Atome PLC · LSE:ATOM
Atome — Investor Presentation (September 2023)
18 slides from Atome's investor presentation, September 2023
Slide 1: Green Hydrogen, Ammonia and Fertiliser for the World
GREEN HYDROGEN, AMMONIA AND FERTILISER FOR THE WORLD SEPTEMBER 2023 www.atomeplc.com
Slide 2: Disclaimer
1 Disclaimer The information contained herein has been provided solely for information purposes and does not purport to be comprehensive or contain all the information that may be required by recipients to evaluate Atome Energy plc (the “Company”). This presentation and the information contained in
Slide 3: Our Team
2 Our Team Expert, experienced management Peter Levine Olivier Mussat James Spalding Mary-Rose de Valladares Terje Bakken Chairman Director and CEO Director and President of Independent Non-Executive Head of Ammonia and Fertiliser ATOME Paraguay Director Markets • Chairman and largest shareholder •
Slide 4: At a glance
3 At a glance The largest UK-based producer of green hydrogen & ammonia listed on the London Stock Exchange, delivering the world’s first premium value green fertiliser in 2025 Building the largest green ammonia and fertiliser facility in Latin America by 2025 600MW+ pipeline of green projects Proxi
Slide 5: Green Hydrogen (H2)
4 Green Hydrogen (H2) The cornerstone of the energy transition Ammonia Nitric Acid Raw Materials Electrolysis Green Hydrogen Synthesis Ammonia CAN+ Limestone • Renewable Energy • For Ammonia Production • Fertiliser Production • Premium value • Water • For Low-Carbon Transport (Latin America) green f
Slide 6: Green Ammonia (H2 to NH3)
5 Green Ammonia (H2 to NH3) The urgency for green Why green ammonia? • Ammonia is a 180 million tonnes per year, globally traded commodity • 95% of all NH3 production is fossil fuel based. 450 million tonnes of CO2 per year • Primarily used for fertiliser production (70%) via the well-known Haber Bo
Slide 7: Green Fertiliser (NH3 + limestone)
6 15 Green Fertiliser (NH3 + limestone) Calcium Ammonium Nitrate (CAN) ATOME moving downstream from green ammonia production to CAN products, delivering the world’s first premium green fertiliser CAN consumption grew with a CAGR of 14% from South America is the fastest growing region 2010 to 2021, t
Slide 8: Fertiliser Market
7 15 Fertiliser Market Price = Cost (driven by gas) + Margin (driven by supply/demand) Fertiliser Production Cost Green Premium • The price of synthetic fertilisers is driven by the cost of its their base chemical – • Ammonia/fertilisers are set to be incorporated into CBAM (carbon border ammonia ad
Slide 9: Sustainability Impact
8 Sustainability Impact Decarbonising the food sector Global demand for sustainable products Emissions from fertiliser production and use = 2.6 gigatonnes of carbon per year. More More than a third of global consumers are willing to than global aviation and shipping combined pay a premium for sustai
Slide 10: Paraguay: The opportunity
9 Paraguay The opportunity Green Energy • Paraguay gets approximately 99% of its power from renewable sources, primarily the Itaipu Dam • Paraguay only uses 30% of its 50% share of power from Itaipu, meaning the country has an abundance of renewable electricity providing the potential for some of th
Slide 11: Paraguay | Villeta Project
10 Paraguay | Villeta Project Latin America’s largest green ammonia-to-fertiliser facility by 2025 Project Overview • ATOME is building a 145MW world-scale green hydrogen and ammonia project to supply Paraguay and the region’s agricultural and fertiliser markets with sustainable alternatives • Phase
Slide 12: Paraguay | Phase 1 | Villeta Development
11 Paraguay | Phase 1 | Villeta Development Latin America’s largest green ammonia-to-fertiliser facility by 2025 145MW PPA signed with ANDE 75-acres of land purchased. Access to nearby water and export routes and adjacent to the Villeta substation 250,000 MTPA output of green CAN commencing in 2025
Slide 13: Paraguay | Phase 2 | Yguazu Project
12 Paraguay | Phase 2 | Yguazu Project Villeta Development upscaled via 300MW Phase 2, with 445MW total for both phases, pre-PPA signed with ANDE Targeting Phase 2 production in 2027, assuming PPA agreed by end 2023 Yguazu substation NEXT STEPS 300MW additional PPA in Paraguay with ANDE expected t
Slide 14: Costa Rica | Joint Venture
13 Costa Rica| Joint Venture Green ammonia production for Central America NATIONAL AMMONIA CORPORATION ATOME entered JV with Cavendish, the renewable energy arm of one of the largest corporations in Costa Rica to create the National Ammonia Corporation S.A (NAC) The National Ammonia Corporation has
Slide 15: Iceland
14 Iceland Supplying the global maritime market • ATOME through its 75% owned Icelandic subsidiary, Green Fuel ehf, managed by an experienced local team, will be developing a green ammonia facility of up 60MW+ capacity OPPORTUNITY CHALLENGE 99.99% renewable grid, with 73% Global maritime transport e
Slide 16: Upcoming Newsflow
15 Upcoming Newsflow ATOME is focused on delivering value to shareholders by maintaining fast-track progress on green commodity production ATOME Mobility demonstration project to commence operations in late 2023 Villeta FEED completion in Q4 2023 Offtake agreement for Villeta project – leading inter
Slide 17: Corporate Overview
16 Corporate Overview Share Price Since IPO Key Facts Listing AIM, London Villeta PPA extension to Urbas and Casale 75-acre site ATOME announces Ticker Symbol ATOM 145MW IPO appointed as FEED acquired at move to green fertiliser 160p 300MW pre-PPA signed contractors Villeta production for Yguazu Pro
Slide 18: www.atomeplc.com ATOME @atomeenergy
Company Registered Office: Carrwood www.atomeplc.com Park, Selby Road, Leeds LS15 4LG United Kingdom ATOME Tel: +44 (0) 113 337 2210 Contact: [email protected] @atomeenergy