Clean Energy Transition Inc. · TSXV:TRAN
Clean Energy Transition — Investor Presentation (July 2026)
30 slides from Clean Energy Transition's investor presentation, Jul 23, 2026
Slide 1: Launching TranFin, Energy-as-a-Service
Launching TranFin, Energy-as-a-Service Bringing the Transition to Canadian Homes July, 2026 “TRAN” on TSXV
Slide 2: Legal Disclaimer
LEGAL DISCLAIMER- The information contained in this presentation (the “Presentation”) has been prepared by Clean Energy Transition Inc. (“TRAN” or the “Company”) and is provided for informational purposes only. Cautionary Note Regarding Forward-Looking Information and Statements- This Presentation c
Slide 3: TRAN has potential batteries + solar panels in the ground…
TRAN has potential batteries + solar panels in the ground… …TranFin will get these upgrades into Canadian homes Since its pivot, the company has focused on opportunities across the energy transition Low-impurity Low-Carbon Nickel Silica/Quartz Aurora Nickel Project- Ontario Two high-quality deposits
Slide 4: TranFin- Investment Highlights
TranFin- Investment Highlights TranFin is designed to turn residential clean- The initial focus is residential batteries, with future energy upgrades into owned, contracted expansion potential into solar, battery-solar bundles and infrastructure assets. heat pumps. TranFin intends to fund, own, moni
Slide 5: The problem: proven technology, difficult purchase decision
The problem: proven technology, difficult purchase decision Residential batteries, solar and heat pumps are proven technologies, but adoption remains slow because the customer experience is still built around a large purchase decision. Homeowners face three main barriers: High upfront cost Complex d
Slide 6: TranFin Overview- Residential Energy-as-a-Service (EaaS)
TranFin Overview- Residential Energy-as-a-Service (EaaS) TranFin is an asset owner and operator, not a financing platform. Homeowners Installer-Partners Senior Lenders Service Providers • Develops, owns and operates distributed residential energy systems across Canada • Initial focus, with the Pilot
Slide 7: How TranFin makes money
How TranFin makes money TranFin’s objective is to own residential Energy Assets that generate long-term subscription revenue. 1. TranFin funds and owns the 2. Installer installs and services 3. Homeowner pays a monthly asset the asset subscription fee TranFin pays for eligible residential Qualified
Slide 8: Why Now?
Why Now? Simplicity $10.9B Ontario energy-efficiency Energy-efficiency framework + $15K influenced 61% of federal heat-pump home purchase Affordability Incentives grant but… only 27% decisions. of homeowners are aware Resilience Electrification 80% of Canadian homes Heat pump adoption had a power ou
Slide 9: Will this continue?
Will this continue? Climate Change drives …but the Extreme Weather is Canadian Insurers averaged $400M/yr in Extreme Weather general averages up… driving immediate change claims 1983-2008, $2B/yr avg since 2009. Without dramatic adjustment, temps will +2.5°C & sea levels +30cm vs pre-industrial leve
Slide 10: Battery- the initial Pilot Phase focus
Battery- the initial Pilot Phase focus Residential batteries are early-stage in Canada, but the need is becoming more obvious. • Grid-scale storage is scaling fast • Canada’s energy storage base is growing quickly, with grid-scale storage expected to expand materially over the next several years. •
Slide 11: Product Scope
Product Scope Pilot Phase: residential batteries, focus on Maritimes, one Installer-Partner. Battery storage: backup power, resilience and future grid-services optionality Energy-as-a-Service Solar PV: energy bill offset and long-life Hosting Agreement + Upgrade Addenda generation asset with each Ho
Slide 12: Canada's Addressable Market- huge potential
Canada’s Addressable Market- huge potential 10M owner- 66.5% Initial Target: homes with occupied Homeownership* suitable roofs, panels, electrical Households capacity or heat pump potential. 17.2M Dwellings Technical Viability (2024) Credit Qualification Average or Above Average Credit Scores. 6M In
Slide 13: Customer Value Proposition
Customer Value Proposition A simpler path to lower-cost, resilient home energy without a large upfront purchase Cash Purchase Customer-financed Energy-as-a-Service Monthly Cost None, full upfront $$ $ Ownership Customer Customer TranFin TranFin monitors, Monitoring & Customer Customer serviced by In
Slide 14: Installer-Partner Value Proposition
Installer-Partner Value Proposition Create repeatable project flow Standardized documents, customer screening, technical requirements and portfolio reporting are intended to make projects easier to approve, install and scale. Keep installers focused on installation & service Installer-partners origi
Slide 15: Underwriting and Customer Quality
Underwriting and Customer Quality Technical Ownership Credit Governance • Site visit and • Homeownership / • Initial credit • Standardized complete property interest guardrail: contracts, PAD suitability verification minimum score of authorization and screening 660 or better ongoing completed prior
