Hyterra Ltd · ASX:HYT
Hyterra — Investor Presentation (August 2024)
23 slides from Hyterra's investor presentation, Aug 29, 2024
Slide 1: White Hydrogen. A World of Opportunity
Corporate Update August 2024 ASX: HYT For personal use only WHITE HYDROGEN A WORLD OF OPPORTUNITY Exploring for natural hydrogen and helium in the United States.
Slide 2: Important Information
IMPORTANT INFORMATION This presentation and these materials (together the “Presentation”) have been prepared by HyTerra Ltd (ABN 68 No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or 116 829 675) (ASX: HYT, HyTerra or the Company) as a summary of
Slide 3: A World of Opportunity: Nemaha Project, Kansas USA
A WORLD OF OPPORTUNITY Nemaha Project, Kansas USA For personal use only Exploring for hydrogen and helium Fortescue acquires strategic interest and invests A$21.9M, subject to HyTerra shareholder approval Potential to triple exploration well count and leasing Historical well occurrences grading up t
Slide 4: White Hydrogen: Made by Nature
WHITE HYDROGEN White hydrogen and helium is created naturally by the Earth #. MADE BY NATURE 3Fe + 4H2O = Fe3O4 + 4H2 Cleaner, greener, and For personal use only cheaper to produce using conventional oil and gas techniques, white hydrogen could revolutionise industry and economies worldwide Source .
Slide 5: White Hydrogen Could Have the Lowest Production Costs and Carbon Emissions
WHITE HYDROGEN COULD HAVE # Modified from https://koloma.com/geologic-hydrogen/. Values obtained from 2022 GREET Model. Carbon intensity of hydrogen production for natural hydrogen was calculated based on Brandt, A. Greenhouse Gas Intensity of Geologic Hydrogen Produced THE LOWEST PRODUCTION from Su
Slide 6: Hydrogen Is the World's Wonder Element
HYDROGEN IS THE WORLD’S WONDER ELEMENT Current uses of hydrogen Petrochemicals Fertiliser/ammonia Methanol Food and refining production production production Today, hydrogen is used to refine For personal use only petrochemicals and produce ammonia and methanol Tomorrow, it will be a low-carbon fuel
Slide 7: Helium in the USA Has an Upward Trending Price
HELIUM IN THE USA HAS AN HyTerra is high-grading areas of UPWARD TRENDING PRICE significant helium potential Historical price of bulk liquid helium For personal use only Helium is an irreplaceable input for many important US$/thousand standard cubic feet (Mscf) technologies, with significant demand
Slide 8: HyTerra Mid-West, USA
HYTERRA MID-WEST, USA Exploring white hydrogen and For personal use only helium resources near major industrial hubs. Nemaha Project exploration acreage covers over 12,840 acres. 10+ occurrences within the Nemaha region, some up to 92% hydrogen and 3% helium*. Potential off-takers nearby include amm
Slide 9: Nemaha Project, Kansas, USA
NEMAHA PROJECT KANSAS, USA Acreage is 100% owned and For personal use only operated by HyTerra Acreage is geologically contiguous to several historic well occurrences and connected via existing transport infrastructure Morris County Riley County 6,665 acres 341 acres Wabaunsee County Geary County 3,
Slide 10: Nemaha Project Drilling Portfolio
NEMAHA PROJECT Range of shallow to deeper targets DRILLING PORTFOLIO West East For personal use only Existing permitted well sites Additional locations WHITE HYDROGEN. A WORLD OF OPPORTUNITY. Exploring natural hydrogen and helium in the United States. 10
Slide 11: Nemaha Project Permitting Underway
NEMAHA PROJECT Two examples. Final well selection is made after additional PERMITTING UNDERWAY leasing and permitting is completed Two well sites nearby historic wells (permitted) (permitted) For personal use only are planned to be drilled significantly deeper Sue Duroche-2* Helium 2009 Hydrogen <92
Slide 12: Nemaha Project Mid-West, USA
