Jericho Energy Ventures Inc · TSXV:JEV
Jericho Energy Ventures — Investor Presentation (May 2025)
29 slides from Jericho Energy Ventures's investor presentation, May 2025
Slide 1: Wells to Watts: Powering AI & Decarbonization from the Ground Up
Wells to Watts: Powering AI & Decarbonization from the Ground Up Confidential TSXV: JEV | OTC: JROOF | FRA:JLM
Slide 2: Disclaimer
DISCLAIMER IMPORTANT – YOU MUST READ THE FOLLOWING BEFORE CONTINUING: The information contained in this document has been prepared by Jericho Energy Ventures, Inc. (the “Company”) and contains confidential information pertaining to the business, operations and assets of the Company. The information
Slide 3: Disclaimer
DISCLAIMER Although the Company has attempted to identify important risks and factors that could cause actual actions, events or results to differ materially from those described in forward-looking statements, there may be other factors and risks that cause actions, events or results not to be as an
Slide 4: Delivering Energy Directly at the Point of Use
DELIVERING ENERGY DIRECTLY AT THE POINT OF USE
Slide 5: Providing a Cost-Effective Alternative to the Rapid Rise in Energy Cost
PROVIDING A COST-EFFECTIVE ALTERNATIVE TO THE RAPID RISE IN ENERGY COST 16 14 Cost in Billions 12 10 8 6 4 2 0 $2.2 Billion $14.4 Billion Source: Daily Energy Inside August 1, 2024 – PJM capacity prices sharply higher in auction for 2025 -2026 delivery year https://dailyenergyinsider.com/news/44726-
Slide 6: Backed by a Strong Foundation of Key Shareholders
BACKED BY A STRONG FOUNDATION OF KEY SHAREHOLDERS • Edward Breen (Breen Family) - Executive Chairman of DuPont (NYSE:DD), former Chairman & CEO Tyco International. Lead Independent Director Comcast • Belzberg Family (Strauss Zelnick) – CEO Take-Two Interactive (NASDAQ: TTWO) Balfour Holdings, Real E
Slide 7: Powering AI & Decarbonizing from the Ground Up
POWERING AI & DECARBONIZING FROM THE GROUND UP AI is Rewriting the Energy Playbook AI is Fueling a Power Crisis* • Data Centers could use ~20% of US electricity by 2030 • The Grid can’t keep up • AI Data Centers will drive half of electricity demand growth in the US between now and 2030 Jericho Deli
Slide 8: Bringing the Computing to the Energy
BRINGING THE COMPUTING TO THE ENERGY Leveraging geology and geography - proximity to gas reserves minimizes transport losses and operational costs, providing a regional edge in energy reliability and pricing. 1. Business Model: Distributed Modularized Edge Centers utilizing Low-Price Energy – Local
Slide 9: Meeting the Unprecedented Energy Demand Growth Created by AI
MEETING THE UNPRECEDENTED ENERGY DEMAND GROWTH CREATED BY AI 2024 U.S Data Center Energy Usage Report – Lawrence Berkeley National Laboratory
Slide 10: With No End in Sight
WITH NO END IN SIGHT • A Zettabyte is 1 Billion Terabytes or 1 trillion gigabytes… (1) Source - (AMAT Logic Master Class)
Slide 11: Energy & Infrastructure That Lowers Emissions
ENERGY & INFRASTRUCTURE THAT LOWERS EMISSIONS Natural Gas • Owned, Operated and Ready to Power • Available Grid Power Modular AI Data Centers • Land, Expand & Operated where energy is • Revenue & Build Ready Multi Sector Monetization • Energy • DC Modulars • Franchise to Surrounding Operators
Slide 12: In the American Heartland Overlayed with Data Center Demand & Power
IN THE AMERICAN HEARTLAND OVERLAYED WITH DATA CENTER DEMAND & POWER 1. Power Infrastructure:* • Data Center Power Demand is Forecast to Grow 300%+ of current capacity by 2030. • 3 Year lead-time to power a new Center in a Primary Market • US will require 50 Gigawatts of additional data center capaci
Slide 13: Tied into the US Data Center Fiber Backbone Infrastructure
TIED INTO THE US DATA CENTER FIBER BACKBONE INFRASTRUCTURE This infrastructure map shows existing U.S. data centers, fiber optic lines, power transmission lines, water availability and major urban areas.
