Hydrogenpro Asa · OSL:HYPRO
Hydrogenpro Asa — Fearnley Securities Annual Renewable & Clean-Tech Seminar 2022
14 slides from Hydrogenpro Asa's conference presentation, Nov 30, 2022
Slide 1: Fearnley Securities Annual Renewable & Clean-Tech Seminar 2022
Fearnley Securities Annual Renewable & Clean-Tech Seminar 2022 Martin Thanem Holtet, CFO 30th of November 2022
Slide 2: Disclaimer
Disclaimer The following applies to this document, the oral presentation of the information in this document, and any question-and-answer session that follows the oral presentation (collectively, the “Information”). By receiving and/or attending a meeting where this presentation is made and in acces
Slide 3: Green hydrogen enables renewable energy
Green hydrogen enables renewable energy Sustainable Aviation fuel Renewables Refinery/ Decarbonization Hydro Power-To- Gas Balancing the grid Solar H2 Steel Production Fertilizer/ Wind Ammonia Water Shipping H2O
Slide 4: HydrogenPro grows
HydrogenPro grows IPO (October 2020) Q3 2022 Technology owner Value chain position Distributor & OEM1 Manufacturing capacity (p.a.) 0 MW 300 MW Backlog NOK 15 mill NOK 849m Active sales pipeline 1.5 GW 17 GW # of employees 10 100 Listing venue Euronext Growth Oslo Stock Exchange main list 1) Origina
Slide 5: HydrogenPro delivering to the world’s largest green hydrogen energy hub: 220 MW electrolysis plant
HydrogenPro delivering to the world’s largest green hydrogen energy hub: 220 MW electrolysis plant • HydrogenPro has also signed a 10- year service and support agreement • The Advanced Clean Energy Storage Power Hub will use renewable energy Hydropower Electrolysers convert water sources Excess into
Slide 6: The world’s largest electrolyser
The world’s largest electrolyser Herøya, Porsgrunn, Norway 6 6
Slide 7: HydrogenPro to become #1 large-scale provider of green hydrogen production plants
HydrogenPro to become #1 large-scale provider of green hydrogen production plants Technology Global Scalability Life Cycle Leader Footprint Partner • High-pressure • >1GW global production • Standardised and • Plant management alkaline electrolysers. capacity in 2023. modular design. and services. •
Slide 8: The history of alkaline electrolysers
The history of alkaline electrolysers 1st generation 2nd generation 3rd Gen Atmospheric pressure High-pressure alkaline HydrogenPro electrolysers developed systems developed in in the 1920s. China in the 1960s. high-pressure alkaline system based on next-generation electrode technology. 8
Slide 9: HydrogenPro’s high pressure alkaline technology has several advantages
HydrogenPro’s high pressure alkaline technology has several advantages PEM Alkaline Alkaline High Atmospheric High Alkaline high pressure pressure pressure pressure Plant efficiency Low Medium Medium High Suitable for renewable Yes No Yes Yes energy input Cooling need High Medium Medium Low Overhaul
Slide 10: Building a global footprint to become #1 provider
Building a global footprint to become #1 provider • Worldwide production/assembly facilities: o Reduce cost from shipping, tolls and fees o Local presence to secure service and aftersales o Scure national political support o Develop local supply chains • Partnering reduces upfront costs compared to
Slide 11: A scalable business model combined with a scalable and modular product offering
A scalable business model combined with a scalable and modular product offering Business model Product offering Partnership strategy to fast-track build-up of World’s largest cell-stack global presence • Reduced investments • Infrastructure/footprint already established • Skilled workers already in
Slide 12: Life cycle model increases recurring revenues
Life cycle model increases recurring revenues Life cycle services include: Increase in installed base of plant deliveries will accumulate recurring revenues • Rapid response support. • Service and overhaul. Recurring revenue • Production optimization. • Remote and digital services. • Predictive mode
Slide 13: DG Fuels’ project 10 times larger than any other confirmed green hydrogen project
Take-off for Sustainable Aviation Fuel: DG Fuels’ project 10 times larger than any other confirmed green hydrogen project HydrogenPro has a • HydrogenPro is chosen as the supplier for alkaline high- larger delivery scope for the DG Fuels project pressure electrolysers for DG Fuels’ plant in Louisian
Slide 14: www.hydrogen-pro.com
‘4ydrogen pro www.hydrogen-pro.com
HydrogenPro — Fearnley Securities Annual Renewable & Clean-Tech Seminar 2022 on 6ix