Elixir Energy Limited · ASX:EXR
Elixir Energy — International New Energy Summit 2021
14 slides from Elixir Energy's conference presentation, Sep 29, 2021
Slide 1: Complementary Hydrogen Project
Complementary Hydrogen Project International New Energy Summit 2021 https://ines.mn/ 29 September 2021 ASX:EXR
Slide 2: Highlights
Highlights 1. Elixir’s Mongolian subsidiary, 2. Elixir considers Mongolia is one of the best GOH Clean Energy LLC has locations in the world to produce green hydrogen: been pursuing various • Adjacent to very large potential Chinese H2 initiatives to pursue hydrogen markets such as Inner Mongolia’s
Slide 3: Introduction – Hydrogen 101
Introduction – Hydrogen 101 • Hydrogen (H2) is the most common element in the universe - but very rare as an element on Earth • Hydrogen is common as a constituent of molecules readily available on Earth such as water and methane • H2 can be obtained by separation processes from these. It is not a p
Slide 4: Introduction – the Colours of Hydrogen (H2)
Introduction – the Colours of Hydrogen (H2) The 3 main ways to produce H2 GREEN GREY are illustrated: Electrolysis Gasification • In descending current cost BLUE • In ascending Steam pollution levels Net zero by 2050 targets are predicted to Most desired (but costly) How H2 is produced today form of
Slide 5: Predicted Hydrogen Uses
Predicted Hydrogen Uses Inner Mongolian Steel Mills are an excellent Inevitable target market for Mongolian H2 Fertiliser | Food industry | Methanol | Hydrocracking | Desulphurisation Long-haul aviation | Shipping | Steel | Chemical feedstock | Seasonal power shortage Medium-haul aviation | Long-dis
Slide 6: Chinese H2 Market Opportunities
Chinese H2 Market Opportunities • Elixir’s key strategic rationale for exploring for CH4 in Mongolia is the locational advantage that gives in supplying the World’s largest energy importer to its South • Bloomberg New Energy Finance concluded that China’s population size and geographical nature mean
Slide 7: Hydrogen Delivery Costs
Hydrogen Delivery Costs • Around 2/3 of the cost of Cost of gas-to-gas hydrogen transportation, including conversion and reconversion - 2030s producing green H2 are For hydrogen production of ~15PJ/year the cost of renewables • Shipping H2 by boat costs multiples (~$20/GJ) of shipping the same energ
Slide 8: An advantageous location for H2 production
An advantageous location for H2 production Large steel mills 8
Slide 9: Complementary Capabilities
Complementary Capabilities • Elixir’s natural gas related operations in Mongolia require: • Good relationships with multiple levels of Government • Ongoing effective engagement with different energy related Ministries and regulators • Ensuring local communities are supported and their potential conc
Slide 10: Sodar
Sodar • Elixir has imported Australian built Sodar equipment into Mongolia to measure wind and solar resources to bankable standards • The Sodar has been deployed to the same region as where the Company’s current CBM operations take place • This area is advantaged by world class wind and solar Sodar
Slide 11: Hydrogen Project Stakeholders
Hydrogen Project Stakeholders • The Company has commenced Government engagement with the key stakeholders required for a successful green H2 project in Suppliers Mongolia • This includes various levels of Government Customers • Elixir has commissioned a study on a H2 supportive legal system – which
Slide 12: Summary
Summary 1. Most credible international 2. Hydrogen is not a fuel materially 3. Itintrinsically is therefore more 4. The physical nature of hydrogen means that it is energy experts now existing on Earth expensive than the very expensive to ship long see hydrogen as as an element – primary energy sour
Slide 13: Important Notice & Disclaimer
Important Notice & Disclaimer This document has been prepared by Elixir Energy Limited (ABN 51 108 230 995) (“Elixir”) in connection with providing an overview of its business to interested analysts/investors. This presentation is being provided for the sole purpose of providing preliminary backgrou
Slide 14: www.elixirenergy.net.au
INVESTORS & MEDIA Neil Young Managing Director info@elixirenergy.net.au Phone +61 8 7079 5610 www.elixirenergy.net.au www.elixirenergy.net.au