Synthesis Energy Systems Inc · OTC:SYNE
Synthesis Energy Systems — Investor Presentation (September 2014)
15 slides from Synthesis Energy Systems's investor presentation, Sep 10, 2014
Slide 1: Corporate Overview: Unlocking Value Through Transformative Clean Energy Technology
CORPORATE OVERVIEW September 2014 Synthesis Energy Systems, Inc. UNLOCKING VALUE Through TRANSFORMATIVE CLEAN ENERGY TECHNOLOGY NASDAQ: SYMX www.synthesisenergy.com
Slide 2: Forward-Looking Statements
Forward - Looking Statements This presentation includes "forward - looking statements" within the meaning of Section 27 A of the Securities Act of 1933 , as amended, and Section 21 E of the Securities Exchange Act of 1934 , as amended . All statements other than statements of historical fact are for
Slide 3: SES Gasification Technology
SES Gasification Technology CO 2 CAPTURE CAPABLE LOW GRADE COAL BIOMASS SYNGAS PROCESSING SYNTHESIS GAS (CO+ H 2 ) SULFUR ASH NATURAL GAS FUELS DRI STEEL POWER CHEMICALS FERTILIZERS $1.50/MMBTU Typical Feedstock Input Cost SES VALUE ADDITION $4 - 8 MMBTU vs. $12 - 17 MMBTU Crude O il/LNG HIGH - VALU
Slide 4: SES Delivers Value Through Low-Cost Resources
SES Delivers Value T hrough Low - Cost Resources Source: World Bank $100/BBL CRUDE $100/BBL CRUDE • SES Gasification Technology Advantage • Unique ability to cleanly convert low - cost, indigenous feedstock – including 50% of world’s coal: low - quality, close - to - surface lignite, or brown, coal
Slide 5: SES: Globally Competitive Economics
SES: Globally Competitive Economics $3.40 $15.00 LNG MKT (ASIAN SPOT) COST PER MMBTU COST PER GALLON $1.19 $2.91 US PRICE (WHOLESALE) GASOLINE FROM OIL @ $100/BBL $185 $123 METHANOL AMMONIA COST PER TONNE ASIAN MKT $425/MT ASIAN MKT $350/MT LARGE VALUE POTENTIAL PER PROJECT SNG - $ 10.11B METHANOL -
Slide 6: Global Energy Market/Macroeconomics
Global Energy Market/Macroeconomics LOW - COST ALTERNATIVE TO LNG AND OIL IN LARGE MARKET VERTICALS METHANOL AMMONIA Highly complex, massive industrial commodity markets with growth tied to GDP, including: methanol, olefins, and glycols . Economic alternative to current natural gas Next - generation
Slide 7: SES Gasification Technology JV Plants
SES Gasification Technology JV Plants ZZ PLANT - Zao Zhuang New Gas Company 97% SES Ownership, 2 SES Gasifiers • JV with Xuecheng Energy ( 97% SES / 3% XE ) • Potential to generate approximately $ 35 MM/YR of revenue, assuming sales of 90,000 tonnes /year and an average price per tonne of 2,400 RMB
Slide 8: SES Platform for Growth: Market Vertical Partnerships
SES Platform for Growth: Market Vertical Partnerships • POWER • SES and GE jointly marketing a small - to medium - scale power plant product • 50 - 200 MW power generation units combining SES Gasification Technology with GE’s aero - derivative gas turbines • Scalable and replicable/modular, year - o
Slide 9: Power: Co-Marketing Partner with GE
2014 POWER: Co - Marketing Partner with GE • Distributed Power in Developing Regions • Co - marketing partner: General Electric’s Packaged Power division • SES Gasification T echnology ideally suited for GE’s fuel - flexible LM2500+G4 aero - derivative gas turbines • Regional Collaborators: Istroene
Slide 10: DRI Steel: Co-Marketing Partner with Midrex Technologies
2014 DRI STEEL: Co - Marketing Partner with Midrex Technologies • New DRI Product for Steel Industry • Co - marketing partner: Midrex Techologies , a subsidiary of Kobe Steel. MIDREX ® Plants produce about 60% of the world’s DRI • Joint - technology coal gasification - based DRI facility that utiliz
Slide 11: China: Jiangsu Tianwo-SES Clean Energy Technologies
2014 CHINA : Jiangsu Tianwo - SES Clean Energy Technologies Ltd. • Partner: Zhangjiagang Chemical Machinery Company (ZCM) • One of China’s largest and most respected coal - chemical equipment manufacturers • RMB 5 billion market cap, last year sales est. RMB 1.8 billion, 3,000+ employees, public com
Slide 12: Synthesis Energy Systems, Inc. Overview
Synthesis Energy Systems, Inc. Overview • Premiere Gasification Technology • Industry leading range of low - quality coal, coal waste, biomass, and wastes • Unique and efficient performance • Environmentally clean • Multi - decade development and deployment of technology • High barrier to entry with
Slide 13: SES: Strengths and Value Drivers
SES: Strengths and Value Drivers • World’s Premiere Technology To Convert Low - Value Feedstock Into High Value Products • Unmatched, Commercially Proven , Clean Energy Technology with Superior Economics • Massive Market Opportunities and Need/Demand Around the World, Especially in Developing Countr
Slide 14: Management
Management • Robert W. Rigdon , President and Chief Executive Officer • Leader in GE’s gasification business in multiple capacities including Manager of Gasification Engineering, Director of IGCC Commercialization and Director of Gasification Industrials and Chemicals Business, 2004 - 2008 • 23 - ye
Slide 15: Management
Management • Carrie Lalou, Vice President of Business Development • More than 17 years in the energy/oil & gas industries including extensive expertise in coal gasification and IGCC design. A decade of experience as process engineer, including lead technical roles in GE’s IGCC business, where she wa
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