Hyterra Ltd · ASX:HYT
Hyterra — Geological Society of London Hydrogen Summit, July 2025
22 slides from Hyterra's conference presentation, July 2025
Slide 1: Breaking new ground.
Breaking new ground. Projects in Kansas and Nebraska, USA returning high concentrations of geologic hydrogen and helium. Geological Society ASX: HYT of London hyterra.com Hydrogen Summit, July 2025 A WORLD OF OPPORTUNITY
Slide 2: Important information
Important information This presentation and these materials (together the “Presentation”) have been prepared by HyTerra Ltd (ABN 68 116 829 675) (ASX: HYT, HyTerra or the Company) as a summary of HyTerra’s operations and results for the No distribution in United States or other jurisdictions outside
Slide 3: Our purpose
Our purpose April 2025. Maiden drilling at the Nemaha Project, Kansas. To deliver the world’s cheapest, cleanest, and most profitable hydrogen. How we will get there. 01 Deliver a comprehensive exploration program. 02 Secure key partnerships and customers. 03 Demonstrate a commercial project. GEOLOG
Slide 4: Key investment highlights
Key investment highlights 01 02 03 04 05 Leading the way Clear strategy to Leveraging existing Well funded to deliver Our team has a long in the #1 global explore and appraise hydrogen and helium within a supportive track record in oil, H2 hotspot. resource potential. value chains. jurisdiction. gas
Slide 5: Firstly, what is geologic hydrogen?
Firstly, what is # Modified from https://koloma.com/geologic-hydrogen/. Values obtained from 2022 GREET Model. Carbon intensity of hydrogen production for natural hydrogen was calculated based on Brandt, A. Greenhouse Gas Intensity of Geologic Hydrogen Produced from Subsurface Deposits. 2023. EarthA
Slide 6: Hydrogen has many current uses and some exciting new ones
Hydrogen has many current uses Current uses of hydrogen and some exciting new ones. Oil Fertiliser/ammonia Methanol Food refining production production production Today, hydrogen is used for oil refining and the production of fertiliser, ammonia and food. Tomorrow, it will be a low-carbon fuel optio
Slide 7: Leading the way in the #1 global H2 hotspot
Leading the way in the #1 Early drilling results demonstrate the presence global H2 hotspot. of a working hydrogen and helium system. HyTerra’s 100% owned and operated leases cover over 80,000 acres above the hydrogen- generating Mid-Continental Rift system. Flagship Nemaha Project (Kansas) well sam
Slide 8: Clear strategy to explore and appraise resource potential
Clear strategy to explore and Multiple wells in multiple plays to appraise resource potential. methodically de-risk commercial viability. ✓ ✓ ✓ Pre-Cambrian 10 km Granite Basement GEOLOGIC HYDROGEN. A WORLD OF OPPORTUNITY. Exploring natural hydrogen and helium in the United States. 8
Slide 9: Data driven approach. Drill all wells, analyse, then test.
