Elixir Energy Limited · ASX:EXR
Elixir Energy — Asia Clean Energy Forum 2023
13 slides from Elixir Energy's conference presentation, Jun 14, 2023
Slide 1: Asia Clean Energy Forum 2023: Potential for Green Hydrogen Production and Export from Mongolia
For personal use only Asia Clean Energy Forum 2023 Potential for Green Hydrogen Production and Export from Mongolia 14 June 2023 ASX:EXR
Slide 2: Introduction
Introduction For personal use only • Gobi H2 is Mongolia’s first green hydrogen project (i.e. one where hydrogen is produced from renewable electrical energy sources) • The project has been developed by ASX listed Elixir Energy – who has longstanding experience in Mongolia’s energy sector as a natur
Slide 3: Emerging Regional Hydrogen Infrastructure
Emerging Regional Hydrogen Infrastructure For personal use only • The location of the Gobi H2 project provides ready access to rapidly growing Chinese H2 markets • Elixir commissioned a H2 in China market study from global energy consultants Rystad Energy which concluded “the scale of ramp up will l
Slide 4: Requirements for H2 Project Success
Requirements for H2 Project Success For personal use only 1. High quality renewable 2. Cost of renewable 3. Green certification – resources – these are energy installations – Gobi H2 meets superb for Gobi H2 – favourable proximity emerging global top tier globally to manufacturers in (including Chin
Slide 5: Hydrogen Delivery Costs
Hydrogen Delivery Costs For personal use only • Around 2/3 of the cost of Cost of gas-to-gas hydrogen transportation, including conversion and reconversion - 2030s producing green H2 are For hydrogen production of ~15PJ/year the cost of renewables • Shipping H2 by boat costs multiples (~$20/GJ) of s
Slide 6: Renewable Resource Measurements
Renewable Resource Measurements Site comparison: 10 ktpa Hydrogen production For personal use only Gobi Ordos Pilbara H2 Magallanes Mongolia China Western Australia Chile Elevation (m) 1,121 1,462 9 37 Average temperature (°C) 8.5 7.4 26.4 5.3 Solar resource (W/m2) 203 174 228 164 Wind resource (W/m
Slide 7: Pre Feasibility Study
Pre Feasibility Study For personal use only PFS Wind, Solar, No Technical Green Costs are Battery Issues Project C.I.C. Earlier this year Elixir No technical Given the nascent nature commissioned a Pre- impediments to the of the green hydrogen Feasibility Study (PFS) The PFS evaluated various projec
Slide 8: Green Hydrogen Certification
Green Hydrogen Certification For personal use only • Hydrogen has traditionally only been used in niche markets such as in oil refineries – and has generally been produced from fossil fuels, with resultant large CO2 emissions • The more recent pursuit of green and blue hydrogen (the latter is still
Slide 9: Green hydrogen delivery
Green hydrogen delivery For personal use only The following table illustrates that producing hydrogen in Mongolia and piping it to China is more energy efficient than transmitting power to China for hydrogen production Hydrogen production and delivery energy balance 100.0% 7.1% 7.1% 7.1% 13.9% % of
Slide 10: Water Availability
Water Availability For personal use only • The key physical input into green H2 production is water • However, in comparison to established industrial activities such as mining and coal fired generation, not that much water is required to produce material volumes of H2 • Although the South Gobi regi
Slide 11: Project Summary
Project Summary For personal use only • The 2 main drivers of green hydrogen competitiveness are: • The quality of renewable energy resources • Proximity to market • All the work done to date on Gobi H2 indicates that it is a world class project with respect to these attributes • Gobi H2 is curre nt
Slide 12: Important Notice & Disclaimer
Important Notice & Disclaimer For personal use only This document has been prepared by Elixir Energy Limited (ABN 51 108 230 995) (“Elixir”) in connection with providing an overview of its business to interested analysts/investors. This presentation is being provided for the sole purpose of providin
Slide 13: Investors & Media
INVESTORS & MEDIA For personal use only Neil Young Managing Director info@elixirenergy.com.au Phone +61 8 7079 5610 www.elixirenergy.com.au www.elixirenergy.com.au