Dotz Nano Limited · ASX:DTZ
Dotz Nano — Investor Presentation (October 2023)
49 slides from Dotz Nano's investor presentation, Oct 30, 2023
Slide 1: Talking Carbon Capture with Dotz Nano
Capture Your Future For personal use only TALKING CARBON CAPTURE WITH DOTZ NANO [ASX:DTZ] Investor Webinar, October 30, 2023
Slide 2: Disclaimer and Important Notice
Disclaimer and Important Notice. This Presentation has been prepared by Dotz Nano Limited ACN 125 264 575 (Dotz Nano or the Company) and is general background information about the Company’s activities as at the date of this Presentation. The information is given in summary form and does not purport
Slide 3: Dotz in a Nutshell
Dotz in A Nutshell. Harnessing nanotechnologies for a better planet For personal use only Leading developer of innovative climate and industrial nanotechnologies DIVERSIFIED TECHNOLOGY PORTFOLIO VALIDATED TECHNOLOGIES Primary focus on ground-breaking carbon Proven technology scale-up with management
Slide 4: Our Journey
Our Journey. For personal use only 2016 2017- 2024- 2015 2023 2022 Company’s Listing at the Development, scale-up Strategic acquisition of capitalize on the $600B establishment Australian Securities and commercialization of innovative CO2 capture opportunity in carbon Exchange (ASX) carbon and graph
Slide 5: Michael Shtein, Ph.D.
For personal use only Michael Shtein, Ph.D.
Slide 6: Carbon Capture Landscape
For personal use only EARTH Carbon Capture Landscape
Slide 7: For personal use only
For personal use only • Over 35 years of operational, business development, and strategic leadership in the energy and clean technology sectors. • Acts as a strategic consultant to technology companies, notably in rare earth elements recycling and carbon capture and holds several other directorships
Slide 8: The Fundamental Problem
The Fundamental Problem. For personal use only Average global temperatures have risen 1.2 °C Due to increasing atmospheric CO2 concentration Source: NOAA Climate.gov 8
Slide 9: Fossil Fuel for Power & Industry
For personal use only Fossil Fuel for Power & Industry. Power, Cement, Steel, Chemicals Accounts for > 60% Of Global Emissions Or 24 Gigaton of CO2 every year Source: IEA 9
Slide 10: Carbon Capture Will Play Major Role in Energy Transition
Carbon Capture Will Play Major Role in Energy Transition. For personal use only Fossil fuel use will remain A major energy source Source: IEA 10
Slide 11: Carbon Capture Will Play Major Role in Energy Transition
Carbon Capture Will Play Major Role in Energy Transition. Capture capacity must grow 150x from today For personal use only The International Energy Agency Carbon capture capacity by sector (“IEA”) estimates that to limit temp. rise to 1.50C, • 1.2 Gtpa fo CO2 must be captured by 2030 • 5.6 Gtpa of C
Slide 12: What is the value or price for a ton of Carbon
What is the value or price for a ton of Carbon. Set by Emissions Trading Systems, Carbon Taxes, or Tax Credits For personal use only ~ 25% Of Global Emissions Presently Covered By Pricing Mechanism (excluding US) Source: Global CCS institute 12
Slide 13: Present Pricing Drives Carbon Capture Adoption
Present Pricing Drives Carbon Capture Adoption. For personal use only EU Emissions Trading Scheme Value/cost of carbon is increasing , 140 driving financial viability and adoption of carbon capture 120 Canadian Carbon Tax (2030) 100 Governments are allocating billions for carbon capture research, de
Slide 14: Major governmental funding Programs
Major governmental funding Programs. For personal use only 14
Slide 15: For personal use only
For personal use only “CARBON CAPTURE REPRESENTS AN ADDRESSABLE MARKET OF NEARLY $100 BILLION BY 2030 AND $600 BILLION BY 2050 JUST IN THE UNITED STATES.” David Crane Director, Office of Clean Energy Demonstrations
Slide 16: Carbon capture technologies overview and sorbents
For personal use only Carbon capture technologies overview and sorbents Jasmina H. Cavka Technology for a better society
Slide 17: For personal use only
• Research Manager at SINTEF Industry, Department of Process Technology. For personal use only • PhD in chemistry from the University of Oslo, specializing in materials science, specifically metal-organic frameworks for applications in separation and catalysis. • Over 10 years of experience within r
Slide 18: Overview of carbon capture processes
Overview of carbon capture processes For personal use only Retrofitting No Retrofitting Retrofitting Retrofitting F. Gerali (2019). Carbon Dioxide (CO2) Capture and Storage (CCS), Engineering and Technology History Wiki.
