAH2 Project March 2023 © 2023 Hexagon Energy Materials Limited (ASX:HXG)
Slide 4: Overview
Overview 1. The Opportunity 2. WAH2 Project Update 3. Timeline and Milestones 4. Questions & Answers 2
Slide 5: 1. The Opportunity
Hexagon Energy Materials Ltd 1. The Opportunity © 2023 Hexagon Energy Materials Limited (ASX:HXG)
Slide 6: Market Context
Market Context The energy transition is happening; driving a growing, unsatisfied global appetite for low-emissions energy Demand Supply Global Hydrogen Demand1 (in 2021 and in Announced Pledges Scenario in 2030) Planned Hydrogen Exports by Region1 +34 (low-emissions H2) +13 (new) / +21 (existing) 1
Slide 7: The case for blue hydrogen in the energy transition
The case for blue hydrogen in the energy transition Low-emissions hydrocarbon-based hydrogen/ammonia will form the transitional source International research and policy documents focus on the Production cost of hydrogen1 ($/kg) need for “blue” hydrogen and ammonia 6 • Blue hydrogen is currently less
Slide 8: Japan
Japan Japan is at the forefront of demand for low-emissions Hydrogen and ammonia demand in Asia Pacific Japan’s energy strategy has well developed policy and targets for using hydrogen and ammonia as part of Japan’s decarbonisation One of the largest initiatives uses hydrogen and ammonia to decarbon
Slide 9: 2. WAH2 Project Update
Hexagon Energy Materials Ltd 2. WAH2 Project Update © 2023 Hexagon Energy Materials Limited (ASX:HXG)
Slide 10: WAH2 Project Summary
WAH2 Project Summary Potential first mover, producing and exporting low-emissions ammonia to APAC markets planned pre-2030 Preparatory studies completed in Q4 2022 have confirmed the project concept • Growing APAC demand for clean energy with Northern Western Australia well placed to supply • Cost a
Slide 11: WAH2 Project Outline – PFS focus
WAH2 Project Outline – PFS focus Leverage proven technology and established energy infrastructure to reduce project costs and execution risk Competitive, low-emissions, Access to existing deepwater port low-risk H2 production Converted to low-carbon NH3 as the most • Existing NH3 export operations •
Slide 12: WAH2 Technical Overview
WAH2 Technical Overview Preparatory studies confirmed concept, PFS1 to focus on identified levers to drive maximum value Preparatory studies Screening studies PFS PFSfocus Gas supply • Requirements small in the context of the WA gas market • Access to DBNGP (CS1 spur adjacent to Maitland SIA) • Phas
Slide 13: 3. Timeline and milestones
Hexagon Energy Materials Ltd 3. Timeline and milestones © 2023 Hexagon Energy Materials Limited (ASX:HXG)
Slide 14: Timeline of major milestones
Timeline of major milestones The coming months will contain a series of important outcomes As the project progresses, relationships with key partners will be developed and appropriate commercial agreements negotiated. These will become more defined in-step with the technical definition of the projec
Slide 15: Next Steps
Next Steps Four key milestones targeted for completion by Q2 2023 1. Complete WAH2 Project Prefeasibility Report 2. Secure Option to Lease from the WA Government over Hexagon’s preferred project site 3. Progress commercial discussions • Gas supply – volume, availability, price, emissions profile • P
Slide 16: 5. Q&A
Hexagon Energy Materials Ltd 5. Q&A © 2023 Hexagon Energy Materials Limited (ASX:HXG)
Slide 17: 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 18: Focused on Future Energy and Future Energy Materials in North Western Australia
FOR FURTHER INFORMATION, please contact: Focused on FUTURE ENERGY Stephen Hall stephenh@hxgenergymaterials.com.au and FUTURE ENERGY MATERIALS in North Western Australia hxgenergymaterials.com.au © 2023 Hexagon Energy Materials Limited (ASX:HXG)