Chariot Limited · LSE:CHAR
Chariot — Shareholder Meeting (September 2022)
20 slides from Chariot's shareholder meeting presentation, Sep 8, 2022
Slide 1: Focused on Transitional Energy
FOCUSED ON TRANSITIONAL ENERGY
Slide 2: Disclaimer and forward looking statements
Disclaimer and forward looking statements These Presentation Materials do not constitute or form part of any invitation, offer for sale or subscription or any solicitation for any offer to buy or subscribe for any securities in the Company nor shall they or any part of them form the basis of or be r
Slide 3: Energy Sustainability and Security
Energy Sustainability and Security 2020 2022 The fundamental energy transition challenges remain, however there are new opportunities to consider… Chariot is well-placed to deliver 3
Slide 4: The Transitional Energy Opportunity
The Transitional Energy Opportunity “Whichever pathway Africa follows; the continent Focused on creating value and delivering positive change becomes increasingly influential in shaping global through projects that are driving the energy revolution energy trends…. Energy security is at the top of th
Slide 5: Our Three Pillars
Our Three Pillars Fast tracking development of the Anchois Gas Providing low cost, low carbon, renewable ‘Project Nour’: up to 10 GW green Project, offshore Morocco energy solutions for mining & industry in hydrogen electrolysis in Mauritania Material upside exploration potential in basin- Africa wi
Slide 6: Slide 6
Slide 7: Appraisal & Exploration Success – Significantly De-risked Field
Appraisal & Exploration Success – Significantly De-risked Field ANCHOIS DRILLING RESULTS Pay Lithology Anchois North Flag 100m Prospect 22m A Pay Z SAND A SAND Anchois-1 Anchois-2 High quality gas B recovered from all B SAND (upper) reservoirs; consistent B composition, No CO2 (lower) or H2S C 150m
Slide 8: Anchois Development Project
Anchois Development Project Creating Partnerships to Deliver FID A SAND C SAND B SAND M SAND O SAND 8
Slide 9: Market Fundamentals
Market Fundamentals Moroccan Market Dependent on thermal power generation and imported fuels, heavily impacted by recent commodity price increases Now importing gas from Europe Industrial gas consumption constrained by supply Spanish Market Dependant on gas imports for practically all its gas demand
Slide 10: Low Risk Upsides in a Seismic-Supported Gas Plays
Low Risk Upsides in a Seismic-Supported Gas Plays 8000 Best Estimate Resources (BCF) 7000 Internal 6000 Audited 5000 4000 3000 2000 Anchois Field additional sands can be tested in combination with 1000 development drilling at negligible additional cost Anchois Infrastructure can be utilised for futu
Slide 11: Transitional Power
CHARIOT - #38 Femme an = TRANSITIONAL POWER A # Z gee
Slide 12: Providing Renewable Power Projects in Africa
Providing Renewable Power Projects in Africa Chariot Transitional Power are continually progressing the project pipeline to provide competitive, sustainable and reliable power solutions across Africa Projects have increased in number and scale in the last year, recently signing one of the largest pr
Slide 13: Southern Africa - Power Requirements
Southern Africa - Power Requirements North Western Southern Africa is becoming an Province, increasingly strategic market for CTP: 6 GW Zambia general tariff increase, deficit of generation, OF PRIVATE RENEWABLE POWER GENERATION Offering strong complementarity market opening, SAPP… PROJECTS UNDER an
Slide 14: Green Hydrogen
CHARIOT -:#88: GREEN HYDROGEN .
Slide 15: Green Hydrogen – Fundamental to Achieving Climate Goals
Green Hydrogen – Fundamental to Achieving Climate Goals Estimates for Global H2 Demand (2050) Green Hydrogen Market The combined value of hydrogen and its derivatives could be larger than the fossil fuel market by 2050 Unprecedented momentum behind green hydrogen – a missing piece of the puzzle to r
Slide 16: Green Hydrogen – Key Energy Source of the Future
Green Hydrogen – Key Energy Source of the Future Green H2 is made through electrolysis using renewable energy only* Green steel • Steel industry is among the biggest emitters accounting for ~8% of global CO2 emissions** • Steel sector set to increase by 6% by 2030 • Urgent target for decarbonization
Slide 17: Green Hydrogen – Project Nour Feasibility Study Launched
Green Hydrogen – Project Nour Feasibility Study Launched Mauritania is exceptionally well- placed for green H2 production ✓ PFS complete, confirms scale and potential – Nour could become one of largest projects globally by 2030 ✓ Unique and complementary solar and wind resources ✓ Potentially one of
Slide 18: Green Hydrogen – Strategic Partnership with a World Class Player
Green Hydrogen – Strategic Partnership with a World Class Player Equally owned (50% / 50%) partnership between Chariot and Total Eren The Consortium will benefit from the dedicated expertise of Total Eren’s teams, holding a wide range of experience and knowledge in solar, wind, hybrid and green hydr
Slide 19: What Have We Achieved
What Have We Achieved Sept 2022 4 Pipeline Tie-in Agreement Signed in Morocco Moving Anchois Gas Project closer to FID Renewable Energy for Mining Operations in Zambia Aiming to develop one of the most ambitious renewable energy projects in Africa Signing of Rissana Offshore Licence, Morocco Capturi
Slide 20: Mission & Principles
Mission & Principles Values Mission Positive Impact: To create value and deliver positive change through investment • Environment in projects that are driving the energy revolution • Local Communities • Employees • Shareholders Collaboration • Mutual Benefit • Balance • Knowledge Growth Integrity •