Slide 19: The post-combustion technologies
The post-combustion technologies For personal use only • Absorption • Membranes • Cryogenic separation • Adsorption • Hybrid processes ‒ There are no other separation principles available for gas separation
Slide 20: Parameters to consider when selecting a CCS technology
Parameters to consider when selecting a CCS technology Boundary Condition/KPI Comment For personal use only CO2 Content in flue gas Key parameter for choice of technology Flue gas impurities Pretreatment may be required to protect capture process Target CO2 capture rate Capture technologies vary in
Slide 21: Absorption
Absorption For personal use only • Absorption (solvent-based) capture is the most mature capture technology • The process is normally a heat-driven temperate swing process • The process can offer high capture rates (>98%) and a CO2 stream with high purity (>99.9%) • Most, but not all, absorption pro
Slide 22: Membranes
Membranes For personal use only • Membrane technology has appeal as being operationally simple and not relying on free chemicals • It is inherently an electricity driven process, relying on compression and/or vacuum • Membrane technology is by nature well- suited for bulk removal of CO2 • It is impo
Slide 23: Cryogenic
Cryogenic For personal use only • Based on cooling the flue gas to the point where phase separation occurs • There is an inherent need to dry the flue gas • Is by nature an electricity driven process • Few developers of cryogenic technology and relatively little data available
Slide 24: Adsorption
Adsorption • Adsorption is based on capturing CO2 on a solid material For personal use only • There is a large variety of potential adsorption processes that can be considered in CO2 capture, this includes Pressure Swing Adsorption (PSA) processes are widely studied for pre-combustion and fluidized
Slide 25: Technology comparison
Technology comparison Technology Absorption Membranes Adsorption Cryogenic For personal use only TRL 7-9 6-7 5-6 Unclear (Few developers) (Few developers) Optimal <12 >12 Depends on process Unclear CO2% in Flue (strongest position) (strongest position) configuration gas Energy supply Heat driven Ele
Slide 26: Solid sorbents used for CO2 capture
For personal use only Solid sorbents used for CO2 capture Technology for a better society
Slide 27: Various families of solid CO2 sorbents
Various families of solid CO2 sorbents For personal use only MOFs Partly taken from: Choi et al, ChemSusChem, 2009
Slide 28: Low temperature sorbents
Low temperature sorbents For personal use only Active carbons Metal-Organic Frameworks (MOF) Zeolites Metal Organic 3D porous cluster linker framework A growing number of MOF vendors Amine-functionalized >6000 catalogued architectures Infinite variation of chemistry Can vary metal / linker / functio
Slide 29: What determines the applicability of a certain adsorbent?
