Chart Industries, Inc. · NYSE:GTLS
Chart Industries — Investor Presentation (December 2020)
27 slides from Chart Industries's investor presentation, Dec 2, 2020
Slide 1: Focus on our carbon capture and smart technology capabilities
Chart Industries Focus on our carbon capture and smart technology capabilities December 2020 Exhibit 99.1
Slide 2: Forward-Looking Statements
Forward-Looking Statements Certain statements made in this presentation are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning the Company’s business plans, including statements regarding com
Slide 3: Our Strategy Focuses on: Clean Energy, Specialty Products, Repair & Service
Our Strategy Focuses on: Clean Energy, Specialty Products, Repair & Service © 2020 Chart Industries, Inc. Confidential and Proprietary A B D C 1. Market Trends 2. Profitable Growth E Community & Employees Environmental, Social & Governance Building capabilities to support other strategic pillars Bra
Slide 4: Macro Trends
Macro Trends © 2020 Chart Industries, Inc. Confidential and Proprietary Energy Transition 7 million people die from air pollution annually Goal is to reducing annual CO2 emissions from 33 to 18 billion tons Population Growth 1 Billion people live without electricity Rising secondary cities Sustainab
Slide 5: Market Trends are Similar for LNG, Hydrogen, Water, Carbon and Direct Air Capture
Market Trends are Similar for LNG, Hydrogen, Water, Carbon and Direct Air Capture © 2020 Chart Industries, Inc. Confidential and Proprietary Aggressive GHG and CO2 Reduction Goals Being Established Globally Population & Economic Growth Stimulus Funds Directed toward Green Energy & Water Activities R
Slide 6: Incentives Related to CO2 in the USA
Incentives Related to CO2 in the USA © 2020 Chart Industries, Inc. Confidential and Proprietary California cap-and-trade system (AB32) Regulates the CO2 emissions of industry using a market-based system. Most recent pricing level was around $15/mt CO2eq. Low Carbon Fuel Standard (LCFS) Program to re
Slide 7: Incentives Related to CO2 in the EU
Incentives Related to CO2 in the EU © 2020 Chart Industries, Inc. Confidential and Proprietary European Emission Trading System (EU ETS) Introduced in 2005 Governments of 31 participating countries involved Over the last decade the system had challenges from business cycles (i.e 2008-2009 crisis whe
Slide 8: How We Think About the Business
Cryo Tank Solutions Heat Transfer Systems © 2020 Chart Industries, Inc. Confidential and Proprietary Repair, Service & Leasing Air Cooled Heat Exchangers (ACHX), Brazed Aluminum Heat Exchangers (BAHX) Cold Boxes Nitrogen Rejection Units (NRU) Integrated systems High Efficiency Flow Fans Bulk and Mic
Slide 9: Broadest Product Offering for Industrial Gas and Energy
Broadest Product Offering for Industrial Gas and Energy © 2020 Chart Industries, Inc. Confidential and Proprietary Brazed Aluminum Heat Exchangers Packaged Gas Systems Cryogenic Bulk Storage Tanks Cryogenic Launch Umbilicals & Storage Nitrogen Dosing & Food Preservation LNG Virtual Pipeline Solution
Slide 10: Chart Offers Unique, Multi-Faceted, Interconnected Products to Address ESG Needs and Targets
Chart Offers Unique, Multi-Faceted, Interconnected Products to Address ESG Needs and Targets © 2020 Chart Industries, Inc. Confidential and Proprietary
Slide 11: Specialty Markets Driving Growth
Specialty Markets Driving Growth © 2020 Chart Industries, Inc. Confidential and Proprietary 700M 750M 1100M Space Cryogenic liquid propellants are used as fuel for rocket propulsion Drivers of Size Opportunity Proliferation of private space travel industry Industrial Lasers High purity liquid nitrog
Slide 12: Types of CO2 Applications We Supply
Types of CO2 Applications We Supply… Very Broad © 2020 Chart Industries, Inc. Confidential and Proprietary Food & Beverage CarboMax tanks for microbrewing and onsite brew pubs Food freezing Convenience stores and national restaurant chaings doing national upgrades Concrete Curing PM 6000 HP tanks ar
Slide 13: Carbon Capture Solves Near-Term and Medium-Term Challenges
Carbon Capture Solves Near-Term and Medium-Term Challenges © 2020 Chart Industries, Inc. Confidential and Proprietary Near-Term Medium-Term Addressing the CO2 shortage in the market Contributing to the reduction of emissions across the energy field
Slide 14: Carbon Capture Process
Carbon Capture Process © 2020 Chart Industries, Inc. Confidential and Proprietary HOW IS IT CAPTURED? Capture technologies allow the separation of carbon dioxide from gases produced in electricity generation and industrial processes by one of three methods: pre-combustion capture, post-combustion ca
