Hazer Group Ltd. · ASX:HZR
Hazer — Corporate Update (October 2023)
26 slides from Hazer's corporate update, Oct 9, 2023
Slide 1: Hazer Group Ltd Analyst Site Visit
ASX:HZR Hazer Group Ltd Analyst Site Visit Monday, 9 October 2023
Slide 2: Disclaimer
2 Hazer Group – Analyst Site Visit – 9 October 2023 Disclaimer Important information This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) Forward Looking Statements Statements contained in this document or made during or in connection with Summary Information This do
Slide 3: Corporate Overview
Corporate Overview
Slide 4: Hazer’s competitive technology advantage
4 Hazer Group – Analyst Site Visit – 9 October 2023 Hazer’s competitive technology advantage Innovative low emission, low-cost methane pyrolysis technology producing clean hydrogen and graphite • Hazer Group Limited is a technology development company undertaking the commercialisation of the Hazer P
Slide 5: Executing scale-up strategy in hard-to-abate sectors
5 Hazer Group – Analyst Site Visit – 9 October 2023 Executing scale-up strategy in hard-to-abate sectors Strategy: Enablers: MONETISE & • Commercial scale projects in multiple • Japan & EU Production Facilities GROW jurisdictions under license agreements • New Business Projects • Expand global portf
Slide 6: Key Activities
6 Hazer Group – Analyst Site Visit – 9 October 2023 Key Activities CY2023 CY2024 H1 H2 H1 Procurement, Fabrication, Engineering & Installation Commercial Demonstration Plant (100 tpa) Ready for Start-up Today Targeted Production & Testing Program Hazer-Fortis 2,500 tpa Canada Plant FEED Studies in C
Slide 7: Hazer Investment Highlights
Hazer Investment Highlights
Slide 8: Investment highlights
8 Hazer Group – Analyst Site Visit – 9 October 2023 Investment highlights Low cost, low emissions H2 production technology company positioned to play a leading role in global decarbonisation 1 2 3 4 Low-cost, Low- Compelling Global Tier-1 Advanced Technology emissions, Proprietary Economics & Partne
Slide 9: Low cost & low emissions hydrogen
9 Hazer Group – Analyst Site Visit – 9 October 2023 1 Low cost & low emissions hydrogen Hazer well positioned as a low-cost, low-emissions hydrogen technology Methane Pyrolysis vs SMR Existing Technologies Electrolysis 2x methane on grid 10% less heat Steam Methane Reforming (SMR) No CO2 No
Slide 10: “Plug-in” technology using existing infrastructure
10 Hazer Group – Analyst Site Visit – 9 October 2023 1 “Plug-in” technology using existing infrastructure End-use deployment and application of the Hazer Technology eliminates H2 transport risk and reduces cost • Eliminates requirement for hydrogen transportation cost and risk • Co-located with end-
Slide 11: Delivered cost of H2 – Hazer competitive advantage
11 Hazer Group – Analyst Site Visit – 9 October 2023 2 Delivered cost of H2 – Hazer competitive advantage Landed Cost of Hydrogen* Cost of delivered H2 to Cost of Hazer H2 in US & Asia $14.00 Asia from Australia • Hazer co-located at existing infrastructure eliminating requirement for shipping $12.0
Slide 12: Global partners & projects
12 Hazer Group – Analyst Site Visit – 9 October 2023 3 Global partners & projects Tier-1 partners developing commercial projects in North America, Europe and Asia-Pacific
Slide 13: Advanced technology readiness
13 Hazer Group – Analyst Site Visit – 9 October 2023 4 Advanced technology readiness Project Rapid development since company founding and advancing Tech Readiness Level (TRL) Development Pipeline (< 60kg/hr* continuous**) (~<2 kg/hr* semi-continuous) (~1Kg* batch) (<100g* batch) (<1g* batch) 2007–20
Slide 14: “Capex-lite” business model enables early free-cashflow
14 Hazer Group – Analyst Site Visit – 9 October 2023 5 “Capex-lite” business model enables early free-cashflow Hazer business plan premised on licensing and royalty revenues avoiding large-scale capex exposure Hydrogen Royalties • One technology, two valuable markets • Flexible combination of licens
Slide 15: Graphite production diversifies earnings
15 Hazer Group – Analyst Site Visit – 9 October 2023 6 Graphite production diversifies earnings A synthetic, low emissions product with differentiated morphology and properties • Highly structured vs amorphous carbon black • Iron inclusions produce magnetic graphite Mitsui MOU • Low production emiss
Slide 16: Building leading position in a rapidly growing market
16 Hazer Group – Analyst Site Visit – 9 October 2023 7 Building leading position in a rapidly growing market Hydrogen will play a key role in the decarbonisation of hard-to-abate sectors Current market 500 MTPA ~95 MTPA in 2050*1 © Getty Images Hazer First Mover Advantage 1International Energy Agenc
Slide 17: Global policy action gaining momentum
17 Hazer Group – Analyst Site Visit – 9 October 2023 8 Global policy action gaining momentum Hydrogen strategies expected in countries representing over 80% of global GDP by 2025 inflation Reduction Act (IRA)
Slide 18: Commercial Demonstration Plant (CDP)
Commercial Demonstration Plant (CDP)
Slide 19: Commercial demonstration plant confirming scalability
19 Hazer Group – Analyst Site Visit – 9 October 2023 Commercial demonstration plant confirming scalability The first fully-integrated demonstration plant of the Hazer Process Project Summary • 100 tpa H2 and ~380 tpa graphitic carbon • Carbon negative process with biogas feedstock • Construction & P
Slide 20: CDP on track for start-up in 2023
20 Hazer Group – Analyst Site Visit – 9 October 2023 CDP on track for start-up in 2023 Key Milestones to Ready for Start-up (RFSU) Latest Updates Phase 1 plant construction Heat exchanger successfully installed Reactor fabrication nearing completion Phase 1 commissioning, testing & debugging
Slide 21: Leveraging CDP into new commercial projects
21 Hazer Group – Analyst Site Visit – 9 October 2023 Leveraging CDP into new commercial projects New Commercial Commercial Demonstration Plant (CDP) Projects Demonstrate Continuous Operation • Performance testing & process optimization • Inform commercial design reliability requirements Validate Sca
Slide 22: Project Pipeline
Project Pipeline Partnerships and scale-up into target markets
Slide 23: Overview of key scale-up development projects
23 Hazer Group – Analyst Site Visit – 9 October 2023 Overview of key scale-up development projects BC, Canada Nagoya, Japan Montoir, France • Utilises existing fuel terminal site • Existing LNG import terminal or power • Existing LNG import terminal site • H2 to be used in gas blending and station s
Slide 24: Hazer Group Ltd
Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: hhowlett@we-worldwide.com 24
Slide 25: Abbreviations and units used
25 Hazer Group – Analyst Site Visit – 9 October 2023 Abbreviations and units used ARENA Australian Renewable Energy Agency CCS Carbon Capture & Storage CDP Commercial Demonstration Plan FID Final Investment Decision IRR Internal Rate of Return KTPA thousands of tonne per annum LNG Liquified Natural
Slide 26: Assumptions and notes
26 Hazer Group – Analyst Site Visit – 9 October 2023 Assumptions and notes Slide 11 – Delivered Cost of H2 – Hazer Competitive Advantage 1. Hazer US and Asia Pacific costs of H2 - Company analysis and projections, modelling using an average feedstock gas price for North America of US$2.20/MMBTU, and