Global Bioenergies Sa · SWB:1DK
Global Bioenergies Sa — Investor Presentation (July 2023)
24 slides from Global Bioenergies Sa's investor presentation, Jul 27, 2023
Slide 1: A growing player of the environmental transition
A growing player of the environmental transition 27 July 2023 1
Slide 2: Our purpose
Our purpose Foster the environmental transition through biosciences
Slide 3: Disclaimer
Disclaimer This presentation does not purport to be a complete or exhaustive description of Global Bioenergies nor to predict future events or circumstances. It is prepared solely for the information of investors. It contains certain forward-looking statements relating in particular to Global Bioene
Slide 4: Our vision
Our vision Marc Delcourt CEO & co-founder Samuel Dubruque CFO
Slide 5: We witness the destruction of our planet, and we don't act
04/07/2023 Hottest day ever recorded on Earth 06/07/2023 Record-breaking number of flights in one day → We witness the destruction of our planet, and we don’t act 5
Slide 6: Air transport footprint – A major issue…
Air transport footprint – A major issue… Today, air transportation accounts for ~3% of global CO2 emissions CO2 + contrails → responsible of 6% of global warming Aviation CO2 emissions projections 2020- 2050 (world) 4% yearly increase in traffic (= long term trend) These scenarios are nice, but for
Slide 7: A few figures
A few figures =11 tons CO2 1 round trip flight Annual carbon footprint Paris-New York of each European = 2 tons CO2 citizen emissions The first thing i.e. 20% of average one does yearly emissions when willing to reduce its footprint is to stop flying → If we want to stay below 1.5°C, we need to decr
Slide 8: Solutions to reduce CO2 emissions/km: Sustainable Aviation Fuels
Solutions to reduce CO2 emissions/km Technology Feedstock Maturity Deployment Waste and residue Hydrotreated lipids, vegetable Technology already implemented at large SUSTAINABLE AVIATION FUELS Esters and oils, palm, and scale but not scalable due to feedstock 2025 Fatty used availability & logistic
Slide 9: …And an exponential demand
…And an exponential demand x1500 x75 Mt 2019 2020 2021 2022 2030 2050 SAF output 0,02 0,05 0,08 0,24 18 380 Global Jet Fuel 288 157 182 254 350 760 % SAF <0,01% 0,03% 0,04% 0,1% 5% 50% Up to now As of tomorrow Only 0,1% of global fuel consumption → SAF upcoming needs → SAF have been a drop in the oc
Slide 10: Our solution
Our solution Isododecane (IDD) Technology ✓ Technical feasibility proven ✓ Protected by 40 patent families ✓ Compatible with several resources Product ✓ Cut CO2 emissions & maintain performance → no compromise ✓ Very good cold flow properties → does not freeze even at very low temperature ✓ Very goo
Slide 11: What we have accomplished
What we have accomplished Frédéric Ollivier Technology Director
Slide 12: Process VS.
Process Currentwidespreadprocess VS. GBE’sbio-sourcedprocess Unique technology protected by 40 patent families Oil Residual sugars Petro-chemistry Biology Steam cracking Isobutene (IBN) Green Bacterial chemistry fermentation Isododecane (IDD) and other derivatives (IHD, isooctane, ETBE...) 12
Slide 13: Why isobutene
Why isobutene The smallest branched carbon structure (4 carbons, gaseous) A double bond allowing the conversion of isobutene into numerous high-performance compounds: octane rating for gasoline; air tightness for elastomers; volatility for cosmetic oils… These performances directly rely on the branc
Slide 14: Scale
Scale Demoplant Semi-works (2017) (2022) & Leuna, Germany Pomacle, France Commercial production under brand name ✓ Integrated in our own make up brand LAST® rewarded for the quality of its products and its breakthrough innovation (www.colors-that-last.com) ✓ Ingredients approved by multiple major co
Slide 15: Infrastructure to reach SAF performances
Infrastructure to reach SAF performances An experimented R&D team powering a unique “gas-fermentation oriented” Laboratory & a pilot plant to scale up improved versions of the process Objectives Continuous productivity improvements Bring cost below 4€/kg to address SAF markets 15
Slide 16: ASTM certification
ASTM certification ASTM certification is mandatory for all fuels used in the aviation industry Very few SAF technologies have been certified so far -> extensive and lengthy process reviewed by all the major players Global Bioenergies’s process has been certified in June 2023 Technologies certified O
Slide 17: What's next?
What’s next? Marc Delcourt CEO & co-founder Roland Desvignes Industrial Director
Slide 18: 10kt plant
10kt plant An evolutive plant Start of Location production Potential to address several markets → Starting in cosmetics, and moving up to SAF 2027 France Compatible with multiple resources: Selling Financing → 1st generation feedstocks (sugar beet, volumes under process starch…) through industrials,
Slide 19: Technology deployment
Technology deployment Replicability of the model Compatibility with several feedstocks among various geographies Discussions with international industrialists Flexible Business model: project developer, joint-ventures, licensing… Potential combination with other technologies such as e-fuels to enhan
Slide 20: Markets
Markets Daphné Galvez Head of Sales Bernard Chaud Industrial Strategy Director
Slide 21: Cosmetics
Cosmetics 2022-2027 Reliance on +6% / year IDD/IHD A worldwide massive growing market ($580 billion in 2027) Fragrances where isobutene derivatives are used in almost all segments Make-up & in which naturalness is a key Haircare growing driver for a majority of consumers Skincare ✓ First renewable I
Slide 22: SAF
SAF Forecast 2030 EU legislation: RefuelEU Imposed incorporation mandates from 2025 onwards 4,3 Mt Needs still not 2025 2030 2040 2050 covered SAF 2% 6% 34% 70% 12,8 Mt Vs SAF must rely on 2G ressources 8 Mt New production capacities identified but left to implemented US legislation: Inflation Reduc
Slide 23: Technology is key but will never be sufficient to curb global warming by itself
Technology is key but will never be sufficient to curb global warming by itself Sobriety comes first to fight climate change 23
Slide 24: Contact
Contact Global Bioenergies 5 rue Henri Desbruères 91000 Evry Courcouronnes [email protected] +33 1 64 98 20 50 www.global-bioenergies.com 24
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