Slide 1: Hazer Group Ltd – TechKnow Conference 2023
ASX:HZR Hazer Group Ltd TechKnow Conference 2023 3 August 2023
Slide 2: Disclaimer
2 Hazer Group – TechKnow Conference – August 2023 Disclaimer Important information This presentation has been prepared by Hazer Group Limited (“Hazer” or “the Company”) Forward Looking Statements Statements contained in this document or made during or in connection with Summary Information This docu
Slide 3: Investment highlights
3 Hazer Group – TechKnow Conference – August 2023 Investment highlights Low cost, low emissions H2 production technology company positioned to play a leading role in global decarbonisation 1 2 3 4 Low-cost, Low- Compelling Global Tier-1 Advanced Technology emissions, Proprietary Economics & Partners
Slide 4: Hazer’s competitive technology advantage
4 Hazer Group – TechKnow Conference – August 2023 Hazer’s competitive technology advantage Innovative low emission, low-cost methane pyrolysis technology producing clean hydrogen and graphite • Hazer Group Limited is a technology development company undertaking the commercialisation of the Hazer Pro
Slide 5: Low cost & low emissions hydrogen
5 Hazer Group – TechKnow Conference – August 2023 1 Low cost & low emissions hydrogen Hazer well positioned as a low-cost, low-emissions hydrogen technology Methane Pyrolysis vs SMR Existing Technologies Electrolysis ▪ 2x methane on grid ▪ 10% less heat Steam Methane Reforming (SMR) ▪ No CO2 ▪ No wa
Slide 6: “Plug-in” technology using existing infrastructure
6 Hazer Group – TechKnow Conference – August 2023 2 “Plug-in” technology using existing infrastructure End-use deployment and application of the Hazer Technology eliminates H2 transport risk and reduces cost • Eliminates requirement for hydrogen transportation cost and risk • Co-located with end-use
Slide 7: Global partners & projects
7 Hazer Group – TechKnow Conference – August 2023 3 Global partners & projects Tier-1 partners developing commercial projects in North America, Europe and Asia-Pacific
Slide 8: Overview of key scale-up development projects
8 Hazer Group – TechKnow Conference – August 2023 3 Overview of key scale-up development projects Canada Chubu, Japan Montoir, France • Utilises existing fuel terminal site • Existing LNG import terminal or power • Existing LNG import terminal site • H2 to be used in gas blending station site identi
Slide 9: Advanced technology readiness
9 Hazer Group – TechKnow Conference – August 2023 4 Advanced technology readiness Project Rapid development since company founding and advancing Tech Readiness Level (TRL) Development Pipeline (< 60kg/hr* continuous**) (~<2 kg/hr* semi-continuous) (~1Kg* batch) (<100g* batch) (<1g* batch) 2007–2013
Slide 10: Commercial Demonstration Plant (CDP) current status
10 Hazer Group – TechKnow Conference – August 2023 4 Commercial Demonstration Plant (CDP) current status Milestones to Ready for Start-up (RFSU) ❑ Phase 1 plant construction ❑ Phase 1 commissioning, testing & debugging ❑ Heat exchanger materials delivery ❑ Mark-1 reactor forging & heat treatment ❑ H
Slide 11: “Capex-lite” business model enables early free-cashflow
11 Hazer Group – TechKnow Conference – August 2023 5 “Capex-lite” business model enables early free-cashflow Hazer business plan premised on licensing and royalty revenues avoiding large-scale capex exposure Hydrogen • One technology, two valuable markets Royalties • Flexible combination of license
Slide 12: Graphite production diversifies earnings
12 Hazer Group – TechKnow Conference – August 2023 6 Graphite production diversifies earnings A synthetic, low emissions product with differentiated morphology and properties • Highly structured vs amorphous carbon black Mitsui MOU • Iron inclusions produce magnetic graphite • Low production emissio
Slide 13: Hydrogen market set to grow over 5x by 2050
13 Hazer Group – TechKnow Conference – August 2023 7 Hydrogen market set to grow over 5x by 2050 Global energy demand supplied with hydrogen (Mtpa) 545 2021 Hydrogen Million tonnes Demand* • Ammonia • Methanol (53%) • Refining (41%) • Steel (6%) 95 2021 2050 Source: Hydrogen Council & EIA * Parenthe
Slide 14: Significant fiscal policy support across key markets
14 Hazer Group – TechKnow Conference – August 2023 8 Significant fiscal policy support across key markets Government funding & incentives support Hazer technology commercialisation POLICY SUPPORT HAZER ELIGIBILITY Other ✓ Australia ARENA ($9mln) & R&D tax support Hydrogen Headstart Program Asia ✓ Hy
Slide 15: Key Activities
15 Hazer Group – TechKnow Conference – August 2023 Key Activities CY2023 CY2024 H1 H2 H1 Procurement, Fabrication, Engineering & Installation Commercial Demonstration Plant (100 tpa) Ready for Start-up Today Targeted Production & Testing Program Hazer-Fortis 2,500 tpa Canada Plant FEED Studies in Ca
Slide 16: Compelling investment case
16 Hazer Group – TechKnow Conference – August 2023 Compelling investment case Advanced, disruptive technology with strong competitive advantage. 1 technology serving 3 markets Co-located with end-user infrastructure enabling shorter pathway to CO2 reductions for hard-to-abate sectors Clear commercia
Slide 17: Hazer Group Ltd
Hazer Group Ltd ASX:HZR Investor Relations Enquiries: contact@hazergroup.com.au Media Enquiries: hhowlett@we-worldwide.com 17