Synthesis Energy Systems Inc · OTC:SYNE
Synthesis Energy Systems — Investor Presentation (November 2015)
27 slides from Synthesis Energy Systems's investor presentation, Nov 30, 2015
Slide 1: sts
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Slide 2: Forward-looking Statements
Forward-looking Statements This presentation includes “forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 22E of the Securities Exchange Act of 1934, as amended. All statements other than’ statements of historical fact are forward-loo
Slide 3: The Future of Gasification
The Future of Gasification SES's Unique Technology Cleanly and Economically \_ creates high value synthesis gas for clean energy projects {; using the world’s abundant and lowest cost coal { resources, biomass and municipal waste.
Slide 4: Global energy demand and access to electricity by 2040
aIN5 BY 2040... PEOPLE (2.3, BILLION) ON 2 BILLION THE PLANET MORE PEOPLE DO NOT HAVE ON EARTH ACCESS TO ELECTRICITY >a BILLION TED 2aINg I 35% GREATER ENERGY DEMAND 90%
Slide 5: Corporate Overview
S . Corporate Overview SES Gasification Technology: Economically Advantaged, Environmentally NSTEEEG =a Clean Syngas Production - Growth With Se 1a) Blue Skies Shares Outstanding 86.8MM Multiple billion-dollar growth markets with Public Float 77MM strong demand in industrializing and developing worl
Slide 6: SGT: Transforms Low Value Feedstock into High Value, Clean Syngas
@... SGT: Transforms Low Value Feedstock into High Value, Clean Syngas Low-cost clean energy projects use local market energy resources to replace high cost imported natural gas SYNTHESIS GAS a LOW GRADECOAL on cara Syngas BIOMASS & WASTES GAS Power *| Bl Substitute Natural Gas (SNG) rare Typical Fe
Slide 7: Industry-leading Feedstock Flexibility Gasification Technology
Industry-leading Feedstock Flexibility Gasification Technology Clean syngas production + Multiple, varied feedstock inputs from one SES gasification system - virtually all coals, coal Rd reeIEeR wastes, biomass and municipal wastes cold gas Nogenerstion Lower water usage due to dry feed, dry syngas
Slide 8: Global Natural Gas/LNG: Long-term Asian Outlook
Global Natural Gas/LNG: Long-term Asian Outlook + Long term natural gas/LNG price outlook in Asia supports coal gasification project development SGT's ability to use virtually all grades of coal, including abundant lignite and coal wastes, bring additional economic advantages Indigenous natural reso
Slide 9: Advanced Technology Uniquely Transforms Untapped Coal Into Clean Energy
EY Advanced Technology Uniquely Transforms Untapped Coal Into Clean Energy + More than 50% of recoverable global coal reserves are untapped sub-bituminous and close-to-surface lignite (brown) coal + Renewable biomass and municipal wastes are alternative SGT feedstocks
Slide 10: The Future of Gasification
| a _ The Future of Gasification
Slide 11: Installed Base of SES Gasification Systems in China
bey _ Installed Base of 12 SES Gasification Systems in China SGT Proof of Concept Plants: 4 China JV: Tianwo-SES Zao Zhuang New Gas Company (ZZ JV), Shandong Province #23" Aluminum Corporation of China 7 5Es pesto gene, - Wie (CHALCO) - 3 Industrial Syngas Supply eSpoty" Yoseietsovensostomethaol ces
Slide 12: Tianwo-SES Clean Energy and Global Business Partners
ES 85 Synthesis Energy Systems, Inc. Tianwo-SES Clean Energy ‘Global Business Partners Asian JV Partnership Regional Partners ‘TIANWO-SES CLEAN ENERGY TECHNOLOGIES CO. Sino-Foreign Joint Venture between SES and Suzhou Thvow Technologies (eleading Chinese process equipment manufacturer) & BEF 553595
Slide 13: SES Market Overview — Target Energy Growth Markets
SES Market Overview — 3 Target Energy Growth Markets Total Available Market for all verticals is estimated by SES at 500 gasification systems worldwide over 0 years INDUSTRIAL SYNGAS: gas fired use in industrial Settings. Large demand growing in areas with high natural gas pricing Clean and inexpens
Slide 14: SES Key Growth Catalysts
SES Key Growth Catalysts > Industrial Syngas » SES iGAS Power Units > Substitute Natural Gas (SNG)
