Aemetis, Inc · NASDAQ:AMTX
Aemetis — Energy Vision — Investor Presentation (July 2025)
10 slides from Aemetis's investor presentation, Jul 22, 2025
Slide 1: Energy Vision Briefing on New Report: Ditching Old Diesel Trucks
Energy Vision Briefing on New Report: Ditching Old Diesel Trucks Prepared for the California Renewable Transportation Alliance Presenter: Michael Lerner, Energy Vision Director of Research & Publications July 22, 2025
Slide 2: Energy Vision – What We Do
Energy Vision – What We Do An independent NGO exploring environmental solutions: to advance low- carbon strategies viable today and essential for a sustainable future. Research technologies, policies, & market developments: publish reports, hold workshops, and educate the public through talks, o
Slide 3: The Public Health Case for RNG in Transportation
The Public Health Case for RNG in Transportation New EV Report Compares Public Health Benefits of Replacing the Oldest 20% of Heavy Diesel Trucks with New RD, RNG, or Electric Models in 31 Highly Populated Counties • Pre-2013 heavy-duty diesel trucks have worst emissions of all on-road vehicles • Mo
Slide 4: Diesel Exhaust Is Still a Huge Problem in California
Diesel Exhaust Is Still a Huge Problem in California Source: Clean Air Task Force, Deaths by Dirty Diesel Source: Environmental Protection Agency Green Book • CA has banned heavy diesel engines from before 2010 with limited exceptions • But 2010-2012 models still emit lots of criteria air pollutants
Slide 5: Emissions Reductions From Cleaner Options
Emissions Reductions From Cleaner Options
Slide 6: Quantifying the Health Impacts
Quantifying the Health Impacts Source: EPA COBRA model using Energy Vision calculated inputs
Slide 7: RNG Is Overall Feasible Winner
RNG Is Overall Feasible Winner • RNG option has almost as big health benefits as electric but widely available, far cheaper, and better-performing Photo Source: Clean Energy • Heavy-duty electric option is not feasible in at least next few years; fewer than 1,800 deployed nationwide from 2017 to mid
Slide 8: RNG Makes Economic Sense for Fleets
RNG Makes Economic Sense for Fleets • Fuel Savings: Historic average $0.80 cheaper per gallon; Recent empirical $1.50+ cheaper per gallon. Pay back modest purchasing premium in a few years. • Use Existing Infrastructure: as of January 2025, 527 out of 1,338 CNG stations in the U.S. sold RNG. • Cummi
Slide 9: How to Accelerate the Replacement of Old Diesel Trucks with Cleaner Options?
How to Accelerate the Replacement of Old Diesel Trucks with Cleaner Options? Federal Initiatives Revive federal incentives to replace old diesel trucks (EPA’s DERA program axed by OBBB) Incorporate and incentivize all three new heavy-duty vehicle options – RD, RNG, electric – as components of
Slide 10: All our reports are available for free at: www.energy-vision.org
All our reports are available for free at: www.energy-vision.org contact: [email protected] 212-228-0225 And follow us on Substack: https://energyvision.substack.com