Nh3 Clean Energy Limited · ASX:NH3
Nh3 Clean Energy — Hexagon Energy Materials — Shareholder Meeting (March 2021)
23 slides from Nh3 Clean Energy's shareholder meeting presentation, Mar 10, 2021
Slide 1: EGM Chairman's Address to Shareholders
ASX Announcement | 10 March 2021 Hexagon Energy Materials Limited (ASX: HXG) EGM Chairman’s Address to Shareholders Ladies and Gentlemen, it is with great pleasure that I have the opportunity to address you prior to this EGM to consider the acquisition of Ebony Energy Ltd. and the exciting opportuni
Slide 2: Pedirka Blue Hydrogen Project
Hexagon Energy Materials Ltd Pedirka Blue Hydrogen Project ASX: HXG, March 2021
Slide 3: Important Notices
Important Notices DISCLAIMER The purpose of this presentation is to provide background information to assist in obtaining a general understanding of the Company’s proposals and objectives. This presentation may contain some references to forecasts, estimates, assumptions and other forward-looking st
Slide 4: Contents
Contents 1 Hexagon Energy 2 Pedirka Blue Hydrogen 3 The Hydrogen Market Materials Project
Slide 5: Hexagon Energy Materials
Pedirka Blue Hydrogen Project Hexagon Energy Materials 4
Slide 6: Corporate Overview
Corporate Overview HEXAGON ENERGY MATERIALS LTD HXG SHARE PRICE 0 3 Mar 2020–2 Mar 21 3 Mar 2020–2 Mar 21 ASX Code Share Price (02/03/21) Market Capitalisation Shares on Issue HXG A$0.095 A$28.6M 301.2M Options/Rights 52 week high 52 week low Average daily volume 4M A$0.14 A$0.013 562,791 TOP FIVE S
Slide 7: Corporate Leadership Team
Corporate Leadership Team Charles Whitfield Adam Bacon Garry Plowright Lianne Grove Chairman Ebony Energy – Managing Director Non-Executive Director Commercial / BD Clean Energy resource Extensive global expertise Extensive experience in the Extensive global expertise specialist. Undertook in the en
Slide 8: Corporate Strategy
Corporate Strategy Hexagon’s strategy is Ownership Ownership Ownership Ownership focused on exploration 100% 100% 80% 100% and development of (subject to compulsory acquisition) clean-energy, and energy materials projects Project Project Project Project Pedirka McIntosh Alabama Halls Project Project
Slide 9: Pedirka Blue Hydrogen Project
Pedirka Blue Hydrogen Project Pedirka Blue Hydrogen Project 8
Slide 10: The Pedirka Project
The Pedirka Project • HYDROGEN PRODUCTION, STORAGE Regionally important Only hydrocarbon-based & INFRASTRUCTURE DEVELOPMENT Blue Hydrogen production can currently provide the volumes and cost for viable hydrogen platforms. However, • The development of the Pedirka “Grey” or “Brown” producers are Pro
Slide 11: Ebony Energy's Pedirka Project
Ebony Energy’s Pedirka Project Ideally located near existing infrastructure to Blue hydrogen from transport product and undertake CCUS of CO2 coal gasification Permits held to explore the Pedirka Basin for coal, drilling and desktop-research on historical drilling undertaken to determine the shape,
Slide 12: Project Location
Project Location Darwin Industrial Area Ideally geographically located Workforce availability due to the proximity to Alice Springs, with processing plant to be located on the outskirts of the town Strong indications of support from Federal and State Governments Potential for both state, federal and
Slide 13: The Hydrogen Market
Pedirka Blue Hydrogen Project The Hydrogen Market 12
Slide 14: Hydrogen is gaining momentum
Hydrogen is gaining momentum Versatility a key positive in Key global Action to reduce GHG emissions, carbon pricing increasing global decarbonisation efforts drivers include Increasing recognition around the limitations of electrification, particularly for industrial sectors The use of Hydrogen is
Slide 15: Hydrogen is gaining momentum
Hydrogen is gaining momentum 228 HYDROGEN PROJECTS GLOBALLY ACROSS THE VALUE CHAIN Hydrogen Council highlighted 228 active projects currently Largest projects in Europe, Australia, Middle East and Chile Asia and Oceania are 2nd and 3rd in number of projects after Europe Most of the Asian projects ar
Slide 16: Hydrogen is gaining momentum
Hydrogen is gaining momentum Australian governments States/territories with LARGE SCALE MARKET have lofty ambitions consistent policies ACTIVATION FROM 2025 SA, QLD, WA Australia launched its National TAS, NT, ACT Hydrogen Strategy in Nov-19, with 2030 goals including Intersection with post Covid-19
Slide 17: Demand forecast to be strong
Demand forecast to be strong COMPARING 2030 GLOBAL HYDROGEN DEMAND ESTIMATES Electric breakthrough From a current market of ~70mtpa, Business as usual Shell incremental demand expected to be Targeted deployment meaningful ACIL Allen (Medium) Energy of the Future IRENA Australia’s National Hydrogen S
Slide 18: Demand forecast to be strong
Demand forecast to be strong Australian demand will South Korea particularly Asia fast Gas blending develop in hubs, but regional focused on transport sector developing is a large applications demand for potential use- demand will be larger hydrogen, not case (see over) • Expects imports of >5mtpa T
Slide 19: The role of blue hydrogen
The role of blue hydrogen THE DIFFERENT COLOURS OF HYDROGEN Hydrogen Hydrogen Hydrogen Brown / Grey Blue Green • Most hydrogen produced is derived from fossil fuels • Blue hydrogen uses traditional production method • Green hydrogen produced from electrolysis of water with CCUS (carbon capture, util
Slide 20: The role of Blue Hydrogen
The role of Blue Hydrogen Required to develop Key end markets such as Japan and the EU Drivers are cost competitiveness and highlight the need for blue hydrogen in the ability to achieve scale supply chain near-term • infrastructure and This is critical for developing supply chain infrastructure and
Slide 21: The role of Blue Hydrogen
The role of Blue Hydrogen AMMONIA CASH COSTS FOR CF INDUSTRIES Cost competitive immediately with the right incentives Market value of hydrogen in low- Conventional Blue Green carbon ammonia $2,000 2,000 CF Industries and Yara, the top two global producers of ammonia, have both indicated that 1,800 t
Slide 22: Australian developments
Australian developments Australia’s most prospective CCUS locations, Explicit support for CCUS considering infrastructure availability Low Emissions Technology Statement set two related Pedirka appears targets relevant to the Pedirka blue hydrogen project well located • Reducing hydrogen production
Slide 23: Ebony Energy – Managing Director
Adam Bacon Ebony Energy – Managing Director [email protected] +61 412 087 437 Lianne Grove Chief Commercial Officer [email protected] +61 (08) 6244 0349 hxgenergymaterials.com.au
Hexagon Energy Materials — Shareholder Meeting (March 2021) on 6ix