Atome PLC · LSE:ATOM
Atome — Investor Presentation (July 2022)
17 slides from Atome's investor presentation, July 2022
Slide 1: Green Hydrogen & Ammonia: The Commodities of the Future, Today
green hydrogen & ammonia THE COMMODITIES OF THE FUTURE, TODAY
Slide 2: Disclaimer
DISCLAIMER The information contained in this confidential document (“Presentation”) has been prepared by Atome Energy PLC (the “Company”). While the information contained herein has been prepared in good faith, neither the Company nor any of its shareholders, directors, officers, agents, employees o
Slide 3: Executive Summary
EXECUTIVE SUMMARY ATOME is now a world-leader in the green hydrogen and ammonia industry thanks to its fast-track projects strategy and a project pipeline of 500MW with first income in 2023 WORLD LEADING The only London Stock Exchange company giving investors direct access to the commercial producti
Slide 4: Investment Case
INVESTMENT CASE BASE ADVANTAGES FAST-TRACK GREEN IS CHEAP SIZE OF THE PRIZE DEMAND IS HERE NOW • Only London Stock Exchange company directly • Green hydrogen is widely addressing global climate recognised as the essential • Green hydrogen market and food security issues tool to decarbonise and expec
Slide 5: Expert, Experienced Management
EXPERT, EXPERIENCED MANAGEMENT Peter Levine Olivier Mussat James Spalding Mary-Rose de Valladares Sigurður Ólason Chairman Director and CEO Director and President of Independent Non-Executive CEO of 75% owned Icelandic Atome Paraguay Director subsidiary, Green Fuel Peter MA (Oxon) is the Chairman Ol
Slide 6: Hydrogen – The Right Time Now More Than Ever
HYDROGEN – THE RIGHT TIME NOW MORE THAN EVER • The use of hydrogen today is widespread including fertilizer PRODUCTION TRANSFORMATION TRANSPORT END USE production; refining; chemicals; iron & steel; glass. Over 99% of hydrogen is made from fossil fuels • Green hydrogen, produced via electrolysis pow
Slide 7: Ammonia and the Urgency for Green
AMMONIA AND THE URGENCY FOR GREEN Ammonia (NH3) is the second most 5 YEAR FERTILIZER PRICES NEED FOR GREEN produced chemical in the world, and a global commodity, derived almost Over 99% of global ammonia production is derived entirely from fossil fuels from natural gas,. Moody’s forecasts prices to
Slide 8: Paraguay 400MW Project
PARAGUAY 400MW PROJECT green hydrogen & ammonia production Paraguay Itaipu Dam, Paraguay 8
Slide 9: The Paraguay Opportunity
THE PARAGUAY OPPORTUNITY COUNTRY PROFILE ENERGY IN ABUNDANCE TARGET MARKET • BB+ Fitch rating, a stable open economy, with a solid banking • Renewable power on tap 24/7 from Itaipu Dam, • Domestic offtake markets for hydrogen and ammonia system oriented toward international standards. Tariffs are lo
Slide 10: Paraguay Phase 1: 60MW Villeta Project
PARAGUAY PHASE 1: 60MW VILLETA PROJECT FIRST STEP TOWARDS NEAR-TERM PRODUCTION OF GREEN HYDROGEN AND AMMONIA IN PARAGUAY First Major Power Agreement Signed Phase 1 Villeta Asunción/Villeta • 60MW PPA signed with ANDE, the national • 100% green power to be provided via ANDE's ITAIPU DAM power company
Slide 11: Paraguay Phase 2 – Itaipu/Yguazu 300MW+ Projects
PARAGUAY PHASE 2 – ITAIPU/YGUAZU 300MW+ PROJECTS • ATOME is upscaling its original Phase 2 projection, making a total of 400MW for both phases in Paraguay • Fast-track negotiations with ANDE for the 300MW PPA S O U T H • The Company is also in advanced discussions with offtakers, with firm interest
Slide 12: ATOME Mobility – The Future of Heavy Transport Mobility
ATOME MOBILITY –THE FUTURE OF HEAVY TRANSPORT MOBILITY ATOME MOBILITY – MOVING FORWARD PARAGUAY – IN NEED OF CLEAN FUEL FUEL CELL VEHICLE (FCEV) – WHY NOW? • Aim to launch production facility to produce green hydrogen for the • No railways – all main industries dependent on • There is a need to deca
Slide 13: Iceland Projects
ICELAND PROJECTS green hydrogen & ammonia production Green Fuel production facility site at Bakki, Iceland 13
Slide 14: The Opportunity – Shipping and Access to EU Markets
THE OPPORTUNITY – SHIPPING AND ACCESS TO EU MARKETS • Renewable energy makes up almost all of Iceland’s electricity production with 75% from ICELAND – KEY FACTS hydropower and 25% from geothermal Corporate 20% Tax Rate • Iceland has a significant shipping and fishing industry which is under pressure
Slide 15: Iceland – Towards Production
ICELAND – TOWARDS PRODUCTION ATOME has a 75% Part of the Schengen interest in Green Fuel Zone and in close Iceland Production Estimates ehf, an Icelandic based MOU to secure up to proximity to Europe to green hydrogen and 100MW of power, with develop an export support from Ministry Phase 1 Phase 2 a
Slide 16: Summary and Outlook
SUMMARY AND OUTLOOK Ø ATOME currently on track to be one of the first large-scale producers of green hydrogen and ammonia in the world Ø Natural gas and carbon markets mean green hydrogen & ammonia is more viable than ever before with greater focus on energy security and food security Ø With PPA for
Slide 17: Company Registered Office: atomeplc.com Carrwood Park, Selby Road,
Company Registered Office: atomeplc.com Carrwood Park, Selby Road, Leeds LS15 4LG United Kingdom @atomehydrogen Tel: +44 (0) 113 337 2210 Contact: [email protected] green hydrogen & ammonia production ATOME