Synthesis Energy Systems Inc · OTC:SYNE
Synthesis Energy Systems — Robert W. Baird & Co. 2010 Clean Tech Conference
14 slides from Synthesis Energy Systems's conference presentation, Nov 30, 2010
Slide 1: Robert W. Baird 2010 Clean Tech Conference
Synthesis Energy Systems Robert W. Baird & Co.2010 Clean Tech ConferenceNovember 30, 2010
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: Unleashing the Power of Low Rank Coal and Biomass
Synthesis Energy Systems - Unleashing the Power of Low Rank Coal and Biomass Commercially proven Advanced Gasification Technology Transforming ultra low quality coals into energy and chemicalsCreating value in otherwise low value coal resourcesEnabling renewable energy products - biomass gasificatio
Slide 4: Advanced Gasification Technology: The Key to Unlocking Value
Advanced Gasification Technology The Key to Unlocking Value Greenhouse Gas Capture Capable - CO2 Low ValueFeedstocks High Value End Products Gasoline blendingSyngas to gasolineDiesel - DME & FT liquids LPG - DME blending Synthetic natural gas (SNG) Fuel Gas IGCCFuel cells MethanolHydrogenOlefinsAcet
Slide 5: Technology Advantages
Technology Advantages Industry leading capability Proven TechnologyDeveloped by GTI(r) over the past 35 years11 pilot, demo and commercial units since 1975SES proprietary "Know-How" & technology capabilityGrowing IP with twelve new patents pendingIndustry leading fuel range for coals & biomassEconom
Slide 6: Target Geographies
Target Geographies Source: BP Statistical Review of World Energy 2009, U.S. Energy Information Administration1 Net petroleum imports includes both crude and refined petroleum products. Australian imports represent the broader Australasian region2 Includes both Australia and New Zealand Coal reserves
Slide 7: Creating Value from Low Cost - Low Quality Coals
Creating Value from Low Cost - Low Quality Coals Total world coal reserves: 909 billion1~50% of global coal is lower quality1 Lower cost per unit energyLower mining costs are typicalDifficult for conventional coal technologiesU-Gas(r) cleanly & efficiently processes &...Creates value in otherwise lo
Slide 8: China Natural Gas Demand and Coal-Based Opportunity
Natural gas-demand outpacing production (billion ncm) Business Launched in China GDP growth rate forecasted ~9%(a)Coal supplies ~70% of energy consumption(b)Cleaner coal solutions neededChina ~100BCM short on gas in 10 yearsLarge scale SNG projects in planningMotor fuel growth expected to increase ~
Slide 9: Illustrative China Coal to Gas (SNG) Economics
Illustrative China Coal to Gas (SNG) Economics Assumptions:4 billion ncm/yr SNG project in Inner Mongolia ChinaAll natural gas selling prices are retail price, including piping cost 60/40 D/ETIC $2.2bn; coal price inc. VAT at Rmb 135 per met ton ($20/ston) China Synthetic Natural Gas - SNGAdvantageo
Slide 10: Multiple Paths to Value Creation
Multiple Paths to Value Creation SES Advanced Gasification Technology Three Tiered StrategyTechnology & Equipment SupplyRapid U-Gas(r) CommercializationNear term revenuesProject InvestmentsEquity Carries & OptionsSelective InvestmentsIntegrating Coal ResourceTransforming low quality coal value throu
Slide 11: Technology and Equipment Supply
Technology and Equipment Supply Robust pipeline of opportunities workingGrowing regional footprint; China, India, Turkey, Vietnam, Australia, USMultiple Segments; SNG, Chemicals, Transportation fuels, Fuel gas, PowerEquity investment options Technical Services Specialized Equipment Gasification Tech
Slide 12: Zao Zhuang Phase 1 - Operating
Zao Zhuang Phase 1 - Operating ~3years Achieved COD within 1st year of operationHigh plant availability - 100% during 1Q'11Demonstrated U-GAS(r) fuel flexibility capabilityPhase 2 expansion in planning stage Location Zao Zhuang City, Shandong Province Partner Shandong Hai HuaCoal & Chemical Co. Ltd.
Slide 13: Our Second Project: Yima Phase 1 - Under Construction
Our Second Project Yima Phase 1 - Under Construction Yima Phase 1 - Under Construction Yima Phase 1 - Under Construction A Multi-Phased Project ApproachMazhuang Coal Chemical ParkPh 1 300k tpa MeOH (under construction)Ph 2 and Ph 3 ~900k tpa MeOH equivalentIntegrated local coal resourceMazhuang Park
Slide 14: Summary
Summary Multiple paths to value creationTechnology and equipment supplyCoal & biomass project investmentsIntegrated coal resource playsA clean alternative to oil and natural gas productsProven technology with a low cost producer platformFirst project in operation and performing wellSecond project in
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