Synthesis Energy Systems Inc · OTC:SYNE
Synthesis Energy Systems — 2012 World CTL Conference
13 slides from Synthesis Energy Systems's conference presentation, Apr 18, 2012
Slide 1: CTL Development Around the Globe
Synthesis Energy Systems, Inc CTL Development Around the Globe Ms. Carrie C. Thompson Vice President, Business Development & Technology Application 2012 World CTL Conference Beijing, China UNLOCKING VALUE THROUGH CLEAN ENERGY TECHNOLOGY
Slide 2: Forward-looking Statements
Forward-looking Statements This presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). All statements, other than s
Slide 3: Three pronged global strategy
Synthesis Energy Systems Three pronged global strategy Technology & Equipment Project Investments Integrated Coal Resource Projects - SRS JV Proven application for low rank coal & coal wastes Enabling renewable energy products - biomass gasification Operating commercial facility for 4 years - China
Slide 4: CTL Market Overview
CTL Market Overview Coal to Liquids Options Diesel Gasoline Methanol (M15 & M85) CTL economic at oil prices of $60-$100/barrel Major growth in China, Australia, US and India; these four countries account for over 50% of global coal reserves Source: IEA World Energy Outlook 2011
Slide 5: Coal to Gasoline Reference Project
Coal to Gasoline Reference Project Based on SES' U-GAS(r) technology Location: USGC Products: Gasoline + LPG Product Rates: 18,000 bpd Gasoline at $2.73/gal ($114.66/bbl) 1,850 bpd LPG at $1.53/gal ($64.26/bbl) Feedstock: Sub-bituminous Feed Rate: 10,410 mtpd at $20/mt delivered Capital Cost: $2.8B*
Slide 6: The Carbon Effect
The Carbon Effect How does CO2 legislation impact project economics
Slide 7: Regional Sensitivities
Regional Sensitivities CTL outlook around the world Capital cost key driver in project economics variances are attributed to labor and productivity Coal pricing is based on expected long term procurement USGC - PRB railed/barged from Wyoming US Wyoming - mine mouth PRB Australia - mine mouth sub-bit
Slide 8: SES' CTL Project Updates
SES' CTL Project Updates Action in Australia, India & US Coalworks Limited, New South Wales, Australia Update of modeling and cost estimate for high pressure case for 7,000 bpd CTL project ambreCTL, Queensland, Australia Completed coal analysis and preliminary testing at GTI Completed one-week coal
Slide 9: Zao Zhuang (ZZ) - Shandong Province
Zao Zhuang ("ZZ") - Shandong Province JV with Shandong Hai Hua Coal & Chemical Co. Ltd (96% SES / 4% HH) Proven U-GAS(r) performance with successful commercial operation; 4 yrs Designed for 22,000 Nm3/hr of clean syngas on coal washing waste (40 wt% ash) High syngas availability...over 97% average 3
Slide 10: Construction Update: Yima Coal to MeOH Project
Construction Update Yima Coal to MeOH Project Joint Venture with Yima Industry Group (75% Yima / 25% SES) Phase I of $4B coal to chemicals facility nearing end of construction Product: Phase 1 = 300,000 mtpy of MeOH Feed: 2,400 mtpd of up to 45%wt ash coal Location: Henan Province, China Syngas star
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Slide 13: Enabling the Success of CTL Globally
Helping to grow global market opportunities for CTL through support of projects in Australia, India, & US Has the only commercially available gasification technology to address low quality coal (>35% ash) Has proven technology at commercial scale in China for chemicals production 2nd plant coming on