Adx Energy Ltd · ASX:ADX
Adx Energy — IMARC Conference 2022
21 slides from Adx Energy's conference presentation, Nov 2, 2022
Slide 1: IMARC Conference Presentation
For personal use only ADX Energy Ltd (ASX: ADX) IMARC Conference Presentation International Convention Centre Sydney 4 November 2022 “The Vienna Basin Hydrogen Project: transition through asset upcycling”
Slide 2: Disclaimer Statement
Disclaimer Statement Important notice: For personal use only This document has been prepared by ADX Energy Ltd (“ADX”) for the purpose of providing information to interested analysts, investors and shareholders. Any statement, opinions, projections, forecasts or other materials contained in this doc
Slide 3: Who are we & what we stand for
Who are we & what we stand for Our ESG ADX Energy Ltd (ADX) is an ASX listed For personal use only A sustainable environment Commitment though emissions reduction, innovation energy company focused on Europe and participation in green projects • We produce safe, long life and low emissions oil and g
Slide 4: Corporate Overview
Corporate Overview Focus of Activities Financial information For personal use only Sustainable high value production cashflow from Share price as at 31.10.2022 A$ 0.008 operations Vienna Basin Oil & Gas Fields Number of shares 3,505.0 m New production and reserves growth Anshof Oil Number of opt
Slide 5: Investment Thesis – a multi energy approach
Investment Thesis – a multi energy approach Production from long-life fields Exploration: prospect rich Renewable Energy pipeline For personal use only in the Vienna basin and reserves acreage in Upper Austria with near of projects leveraging existing assets growth from Upper Austria term developmen
Slide 6: Overview of ADX' renewable energy activities
Overview of ADX’ renewable energy activities For personal use only 2.5 30 15 2 MW MW MW MW Green H2 project Green H2 project Gmunden Solar power pilot phase scaleup phase geothermal project project (Vienna Basin) (Vienna Basin) (Upper Austria) (Vienna Basin) Production & storage of green Production
Slide 7: Corporate Strategy
Corporate Strategy For personal use only Corporate Ambition Oil production provides near ADX Energy Ltd Vienna Basin Oil & Gas term revenue and growth (Parent) Production Oil & Gas Gas exploration provides an Anshof Oil Project exceptional re-rating Assets High Impact & Near opportunity AD
Slide 8: The European Energy Market Trends
The European Energy Market Trends For personal use only Large growth in demand for energy For gas, electricity, fuel oil & strengthening carbon price Energy supply is a Strategic Imperative Monthly average price – indexed with 100 basis on 01.01.2020 European Energy Pricing Trends 2,300 2,200 ADX
Slide 9: Austria is ideal for building a transition business
Austria is ideal for building a transition business ADX has a rare & unique energy position – having broken into a 75 year energy duopoly For personal use only ADX has a portfolio of low carbon and hydrocarbon energy assets Produces stable, long life and high value oil in the Vienna Basin, New O
Slide 10: Vienna Basin Green H2 Production & Storage Project
For personal use only Vienna Basin Green H2 Production & Storage Project “A long-term renewable energy project that will enable ADX to transition its business for a low carbon economy” IMARC Conference November 2022 10
Slide 11: Why clean H2 is critical for energy transition
Why clean H2 is critical for energy transition For personal use only Decarbonisation of sectors less suited for direct electrification Industrial feedstock (steel, fertilisers, refining, chemicals, etc) displacing coal, natural gas and grey H2 Long-range ground mobility, shipping and aviation (s
Slide 12: Global H2 sector overview
Global H2 sector overview1 For personal use only Global H2 demand 2020-2050 (mil. MT) Global H2 production capacity (mil. MT) 660 H2 breakdown 2030 2050 690 7.3(x) Renewable H2 60% 75% increase 385 Low-carbon H2 40% 25% 140 90 75 26 2020 2030 2040 2050 2030 - announced 2030 - required 2050 - require
Slide 13: Benefits of underground H2 storage
Benefits of underground H2 storage Battery vs Hydrogen Storage Comparison For personal use only Area (x 1/50) Energy (x 500) Cost (x 1/10) - a subsurface H2 storage - a large underground H2 EUR 150 mil. required for reservoir is approx. 20 ha filled reservoir can hold Tesla to build a “giant” 200 in
Slide 14: European H2 market overview
European H2 market overview1 For personal use only Funding & regulatory support Plans & targets (2030) 5.2 IPCEI2 Hy2Use funding support 10 clean H2 production3 EUR bn focusing on renewable H2 value chain mil. MT key to improve energy security 3.0 European Hydrogen Bank 10 clean H2 imports3 EUR bn p
Slide 15: ADX Vienna Basin Fields – Asset Upcycling Poster Child
ADX Vienna Basin Fields – Asset Upcycling Poster Child For personal use only Goal is to create an Oil, Gas, Hydrogen and Solar Energy hub Well Production operations at ADX Vienna Basin Fields work over operations Long life & low emission production (2021/22 253 BOEPD avge) from state of the art fa
Slide 16: ADX' green H2 project has all ingredients for success
ADX’ green H2 project has all ingredients for success For personal use only Availability of renewable electricity Vienna Basin Green Hydrogen Offer received for the supply of baseload renewable electricity Project Concept Schematic for the pilot phase (21 GWh p.a.) Power grid access On-going discuss
Slide 17: Hydrogen pricing levels & dynamics in Europe
Hydrogen pricing levels & dynamics in Europe For personal use only H2 pricing not driven by supply / demand market dynamics Blue H2 prices correlated to Decarbonisation premium natural gas prices (main input cost) Green H2 prices linked to green EUR 8.4 power prices (main input cost) per kg EU
Slide 18: Vienna Basin Green H2 Project – BOD Overview
Vienna Basin Green H2 Project – BOD Overview ADX Planned System Capacity Pilot Phase Scaleup Phase For personal use only 570 MW Electrolyser capacity 2.5 MW 30+ MW Mobility market Premium Markets installed Diesel displacement capacity Green electricity requirement1 21 GWh p.a. 251 GWh p.a. Green H2
Slide 19: Vienna Basin H2 Project – Timeline & Key Milestones
Vienna Basin H2 Project – Timeline & Key Milestones For personal use only Phase 1 – Pilot Project (2.5 MW) Phase 2 – Scale Up Project (30+ MW) Services Pilot H2 Scale-up • H2 sales Pipeline FID Start-up FID Pre-feasibility • H2 storage Power Access BOD Concept studies Regulatory (EU) Supply Scal
Slide 20: Key messages & take aways
Key messages & take aways For personal use only Strategic Project H2 is critical for renewable energy transition and Underground reservoirs are ideal for storing large longer term energy security volumes of H2 safely and economically There is strong financing, subsidy and policy support ADX
Slide 21: Contact
For personal use only adx-energy.com For more information about our company contact Ian Tchacos Executive Chairman ian.tchacos@adxenergy.com.au Paul Fink Chief Executive Officer paul.fink@adx-energy.com Amanda Sparks Finance Manager & Company Secretary amanda.sparks@adxenergy.com.au