Chart Industries, Inc. · NYSE:GTLS
Chart Industries — Corporate Update (December 2020)
21 slides from Chart Industries's corporate update, Dec 15, 2020
Slide 1: Chart Industries Strategic investment update, December 15, 2020
Chart Industries Strategic investment update, December 15, 2020 Exhibit 99.3
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 and other matters, including statem
Slide 3: Chart Offers Unique, Multi-Faceted ESG Products
Chart Offers Unique, Multi-Faceted ESG Products
Slide 4: 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 Aggressive GHG and CO2 Reduction Goals Being Established Globally Population & Economic Growth Stimulus Funds Directed toward Green Energy & Water Activities Role of Corporate Sustainability Untraditional Players Enter
Slide 5: Clean Energy Is Global and Now Carbon Neutral By 2050 or Sooner
Clean Energy Is Global and Now © 2020 Chart Industries, Inc. Confidential and Proprietary Carbon Neutral By 2050 or Sooner 100% Renewable (No Coal) By 2050 or Sooner Afghanistan Austria Barbados Costa Rica Denmark European Union Finland Hungary Iceland Ireland Jamaica Netherlands Norway Portugal Sco
Slide 6: Global Commercial Hydrogen Penetration
Global Commercial Hydrogen Penetration © 2020 Chart Industries, Inc. Confidential and Proprietary EMEA Today 2023 LH2 Production Plants 4 6 Fueling Stations 135 163 Fuel Cell Vehicles 1,500 4,000 California Today 2023 LH2 Production Plants 11 16 Fueling Stations 46 146 Fuel Cell Vehicles 8,800 30,80
Slide 7: HTEC Brings Customer and Canadian Expansion Commercial Access
HTEC Brings Customer and Canadian Expansion © 2020 Chart Industries, Inc. Confidential and Proprietary Comml Access Canada Access Canadian hydrogen fuel production, distribution and dispensing leader Poised to capitalize on the Canada wide hydrogen strategy being released Established government rela
Slide 8: HTEC Has A Variety of Key Customers & Partners
HTEC Has A Variety of Key Customers & Partners © 2020 Chart Industries, Inc. Confidential and Proprietary HTEC and Chart Near-Term Commercial Opportunities: Hydrogen Fueling Station Projects Making HTEC stations in Quebec based on liquid hydrogen Upgrading HTEC’s existing stations to enable use of l
Slide 9: Interlinkages of Clean Chart Products are Prominent
Interlinkages of Clean Chart Products are Prominent 2020 Chart Industries Investor Day
Slide 10: 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 11: CCUS Interplay with Water Treatment
CCUS Interplay with Water Treatment © 2020 Chart Industries, Inc. Confidential and Proprietary Every industry uses water and creates wastewater… In many cities, wastewater treatment facilities (WWTP) are the largest energy consumers WWT could account for 3% of global energy consumption if continuing
Slide 12: 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 13: Numerous Incentives Related to CO2
Numerous Incentives Related to CO2… © 2020 Chart Industries, Inc. Confidential and Proprietary California cap-and-trade system (AB32) Regulates the CO2 emissions of industry using a market-based system Low Carbon Fuel Standard (LCFS) Program to reduce carbon in fuels and supports the Hydrogen Refuel
Slide 14: 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 15: 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 16: About SES and SES Technology
About SES and SES Technology © 2020 Chart Industries, Inc. Confidential and Proprietary The SES cryogenic solution for carbon capture for flue gas is more efficient than current conventional amines used for CO2 removal Uses Chart’s BAHX, cold boxes and IPSMR® process to produce refrigeration for CO2
Slide 17: SES Founders Will Stay With the Business
SES Founders Will Stay With the Business © 2020 Chart Industries, Inc. Confidential and Proprietary Dr. Larry Baxter Co-Founder and CTO Dr. Larry Baxter is responsible for the technical direction and vision of SES. He has spent his entire career working with sustainability issues and combustion and
Slide 18: SES Patents Combined with Chart Equipment Create Differentiated CCUS Offering
SES Patents Combined with Chart Equipment Will Create an Extremely Differentiated CCUS Offering © 2020 Chart Industries, Inc. Confidential and Proprietary Differentiated innovation: 44 SES U.S. issued patents 17 SES U.S. patents pending Additional 20 SES patents issued internationally Chart key equi
Slide 19: Building on GTLS/SES Commercial Opportunities
Building on GTLS/SES Commercial Opportunities © 2020 Chart Industries, Inc. Confidential and Proprietary GTLS Current Commercial Work Opportunities In Development Involved in a cryogenic process pilot plant Developing concepts for several partners on direct air carbon capture projects Bidding on ove
Slide 20: Specialty Markets Driving Growth
© 2020 Chart Industries, Inc. Confidential and Proprietary Specialty Markets Driving Growth 750M 1100M Industrial Lasers High purity liquid nitrogen (gas assist) provides a faster cut and superior edge, free of impurities Drivers of Size Opportunity Uptime requirements in manufacturing Reducing step
Slide 21: Strong Balance Sheet
Strong Balance Sheet © 2020 Chart Industries, Inc. Confidential and Proprietary $109 million of cash on hand as of November 30, 2020 $377.2 million of net debt as of November 30, 2020 $412.9 million pro forma net debt for HTEC and SES as of November 30, 2020