Jade Gas Holdings Limited · ASX:JGH
Jade Gas — Tribeca Future Facing Symposium 2026
21 slides from Jade Gas's conference presentation, August 2026
Slide 1: Mongolia's First Gas Developer
C O R P O R AT E P R E S E N TAT I O N — A U G U S T 2 0 2 6 Mongolia's First Gas Developer Asia's Next Energy Story. ASX: JGH ASX: JGH
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Jade Gas Holdings Limited (Jade or the Company) with the purpose of providing general information about the Company. This presentation contains certain statements which may constitute forward - looking statements. Such statements are only predictions
Slide 3: Corporate snapshot
AS X : JGH Corporate snapshot KEY METRICS BOARD OF DIRECTORS A$0.083 A$176.4M Joseph Burke Dr. Ian Wang Share price (close 21/08/26) Market capitalisation Executive Director Executive Director Daniel Eddington Uyanga Munkhkhuyag 2,128M 316.2M / 87.3M Non-Executive Director Non-Executive Director Sha
Slide 4: TTCBM
THE ASSET TTCBM Gas-charged coal in the South Gobi. Mongolia’s only registered gas reserves. 200km from the border of the world’s largest gas importer.¹ ASX: JGH 1. China — world’s largest natural gas importer (pipeline + LNG combined).
Slide 5: TTCBM Field
RESOURCE TAVANTO LGO I X X X I I I P S A | SO UTH GO BI, MO N GO L IA From Red Lake to LNG 60km² Red Lake Development Area 6 to 7 seams of gassy coal discovered methane content 98% (Seam III) TTCBM Field within a 665km² PSA permit The epicentre of Mongolia’s most active resources district, with esta
Slide 6: Red Lake field overview
O NE O F THE W O R LD ’S LAR GES T C O AL D EP O S I TS . P RO V EN GEO L O GIC A L C O N TRO L . Red Lake field overview Geological control built on measurement, not models — and a dataset that keeps growing as the surrounding mining district develops. Located within the Tavantolgoi coal basin whic
Slide 7: Mongolia's first natural gas reserves
JUNE 2 0 2 6 | DEL IV ERED Mongolia’s first natural gas reserves Significant upside potential <3% Approved 11.2 Bcf 28.0 Bcf 4.2km² REGISTERED 2P GROSS RECOVERABLE GAS 3P GROSS RECOVERABLE GAS AREA COVERED BY APPROVED RESERVES 97% of highside reserve and resource Proved + Probable Proved + Probable
Slide 8: PDO Submitted
AP P R AI S AL AP P R O VED . R ES ER VES R EGI S TER ED. P DO SUBMITTED. PDO Submitted With the Appraisal Report approved and reserves registered, the PDO is the gateway to an Production Licence. Initial Development of Registered Reserves Pathway to Full-Field Development 40-well initial developmen
Slide 9: Timeline
MO NGO LI A’S F I R S T - EVER C B M R ES ER VES Timeline 2025/26 Mongolia’s first single-lateral CBM wells Drilled Mongolia’s first-ever CBM reserves Registered 2019/ 2020 2021 2022 2023 2024 2025 2026 Cored ~5 km across eight • Secured the exploration Booked an initial • Completed two vertical • D
Slide 10: Development begins
C O LLAB O R ATI O N AGR EEMENT | TTC BM P HA SE 1 Development begins THE CONSORTIUM Jade Gas Holdings THE TRANSACTION 1 PT Beijing Energy Linking (PTBEL) Subsidiary of BJEI , a state-backed, Hong Kong-listed 100 % of 175-well Phase 1 clean energy company. 15,286MW installed. Phase 1 capex drilling
Slide 11: Development plan
P HA SE 1 F UL L Y F UN DED. MUL TI- STA GE DEV EL O P MEN T Development plan PHA SE 1 — F U N DED 175 wells PHA SE 2 P H A S E 3 — F U L L F IE L D Capex US$762.5m 100% funded by the Consortium¹ ~440 wells ~800 wells Up to 10 rigs on initial mobilisation Multi-stage Development Full-field developme
