Atome PLC · LSE:ATOM
Atome — Investor Presentation (February 2023)
23 slides from Atome's investor presentation, February 2023
Slide 1: Green Hydrogen & Ammonia Production for the World
GREEN HYDROGEN & AMMONIA PRODUCTION FOR THE WORLD FEBRUARY 2023 www.atomeplc.com
Slide 2: Disclaimer
ATOME | Disclaimer NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN WHOLE OR IN PART, IN OR INTO THE UNITED STATES, CANADA, AUSTRALIA OR JAPAN, OR ANY OTHER JURISDICTION WHERE TO DO SO MIGHT CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OR REGULATIONS OF SUCH JURISDICTION The i
Slide 3: At a glance
ATOME | At a glance ATOME WILL BE THE LARGEST UK BASED GREEN HYDROGEN AND AMMONIA PRODUCER BY 2025 *As at [●] November 2022 The only London Stock Exchange company focused on the production & sale of green hydrogen and ammonia EARLY MOVERS AT SCALE 120MW FIRST TO MARKET 100% RENEWABLE 100,000 WORLD-S
Slide 4: Growing our existing pipeline, globally
ATOME | Growing our existing pipeline, globally Up to 100MW green hydrogen and ammonia project Targeting over 100MW of green ammonia projects Admitted to the AIM Market of the London Stock Exchange in December 2021 420MW green hydrogen and ammonia projects Owners Engineer: Phase 1: 120MW Villeta pro
Slide 5: Progress Since IPO
ATOME | Progress Since IPO Material progress on its existing projects, increased total target pipeline by nearly 150% to 620MW+ ANDE 60MW world scale Villeta PPA agreed, AECOM appointed FEED contractors Mandate Letter signed Offtake management providing 24/7 as Owner’s Urbas and Casale with IDB Inv
Slide 6: Expert, Experienced Management
ATOME | Expert, Experienced Management Peter Levine Olivier Mussat James Spalding Mary-Rose de Terje Bakken Chairman Director and CEO Director and President of ATOME Paraguay Valladares Director for Ammonia and Fertiliser Markets Independent Non-Executive Director Peter MA (Oxon) is the Chairman Oli
Slide 7: Energy and Food Security for the Future
Itaipu Dam, Paraguay GREEN HYDROGEN & AMMONIA PRODUCTION ENERGY AND FOOD SECURITY FOR THE FUTURE 7
Slide 8: Hydrogen | The Right Time. Now More Than Ever
HYDROGEN | The Right Time. Now More Than Ever ATOME ATOME Mobility • Today, over 95% of hydrogen is made from fossil fuels • Low carbon hydrogen could supply up to 25% of the world’s energy by 2050 – equivalent to over 20mm bbl of oil taken out of the market every single day. By 2050, the world is f
Slide 9: The Ammonia Opportunity
AMMONIA | The Urgency For Green THE AMMONIA OPPORTUNITY THE NEED FOR GREEN ENERGY Prices of ammonia, natural gas and carbon have significantly increased since ATOME listed in December 2021 Today, approximately 95% of all production is fossil fuel based [1] CRISIS Second-most produced chemical global
Slide 10: Paraguay | 421MW Projects
Itaipu Dam, Paraguay GREEN HYDROGEN & AMMONIA PRODUCTION PARAGUAY | 421MW PROJECTS 10
Slide 11: Paraguay | The Opportunity
PARAGUAY | The Opportunity COUNTRY PROFILE • BB+ Fitch rating, a stable open economy. Low tax and trade barriers • In 2020, Paraguay exported US$2.1 billion in Soybeans, making it the 4th largest exporter of soybeans. Agriculture retains 20% of the country’s total employment • Landlocked country hea
Slide 12: Paraguay | Villeta Project
PARAGUAY | 421MW Projects | Villeta Project LATIN AMERICA’S LARGEST GREEN AMMONIA FACILITY BY 2025 PPA signed with ANDE, the national power company of Paraguay for 120MW providing 100% green power from the Itaipu Dam Villeta Plant 75 acres of land now purchased with available access to water and adj
Slide 13: Paraguay | 421MW Projects | Phase Two Yguazu
PARAGUAY | 421MW Projects PHASE TWO YGUAZU – 300MW ATOME is upscaling its original Phase 2 projection from 250 to 300MW making a total of over 420MW for both phases in Paraguay Targeting Phase 2 commencement of production for 2027 assuming PPA agreed by end 2023 NEXT STEPS Additional PPA in Paragu
Slide 14: Atome Mobility | The Future of Heavy Transport Mobility
ATOME MOBILITY | The Future of Heavy Transport Mobility FIRST EVER HYDROGEN PRODUCTION IN PARAGUAY IN 2023 PARAGUAY NEEDS CLEAN FUEL • No active railways –dependent on long-haul trucking and other heavy transport including barges • Imported fuels such as diesel and gasoline cost Paraguay US$1.3 bill
Slide 15: Costa Rica | Joint Venture
Arenal Volcano, Costa Rica PARAGUAY | 400MW PROJECT GREEN HYDROGEN & AMMONIA PRODUCTION COSTA RICA | JOINT VENTURE 15
Slide 16: Costa Rica | Joint Venture
COSTA RICA | Joint Venture GREEN AMMONIA PRODUCTION FOR CENTRAL AMERICA NATIONAL AMMONIA CORPORATION COUNTRY PROFILE Democratic and open economy. One of the greenest ATOME entered into a joint venture with Cavendish, the renewable countries in the world with a strong agriculture sector energy arm of
Slide 17: Iceland | Project
Green Fuel potential production facility site at Bakki, Iceland PARAGUAY | 400MW PROJECT GREEN HYDROGEN & AMMONIA PRODUCTION ICELAND | PROJECT 17
Slide 18: Iceland | Supplying the European Market
ICELAND | Supplying the European Market Bakki – site of potential Almost all electricity in Iceland is CHALLENGE production facility produced using renewables – 73% Maritime transport emits 940 from hydropower and just under million MT of CO2 annually, 27% from geothermal energy equating to 2.5% of
Slide 19: Iceland | Towards Production
ICELAND | Towards Production ATOME has a 75% interest MOU to secure up to Part of the Schengen Zone MOU with Haldor Topsoe, Letters of Support for Positive discussions with in Green Fuel ehf, an 100MW of power, with and in close proximity to for the development of offtake in place with: Green the Ic
Slide 20: Scaling Up
PARAGUAY | 400MW PROJECT GREEN HYDROGEN & AMMONIA PRODUCTION SCALING UP 20
Slide 21: Growth Strategy
ATOME | Growth Strategy ATOME intends to build a pipeline of assets in geographies where a mix of conditions allows to produce green hydrogen at a low-cost with strong domestic demand KEY CONSIDERATIONS HIGH RENEWABLES LIMITED DOMESTIC 1. Partnership with local, well-connected and experienced partne
Slide 22: Outlook
ATOME | Outlook ATOME Projected Timeline 2021 2022 2023 2024 2025 2026 ATOME admission to London Stock Exchange MOBILITY Mobility Division Created First electrolyser ordered First revenue for Mobility Division Mobility Division expansion VILLETA Binding PPA for new Villeta Project signed AECOM appoi
Slide 23: www.atomeplc.com
Company Registered Office: Carrwood Park, Selby Road, Leeds LS15 4LG United Kingdom Tel: +44 (0) 113 337 2210 Contact: [email protected] GREEN HYDROGEN & AMMONIA PRODUCTION ATOME @atomeenergy www.atomeplc.com