NEMAHA PROJECT Mid-West is a very important MID-WEST, USA location in the United States for ammonia and fertiliser production. US Hydrogen Market today Industries near Nemaha Project For personal use only Current consumption in the US H2 market, percent Within 250km# Major road 0 75 150km N The majo
Slide 13: A Value Chain: Hydrogen and Helium
A VALUE CHAIN Several local commercialization HYDROGEN AND HELIUM pathways to develop For personal use only 2023 global ammonia market1 Hydrogen ~US$80B 2032 forecast of global ammonia market1 Nitrogen Ammonia plant NH3 Green fertiliser ~US$120B Wells 2027 forecast of global helium market2 Helium Tr
Slide 14: US Government Recognises White Hydrogen Potential
US GOVERNMENT RECOGNISES WHITE HYDROGEN POTENTIAL. US Senate holds first congressional hearing 28 February 2024 on white For personal use only hydrogen Hydrogen incentives/funding announced: US$1 billion for a clean hydrogen electrolysis research.1 https://www.energy.senate.gov/services/files/A4A4CF
Slide 15: HyTerra Ltd Work Program
HYTERRA LTD WORK PROGRAM Strong news flow ahead from drilling campaign results and rapid growth of hydrogen and helium resources. For personal use only Portfolio Current Workplan Fortescue fully funded Workplan (subject to shareholder approval) Continued leasing Significant increase in leasing (~3x)
Slide 16: Board & Management
BOARD & HyTerra’s executive team has proven experience in MANAGMENT developing oil and gas projects around the world. For personal use only Benjamin Mee Dr Avon McIntyre Russell Brimage Dr Jeff Goodall Dr Dirk Smit Executive Director Executive Director & CTO Non-Executive Chairman Principal Geologis
Slide 17: Corporate Overview
CORPORATE OVERVIEW For personal use only Share price Market capitalisation Top 20 ownership A$0.031 A$30.23m 41.6% As at 26 August 2024 As at 26 August 2024 As at 26 August 2024 52 week high $0.052, low $0.016 Shares on issue Cash ASX Share price performance ($A) A$5.53m 12 months to 26 August 2024
Slide 18: A World of Opportunity
A WORLD OF OPPORTUNITY. HyTerra is advancing hydrogen and helium projects in the heart of an For personal use only established agriculture and manufacturing hub 01 Explore to develop natural hydrogen and helium resources near major industrial hubs 02 USA is incentivising investment into cleaner ener
Slide 19: Contact us
HyTerra Ltd Unit 6, Churchill Court, 335 ACN 116 829 675 Hay Street, Subiaco WA, ASX: HYT Australia, 6008 For personal use only Contact us Benjamin Mee Avon McIntyre Executive Director Executive Director eNews ben@hyterra.com avon@hyterra.com Join the conversation Follow us Subscribe to our e-news:
Slide 20: Appendices
APPENDICES For personal use only A. Kansas hydrogen occurrences are globally competitive B. Geneva Project, Nebraska USA C. White hydrogen. Demand accelerating WHITE HYDROGEN. A WORLD OF OPPORTUNITY. Exploring natural hydrogen and helium in the United States. 20
Slide 21: Kansas Hydrogen Occurrences Are Globally Competitive
KANSAS HYDROGEN These hydrogen molecules are advantaged due to negligible carbon gases present. OCCURRENCES ARE GLOBALLY COMPETITIVE For personal use only # Well Name Location Permit Holder 1 Bougou-1 Mali, Africa Hydroma 2 Sue Duroche-2 Kansas, USA Hyterra 3 Minlaton Bore (Ramsay-1), South Australi
Slide 22: Geneva Project, Nebraska, USA
GENEVA PROJECT NEBRASKA, USA HyTerra has a 16% interest (and For personal use only the right to earn up to 51%) in a Joint Development Agreement with Natural Hydrogen Energy LLC Wildcat well specifically targeting white hydrogen (Hoarty NE3) in Geneva, Nebraska. Well is situated on margin of mid-con
Slide 23: White Hydrogen Demand Accelerating
WHITE HYDROGEN DEMAND ACCELERATING Clean hydrogen demand is For personal use only expected to reach 125-585 million tons per year by 2050* Nearly all hydrogen consumed today is grey hydrogen (approx. 90 million tons per annum), using fossil fuel- based steam methane reforming. However, grey hydrogen