Data driven approach. Drill all wells, analyse, then test. HyTerra leases Area covering leases held by multiple other companies Hoarty NE3 <44% H2 <13% He Secure priority acreage defined by inhouse geological Crome 1-28 model. Well Permit Drill multiple exploration wells across multiple plays. Colle
Slide 10: Leveraging existing hydrogen and helium value chains
Leveraging existing hydrogen Clear monetisation plan that can be quickly and helium value chains. implemented with common technology. Short term options available for rapid development through the use of onsite compression and truck transport. Ability to fast-track low cost well pilot with onsite se
Slide 11: Continuous Work Program
Continuous Work Program. Strong news flow ahead with continued exploration drilling and accelerated appraisal. Leasing Exploration Appraisal + Exploration June 2024 – December 2024 January 2025 – June 2025 July 2025 – December 2025 Building a competitive position Explore the Ridge Appraise the Ridge
Slide 12: Nemaha funded by $22 million investment by Fortescue
Nemaha funded by $22 million investment by Fortescue. Fortescue acquired a 40% strategic stake in HYT for approximately A$22 million in December 20241. Funding supports a 12-month exploration program, including continued leasing, advanced geophysical surveys and additional exploration wells. Fortesc
Slide 13: Our world-class team has a long track record in oil, gas, and mining
Our world-class team has a long track record in oil, gas, and mining. Russell Brimage Benjamin Mee Dr. Avon McIntyre Christine Nicolau Dr. Josh Whitcombe Non-Executive Chairman Executive Director Executive Director & CTO Non-Executive Director VP Development and Operations Over 40 years’ experience
Slide 14: Corporate overview
Corporate overview Share price Market capitalisation Top shareholders Top 20 ownership A$0.027 A$44.2m Fortescue Balance of top 20 22.8% 39.3% 62.1% As at 27 June 2025 As at 27 June 2025 As at 27 June 2025 52 week high $0.059, low $0.023 Non top 20 37.9% Shares on issue Cash ASX:HYT Share price perf
Slide 15: A world of opportunity
A world of opportunity. HyTerra is advancing hydrogen and helium projects in the heart of an established agriculture and manufacturing hub. 01 Leading the way in the #1 global H2 and He hotspot. 02 Clear strategy to explore and appraise resource potential. 03 Leveraging existing hydrogen and helium
Slide 16: Contact us
HyTerra Ltd Unit 6, Churchill Court, 335 ABN 68 116 829 675 Hay Street, Subiaco WA, ASX: HYT Australia, 6008 Contact us Benjamin Mee Avon McIntyre Executive Director Executive Director eNews ben@hyterra.com avon@hyterra.com Join the conversation Follow us Subscribe to our e-news: https://twitter.com
Slide 17: Appendices
APPENDICES A. Geologic Hydrogen model B. Geneva Project Hydrogen and Helium C. Nemaha Project Hydrogen D. Nemaha Project Helium E. Prospective hydrogen and helium resources WHITE HYDROGEN. A WORLD OF OPPORTUNITY. Exploring natural hydrogen and helium in the United States. 17
Slide 18: Geologic hydrogen is produced in a chemical process called iron oxidation
Geologic hydrogen is produced in a chemical process called iron oxidation – also known as “rusting”. Water from the Rocky Mountains seeps underground and flows eastward. The water reacts with the sub-surface, iron-rich rocks, . producing iron oxide and the reaction generates hydrogen molecules which
Slide 19: Geneva Project Hoarty NE3 gas samples
Geneva Project Hoarty NE3 gas samples. Samples taken from the well head shows helium up to 12.8% and hydrogen up to 44%1. HyTerra has a 16% interest (and the right to earn up to 51%) in a Joint Development Agreement with Natural Hydrogen Energy LLC (NH2E). Wildcat well drilled to 11,200ft (3,400m) b
Slide 20: Nemaha Project returned hydrogen concentrations up to 96% in Sue Duroche 3
Nemaha Project returned hydrogen concentrations up to 96% in the Sue Duroche 3 well1. Laboratory results of mud gas samples validate the historical occurrences of up to 92% hydrogen measured in historic Sue Duroche 2 well (2009)2. These concentrations of hydrogen are amongst the highest ever reporte
Slide 21: Our Nemaha wells returned helium concentrations 10x the economic threshold
Our Nemaha wells returned helium concentrations 10x the economic threshold of 0.3%. 2025 Nemaha wells returned helium concentrations of 5%1. The economic threshold for a helium-rich field in the USA is 0.3% for primary production2. Helium is an irreplaceable input for many important technologies, wi
Slide 22: Our unrisked prospective hydrogen and helium resources
Our unrisked prospective hydrogen and helium resources are based on less than 20% of our acreage. Aggregated Net Recoverable Prospective Aggregated Net Recoverable Prospective Hydrogen Volumes (bcf)# Helium Volumes (bcf)# P90 P50 P10 P90 P50 P10 49.0 105.5 251.7 0.05 0.59 2.04 #Cautionary Statement:
HyTerra — Geological Society of London Hydrogen Summit, July 2025 on 6ix