Verde Clean Fuels, Inc. · NASDAQ:VGAS
Verde Clean Fuels — Investor Presentation (May 2025)
10 slides from Verde Clean Fuels's investor presentation, May 2025
Slide 1: Verde Investor Update
Verde Investor Update May 2025 1
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation (the “Presentation”) includes “forward-looking statements” within the meaning of Section INDUSTRY AND MARKET DATA 27A of the Securities Act of 1933, as amended, (the “Securities Act”) and Section 21E of the Securities Exchange Act of 1934, as amended, (th
Slide 3: We aspire to make low-cost, fully renewable, carbon negative gasoline
We aspire to make low-cost, fully renewable, carbon negative gasoline We believe our technology is the best solution for decarbonizing transportation fuels • However, biomass and waste feedstock projects remain challenging given uncertainty in carbon credit markets and unclear policy supports Rather
Slide 4: Advantages of Verde's Proprietary STG+ Process
Advantages of Verde’s Proprietary STG+ Process Utilizes Low Value, Widely Available “Stranded Energy” and “Waste ü Feedstocks” to Produce Cleaner Gasoline ü Environmentally Superior to Other Clean Fuels and Electric Vehicles Requires No Changes to Existing Automobiles or Gasoline ü Distribution Infr
Slide 5: Advantages of Verde's Proprietary STG+ Process: feedstocks
Advantages of Verde’s Proprietary STG+ Process Stranded natural gas Flared natural gas Biomass – cellulosic waste • Sourced from existing • Sourced from flared natural • Sourced from wood waste, natural gas reserves without gas from oil & gas operations agricultural waste, and other market access •
Slide 6: Advantages of Verde's Proprietary STG+ Process: carbon footprint
Advantages of Verde’s Proprietary STG+ Process STG+ Gasoline from STG+ Renewable Refinery Gasoline Electric Vehicles Flared Natural Gas Gasoline w/ CCS Materials / Manufacturing 5 Tons CO2 11 Tons CO2 5 Tons CO2 5 Tons CO2 Feedstock / Source Oil: 12 Tons CO2 / Grid: 27 Tons CO2 / Flared Gas: (-14) T
Slide 7: Permian Basin Conditions Offer Opportunity To Cement Verde's Value Proposition
Permian Basin Conditions Offer Opportunity To Cement Verde’s Value Proposition Permian Basin Economic Drivers • Negative WAHA Basis • WAHA consistently trades deeply negative relative to Henry Hub • Associated gas production expected to increase • Increasing GOR • Tier 2 prospects are deeper/gassier
Slide 8: Permian Basin Project
Permian Basin Project Key Partners Project Location Gas Supply/Offtake: Equipment/Engineering: EPC: • Located in Midland County, TX in the heart of the Permian’s Midland Basin • Existing Diamondback location with access to power, water, and gas metering infrastructure • Current pipeline infrastructu
Slide 9: Permian Basin Project Commercial Structure
Permian Basin Project Commercial Structure Tolling Structure Represents A Risk-Advantaged Commercial Arrangement Syngas Oil Rig With Transport Associated Gas Transport Gasoline Market Water All commodity risk remains STG+ Process All commodity risk remains with Diamondback with Diamondback • Diamond
Slide 10: Verde Future Growth Opportunities
Verde Future Growth Opportunities Low-Cost Renewable Gasoline Global Apply Lessons learned Flaring/Stranded from natural gas to Natural Gas waste renewable Other Associated Strong interest from feedstocks to produce Gas Basins NOC’s and large low-cost, fully integrated oil renewable, carbon Engaged