Eurasia Mining Plc · LSE:EUA
Eurasia Mining — Investor Presentation (December 2021)
31 slides from Eurasia Mining's investor presentation, December 2021
Slide 1: Eurasia v2.0: Hydrogen Summary
MARCH 2020 Green Mining, Green Metals, Green Hydrogen Eurasia v2.0: Hydrogen Summary December 2021 1
Slide 2: Disclaimer
DISCLAIMER This presentation, including any printed or electronic copy of these slides, the talks given by the presenters, the information communicated during any delivery of the presentation and any question and answer session and any document or material distributed at or in connection with the pr
Slide 3: Market – Executive Summary
MARKET – EXECUTIVE SUMMARY
Slide 4: Hydrogen in Numbers: Disruptions and Opportunities
HYDROGEN IN NUMBERS: DISRUPTIONS AND OPPORTUNITIES Source: UBS estimates, China Hydrogen Alliance, H2Stations.org, European Union 4
Slide 5: Hydrogen Value Chain at a Glance
HYDROGEN VALUE CHAIN AT A GLANCE Direct transmission Transport use Renewable power Compressed H2 LH2 Stations2 Off-roads Aviation H+ Pipeline Trucks Buses Hydrogen Carriers Industrial Use CO2 Ammonia/ Methanol Coal EAF Other H2 Carriers Shaft Surface/ Steel Fluidized bed Conversion to ammonia/methan
Slide 6: Hydrogen – A New Dawn
HYDROGEN – A NEW DAWN In the early 2000s hydrogen stocks peaked following hype around the sector, and the same has been seen at the start of this year; however, political motivations and the readiness of the sector are different this time Hydrogen stocks have jumped similarly to the hype in the earl
Slide 7: Current Status
CURRENT STATUS
Slide 8: Current Status – Overview
CURRENT STATUS – OVERVIEW 1 Agreement signed with H4Energy in relation to establishing a Joint Venture for Kola and Sakhalin hydrogen / ammonia projects 2 Support on the Federal level secured from the Deputy Prime Minister of Russia / Presidential Envoy 3 Pre-investment FS reports prepared 4 Financi
Slide 9: Both Projects Enjoy Benefits of Territories of Advanced Development
BOTH PROJECTS ENJOY BENEFITS OF TERRITORIES OF ADVANCED DEVELOPMENT (TAD) 5 yrs 5 yrs 2021–20261 2026–2031 (1st 5 yrs from TAD date) (next 5 yrs) • 0% Property tax • 1.1% Property tax • 7.6% Social taxes • 7.6% Social taxes Tax incentives • 0% Land tax in case the land plot is owned (3–5 yrs) • 0% I
Slide 10: Green Hydrogen Project on Kola
GREEN HYDROGEN PROJECT ON KOLA Highlights H2 shipment to Japan via Arctic • Murmansk region has zero CO2 emission power generation represented by Hydro, Nuclear and Wind generation Norwegian • Electricity supply is secured for as low as 0.02$/kwh from Hydro generation due Sea Murmansk to low hydro p
Slide 11: Kola Land and Infra Options Procured by ERDC State Corporation
KOLA LAND AND INFRA OPTIONS PROCURED BY ERDC STATE CORPORATION UNDER THE AGREEMENT SIGNED Selection criteria Location of POIs 1 In or close to the Murmansk Seaport 2 Close to main power transmission lines 3 Close to railway (POI-M003 has no railway access in vicinity) 4 Existing road infrastructure
Slide 12: Murmansk Transport Hub and Seaport
MURMANSK TRANSPORT HUB AND SEAPORT Major infrastructure hub is a ‘Gateway to the Arctic’ – year-round ice-free port and world’s largest arctic circle population Overview Murmansk hub especially important as ice recedes Integration of several key projects to spur development of the region including:
Slide 13: Far East Land Procured by ERDC State Corporation
FAR EAST LAND PROCURED BY ERDC STATE CORPORATION The main area of interest has been identified. Allocation has been made for the production facilities along with a power corridor route to the production facilities and the main wind farm area, both for the early production and for the long-term proje
Slide 14: Far East Port Options Procured by ERDC
FAR EAST PORT OPTIONS PROCURED BY ERDC There are two main ports nearby to the area of interest: access provided by State Far East and Arctic Development Corporation (ERDC) Port of NEVELSK Port of KORSAKOV Source: Google Maps (satellite images), Aug 2021 14
Slide 15: Development Strategy and Sequencing
DEVELOPMENT STRATEGY AND SEQUENCING
Slide 16: Development Strategy and Sequencing
DEVELOPMENT STRATEGY AND SEQUENCING Industry standard stage gate process for project governance described in the Pre-Investment Feasibility Study (FS). Each of the gates will be accompanied by a suitable risk appraised cost estimate within the accuracy range defined by corporate guidelines and in ac
