Verde Clean Fuels, Inc. · NASDAQ:VGAS
Verde Clean Fuels — Investor Presentation (June 2026)
23 slides from Verde Clean Fuels's investor presentation, June 2026
Slide 1: Investor Presentation
Investor Presentation June 2026 1
Slide 2: Forward-Looking Statements
Forward-Looking Statements 2
Slide 3: Verde Highlights
Verde Highlights Owns innovative and proprietary syngas-to-gasoline plus (STG+®) ✓ technology Over $150 million invested in STG+® technology since 2007, including a ✓ demonstration plant with 10,000+ operating hours ✓ Strong balance sheet with >$50 million cash and no debt ✓ Listed on Nasdaq (VGAS)
Slide 4: STG+ Technology Overview
STG+® Technology Overview Converts low-value or stranded feedstocks into higher-value clean transportation fuels 4
Slide 5: STG+ Technology Development and Demonstration
STG+® Technology Development and Demonstration Verde’s innovative STG+® technology has been validated through its demonstration plant and vetted by independent engineers, and is ready for multi-project commercialization Over $150 mm has been invested in development and demonstrating the STG+® techno
Slide 6: Verde Company Overview
Verde Company Overview Nasdaq: VGAS Shareholders Other/Public Share Price ($/share) $1.69 15% Market Capitalization ($ MM) (1) $75.3 Shares Outstanding (1) 44,549,621 Bluescape Cash and Cash Equivalents ($ MM) $54.3 Diamondback/ 52% Cottonmouth Debt ($ MM) $0 33% Timeline 2020 2023 2023 2025 2026 Bl
Slide 7: STG+ Technology Highlights
STG+® Technology Highlights 7
Slide 8: STG+ Technology Highlights
STG+® Technology Highlights Fully Finished Liquid Fuels Continuous Vapor-Phase Design Demonstrated at Scale Modular Deployment Drop-in RBOB gasoline or Reduces processing steps and 10,000+ operating hours at Standardized units fabricated IMPCA spec methanol simplifies plant configuration Hillsboroug
Slide 9: STG+ Technology Highlights – Fully Finished Liquid Fuels
STG+® Technology Highlights – Fully Finished Liquid Fuels Drop-in RBOB gasoline or IMPCA spec methanol Direct production of finished fuels: Designed to convert syngas into fully finished liquid fuels that require no additional refining No downstream upgrading required: Differentiated from convention
Slide 10: STG+ Technology Highlights – Continuous Vapor-Phase Design
STG+® Technology Highlights – Continuous Vapor-Phase Design Reduces processing steps and simplifies plant configuration Continuous vapor-phase operation: Utilizes a continuous vapor-phase loop across fixed-bed catalytic reactors Streamlined process flow: Eliminates the need for intermediate condensa
Slide 11: STG+ Technology Highlights – Demonstrated at Scale
STG+® Technology Highlights – Demonstrated at Scale 10,000+ operating hours at Hillsborough, NJ demonstration plant Proven at scale: Invested over $150 million in development and demonstration of STG+® technology Meaningful scale-up: Achieved 1,000x scale-up Operational demonstration plant: Successf
Slide 12: STG+ Technology Highlights – Modular Deployment
STG+® Technology Highlights – Modular Deployment Standardized units fabricated and assembled offsite prior to installation Standardized modular design: Engineered for delivery in modular units Offsite fabrication: Manufactured and assembled offsite prior to installation Reduced construction complexi
Slide 13: STG+ Technology Highlights – Standard Equipment
STG+® Technology Highlights – Standard Equipment Standard process equipment and commercially available catalysts Utilizes proven equipment: Based on standard, industry- established process equipment Conventional reactor design: Incorporates fixed-bed catalytic reactors Commercially available inputs:
Slide 14: STG+ Technology Highlights – Distributed-Scale Application
STG+® Technology Highlights – Distributed-Scale Application Deploy near constrained or localized feedstock sources Distributed-scale design: Designed for smaller-scale deployment versus traditional GTL facilities Flexible siting: Enables operation closer to localized or constrained feedstock sources
Slide 15: STG+ Technology Highlights – Feedstock Flexibility
STG+® Technology Highlights – Feedstock Flexibility Syngas (primary input) can be produced from a variety of feedstocks Flared/Stranded natural gas Biomass CO2 and eH2 Natural gas monetization: Converts stranded or associated gas creating in-basin demand and helping to alleviate pipeline and takeawa
Slide 16: STG+ Technology Highlights – Intellectual Property
STG+® Technology Highlights – Intellectual Property Patents related to key aspects of STG+® technology in U.S. + 14 other jurisdictions Protected technology platform: Owns or controls intellectual property associated with the STG+® technology Global patent coverage: Patents held in the U.S. and 14 a
Slide 17: Market Overview
Wa RDE CLEAN FUELS Market Overview
Slide 18: Market Overview
Market Overview STG+® creates the greatest value when converting low-cost, underutilized carbon resources into higher-value transportation fuels, particularly where feedstocks are abundant and fuel products command a premium Flared/Stranded Natural Gas Markets (South America and West Africa): Flared
Slide 19: Market Overview – Flared/Stranded Natural Gas Markets
Market Overview – Flared/Stranded Natural Gas Markets Market Snapshot Environmental Impact Global Gas Flared 151 BCM CO₂ & methane emissions Annual Value Lost ~$63 Billion Carbon Emissions 389 MMtCO₂e If flaring continues Lost Revenue Methane Impact 46 MMtCO₂e Value flared away Concentrated Opportun
Slide 20: Market Overview – Biomass Rich Markets
Market Overview – Biomass Rich Markets Market Snapshot US Biomass Potential 1.1 - 1.5 billion Tons Annual Current Waste 452 million Tons Annual Forestry Waste 42 million Tons Annual Agriculture Waste 177 million Tons US Energy Needs Equivalent 15% Renewable Liquid Fuels Equivalent 60 B Gallons Why S
Slide 21: Market Overview – Premium Fuel Markets
Market Overview – Premium Fuel Markets Policy Stack What the Policies Deliver Market Snapshot Higher renewable fuel volumes and lower carbon- RED III Target 42.5% Renewable Energy EUROPE intensity requirements FuelEU Maritime 2% Renewable Fuels by 2034 RED III & FuelEU Maritime Sustained demand for
Slide 22: Appendix
Wa RDE CLEAN FUELS Appendix
Slide 23: Verde Leadership
Verde Leadership • Verde CTO since 2013 • Verde CEO since 2026; Verde CFO since 2024 • 25+ years of experience commercializing advanced energy • 20+ years of experience in finance, corporate development, and renewable fuel technologies and commercial leadership • Managed ~$1 Bn in capital projects i
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