Slide 16: Pilot Phase- Workplan
Pilot Phase- Workplan Target Milestones: • Complete Private Placement Financing mid-August • Finalize all Project documentation July • Finalize identification of Pilot Projects, contract Homeowners August • Complete Installation of Pilot Projects, compensate Installer-Partner Calendar Q3 • Begin col
Slide 17: Pilot Phase- Financing Details
Pilot Phase- Financing Details Use of Proceeds from the Financing: Details of the Private Placement: A. (at least) 50% of net proceeds will fund Investors receive Share + Warrant Pilot Project Portfolio + a fractional Royalty Interest (completed thru 2 offerings) B. Expenses related to: legal setup
Slide 18: What must go right
What must go right TranFin is starting with a Pilot Phase to validate the model before scaling. 1. Close the Financing Complete the Private Placement and receive required approvals, including 2. Finalize installer 7. Maintain compliance TSXV acceptance. arrangement(s) discipline Sign qualified insta
Slide 19: "TRAN" on TSXV
“TRAN” on TSXV 7-day moving avg C$1.7M Equity Value C$0.04 / share as of July 23, 2026 Current market capitalization reflects limited value for existing mineral assets and no established Low-carbon value yet for TranFin. Nickel Low-impurity Silica/ Quartz TranFin- Energy-as-a- Service + Add’l Transi
Slide 20: Why TRAN can do TranFin, and…
Why TRAN can do TranFin, and… Management & Board includes Two years since TRAN’s Pivot, spent Energy Services (Direct evaluating opportunities Start small, test the Energy), Energy (Hydro Quebec) and Commercial model, then scale. Lending (CIBC) experience Team Disciplined Transition Experience Pilot
Slide 21: …why the Market is ready, now
…why the Market is ready, now Households want more control over monthly bills. Rising Energy Costs New generation takes years More demand is hitting to permit and build. aging infrastructure. Supply Grid Under- Constraints investment Team Disciplined Transition Experience Pilot Phase Focus Asset Ins
Slide 22: Summary- call to action
Summary- call to action TranFin is TRAN’s energy transition platform: residential Energy-as-a-Service, through third-party ownership. Residential batteries, solar and heat pumps are proven technologies, but upfront Opportunity cost and complexity continue to slow adoption. TranFin funds, owns, monit
Slide 23: Backup
7h. transition.inc Backup 23
Slide 24: TRAN reviewed many opportunities, interpreting Signals vs Noise
TRAN reviewed many opportunities, interpreting Signals vs Noise We believe: • The slow growth of Canadian Residential energy upgrades is not a technology problem • Solar, Battery and Heat Pumps work well and costs have dropped- delivering value Canadian residential electricity prices rose: • The lim
Slide 25: Signals vs Noise: what is integrated into the TranFin model
Signals vs Noise: what is integrated into the TranFin model Noise Signal Lessons for TRAN to apply to TranFin “Nobody cares about green Climate impacts are reaching Sell savings, resilience and control — not ideology. anymore.” households. “Nobody pays for green in this People still want to save Rem
Slide 26: Battery- the initial focus, with the Pilot Phase
Battery- the initial focus, with the Pilot Phase • Grid-scale storage is scaling fast • Current- nearly 1 GW total capacity, set to double by 2027 (CanREA), • and grow to 2.8 GW by 2030 (Canada Energy Regulator, ‘CER’) • Residential battery market: early-stage, but accelerating • 2026: ~50K new Cana
Slide 27: Solar- promising runway, to be addressed in Ramp Phase
Solar- promising runway, to be addressed in Ramp Phase • PV production in Canada was 8.45 TWh in 2024, equal to 1.42% of grid consumption (IEA) • >107K grid-connected PV systems, with ~7.35 GW DC capacity in Canada (NRCan) • Ontario and Alberta accounted for around 90% of cumulative installed PV cap
Slide 28: Market adoption- simple programs work, at scale
Market adoption- simple programs work, at scale Recent federal programs demonstrated Canadian homeowner demand when upfront cost and complexity were reduced (Canada Greener Homes Initiative ended loans abruptly Oct, 2025) • 38,500 solar panel retrofits completed through NRCan Greener Homes- top retr
Slide 29: TranFinHub- the Company's Operating Platform
TranFinHub- the Company’s Operating Platform TranFinHub- Origination and Servicing Platform Installer- Homeowner Partner ✓ Portfolio Management ✓ Contract lifecycle ✓ Customer Records ✓ Portfolio Reporting ✓ Customer underwriting ✓ Project Workflow ✓ Asset Registry Asset Monitoring System TranFinHub
Slide 30: TranFinHub- Integrated through APIs
TranFinHub- Integrated through APIs Credit Bureau TranFinHub- Origination and Servicing Platform Signature and Docs Mgt Accounting System Cloud Comms Asset Monitoring System Billing Engine Operating Bank Customer PAD, through Canadian Banks 30
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