Next Hydrogen Solutions Inc · TSXV:NXH
Next Hydrogen Solutions — Investor Presentation (September 2024)
21 slides from Next Hydrogen Solutions's investor presentation, September 2024
Slide 1: Investor Presentation Q2 2024
Innovation in Water Electrolysis TM Investor Presentation Q2 2024 NXH:TSXV NXHSF:OTC
Slide 2: Disclaimer
2 Disclaimer Legal disclaimer This presentation of Next Hydrogen Solutions Inc. (“Next Hydrogen” or the “Company”) is for information only and shall not constitute an offer to buy, sell, issue or subscriber for, or the solicitation of an offer to buy, sell, issue or subscribe for any securities in a
Slide 3: Company Highlights
3 Company Highlights ▪ 16 years of IP development with proven track record Experts in Water ▪ Combined 140+ years of experience in designing hydrogen generation systems Electrolysis ▪ 40 patents to cover multiple alkaline and PEM product roll-outs to expand value proposition ▪ 27,000 square foot man
Slide 4: World Class Hydrogen Expertise
World Class Hydrogen Expertise Michael Stemp 20+ years of designing and developing hydrogen systems, former Director of Advanced Engineering for Stuart Energy Raveel Afzaal Rob Campbell 10+ years capital markets experience as an A clean energy advocate with 20+ equity research analyst and venture Ch
Slide 5: Board of Directors
5 Board of Directors Allan Mackenzie Matthew Fairlie Walter Howard JP Clausen Susan Uthayakumar Anthony Guglielmin Chairman Vice Chairman Director Director Director Director • Owner and prinCIMal of • 20+ years in hydrogen • Extensive career spanning • EVP of Global • 25 years experience in • Previo
Slide 6: Next Hydrogen Provides a Key System for Green Hydrogen Production Powered by Renewable Energy
Next Hydrogen Provides a Key System for Green Hydrogen Production 6 Powered by Renewable Energy Wind Power Power Next Hydrogen is able to harness renewable power sources as inputs Solar to create hydrogen for Industrial Power transportation and industrial use by supplementing fuel sources Nuclear Tr
Slide 7: Hydrogen is a Viable Clean Alternative to Fossil Fuels
7 Hydrogen is a Viable Clean Alternative to Fossil Fuels Industrial Applications ▪ 95% of hydrogen used for industrial purposes is derived from fossil fuels, represents a $328B(1) annual market, and is responsible for 830 million tons of CO2 annually ▪ Hydrogen produced from green energy can dramati
Slide 8: Next Hydrogen Achievements
8 Next Hydrogen Achievements 1 One of the most tenured teams in water electrolysis globally State of the art testing infrastructure and 40 MW manufacturing capabilities developed 2 in our Mississauga facility 3 Leading energy efficiency targets for electrolyzers with performance exceeding US Departm
Slide 9: Hydrogen Economy Tailwind
9 Hydrogen Economy Tailwind Global Electrolyzer Manufacturing Capacity Required by 2030 to Reach Net- Zero by 2050 (GW per year)(3) To stabilize or reduce concentrations of CO2 in the atmosphere, the world needs to reach net-zero emissions 127 232 as soon as possible COP 28 is estimating an infrastr
Slide 10: Unprecedented Commitment on Green H2 from Countries Globally
10 Unprecedented Commitment on Green H2 from Countries Globally Hydrogen could be >1,000 used to deliver 30% EU aims to install 40 GW of Hydrogen project proposals of Canada’s end-use renewable hydrogen energy by 2050 electrolyzers by 2030 announced globally, 795 of which plan full or partial deploy
Slide 11: Significant Electrolyzer Market Opportunity
11 Significant Electrolyzer Market Opportunity Global Market Opportunity by 2030 Global Market Opportunity by 2050 >$12T Forecasted Electrolysis Demand (GW) (1) Global Hydrogen Production Investment required in the Scenario(2) Mtpa hydrogen value chain to 2050(2) 232 600 The growing demand for green
Slide 12: Next Hydrogen Offers a Superior Route to Affordable Green Hydrogen
12 Next Hydrogen Offers a Superior Route to Affordable Green Hydrogen The Electrolyzer Landscape Energy Efficiency and Current Density 8 6 ✓ Next Hydrogen offers lower energy kwh/Nm3 PEM(1) consumption compared 4 against leading alkaline • High Current Density competitors • High Dynamic Response ✓ N
Slide 13: Innovative Design Removes Restrictions and Sets the Stage for Scalable Operations
Innovative Design Removes Restrictions and Sets the Stage for 13 Scalable Operations Gases and liquids All electrolyte and gas- separated right liquid separation occurs at at the cell plate Internal gas-liquid separators in each half cell each cell plate, removing limiting design features of convent
Slide 14: System Overview
14 System Overview NH-300 Hydrogen Generation System Schematic Open architecture with the best commercially available cell components 5 1 Compact units, pre-assembled and ready to drop in at sites 5. Electrical and Controls Container 1. Electrolyzer Module Current alkaline electrolyzer product 4 lin
Slide 15: Commercial Testing and Validation
15 Commercial Testing and Validation Successful Pilot Project Significant validation and advancement of electrolyzer design architecture in a challenging nuclear application, resulting in a $7.7MM contract for this application with a blue-chip customer Bolton, Ontario One of the Largest On-site H2 G
Slide 16: Next Hydrogen Product Road Map
16 Next Hydrogen Product Road Map 2022 2023 2024 2025 2026 2027 Full system development in real world operations o Demonstrated pathway to lower cost and higher efficiency systems in bench scale for our GEN2 product line Validation at bench scale o 1.5MW fueling station for fork-lifts and trucks and
Slide 17: Patent Portfolio Geared Towards Green Hydrogen from the Beginning
17 Patent Portfolio Geared Towards Green Hydrogen from the Beginning Filing Location(1)(2) Cell Electrolyzer Module US (3), PCT, CA, Module ▪ Core water electrolyzer module design EP, CN, IN Power Dispatch System for Electrolytic Production of Power Hydrogen from Wind Power US (3), PCT, CA (2), EP (
Slide 18: Financial Highlights
18 Financial Highlights Balance Sheet at June 30, 2024 Assets Current Cash and cash equivalents $5,397,620 Share Capitalization Trade and other receivables Prepaid expenses and deposits $1,073,319 $626,775 Inventory $3,236,718 Total Current Assets $10,334,432 Trade and other receivables $38,088 Prep
Slide 19: Conclusions
19 Conclusions Next Hydrogen's team has a combined 140+ years of experience in designing hydrogen generation systems The Company's electrolyzer design is covered by 40 patents, validated by corporate partnerships and industry leaders The Company has a 40MW, 27,000 square foot proof-of-concept manufa
Slide 20: Appendix
Appendix NXH:TSXV NXHSF:OTC
Slide 21: Hydrogen's Supply Needs to be Decarbonized
21 Hydrogen’s Supply Needs to be Decarbonized Natural Gas Water CO2 Emissions Production Cost kg/kg H2 (lifecycle) USD/kg Global Hydrogen Production Scenario Max Min CO2 Tax Max Min Mtpa 11.3-12.1 600 9.2-11.1 8.8-11.1 Electricity Process Emissions 0.8-4.9 GREY 0.6-1.9 0.8-2.1 500 2020 2030 2050 202
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