Quadrise Plc · LSE:QED
Quadrise — Quadrise Fuels International — H1 2022 Earnings Presentation
14 slides from Quadrise's earnings presentation, March 2022
Slide 1: Investor Update: QFI Interims March 2022
INVESTOR UPDATE QFI INTERIMS March 2022 quadrisefuels.com
Slide 2: Disclaimer
This document ("Presentation") has been prepared by Quadrise Fuels International plc (the "Company"). It has not been verified and is for information purposes only. Where used in this document, Presentation shall mean and include the slides that follow, the oral presentation of the slides by the Com
Slide 3: Why Quadrise? MSAR & bioMSAR accelerating the energy transition to net-zero
QUADRISE MSAR® & BIOMSAR™ HAVE A KEY ROLE IN Why ACCELERATING THE ENERGY TRANSITION TO NET-ZERO Quadrise? The new quest for Meanwhile… back on “green fuels”* has planet earth, technologies There’s no created an industry that could improve the ‘big red button’ “space race” for a “net-zero” dream 2030
Slide 4: Carbon intensity is becoming a bigger issue for upstream & downstream operations
Market Carbon intensity is becoming a Fundamentals bigger issue for upstream & downstream operations Carbon Intensity & 15-20% of marine fuels GHG Greenhouse emissions come from the Gas (GHG) extraction, refining & Emissions transport of oil products Courtesy of S&P Global Platts – London Energy For
Slide 5: Conventional marine fuel consumption is expected to remain at 3.5M BPD
Market Conventional marine Fundamentals fuel consumption is expected to remain at 3.5M BPD (LSFO+HSFO) Marine fuel demand & A higher HS/LS spread global prices Courtesy of S&P Global Platts – London Energy Forum (Feb 2022) increases demand for scrubbers & HSFO High oil prices should enhance interest
Slide 6: 4-Stroke engine testing completed at Aquafuel and VTT
4-Stroke (“4S”) engine testing completed at Aquafuel and VTT. Business update: Lower emissions seen (NOx, unburned fuel & smoke), similar to MSAR®. Higher engine efficiency leads to lower fuel consumption and fewer Diesel engine GHG emissions. Results from MSAR® applications and bioMSAR™ tests are p
Slide 7: Multi-product opportunity with MSC
Multi-product opportunity with MSC (0.6 kbpd/ship): MSC is one of the world’s largest container shipping & cruise lines. Business Early adopters of environmental technology & biofuels (0.85m tpa). update: MSC plans to accelerate bioMSAR™ vessel testing, ahead of MSAR®. 4S bioMSAR™ test data
Slide 8: Heavy sweet oil opportunity (3-10 kbpd oil per site)
Heavy sweet oil opportunity (3-10 kbpd oil per site): Opportunity for 0.5%S IMO compliant fuel from the Uinta basin, multiple site potential. Business Greenfield samples from Petroteq Oil Sands Plant (“POSP”) successfully tested at QRF. update: Exploratory sub-surface drilling is underway in U
Slide 9: HFO replacement opportunity (2-5 kbpd total)
HFO replacement opportunity (2-5 kbpd total): Currently working with the new client team to update our Material Transfer and Cooperation Agreement with an Addendum, with the Business intention to conduct site trials commencing Q2 2022 upon agreement. update: Quadrise trial equipment is in Morocc
Slide 10: Americas opportunities through agents
Americas: Through agent E&PC: Business • Powerplant opportunities for 4S and 2S trials being update: progressed in Panama for MSAR® (potential demand up to 4 kbpd HFO) Other • Similar opportunities in Honduras on 4S engines, potential 4-8 kbpd HFO demand opportunity. Segment: Through agent Redliner:
Slide 11: The plan for the coming period
The plan for the coming period… 2022 2023 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Interims Finals+AGM Interims 2000 hrs Agree & sign bioMSAR commercial PoC > Operational Trial MSC framework Prepare for bioMSAR Trials Wartsila Flex agreement for MSC agreements Supply (Flex vessels) Run PoC Trial Agree & sign Finalise U
Slide 12: There are however external factors that we cannot control
There are however external factors that we cannot control… Date
Slide 13: Update on Quadrise human resources and cash resources
Update on Quadrise human resources: Resources Phil Hill started formally as COO on 1 Jan ’22. update: Andy Morrison appointed as NED Chairman on 1 Feb ‘22. Personnel & The new Quadrise team, with supporting expert consultants, are fully Finances equipped to take the company through to commerci
Slide 14: Enabling a cleaner energy transition
1 2 3 ENABLING A GLOBAL FUNDED TO REACH CLEANER ENERGY ACTIVITIES, RAPID REVENUE H2 2022 TRANSITION DEPLOYMENT Funded to secure MSAR® technology Broad pipeline of revenues in makes oil burn like gas projects & H2’22, subject to opportunities concluding agreements. Reduces costs for consumers
Quadrise Fuels International — H1 2022 Earnings Presentation on 6ix