Solaria Energia Y Medio Ambiente, S.a. · BME:SLR
Solaria Energia Y Medio Ambiente — Investor Presentation (December 2024)
13 slides from Solaria Energia Y Medio Ambiente's investor presentation, December 2024
Slide 1: Solaria Behind the Meter Solution is a Fast Track for Data Centers
SOLARIA BEHIND THE METER SOLUTION IS A FAST TRACK FOR DATA CENTERS 1
Slide 2: Global DC Market Supported by Strong Growth Fundamentals
GLOBAL DC MARKET SUPPORTED BY STRONG GROWTH FUNDAMENTALS Volume of Data Worldwide(3) (Zettabytes) Key Growth Drivers Created Data center capacity growth underpinned by growing data 123 26% 394 volume CAGR Growing relevance of high energy & data demanding technology applications (i.e., AI, Blockchain
Slide 3: Spain, Set to Become the New DC Hub in Europe
SPAIN, SET TO BECOME THE NEW DC HUB IN EUROPE Spain FLAP-D(1) Spain Competitive Advantage Cost o Offers Opex savings vs. FLAP-D markets driven by one of the Competitiveness lowest RES LCOEs in Europe o Vast land availability with fewer inhabitants / km2 and more Land Availability UK city-near locati
Slide 4: Solaria's Value Proposition
SOLARIA’S VALUE PROPOSITION 1 • Sizeable portfolio (>3GW in Spain) under construction and RTB Green Energy • High-quality renewables capacity available to sign PPA Supply & Own • Strong infrastructure backbone granting reliable door access to grid Infrastructure • Portfolio approaching c.100 substat
Slide 5: Green Energy Supply & Own Infrastructure
1 GREEN ENERGY SUPPLY & OWN INFRASTRUCTURE Project Portfolio (MW) Door Access to Grid Spain Substations Power Lines In operation by the end of 2025 2,930 Of which already in preparation 1,555 Under Development 3,200 Wind hybridization under development 2,100 97 894km substations of power lines 31 in
Slide 6: Unique In-House Land Management and E2E Permitting Capabilities
2 UNIQUE IN-HOUSE LAND MANAGEMENT AND E2E PERMITTING CAPABILITIES Land Management Demand Access Permitting ✓Proven experience in navigating ✓Deep understanding of the Spain’s regulatory frameworks administrative requirements in ✓Solaria’s LandCo is focused on the compliance with local and national a
Slide 7: Sizeable DC Portfolio: 2.5GW Connection Requested
3 SIZEABLE DC PORTFOLIO 2.5GW connection requested to the TSO/DSO for Data Centers Basque Country DC Connection requested 825MW Castile and Leon DC Connection requested 410MW Catalonia DC Connection requested 55MW Madrid DC Connection requested 733MW Castile-La Mancha DC Connection requested 450MW 7
Slide 8: Sizeable DC Portfolio: 265MW Connection Secured
3 SIZEABLE DC PORTFOLIO 265MW connection already secured Data centres RA Amon Horus Isis Bastet Hathor Thot Ptah projects Cluster Cluster Cluster Cluster Cluster Cluster Cluster Cluster DC connection 20MW 40MW 75MW - 50MW 50MW 30MW - secured Additional +50MW +160MW +526MW +250MW +12MW +360MW +795MW
Slide 9: Flexible Partnership Structures
4 FLEXIBLE PARTNERSHIP STRUCTURES Sale JV Payment in cash upfront Tier 1 DC Tier 1 DC Player Ownership TBC Player 0% 100% between partners Illustrative Structure Fully permitted ✓ Fully permitted project project as equity contribution Powerland as equity contribution to a Description Sale of the P
Slide 10: Solaria Behind the Meter Solution = Fast Track for DC
SOLARIA BEHIND THE METER SOLUTION = FAST TRACK FOR DC Short term solution for small DC TRADITIONAL DC Long term solution SOLUTION for large DC DSO or TSO grid 24/7 solution Behind the meter In front of the meter Short term solution SELF PV for large DC CONSUMPTION PLANT Requires existing Infrastruct
Slide 11: Regulatory Landscape with Potential to Unlock Exponential Growth
REGULATORY LANDSCAPE WITH POTENTIAL TO UNLOCK EXPONENTIAL GROWTH Regulatory Framework Potential Benefits Royal Decree 1183/2020, of December 29, on access and connection to electricity transmission and distribution networks. Ability to initiate self-consumption permitting to guarantee cheaper Articl
Slide 12: The DC Will Save Money
THE DC WILL SAVE MONEY Est. electricity savings for DC Solaria’s Strategy (€/MWh) Wholesale Price Wind Plant (44MW) Grid Consumption covered Surplus ~60% by self-consumption B ~40%+20% Solar PV Plant Consumption covered BESS (175MW) PV + Hybrid(1) by the grid (80MWh) Surplus Hybrid (1) $ PPA Fee Nat
Slide 13: Thank you
SOLARIA BEHIND THE METER SOLUTION IS A FAST Thank you. TRACK FOR DATA CENTERS
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