Provaris Energy Ltd · ASX:PV1
Provaris Energy — Investor Presentation (September 2022)
22 slides from Provaris Energy's investor presentation, Sep 5, 2022
Slide 1: Compressed Hydrogen connecting the world to a clean energy future
For personal use only PROVARIS ENERGY LTD. Compressed Hydrogen connecting the world to a clean energy future. 5 September 2022 www.provaris.en er gy
Slide 2: Important Notice and Disclaimer
For personal use only This presentation and these materials (together the “Presentation”) have been prepared by Provaris Energy Ltd ACN This Presentation, including opinions set out in it, is based on information compiled or prepared by Provaris from 109 213 470 (ASX:PV1) (“Provaris”) as a summary o
Slide 3: Making green hydrogen accessible through compressed hydrogen
Provaris is making the future of green For personal use only hydrogen accessible through the simplicity and efficiency of compressed hydrogen. PROVARIS ENERGY LTD. www.provaris.energy 3
Slide 4: Corporate Overview
Shareholding (Undiluted) Corporate Overview Board & 12mth Share Price Performance Management For personal use only Ordinary Shares on Issue (PV1.ASX) 544m 10% Retail Market Capitalisation (at 8c) $43m 60% Cash (at 30 June 2021) $11.6m Institutional & HNW 30% Listed Options on Issue (PV1OA.ASX) 1 96.
Slide 5: Board & Management
Australian company with offices in Sydney, Perth, Oslo and Calgary providing global experience across energy For personal use only infrastructure, utilities, ship newbuilds, operations, and capital markets Martin Carolan Garry Triglavcanin Greg Martin Andrew Pickering David Palmer Norman Marshall Ma
Slide 6: Progressing our ESG reporting
Progressing our reporting For personal use only Provaris has adopted the World Economic Forum (WEF) framework with which to report material and non-material Environmental, Social and Governance (ESG) matters. While our business and future projects can create inherent positive impact, the adoption of
Slide 7: Fundamentals for compression
For personal use only Fundamentals for PROVARIS ENERGY LTD. www.provaris.energy 7
Slide 8: Compression provides a simple solution for green hydrogen
Compression provides a for green hydrogen For personal use only 3 stages for a hydrogen supply chain Renewable Energy Green H2 1. Compress & 2. Store & Transport 3. Decompress & H2 Distribution H2 Markets Wind, Solar Production Load Unload Transmission Line Power, Industry, Transport (Electrolyser 2
Slide 9: Scoping Study confirmed compression delivers a zero emissions supply chain
Scoping Study confirmed compression delivers a For personal use only with zero emissions • 100% green supply chain analysis for hydrogen • Export volumes of 50,000 to 400,00tpa • Market distances of 2,000 to 4,000 n.m. PROVARIS ENERGY LTD. www.provaris.energy 9
Slide 10: Energy rating for C-H2, LH2 and NH3
Energy Rating for C-H2, LH2 and NH3 > Compression is an energy efficient solution Use (kWh / kg for delivery of green hydrogen over regional H2) Losses (% day) has distances Very High 10.0 + 2.0 + % For personal use only High 5.0 –10.0 0.5 –2 % > Removes cost and energy penalties of Moderate 1.0 –5.
Slide 11: GH2 Carrier provides solution for bulk marine hydrogen export
GH2 Carrier provides Approval In Principle confirms no risks to prevent successful development: N2Max & H2 H2Neo for bulk Two GH2 Carriers under development H2Max, 120,000 m3 marine hydrogen export For personal use only H2Neo, 26,000 m3 Roadmap to zero carbon shipping through electric propulsion sys
Slide 12: Developing a portfolio of projects leveraging compressed shipping IP
Developing a portfolio of , leveraging innovative compressed shipping IP For personal use only to be first to market Value creation through innovative IP and project origination, development, construction and operations. Ship Engineering & Approvals Hydrogen Export Projects Midstream Hydrogen Transp
Slide 13: Future
For personal use only Future PROVARIS ENERGY LTD. www.provaris.energy 13
Slide 14: Hydrogen market set for remarkable growth through to 2050
Green H2 production Hydrogen uses Hydrogen market set for remarkable growth For personal use only through to 2050 Role of hydrogen in the energy transition: The key tool for harder-to-de- carbonize sectors: Iron & Steel, Refining, Power Generation, Heavy Transport, Heat, & Shipping Falling costs of
Slide 15: Strategy to develop a portfolio of projects
Strategy to develop a portfolio emerging on a of projects to position compression as a mainstream portfolio of hydrogen projects solution for regional shipping For personal use only Tiwi H2, Australia 100,000tpa to Singapore & Korea HyEnergy, Australia 200,000tpa to Singapore; offshore loading Moroc
Slide 16: Tiwi H2 project strategically located to key export markets
Provaris acknowledges that its proposed Tiwi Islands Green Hydrogen Export Project is located on the traditional lands of the Munupi people. It is a privilege to have the support and such a close working relationship with the Tiwi Land Council and Munupi Landowners. Project strategically located to
Slide 17: Site infrastructure enables export project from Northern Australia
Site infrastructure enables project For personal use only from Northern Australia • Concept Design Study (August 2022) confirms feasibility for an integrated compressed hydrogen production • USD 4.5-5.2B project including fleet of GH2 Carriers to support efficient and modular approach across two sta
Slide 18: HyEnergy: fleet of compressed hydrogen ships
Fleet of Compressed Hydrogen Ships MOU to to evaluate 8GW Wind / Solar + 5GW Electrolysers to Asia-Pacific using GH2 Scoping Study complete & advancing feasibility For personal use only Carriers • 8 GW HyEnergy Project targeting 500,000 tpa of green hydrogen export • Provaris feasibility study to de
Slide 19: Forward program for shipping class approvals and projects
Forward Program for Shipping Class Approvals aligned with the For personal use only Q1 22 Q2 22 Q3 22 Q4 22 1H 23 2H 23 2024 2025 2026 2027 Shipping Class Approvals Complete material testing & prototype Ships ABS Design test Commence small Detailed engineering, ABS Class review, available Approval f
Slide 20: Contact
Contact For personal use only Martin Carolan Managing Director mcarolan@provaris.energy +61 404 809019 www.provaris.energy ASX.PV1 @ProvarisEnergy Provaris Energy Ltd. Sydney, Perth, Oslo, Lisbon, Calgary info@provaris.energy
Slide 21: Appendices
For personal use only Appendices PROVARIS ENERGY LTD. www.provaris.energy 21
Slide 22: Compression provides for efficient transport using installed wind generation
Compression provides for efficient using installed wind generation For personal use only An energy efficient offshore transport solution for the development of a hydrogen production facility using “off-grid” wind power PROVARIS SCOPE Unloading Terminal Unloading Facility Unloading H2 through Scaveng
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