Airjoule Technologies Corporation · NASDAQ:AIRJ
Airjoule Technologies — Investor Presentation (March 2025)
20 slides from Airjoule Technologies's investor presentation, Mar 5, 2025
Slide 1: AirJoule Technologies Corporation
AirJoule Technologies Corporation Nasdaq: AIRJ https://airjouletech.com March 2025
Slide 2: Disclaimers: Forward Looking Statements
DISCLAIMERS AirJoule Technologies | March 2025 Slide 2 Forward Looking Statements The information in this presentation includes “forward - looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amend
Slide 3: AirJoule is deploying innovative technologies at the nexus of energy and water
AirJoule is deploying innovative technologies at the nexus of energy and water
Slide 4: AirJoule is at the nexus of energy and water
AIRJOULE IS AT THE NEXUS OF ENERGY AND WATER Harnessing low - grade waste heat to produce distilled water and dehumidified air Addressing water scarcity for water - intensive industries Improving energy efficiency for industrial dehumidification and air conditioning Waste Heat Power Usage Water Scar
Slide 5: AirJoule separates water from air at unprecedented energetics
AirJoule® separates water from air at unprecedented energetics Applications Target Industries Water production Moisture recapture Dehumidification Data centers Manufacturing Military HVAC Key Investors / Partners Ambient Air PFAS - free, Distilled Water Dehumidified Air Waste Heat AirJoule Technolog
Slide 6: Investment Highlights
Slide 6 AirJoule Technologies | March 2025 INVESTMENT HIGHLIGHTS TRANSFORMATIONAL TECHNOLOGY • AirJoule® efficiently harvests pure distilled, PFAS - free, water from the atmosphere • Proven technology validated by third party evaluation • Supported by robust IP portfolio with strong moat LARGE ADDRE
Slide 7: From Technology to Investment to Commercialization
Licensed concept for “self - regenerating pressure swing dehumidifier” from Pacific Northwest National Laboratory Joint Development Agreement with BASF for MOF Joint Commercialization Agreement Term Sheet with Carrier for HVAC applications Formed AirJoule, LLC (50/50 joint venture with GE Vernova) f
Slide 8: How AirJoule Works
HOW AIRJOULE ® WORKS Pure Water AMBIENT AIR Sorbent - coated Contactor Air is drawn through proprietary sorbent - coated contactors, and water vapor is captured Once sorbent is full of water vapor, chamber doors close and vacuum is applied Under vacuum, waste heat is added to optimize desorption, an
Slide 9: AirJoule's leading energetics result in greater customer value and short payback periods
155 588 1300 0 400 200 600 800 1,200 1,400 20 30 40 50 60 Humidity (%RH) 70 80 90 100 Energy Requirement (Watt - hour per liter) 1,000 DX / Refrigeration AIRJOULE®’S LEADING ENERGETICS RESULT IN GREATER CUSTOMER VALUE AND SHORT PAYBACK PERIODS 2,000 1,800 Desiccant Wheel 1,600 AIRJOULE PERFORMANCE V
Slide 10: Market Opportunities
Slide 10 AirJoule Technologies | March 2025 MARKET OPPORTUNITIES AIRJOULE’S SUPERIOR PERFORMANCE UNLOCKS A VAST ARRAY OF MARKET OPPORTUNITIES (ESTIMATED AT $450 BILLION) Heating, Ventilation, and Air Conditioning ~$350 billion market • Air conditioning is responsible for ~10% of global electricity c
Slide 11: Waste Heat Recovery Is an Untapped Resource
Slide 11 AirJoule Technologies | March 2025 WASTE HEAT RECOVERY IS AN UNTAPPED RESOURCE AIRJOULE® UTILIZES LOW - GRADE WASTE HEAT TO EXTRACT MOISTURE FROM AMBIENT AIR 1. “Estimating the Global Waste Heat Potential” - https:// www.sciencedirect.com/science/article/abs/pii/S0360544221022155 2. Lawrenc
Slide 12: Data Centers: Waste Heat to Water
Slide 12 AirJoule Technologies | March 2025 DATA CENTERS: WASTE HEAT TO WATER • All power that goes into a data center is converted to heat and must be cooled. • Data centers have increasingly shifted away from low - cost evaporative cooling technologies due to constraints on water availability • Ai
Slide 13: Defined Pathway to Commercialization
▪ Ongoing work with Carrier engineering and design teams to integrate AirJoule® into HVAC systems AirJoule Technologies | March 2025 Slide 13 DEFINED PATHWAY TO COMMERCIALIZATION CUSTOMER DEMAND AND GLOBAL PARTNERSHIPS ENABLE COMMERCIALIZATION 2024 ACHIEVEMENTS 2025 MILESTONES 1. Illustrative render
Slide 14: Investment Highlights
INVESTMENT HIGHLIGHTS TRANSFORMATIONAL TECHNOLOGY: AirJoule® Separates Pure Distilled Water from Air LARGE ADDRESSABLE MARKET: Water and Energy Efficiency GLOBAL PARTNERSHIPS IN PLACE: ENERGETICS DRIVE CUSTOMER RETURNS: Targeted Paybacks of Less than 4 Years AirJoule Technologies | March 2025 Slide
Slide 15: Appendix
Appendix Slide 15 AirJoule Technologies | March 2025 Slide 15
Slide 16: AirJoule Technologies – Company Leadership
AIRJOULE TECHNOLOGIES – COMPANY LEADERSHIP EXPERIENCED TEAM WITH A STRONG TRACK RECORD • Over 30 years of experience successfully founding and leading innovative product - based companies • Founded Core Innovation, predecessor to Montana Technologies, LLC • Previously founded Jore Corporation, a pow
Slide 17: AirJoule Technologies – Board of Directors
AIRJOULE TECHNOLOGIES – BOARD OF DIRECTORS ACCOMPLISHED BOARD WITH DIVERSE AREAS OF EXPERTISE Pat Eilers, Executive Chairman Founder & Managing Partner Transition Equity Partners Kyle Derham Partner, Rice Investment Group Stu Porter Founder & CEO Denham Capital Max Baucus Former US Senator & Ambassa
Slide 18: The AirJoule Technology Fundamentals
THE AIRJOULE ® TECHNOLOGY FUNDAMENTALS AIRJOULE ® TECHNOLOGY INCORPORATES MOF AND OTHER PROPRIETARY AIRJOULE TECHNOLOGIES COMPONENTS MOF - COATED CONTACTORS ▪ Proprietary cross - linked MOF coating process ▪ Comprises majority of total bill of materials for AirJoule® 1 AIR PURGE PUMP ▪ Creates vacuu
Slide 19: Intellectual Property / Patents
INTELLECTUAL PROPERTY / PATENTS AIRJOULE TECHNOLOGIES HOLDS FOUNDATIONAL PATENTS RELATED TO ATMOSPHERIC LATENT ENERGY AND WATER HARVESTING, UNIQUELY POSITIONING THE COMPANY IN THE RAPIDLY DEVELOPING ATMOSPHERIC WATER HARVESTING SECTOR Patent Highlights In Q1 2021, the Company obtained an exclusive w
Slide 20: Financial Results (Unaudited)
Slide 20 AirJoule Technologies | March 2025 FINANCIAL RESULTS (UNAUDITED) Q3 2024 Q2 2024 Q1 2024 (1) $ in millions $(4.3) $(4.3) $(1.7) Operating expenses, gross 2.0 - - SOW expense reduction - - (54.7) DeSPAC transaction expenses $(2.4) $(4.3) $(56.4) Operating profit / (loss) 38.4 17.1 323.7 Othe
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