Environmental Clean Technologies Limited · ASX:ECT
Environmental Clean Technologies — Shareholder Meeting (October 2024)
10 slides from Environmental Clean Technologies's shareholder meeting presentation, Oct 21, 2024
Slide 1: AGM Presentation – COLDry Fertiliser Project
For personal use only AGM Presentation ECT ENVIRONMENTAL CLEAN TECHNOLOGIES LIMITED COLDry Fertiliser Project 21 October 2024
Slide 2: Disclaimer
Disclaimer For personal use only Environmental Clean Technologies Limited (“ECT” or “the Company” ) has taken all reasonable care in compiling and producing the information contained in this presentation. The Company will not be responsible for any loss or damage arising from the use of the informat
Slide 3: Project Opportunities
Current Future Project Opportunities For personal use only Bacchus Marsh Agriculture Industry Energy • COLDry • HydroMOR • COLDry Hydrogen • Lignite-nitrogen • Low emission • Net-negative fertiliser steelmaking hydrogen production 3
Slide 4: Race to Revenue
l u a t i o n o f f ou r Eva Race to Revenue pote n t i a l p r oj e c ts For personal use only Options Commercial & Technical Assessment Financial Activities Next Steps ESG Partnership Techno-economic Field Trials Energy Development modelling Syngas/Hydrogen/ Methanol ESG Partnership Site electrica
Slide 5: Value Proposition
e i n p u ts e r n a ti v Value Proposition a g i n g a lt Lever For personal use only Conventional Nitrogen Fertiliser: $8.5Bn Australian Market1 30-50% Loss Environmental Inefficient & Expensive2 Emissions Atmospheric & Aquatic COLDry: Lignite-Nitrogen Fertiliser2 EFFICIENT EFFECTIVE 64% LOWER 59%
Slide 6: JV with ESG Agriculture
JV with ESG Agriculture For personal use only ECT: Technology & Production Demonstration Optimised Commercial • COLDry Technology Plant Plant Plant • Granulation Process Capacity Capacity Capacity • Logistics 30,000 200,000 50,000 Tonnes Per Year Tonnes Per Year Tonnes Per Year ESG: Sales & Marketin
Slide 7: Steel Industry Solution
Steel Industry Solution For personal use only Emissions Share of LOW EMISSION Carbon Advantage global emissions Intensity 1.3t • ~35% lower than a blast furnace 8% 1.8-3.8t • ~65% lower than coal-based DRI tonnes CO2 per tonne of steel (average) LOWER CAPEX Steel Making CO2 Intensity 0.64x 4 3 ~65%
Slide 8: CO2 Comparison – 100MW Hydrogen Equivalent
CO2 Comparison – 100MW Hydrogen Equivalent Net-negative Hydrogen COLDry-Pyrolysis to Hydrogen Electrolysis For personal use only REDUCTION Production 50 CO2 -39.9kg 1.7 - 12.6 Benefit CO2/kg H2 Net-negative without the 40 12.6 34.3 need for CCS -34.7 30 27.4 Kg CO2 per kg H2 CAPEX OPEX 0.5x 0.17x 20
Slide 9: ECT Investment Rationale
ECT Investment Rationale For personal use only We are in the right the place at the right time to meet today’s challenges and offer investors a low-tech risk, low development risk, low capex, highly scalable, near-term breakeven investment opportunity to participate in a major energy transition them
Slide 10: Thank you
For personal use only ECT ENVIRONMENTAL CLEAN TECHNOLOGIES LIMITED Thank you.
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