Environmental Clean Technologies Limited · ASX:ECT
Environmental Clean Technologies — Investor Presentation (March 2022)
26 slides from Environmental Clean Technologies's investor presentation, Mar 9, 2022
Slide 1: Technology that enables the stable transition to net zero
For personal use only Technology that enables the stable ECT ENVIRONMENTAL CLEAN TECHNOLOGIES LIMITED transition to net zero. Investor Presentation
Slide 2: Disclaimer
Disclaimer For personal use only Environmental Clean Technologies Limited (“ECT” or “the Company”) has taken all reasonable care in compiling and producing the information contained in this presentation. The Company will not be responsible for any loss or damage arising from the use of the informati
Slide 3: The Problem
The Problem For personal use only Households, businesses and governments around the world are consuming energy at unprecedented levels while demanding reliability and affordability This current high emissions reality is challenged by the global commitment to reach net zero emissions by 2050 3
Slide 4: The Solution
The Solution For personal use only ECT bridges the gap between the current high emission reality and the zero-emission world of the future ECT’s technology aims to play a key role in the transitional pathway to net zero by utilising abundant low rank and waste fuel sources in a new, clean way ECT’s
Slide 5: ECT's technology suite is the bridge to net zero emissions
ECT’s technology suite is the bridge to net zero emissions For personal use only Abundant, Lignite Biomass low rank fuel & other waste ECT Gateway COLDry Technology ECT Processing COHgen HydroMOR CDP-WTE Technology Solutions / Clean Hydrogen Agricultural Char Syngas, DME & Low emission Graphitic Pro
Slide 6: ECT Technology
ECT Technology For personal use only ECT’s technology suite HydroMOR Iron & Steel Market High value enables the adoption of net • Natural Gas Market zero emission targets by High Value Applications Conversion Processes ( inc.COHgen) • Formic acid, DME & Syngas • Chars, PCI & Oils • Hydrogen decarbon
Slide 7: The world's most efficient drying process
The world’s most efficient drying process COLDry for high moisture content feedstocks For personal use only ✓ Low temperature ✓ Thermally stable pellet = storable & ✓ Low pressure transportable ✓ Reduces +50% moisture to <15% ✓ Feedstock for higher value applications including iron & steel, ✓ ~200%
Slide 8: The world's most efficient drying process
The world’s most efficient drying process COLDry for high moisture content feedstocks For personal use only • High pressure and high temperature = 20 high energy cost • Steam tube drying is the conventional lignite Lignite drying processes drying method over the past century Higher OPEX Cost Steam T
Slide 9: Low cost, low emission hydrogen
Low cost, low emission hydrogen COHgen production from lignite For personal use only ✓ Low temperature, more efficient = lower cost capex and opex ✓ Lower CO2 emissions than the coal gasification steam reforming process ✓ >50% hydrogen concentration in the gas stream ✓ Low-cost feedstock = lignite ✓
Slide 10: World's first lignite-based HydroMOR iron making technology
World’s first lignite-based HydroMOR iron making technology For personal use only ✓ Utilising hydrogen extracted from lignite to decrease costs & emissions ✓ HydroMOR is the only lignite-based iron making process ✓ Economic at a smaller scale than conventional processes ✓ Operates at lower temperatu
Slide 11: Global movement to embrace net zero emission policies
For personal use only The global movement to embrace net zero emission policies and projects that mitigate the effects of climate change present significant commercial and investment opportunities for ECT’s technologies 11
Slide 12: ECT has the Solution
ECT has the Solution For personal use only Adoption of ECT’s technology suite delivers targeted solutions for the use of lignite and waste resources in a new, clean way across the energy, agricultural and industrial sectors and creates the opportunity to pivot away from low- value, high-emission ele
Slide 13: Commercial Opportunities: Hydrogen Market
Commercial Opportunities Hydrogen Market For personal use only Problem The transition to renewables is jeopardising grid stability and energy reliability Proposals for a green hydrogen future are currently expensive, inefficient and require large amounts of water and renewable power There are also s