What determines the applicability of a certain adsorbent? • The shape of the isotherm relative to boundary conditions For personal use only of the adsorption process. ‒ T, p & composition of inlet gas ‒ T, p & composition demand of outlet gas(es) ‒ For TSA processes you need a sorbent having large c
Slide 30: Technology for a better society
For personal use only Technology for a better society
Slide 31: From Plastic Waste to Carbon-based Solid Adsorbent
For personal use only EARTH From Plastic Waste to Carbon-based Solid Adsorbent
Slide 32: For personal use only
• Dr. Tour is a Professor of Chemistry, Professor of Computer Science, and Professor of Materials Science and Nano-Engineering with 30 years of experience, first at the For personal use only University of South Carolina followed by his present position at Rice University, Texas, USA. • Dr. Tour has
Slide 33: Plastic Waste Product Captures Carbon Dioxide in Nanometer Pores
For personal use only Plastic Waste Product Captures Carbon Dioxide in Nanometer Pores Wala A. Algozeeb, Paul E. Savas, Zhe Yuan, Zhe Wang, Carter Kittrell, Jacklyn N. Hall, Weiyin Chen, Praveen Bollini, and James M. Tour*
Slide 34: Development Plan
For personal use only EARTH Development Plan
Slide 35: Michael Shtein, Ph.D., Founder, CTO
• Entrepreneur with over 15 years of managerial and R&D experience, Dr. Shtein is an For personal use only expert in commercializing academic concepts to products and is a co-founder of several Nanotech and Biomed companies. • CTO & Co-Founder of Dotz Nano Michael Shtein, Ph.D. • Before founding Dot
Slide 36: Competitive Landscape
Competitive Landscape. For personal use only High Solid Sorbents Cost Effectiveness Other Fuel cells, cryogenic capture, chemical looping & oxy-combustion cycles Membranes Improved Solvents Amine Solvents Low 1 2 3 4 5 6 7 8 Technology readiness level Research stage Development stage Demonstration s
Slide 37: New Generation of Carbon Capture Sorbent
Nano porous carbon New Generation of Carbon Capture Sorbent. Upcycling plastic waste to mitigate CO2 Electron Microscopy of sorbent showing its highly porous structure Abundant and renewable process For personal use only Production process using waste plastics Doubles the impact Thermal Treatment Ta
Slide 38: Dotz Earth Development Roadmap
Dotz Earth Development Roadmap. 2023 2024 2025 2026 2027 For personal use only TRL 7 Industrial units TRL 5 Design and manufacture an industrial unit designed to capture >10 TPD TRL 3 Lab-scale pilot unit Objective: unit for small/med scale Design and manufacture a pilot unit emitters / first step C
Slide 39: Illustrative Conceptual Design
Illustrative Conceptual Design. Simple, straightforward and modular process A pure stream of CO2 is compressed & 6 liquified, then transported via pipeline to be safely stored or used. 1 For personal use only CO2 rich flue gas leaves the power plant and CO2 clean flue gas is enters the carbon 3 rele
Slide 40: Development Collaborations
Development Collaborations. For personal use only Development Validation Application 40
Slide 41: A New Era of Sorbents Powered by Nanotechnology
A New Era of Sorbents Powered by Nanotechnology. Harnessing the power of nanotechnology towards carbon-neutral future For personal use only 41
Slide 42: Q&A Session
For personal use only Q&A Session EARTH
Slide 43: Closing Remarks
For personal use only Closing Remarks EARTH
Slide 44: In Summary
In Summary. For personal use only CARBON CAPTURE IS THE ONLY VIABLE SOLUTION TO REDUCE CO2 EMISSIONS A MULTIBILLION MARKET OPPORTUNITY, BACKED BY STRONG TAILWIND THE FUTURE OF COMMERCIAL CARBON CAPTURE TECHNOLOGIES IS BASED ON SOLID SORBENTS DOTZ EARTH IS AN IDEAL PLATFORM TO ENTER THE CLIMATE SPACE
Slide 45: Key Enablers of The Energy Transition
Key Enablers of The Energy Transition. Technologies and collaborations are the driving forces towards net zero For personal use only Technology Industries Governments Investors innovators Cross-sector R&D fundings; Public and private Technology is one of the key partnerships to achieve progressive r
Slide 46: Our technology
Our technology. For personal use only A proprietary carbon-based solid sorbent, represents the next evolution in carbon capture technologies Double the impact - Upcycling plastic waste to mitigate CO2 Point-source technology offering an efficient and sustainable approach to drive industrial deep dec
Slide 47: Experienced Leadership Team
Experienced Leadership Team. Experienced team with execution track record BOARD OF DIRECTORS EXECUTIVE TEAM For personal use only Liat Bar Ziv Sharon Malka Michael Shtein, Ph.D. Alperovitz Bernie Brookes Doron Eldar CEO Founder, CTO CFO Chairman Director Shirley Shoshaney- Davidi Tulipman Zohar Birm
Slide 48: Collaborations Across The CO2 Value Chain
Collaborations Across The CO2 Value Chain. Technology and collaboration as the driving forces EARTH For personal use only Complementary technologies Carbon Management Technologies Industrial emitters Development Strategic Collaborations partnerships Engineering companies
Slide 49: Join our Journey
For personal use only Join our Journey 49