Slide 15: Growth Market 1: Industrial Syngas
Bs Growth Market a: Industrial Syngas + China Market Opportunity: SGT Economically Advantaged Clean Coal Natural Gas Replacement Projects + Industrial syngas natural gas replacement market sectors include: Industry, Aluminum and Ceramics * China Government no longer permitting polluting and small sc
Slide 16: Aluminum Corporation of China (CHALCO)
Aluminum Corporation of China (CHALCO) New Industrial Syngas Supply Plants we + 3 Projects, 7 total SES Gasification Systems: stepped fast-track construction demonstrates turnkey capability of deploying advanced SES Gasification Technology O) + In early testing, the first installed SGT gasification
Slide 17: Growth Market 2: SES iGAS Power Units
Growth Market 2: SES iGAS Power Units SES and 56) :iGAS Distributed Power Global co-marketing partner: General Electric's Packaged Power division GE-SES IGCC Distributed Power Generation Plants to combine SGT and GE model LM2500+G4 aero-derivative gas turbines and related power generation equipment,
Slide 18: Potential Growth Market 3: Substitute Natural Gas (SNG)
_ Potential Growth Market 3: Substitute Natural Gas (SNG) G SGT’s Clean Syngas for Conversion into Pipeline Natural Gas * Coal-based syngas is converted to low cost natural gas + SES Syngas is high in methane, reduces cost of methane conversion technology China Market Opportunity * In May 2024 China
Slide 19: Regional Initiatives: Asia
Regional Initiatives: Asia * China: Strategic JV Partner to Establish Market Leader Position in China Clean Coal Gasification + SES China JV Partner: Suzhou Thvow Technology Co., Ltd. (STT) + Leading coal-chemical equipment manufacturer. 23 billion yuan market cap, 3,000¢ employees + SES-STT relatio
Slide 20: Tianwo-SES: Current Projects
Tianwo-SES: Current Projects + Aluminum Corporation of China (CHALCO): China's largest alumina and primary aluminum e producer and the world’s second largest alumina producer + 3industrial syngas supply plants with 7 total SES Gasification Systems + Secured by China JV Partner, Suzhou Thvow Technolo
Slide 21: Additional Global Collaborations
bes Additional Global Collaborations Next-Gen Direct Reduced Iron (DRI) Steel from Low-quality Coal e) + State-of-the-art projects to combine industry-leading MIDREX® Process using the MXCOL* configuration with SGT to create clean syngas in order to convert iron ore into high-purity DRI. + Exclusive
Slide 22: Strengths and Future Outlook
Strengths and Future Outlook + SES Gasification Technology: The Future of Gasification 12-Month Catalysts + Clean, efficient product: Syngas — Growth With Blue Skies CHINAEAucum Comorston + Replacement for expensive natural gas/LNG and crude oil of China: 3 plants projected + Multiple billion-dollar
Slide 23: Management
a Management Robert W. Rigdon, President and Chief Executive Officer + Seven-year tenure with SES, steering commercialization, technology developments and global Leader in GE's gasification business in multiple capacities including Manager of Gasification Efgincering, Drector of face Commercalzation
Slide 24: Management
Management John Winter, Ph.D., SVP of Engineering and Project Operations + 30-year petrochemical industry experience, including 45 years of gasification technology research, engineering design, tech services and gasification operations, Past senior positions include GE Energy, Texaco/ChevronTexaco,
Slide 25: Board of Directors
Board of Directors Lorenzo Lamadrid, Chairman + “TensVeur tenure as Chaitmai’ af SES. Since 3oos, Managing Directo’ af Globe Develapmient Group, LLC; a firm that specializes in the development of large scale energy, power generation, transportation and infrastructure projects in China and provides b
Slide 26: Board of Directors
& Board of Directors Denis Slavich + More than 35 years experience in large scale power generation development, including 20 years in executive positions with Bechtel Corporation. Currently serves as an international consultant to variqus U.S. and China-based companies engaged in crass border transa
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