Slide 14: Commercial Opportunities: Agricultural Market
Commercial Opportunities Agricultural Market For personal use only Problem Our soils are in crisis and our capacity to feed the world’s growing population in the midst of climate change & deforestation is a significant challenge Solution The addition of char, an abundant downstream by-product of the
Slide 15: Commercial Opportunities: Graphitic Carbon Market
Commercial Opportunities: Graphitic Carbon Market For personal use only Problem The demand for electric vehicle (EV) & grid storage batteries is growing, driving demand for the critical minerals needed to make the batteries. Graphite is one of those minerals, with a global forecast deficit of 80,000
Slide 16: March 2022 Project Updates
For personal use only March 2022 Project Updates 16
Slide 17: Bacchus Marsh COLDry Demonstration Project
Bacchus Marsh COLDry Demonstration Project For personal use only Phase 1 Phase 2 Phase 2 aims to demonstrate a net zero emission hydrogen and ag char process, including: - Char and syngas production - Formic acid production - Dimethyl Ether production - Hydrogen production - Electricity production (
Slide 18: Yallourn Net-Zero Emission Hydrogen Refinery
Yallourn Net-Zero Emission Hydrogen Refinery For personal use only Site acquired adjacent to the existing Yallourn mine and power station complex 1. Yallourn power station 2. COLDry plant 3. Downstream processes 4. Lignite terminals 18
Slide 19: Yallourn Net-Zero Emission Hydrogen Refinery
Yallourn Net-Zero Emission Hydrogen Refinery For personal use only • Front ended by a COLDry plant, feeding dried COLDry pellets to char kilns (syngas and char product streams) • Syngas processed and reformed to provide hydrogen and CO2 as major components • Hydrogen and CO2 sent to formic acid and
Slide 20: Yallourn Net-Zero Emission Hydrogen Refinery
Yallourn Net-Zero Emission Hydrogen Refinery For personal use only Clean Hydrogen Critical Minerals Soil Health H2 • Net zero hydrogen production from • Production of graphitic anode • Agricultural char production lignite & waste biomass material for lithium-ion batteries, • Soil health & productivi
Slide 21: Yallourn Refinery Project Diagram
Yallourn Net-Zero Emission Hydrogen Refinery For personal use only Project Diagram Hydrogen Market Hydrogen Domestic & Export Hydrogen market activation phase (net zero) Hydrogen market Recycled heat Industrial & expansion phase Formic Acid Hydrogen carrier Domestic & used for drying agricultural (n
Slide 22: Yallourn Refinery Process Flow Diagram
Yallourn Net-Zero Emission Hydrogen Refinery For personal use only Process Flow Diagram Exhaust to Lignite Biomass atmosphere 300kt- 50kt-150kt 200kt Step 6 Electricity Heat Recovery Gas Turbine ~20MW Step 1 COLDry Process 170kt out Steam Step 2 Step 5 Air Pyro Kilns Hydrogen Kiln PSA Unit ~1.5kt Ki
Slide 23: ESG Credentials
ESG Credentials For personal use only • Strong ESG history in areas of Planet and Prosperity GHG Net Zero Emissions Targets: • Quarterly ASX reporting on ESG metrics - WEF Stakeholder • Corporate – Scope 1&2 H2 CY22 (Report/Mitigate) Capitalism Framework adopted • Bacchus Marsh – Scope 1&2 CY23 (Rep
Slide 24: Investment Highlights
Investment Highlights For personal use only • A true net zero emission solution to Victoria’s abundant and low-cost lignite reserves • World’s most efficient drying process enables lignite use in downstream conversion for high value products • COLDry IP owned 100% by ECT and protected in major marke
Slide 25: Corporate Snapshot
Corporate Snapshot as at 1 March 2022 For personal use only Market Capitalisation Shares on Issue Share Price ~$38.6m 1.544 bn $0.025 Directors & Key Management Jason Marinko Jason is an experienced public company CEO, Director and Chairman, with expertise in the technology and investment banking in
Slide 26: ECT bridges the gap between today's high emissions use of resources and tomorrow's net zero world
For personal use only ECT bridges the gap between today’s high emissions use ECT of resources and tomorrow’s net zero emissions world. ENVIRONMENTAL CLEAN TECHNOLOGIES LIMITED ectltd.com.au
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