Provaris Energy Ltd · ASX:PV1
Provaris Energy — Shareholder Meeting (November 2022)
15 slides from Provaris Energy's shareholder meeting presentation, Nov 24, 2022
Slide 1: Provaris Energy AGM Presentation
For personal use only PROVARIS ENERGY AGM Presentation 24 November 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: Board and management team
Australian listed company (ASX.PV1) with staff in Sydney, Perth, Oslo and Calgary providing global expertise across energy, infrastructure, utilities, ship newbuilds, operations, and capital markets For personal use only Martin Carolan Garry Triglavcanin Greg Martin Andrew Pickering David Palmer Nor
Slide 4: Successful transition into an Australian public company
Successful transition into an Australian public company, Provaris Energy (ASX.PV1) – Perth, Sydney, Oslo, Calgary For personal use only 2016 to 2020 2021 2022 Engineering and commercialization Scaling up commercialization 2016-2019: Developed FEED level programs established… opportunities… design to
Slide 5: 2022 milestones de-risking the business
2022 milestones de-risking the Developing a pipeline of EU opportunities – Norway as supply hub For personal use only Asia marketing road-show identifies interest in a compressed H2 supply chain – Australia as supply hub, with other Study initiated for EU supply chain regional supply hubs emerging.
Slide 6: Positioned across the hydrogen value chain with multiple revenue streams
across the hydrogen value chain with multiple revenue streams Core insights, knowhow and hydrogen development skills gained through project development activity For personal use only H2 Shipping IP & Knowhow H2 Production for Export H2 Marine Transport Services • Significant experience in gas / comp
Slide 7: Momentum of the global transition to hydrogen
of the global transition to hydrogen has never been more evident For personal use only Increasing awareness of Compressed H2 has grown the pipeline of regional opportunities in Europe & Asia Qualification & Scoping Studies for Compressed H2 into Europe Advancing Projects to Feasibility for Asia Tiwi
Slide 8: Study supports cost advantage of Compressed H2
supports the cost advantage and efficiency of Compressed H2 over regional distance (1Mtpa continuous delivery over a 2,500km shipping) For personal use only “In the case of compressed hydrogen delivered by ship, it can be seen that the final cost is dominated by the transport costs. Due to its lower
Slide 9: Compressed H2 delivers REPowerEU ambition as an early mover carrier
Compressed H2 delivers REPowerEU ambition of 10mtpa H2 production and 10mtpa H2 import by 2030 an ‘early mover’ carrier > Delivery of H2 in liquid or chemical form being recognized as more costly and challenging to deliver in the timescale to meet H2 import demand For personal use only required. Nor
Slide 10: Approval in Principle confirms GH2 carrier development: H2Max and H2Neo
for Approval In Principle (2021) confirms no risks to prevent successful development: N2Max & H2 H2Neo de-risking milestones in 2022 Two GH2 Carriers under development H2Max, 120,000 m3 For personal use only Roadmap to low emission shipping through green fuels for power H2Neo, 26,000 m3 generation,
Slide 11: Tiwi H2 project strategically located to 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. strategically located to export m
Slide 12: Tiwi H2 advancing into Detailed Design and early works
advancing into Detailed Design early works for EIS submission For personal use only • Early works program underway to fast-track workstreams required for the EIS submission in 2023 • Owner’s engineering team appointed to advance detailed design of the Solar Precinct to a 30% design basis in 2023. En
Slide 13: HyEnergy Project advancing to Pre-Feasibility
NOTE: all illustrations are conceptual with final locations of all facilities to be determined by HyEnergy in future Feasibility Studies. Successful study for Fleet of GH2 Carriers to Asia-Pacific 8GW Wind / Solar + 5GW Electrolysers For personal use only Advancing to Pre-Feasibility • HyEnergy Proj
Slide 14: 2023 milestones & outlook
2023 milestones & outlook… H2 Shipping IP & Knowhow H2 Production for Export H2 Marine Transport Services For personal use only > ‘Final’ Class Approvals for TIWI H2 HYENERGY PROJECT Construction final the H2Neo carrier > Secure investment and/or Joint > Conclusions of WA funded Export > Partnership
Slide 15: Thank you / Contact
www.provaris.energy ASX.PV1 For personal use only @ProvarisEnergy Provaris Energy Ltd. Sydney, Perth, Oslo, Lisbon, Calgary info@provaris.energy Thank you Contact Martin Carolan Managing Director mcarolan@provaris.energy
Provaris Energy — Shareholder Meeting (November 2022) on 6ix