Slide 12: Mongolia's energy is the region's opportunity
D EMAND , TO D AY Mongolia’s energy is the region’s opportunity S OLUTION LNG at a floor of Floor locked, US$28.5/GJ upside open Contracted under the binding GSA at a 50% Customer saves at any diesel price above premium to JKM — US$28.5/GJ 95%+ 12,000+ Jade’s margin locked regardless of diesel¹ Of M
Slide 13: A protected margin for Jade
D I ES EL D I S P LAC EMENT EC O NO MI C S A protected margin for Jade Floor set at a 50% premium to Japan Korea Marker (JKM) Jap an Ko rea Marker (JKM) Floor, not spot. US$25 The floor price is embedded in the binding GSA: US$28.5/GJ, a 50% premium to JKM. US$20 Premium pricing, captive market. A d
Slide 14: Offtake and revenue framework
C US TO MER S C O NTR AC TED . S TR UC TUR E NO N - D I LUTI VE. JA DE RETA IN S O W N ERSHIP . Offtake and revenue framework CONTRACTED OFFTAKE DIESEL DISPLACEMENT FUNDING STRUCTURE Binding GSA - UB Metan LLC Diesel price: US$39/GJ (South Gobi, April 100% of Phase 1 capex Mongolia’s largest LNG/CNG
Slide 15: Milestones Delivered Catalysts Ahead
EX ECUTI O N RHYTHM Milestones Delivered Catalysts Ahead 191 Bcf unrisked gross 2C contingent resource booked Definitive binding agreements TARGETED Q3 2026 Two horizontal production wells online Production Licence TARGETED H2 2026 Binding LNG Gas Sales Agreement with UB Metan LLC Site preparation a
Slide 16: The investment case
PROVEN FIELD DEVELOPMENT Qinshui and Ordos Basin analogues demonstrate a proven pathway to commercialisation; with deep expertise and ready access to equipment directly applicable to TTCBM The Chinese have developed these basins. They are now developing TTCBM. REGISTERED MARGIN Mongolia’s only LNG i
Slide 17: Mongolia's first gas developer
JADEGAS.COM.AU Mongolia's first gas developer Asia's next energy story INVES TOR RELATIONS Joe Burke Gigi Penna Executive Director Media, Caldera House jburke@jadegas.com.au JGH@calderahouse.com.au JADE GAS HOLDINGS LIMITED ACN 062 879 583 Level 1, 66 Rundle Street, Kent Town SA 5067 ASX: JGH Jade G
Slide 18: Appendices
S U P P O R T I N G D ATA Appendices ASX: JGH 1. China — pipeline + LNG imports combined.
Slide 19: TTCBM Contingent Resources: Red Lake
AP P END I X | GR O S S UNR I S K ED C O NTI NGENT R ES O UR C ES ( B C F ) TTCBM Contingent Resources: Red Lake NOTES TTCBM (Red Lake area only) CATEGORY 1C (Bcf) 2C (Bcf) 3C (Bcf) Registered 2P reserves (11.2 Bcf gross, June 2026) cover a 4.2km² area from a single seam. Gross 48 191 392 The Red La
Slide 20: TTCBM Prospective Resources: Vista & Brownhill
AP P END I X | GR O S S UNR I S K ED P R O S P EC TI VE R ES O UR C ES ( B C F ) TTCBM Prospective Resources: Vista & Brownhill NOTES TTCBM (Vista and Brownhill) CATEGORY 1U (Bcf) 2U (Bcf) 3U (Bcf) Prospective Resources evaluated at 1 February 2026: Vista 34 / 176 / 353 Bcf gross and Brownhill Gross
Slide 21: China's energy imperative
THE S TR UC TUR AL S HI F T China’s energy imperative TWO WAYS TO SUPPLY CHINA The world’s largest gas importer is running short of SEABORNE — TODAY supply certainty. TTCBM is part of the answer. ~25–30% of China’s LNG imports transit the Strait of Hormuz A route with proven vulnerability to disrupt
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