Global Bioenergies Sa · SWB:1DK
Global Bioenergies Sa — Investor Presentation (April 2024)
18 slides from Global Bioenergies Sa's investor presentation, Apr 9, 2024
Slide 1: Fostering the environmental transition through biosciences
Fostering the environmental transition through biosciences 9 April 2024 Euronext Paris: ALGBE 1
Slide 2: Disclaimer
Disclaimer This presentation does not purport to be a complete or exhaustive description of Global Bioenergies nor to predict future events or circumstances. It is prepared solely for the information of investors. It contains certain forward-looking statements relating in particular to Global Bioene
Slide 3: GBE at a glance
GBE at a glance Our Company Our Bio-Isobutene Process ✓ A unique & disruptive gaseous fermentation process ✓ Founded in 2008 ✓ Synthetic Biology x Green Chemistry = Deeptech ✓ ~50 employees in the Paris area ✓ Aim to significantly contribute to cutting CO2 emissions ✓ IPO in 2011 - listed on Euronex
Slide 4: Global warming is accelerating
Global warming is accelerating 4
Slide 5: Air transportation is responsible for 5% of it
Air transportation is responsible for 5% of it Where is the CO2 emitted? Work by Adam Symington https://www.visualcapitalist.com/cp/mapped-carbon-dioxide-emissions-around-the-world/ 5
Slide 6: Sustainable Aviation Fuels are part of the solution
Sustainable Aviation Fuels are part of the solution • Electric commercial airplanes will never happen (batteries too heavy) • Hydrogen commercial planes are very far away (and most hydrogen is produced from fossile hydrocarbons) → International Air Transport Association (IATA) : Sustainable Aviation
Slide 7: Our innovative biological process to Isobutene
Our innovative biological process to Isobutene Genetically engineered bacteria Agricultural and Isobutene forestry residues No biological starting point because isobutene is not produced by Nature → unique artificial metabolic pathway - huge technology barrier overcome ; long R&D effort First ever f
Slide 8: Our process: global picture
Our process: global picture Sugar Isobutene Isodedodecane residues & isohexadecane Biology Chemistry • 1G ressources: • Smallest • Key ingredient Sugar beet, sugar branched in cosmetics cane molecule on • SAF approved • 2G ressources: Earth by ASTM Wheat, straw • Chemical building block 8
Slide 9: Our solution: IBN-SPK a new, innovative SAF technology
Our solution: IBN-SPK a new, innovative SAF technology IBN-SPK Technology ✓ ASTM certified ✓ Technical feasibility proven ✓ Protected by >30 patent families ✓ Based on several feedstocks Product ✓ Cut CO2 emissions & maintain performance → no compromise ✓ Very good cold flow properties → Stays liqui
Slide 10: IBN-SPK is one of the few SAF technologies
IBN-SPK is one of the few SAF technologies Oleochemical Biochemical Thermochemical Pathway E-fuels path path path Hydrotreated Fermentation (ATJ-SPK) Fischer-Tropsch Power-to-Liquid Technology Esters and Fatty (FT) (PtL) Acids (HEFA) ETJ-SPK IBN-SPK Household or Used cooking oil, 1G (US only): corn,
Slide 11: Fewer steps than competitive technologies
Fewer steps than competitive technologies IBN-SPK SAF Isobutene Biochemical path ETJ-SPK SAF ethanol ethylene Shorter route = lower cost ? 11 To be validated at industrial scale…
Slide 12: Roadmap
Roadmap R&D Industrialization Ramp-up Demonstrate technical and Generate revenues and Large-scale commercial commercial feasibility transform the company into a deployment of GBE’s full industrial player technology 2017 2022 2027 2030 Horizon I : Demo plant Horizon II : Semi-works Horizon III : Indu
Slide 13: Horizon IV (1/3): several SAF plants in 2030
Horizon IV (1/3): several SAF plants in 2030 Horizon IV.1 Horizon IV.2 Horizon IV.3 Horizon IV.4 Project Large-scale replica of Horizon III Adaptation to 2G feedstocks Integration through retrofit of existing plants TBD Location (likely to be in Europe or in the US) Tech readiness 1G resources 2G re
Slide 14: Horizon IV (2/3): A market in million tons building up
Horizon IV (2/3): A market in million tons building up Forecast 2030 4,3 Mt /!\ Unmet needs 12,8 Mt Vs 8 Mt New production capacities identified but left to implemented 0,5 Mt Current production capacities Mandated SAF Needs Production capacities 14 Source : SkyNRG – Sustainable Aviation Fuel Market
Slide 15: Horizon IV (3/3): positioning
Horizon IV (3/3): positioning As a drop-in fuel, GBE’s biofuel can safely be blended with fossil jet fuel, up to 50% using the same airplanes and infrastructure (no retrofit required) GBE’s SAF maximum share in blend(1) 100% derived from natural sources, GBE’s SAF emits significantly less CO2 than t
Slide 16: Horizon III: a 2,500t/yr plant to address niche markets
Horizon III : a 2,500t/yr plant to address niche markets IDD and IHD are key ingredients in Isonaturane is a perfect replacement Using GBE’s Isonaturane is the only way cosmetics for petrochemical IDD/IHD for brands to claim naturalness IDD and IHD are used since decades in With the same molecular c
Slide 17: Horizon III: Design and schedule
Horizon III : Design and schedule • The plant will focus on high added- value cosmetics markets, with annual production capacity up to 2,500 tons • The total volume of letters of intent exceeds the plant's production capacity • The plant will also enable to initiate the sustainable aviation fuels ma
Slide 18: Contact
Contact Global Bioenergies 5 rue Henri Desbruères 91000 Evry Courcouronnes invest@global-bioenergies.com +33 1 64 98 20 50 www.global-bioenergies.com 18
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