Nh3 Clean Energy Limited · ASX:NH3
Nh3 Clean Energy — Investor Presentation (December 2024)
22 slides from Nh3 Clean Energy's investor presentation, Dec 12, 2024
Slide 1: Investor Briefing
December 2024 Investor Briefing © 2024 NH3 Clean Energy (ASX:NH3) 1
Slide 2: Important Notices
Important Notices DISCLAIMER The purpose of this presentation is to provide background information to assist in obtaining a general understanding of the Company’s proposals and objectives. This presentation may contain some references to forecasts, estimates, assumptions and other forward-looking st
Slide 3: Company Overview
Company Overview © 2024 NH3 Clean Energy (ASX:NH3) 3
Slide 4: NH3 Clean Energy
NH3 Clean ASX listed project developer (NH3)* Energy Competitive, low-emissions ammonia export project (WAH2), annual net CF A$244 million (100% project)1 Targeting substantial growth market opportunity, ~US$10 Bn pa market by 20352 Leading clean ammonia project with ideal site secured, PFS complete
Slide 5: NH3 Corporate Overview
NH3 Corporate Overview Growth Phase Company Key Metrics1 at 31/10/24 NH3 is at a critical Shares Average daily trading 512,915,901 524,436 inflection point in the Outstanding volume execution of its clean Market A$12.3 M 12-month Share Price +200% Capitalisation performance ammonia strategy. Top-5 H
Slide 6: World class execution team
World class execution team Team with track record and experience of building and leading major energy businesses Board of Directors Wealth of experience in developing projects and Philipp Kin Charles Whitfield Andrew Kirk Garry Plowright businesses from inception Chairman Commercial Director Non-Exe
Slide 7: Low Emissions Market Opportunity
Low Emissions Market Opportunity © 2024 NH3 Clean Energy (ASX:NH3) 7
Slide 8: NH3 the hydrocarbon substitute
NH3 the hydrocarbon substitute Ammonia set to play a significant role in decarbonising power generation and shipping Clean ammonia will Power Generation play an essential role in the energy • Currently 1/3 of Japan’s electricity needs are met from coal-fired generation1 transition. • Japan has commi
Slide 9: International government support
International government support Strategic investment and policy support for clean ammonia Japanese Government Australian Government Strong market pull US$60 B allocated to support Northern Australia Infrastructure Facility for clean ammonia establishment of clean ammonia and (A$7 B)3 is being drive
Slide 10: Japan's criteria for clean ammonia
Japan’s criteria for clean ammonia Australia well-placed, NH3CE best-placed Japan has specified key Less than 4.2 T Detailed engineering work by Petrofac criteria for potential Low CO2e /T H2e1, demonstrates emissions intensity of suppliers to meet Emissions lower preferred 1.1 T CO2e /T H2e, furthe
Slide 11: WAH2 Project leader by design
WAH2 Project leader by design NH3’s decisions have positioned WAH2 as Australia’s leading clean-ammonia project Decision Impact Outcome Substantial demand driven by decarbonisation targets with supply Target required before 2030 markets? • Long term contracts, government incentives Use of establishe
Slide 12: Macro-environment, evolving as expected
Macro-environment, evolving as expected Planets align for WAH2, with an increasing desire for credible supply of clean energy There is an increasing need for clean energy Increasing cost of competing, electrolysis-based, technologies1 as 2030 approaches. Increasingly technology-agnostic approach of
Slide 13: WAH2 Low Emissions Ammonia Project
WAH2 Low Emissions Ammonia Project © 2024 NH3 Clean Energy (ASX:NH3) 13
Slide 14: Project site – in optimal location of Maitland SIA
Project site – in optimal location of Maitland SIA1 Proximity enables lower cost access to required services and infrastructure NH3’s site is a key asset, providing access to existing Existing deepwater infrastructure that is port, handles ammonia, located nearby. no expansion required Existing infr
Slide 15: Project overview - NH3CE's WAH2 export plant
Project overview - NH3CE’s WAH2 export plant Low-emissions, cost competitive ammonia Natural Water The WAH2 Project uses INPUTS gas established technology to decarbonise gas and produce clean ammonia which can be used in existing infrastructure to WAH2 PROCESS plant replace coal for power generation
Slide 16: Strategic relationships
Strategic relationships Agreements with experienced service providers accelerates the project A key component of the WAH2 strategy is to assemble a consortium of experienced industry specialists to service the project thereby: • Accelerating time to market • De-risking execution • Lowering Capex • L
Slide 17: WAH2 Project is best-placed
WAH2 Project is best-placed Early mover project with competitive advantages related to tech. choice and secured site 140+ NH3’s WAH2 Project is Australian Hydrogen Projects More than 140 hydrogen- considered the most related projects have been announced in Australia advanced clean ammonia export pro
Slide 18: Project development
Project development NH3 Clean Energy The Project is advancing on an accelerated basis ✓ • Option to Lease agreed in-principle with DevelopmentWA NH3 has already Project Site • Baseline surveys suggest no significant issues2 secured many of the key foundations of the Plant • Design basis set for core
Slide 19: Timeline
Timeline Multiple near-term revaluation events as project advances NH3 WAH2 Project Indicative Timeline NH3 has already RFSU early 2029 Prefeasibility Basis of Design FID achieved major EPC and milestones to establish Pre-FEED FEED commissioning the project. 2024 2025 2026 Active negotiations are Ac
Slide 20: Future timeline
Future timeline The next 12 months ….. momentum building through planned FEED • Ammonia co-firing moving from concept to Hexagon WAH2 Project Indicative Timeline reality, momentum building for clean ammonia bunkering in the Pilbara • Increasing engagement with governments and associated entities, im
Slide 21: Compelling proposition
Compelling proposition FEED on WAH2 the next key milestone, pathway to Project partnerships Early mover, Advantaged Near-term Attractive Growth large market project catalysts returns upside NH3 is a front Secured project Multiple near-term Accessing WAH2 Phase 2 runner in accessing site with access
Slide 22: Fuelling the Future
Fuelling the Future Low Emissions Ammonia From Australia to APAC For further information contact: Stephen Hall This announcement has been authorised for stephenh@NH3CE.com release to the ASX by the Board of NH3 Clean NH3CE.com Energy Ltd. 22
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