Slide 17: Toyo Engineering Ammonia Recent Track Record
TOYO ENGINEERING AMONNIA RECENT TRACK RECORD Owner Location Capacity (MT/D) Service Project Period P.T. Pupuk Kujang Indonesia 1,000 E, P, C 2001 - 2006 National Petrochemical Company Iran 2,050 E, P, SC 2001 - 2007 National Petrochemical Company Iran 2,050 E, P, SC 2004 - 2010 P.T. Pupuk Kalimantan
Slide 18: Toyo Engineering Port and Other Infrastructure Recent Track Record
TOYO ENGINEERING PORT AND OTHER INFRASTUCTURE RECENT TRACK RECORD No. Contract Year Owner Location Type of Plant Capacity Service 22 2014 GSPC LNG Ltd. India Receiving Terminal 2 x 160,000 m3 (LNG) * 1 E.P.C. 21 2014 Petronet LNG Ltd. India Receiving Terminal 2 x 148,000 m3 (LNG) * 1 E.P.C. 20 2011
Slide 19: Toyo Engineering Russia and CIS Recent Track Record
TOYO ENGINEERING RUSSA AND CIS RECENT TRACK RECORD (OUT OF 46 IN TOTAL) No. Award Year Owner Location Type of Plant Capacity Contract Scope of Service Ethylene Plant 650,000 T/Y E.P. & Comm. Assitance 46 2019 OOO Irkutsk Polymer plant Ust-Kut, Irkutsk region Polyethylene Plant 650,000 T/Y Constructi
Slide 20: Domestic Hydrogen Market for Kola Mining Industry
DOMESTIC HYDROGEN MARKET FOR KOLA MINING INDUSTRY
Slide 21: Global Hub on Kola
GLOBAL HUB ON KOLA Kola Peninsula • City of Murmansk (‘Gateway to the arctic’) has a year-round ice-free port • Economy built on mining and oil and gas exploration and production and is the world’s largest Arctic Circle city • Eastern margin of the Archean Baltic Shield • Borders with Finland and No
Slide 22: Significant Kola Deposits
SIGNIFICANT KOLA DEPOSITS % of total Russian production 100 100 100 (%) 45 10 7 Iron ore Nickel Apatite Nepheline Baddeleyite Copper • 220 out of 440 21st Century micro-elements were discovered in Kola • 60 large deposits being worked on – of national and international significance • Specialised in
Slide 23: Kola – Mining Industry
KOLA – MINING INDUSTRY Overview • Systematic exploration up to Periostroika • Private exploration with a boom 2005-2008 • C.40 known layered mafic/ultramafic intrusions with high grade reef type mineralisation akin to Bushveld Complex / Stillwater Complex • Borders with European countries for minera
Slide 24: Power Supply
POWER SUPPLY A broad power infrastructure network already exists on Kola with 1.8GW hydro capacity 56% underutilised (. ) Norway Barents Sea Murmansk Monchegorsk Monchetundra Finland Monchegorsk group of Sub stations White Sea Legend Hydro stations Thermal coal stations Nuclear station Substations P
Slide 25: Water Supply
WATER SUPPLY Ample surface water available throughout the year View of available water sources Characteristics • Large amount of surface streams exist in the valleys Water source and taking method • Stream will not cut off throughout the year • Stream can be delivered through effective diversion and
Slide 26: Transport & Logistics
TRANSPORT & LOGISTICS Kola is well connected to national and international infrastructure networks Overview • Transportation of heavy machinery is easy ay rw Barents Sea No • Murmansk Seaport cargo capacity: Total: Polyarni 23.6Mtpa; liquid cargo: 2.8Mtpa; dry Severomorsk cargo: 19.1Mtpa; container
Slide 27: MP/HP Hydrogen
MP/HP HYDROGEN Overview • At this stage it is most likely to sell the domestic hydrogen as MH/HP gaseous in 40’ containers (See Section 3.6.1 of ME1- PFS-00-H4E-S-PM-SOW-0000-0001-E) • Export of the remainder of hydrogen will be done either via liquefied hydrogen containers (See Section 3.6.2 of ME1
Slide 28: Export: Europe and Asia
EXPORT: EUROPE AND ASIA
Slide 29: Export of Hydrogen via Liquefied Hydrogen Containers
EXPORT OF HYDROGEN VIA LIQUEFIED HYDROGEN CONTAINERS Key Technical Data Frame Size 40ft Container Design UN Portable Tank Design Pressure 12 bar(g) LH2 Capacity 3,000kg (5%ullage) Option LIN Shield 29
Slide 30: Liquid vs MP/HP Hydrogen Modes of Transport
LIQUID VS MP/HP HYDROGEN MODES OF TRANSPORT Method Facts Pros Cons û Comparatively low capacity (high delivery frequency) • Transport at 200MPa & above û Comparatively large on-site • Capacity: c.900kg footprint ü Economical transport for short to CGH2 Trailer • Time to fill: 4 hours û Residual gas
Slide 31: Liquid Hydrogen / Liquid Ammonia Export: The Design Is Evolving
LIQUID HYDROGEN / LIQUID AMMONIA EXPORT: THE DESIGN IS EVOLVING 31
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