Tlou Energy Ltd · ASX:TOU
Tlou Energy — Investor Presentation (May 2021)
19 slides from Tlou Energy's investor presentation, May 28, 2021
Slide 1: Clean Energy for Botswana & Beyond
Clean Energy for Botswana & Beyond For personal use only Powered by Tlou Energy Limited
Slide 2: Disclaimer
Disclaimer The presentation materials (the “Presentation Materials”) are confidential and being supplied to you solely for your own information and may not be reproduced, further distributed, or the contents otherwise divulged, directly or indirectly, to any other person or published, in whole or in
Slide 3: Disclaimer continued
Disclaimer continued No recipient of these Presentation Materials should deal in or attempt to deal in or otherwise engage in any behaviour in relation to financial instruments (as defined in the Market Abuse Regulation ("MAR")), which would or might amount to "market abuse" for the purposes of MAR,
Slide 4: Tlou Energy Overview: Gas, Solar and Hydrogen
Tlou Energy …Gas, Solar and Hydrogen For personal use only • Tlou is developing sources of clean energy in Botswana • Strategic location in Botswana’s Central District ✓ Cleaner energy to displace coal and diesel power ✓ Gas, solar and a hybrid power solution ✓ Any gas emissions can be sequestered ✓
Slide 5: Tlou's Gas and Solar… the key to cleaner fuel and power
Tlou’s Gas and Solar… the key to cleaner fuel and power For personal use only Lesedi Power Station Power line to Serowe Electricity with CO2 Sequestration Cleaner Tlou Fuel Tlou Gas Tlou Solar Electrolysis Transport Hydrogen Electricity Cooking etc. Solid Pyrolysis Carbon Products Tlou Energy Limite
Slide 6: Location
Location For personal use only Project located in Botswana’s Central District Tlou Energy Limited 6
Slide 7: Power need in Sub-Saharan Africa
Power need in Sub-Saharan Africa For personal use only A Changing Over-reliance on Power Deficits A Clean Solution Green Future Environment Carbon-intensive Power Strong momentum Regional power supply is Existing electricity is Cleaner power can help A greener and less carbon towards cleaner energy
Slide 8: Clean Energy – Gas, Solar, Hydrogen
Clean Energy – Gas, Solar, Hydrogen For personal use only Why What about Strategy Why now? Hydrogen? Gas-to-Power? Cleaner energy with a plan to Hydrogen is becoming start small with modular Hydrogen is in demand Tlou’s low emission gas-to- increasingly recognised as an expansion as risk is reduced
Slide 9: Significant progress to date
Significant progress to date For personal use only Proven gas for power Gas flows using simple generation and H2 horizontal drilling production without fracking Extensive environmental Established CPF and approvals secured Operations Base Strategic distribution Experienced operations centre in Serow
Slide 10: Gas-to-Power
Gas-to-Power For personal use only Natural gas will continue to play a significant role for many years, delivering energy the world needs and displacing higher emission fuels One of the most Tlou owns 100% A proven efficient and cost Tlou’s currently of the most transition fuel to effective ways to
Slide 11: Gas-to-Power: Lesedi project
Gas-to-Power Tlou’s Lesedi Gas-to-Power project is the most advanced For personal use only project of this type in Botswana ✓ Established gas infrastructure ✓ Continuous gas flows for many years ✓ Gas flow increase being observed ✓ Gas flow should further increase with more drilling ✓ 2MW Power Purc
Slide 12: Gas-to-Power
Gas-to-Power For personal use only Gas is available now for power generation and hydrogen production Tlou gas production pod 12 Tlou Energy Limited
Slide 13: Solar Power
Solar Power Tlou’s solar energy strategy is steadily For personal use only progressing in a region of high solar incidence Initial generation licence approved by BERA Full environmental approvals in place for expansion Can be used as a stand-alone clean and renewable power supply Can be combined wit
Slide 14: Hybrid Power
Hybrid Power For personal use only Tlou Energy Limited 14
Slide 15: Hybrid Power
Hybrid Power Hybrid power solution using solar power and a battery back-up For personal use only Solar-gas hybrid design ready to go Offers potential 24-hour baseload and peaking power One of Tlou’s objective is to supply cleaner energy compared to the main alternatives currently available in both B
Slide 16: Hydrogen
Hydrogen A proven, clean transport fuel H2 For personal use only More flexible and energy efficient than other sources Tlou aims to produce Hydrogen by Electrolysis &/or Pyrolysis Tlou is well-positioned to produce "Green" Hydrogen using solar Water from Tlou's gas project could be utilised in Hydro
Slide 17: Pathway to Hydrogen revenue
Pathway to Hydrogen revenue Initially produce Hydrogen via electrolysis at the CPF For personal use only Compress H2 and use in field operations Expand to Serowe and use as a transport fuel noting that all the country’s current supplies are imported Initial stages can be done within Tlou’s existing
Slide 18: Tlou's Serowe Distribution Centre
Tlou’s Serowe Distribution Centre For personal use only Tlou’s existing Serowe site is a potential H2 distribution and refuelling centre in Botswana Tlou Energy Limited 18
Slide 19: Gas, Solar, Hydrogen… Botswana Clean Energy Hub
Gas, Solar, Hydrogen… For personal use only ✓ Clean energy for Botswana and beyond ✓ Production of electricity, H2 and carbon products ✓ Extensive environmental approvals secured ✓ Social and economic benefits for Botswana ✓ Supportive stakeholders including government Botswana Clean Energy Hub ✓ Pr