Slide 15: CCUS storage potential overlaps with H2 producing regions
CCUS storage potential overlaps with H2 producing regions © 2020 Chart Industries, Inc. Confidential and Proprietary Global CCUS Storage Potential (Gigatonnes CO2 Storage) High Confidence Medium Confidence Low Confidence Very Low Confidence 200 North Sea 300 100 16 7 9 12 23 140 2,000 100 150 47-63
Slide 16: Carbon and Direct Air Capture Equipment Capabilities
Carbon and Direct Air Capture Equipment Capabilities © 2020 Chart Industries, Inc. Confidential and Proprietary Liquid Air Storage Direct Air Capture BAHX Post Combustion CO2 Capture Cryogenic process that delivers high purity liquid CO2 ready for transport and use Amine process using adsorption to
Slide 17: GTLS Commercial Opportunities
GTLS Commercial Opportunities © 2020 Chart Industries, Inc. Confidential and Proprietary Current Commercial Work Opportunities In Development Liquid Air Energy Storage We executed an exclusive three-year design and supply agreement with Increment Power for liquefaction, storage, truck loading and pi
Slide 18: CCS Cost and Infrastructure Challenges
CCS Cost and Infrastructure Challenges © 2020 Chart Industries, Inc. Confidential and Proprietary Capture CO2 at a factory chimney / fluegas: $60 to $80 per ton Capture CO2 from a hydrogen plant: $60 to $80 per ton Capture CO2 using Direct Air Capture: $600 per ton Capture CO2 using Carbon Engineeri
Slide 19: How our Technology and Smart Products Help Address Challenges
How our Technology and Smart Products Help Address Challenges…. © 2020 Chart Industries, Inc. Confidential and Proprietary Less Downtime Improve Efficiency Eliminate Methane Leakage Prevent Atmospheric Leaks Less Upfront and Operating Costs Virtual engineers IPSMR® and IPSMR®+ process ACHX Automatic
Slide 20: Virtual Engineers, A Unique Solution
© 2020 Chart Industries, Inc. Confidential and Proprietary A virtual engineer is a “live application” continuously improving station availability (up-time) based on historical data of the functionality of Cryogenic equipment Virtual Engineers, A Unique Solution
Slide 21: Automatic Belt Tensioner is a Unique, Chart Only Solution
© 2020 Chart Industries, Inc. Confidential and Proprietary Real time monitoring of belt tension, without a technician present Detection of non-audible and audible belt slip Instant feedback of belt slip condition Can be an upfront addition to the unit or retrofitted in the field Full audit history o
Slide 22: Smart Layer for BAHX and Cold Boxes
© 2020 Chart Industries, Inc. Confidential and Proprietary Alerts operators when continued operation is likely to lead to a loss of containment. Smart Layer protects plants against severe loss of production revenue through unplanned shutdowns. Predicting loss of containment in BAHX through thermal s
Slide 23: Chart IPSMR Liquefaction Technology
Chart IPSMR® Liquefaction Technology for Carbon Capture, Energy Storage, LNG & Hydrogen Liquefaction IPSMR® is a very efficient refrigeration system for cryogenic separation of CO2 from flue gas BAHX and Cold Boxes provide a compact and cost-effective modular plant design Chart’s refrigeration syste
Slide 24: Chart is market leader in rail ethylene / LNG cryogenic tank cars
© 2020 Chart Industries, Inc. Confidential and Proprietary Chart is market leader in rail 100 ethylene / LNG cryogenic tank cars 400 argon cryogenic tank cars Built ~80% of the existing cryogenic tank cars Geographic expansion occurring Europe United States Mexico Transport by rail commercial behavi
Slide 25: One Chart: Including Repair, Service and Leasing
Revenue increase Margin maximization Enhancing customer satisfaction Elevating entry barriers for competitors Local customer facing interface LH2 pump LNG/LH2/H2 metering LNG pump in tank HLH2 tank Storage tank for compact station LNG/LH2/H2 dispenser Vehicle fuel tank IOT – remote control and helpd
Slide 26: Contributing to Sustainable Development Goals
© 2020 Chart Industries, Inc. Confidential and Proprietary Our water and wastewater treatment process is a safe and natural method that avoids chemical treatments while improving efficiency and reducing costs Last year, Chart products treated over one billion gallons of water a day in the U.S. Clean
Slide 27: Measuring our ESG Progress
Measuring our ESG Progress Metrics Operational Activities Within Chart (Examples) Chart target: 30% carbon reduction by 2030 2021 short-term incentive (bonus) targets will include ESG metric Diversity & inclusion committee Women and diversity on Board of Directors Reduction of use of plastic in bott
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