Slide 14: Robust & Redundant Infrastructure
ROBUST& REDUNDANT INFRASTRUCTURE 1. Fiber Pawnee - 10G+ Fiber (redundant • AT&T and Lumens Fiber. providers), Multiple power options 2. Power • Natural Gas, Grid and Hydrogen, Wind. 3. Land • Owned and Leased by Eagle Road. 4. Water Seminole - 10G+ Fiber (redundant • On-Site Access. providers), Mult
Slide 15: Initial Site & Infrastructure
INITIAL SITE & INFRASTRUCTURE • Eagle Redundant Fiber 10-200 GBS Road • Vert– Grid, Redundant Power Supply Wells Gas & Green Eagle Road • Owned and Leased Acreage Tank Batteries • On-Site Water Supply • Locational Security CVEC Electrical OGE Electrical Infrastructure Electrical Power Infrastructure
Slide 16: Cost-Efficient Prototype Overview
COST-EFFICIENT PROTOTYPE OVERVIEW 1. Facility Size: • Pilot up to a MW with initial Site scalable to 20MW+ • Expandable Sites Locations scalable to grow cascading modules 2. CapEx: (estimate) • Prototype (Model) buildout: ~$2-$3 MM (Unit Components Dependent) • Bandwidth & Site Modifications: ~$400K
Slide 17: Scalable Edge Solution
SCALABLE EDGE SOLUTION eJiV JERICHO ENERGY VENTURES
Slide 18: Management and Expertise
MANAGEMENT AND EXPERTISE BRIAN WILLIAMSON BEN HOLMAN DEAN MORETTON JAKE ROYSTER RYAN BREEN CEO, Director CFO Chief Commercial Officer Director of Operations Head of Corporate Strategy • Spent 20+ years at various financial insti tutions • Experi enced financial leader with 18 years in • 30+ Year Ene
Slide 19: The Hydrogen Value Chain
THE HYDROGEN VALUE CHAIN Zero Emissions Hydrogen Boiler and Direct- AI-Driven Electro-Catalyst Fire Burner Discovery • 100% Owned and Operated • Co-Led Minority Investment Stake Majority Owned Minority Owned High Temp Alkaline Electrolyser w/ Pulse Membrane-less, high pressure Electrolyser Power Del
Slide 20: Hydrogen Technologies
lY¥ DROGEN WTECHNOLOGIES
Slide 21: University of Colorado
UNIVERSITY OF COLORADO • U of C has adopted JEV's state-of-the-art, zero-emission DCC hydrogen-fueled steam boiler for deployment within the university's district heat system. • As of 2023, 1,173 universities and colleges, with approximately 11 million students, had pledged to reduce their emissions
Slide 22: The Foundation – We Check the Boxes!
THE FOUNDATION – WE CHECK THE BOXES! • IP Protected: Hydrogen Combustion Technology required for steam and direct- fired applications that produce ZERO emissions $30bn market across Disruptive Technology multiple industries • Market Size: ~$30bn industrial steam and direct-fired market across Food &
Slide 23: Sales Strategy & Strategic Partnerships
SALES STRATEGY & STRATEGIC PARTNERSHIPS Sales Partners • 1>10>50 Deployment Potential • Focuses sales on scalable clients or geographies • “Paid For” Feasibility Study Leading manufacturer of industrial boilers • Key Learning / Unique Value Proposition: Clients are not hydrogen literate and look to
Slide 24: Etna Solutions
al A Solutions
Slide 25: What We Built – The Cheapest Way to Turn Renewables into Hydrogen
WHAT WE BUILT – THE CHEAPEST WAY TO TURN RENEWABLES INTO HYDROGEN • Leverages decades of published research and industrial deployment Demonstrated >25% reduction in levelized cost of green hydrogen of alkaline electrolyzers. • Employs novel materials and controls to enable high temperature operation
Slide 26: Yields Immense Benefits
YIELDS IMMENSE BENEFITS Conventional (156 kg/day) HOT-E (210 kg/day) Renewable Production 30 $9.40/KG Renewable tied (0.4 cf) HOT-E $7.71/KG 20 210 kg/day $5.79/KG Alkaline 156 kg/day PEM 10 Alkaline HOT-E 5 10 15 20 35% more Hydrogen throughput 1 MW electrolyzer, 2 MW solar array 25% Lower LCOH2 Al
Slide 27: Delivering the Lowest Levelized Cost of Green Hydrogen
DELIVERING THE LOWEST LEVELIZED COST OF GREEN HYDROGEN All metrics driven by empirical test data from ETNA’s HOT -E prototype at UCSB’s California NanoSystems Institute Continuous Operation (1.0 cf) $5.23/KG 60 %LHV $4.29/KG Alkaline HOT-E $3.78/KG PEM Alkaline HOT-E CONVENTIONAL 77%LHV HOT-E Dynami
Slide 28: Market-Leading Cost of Green Hydrogen, Without Compromise
MARKET-LEADING-COST OF GREEN HYDROGEN, WITHOUT COMPROMISE Alkaline PEM AEM SOEC ETNA HOT-E Conventional Capex Medium Medium High Low Low Opex Low Low Low Medium Low Levelized Cost of Hydrogen High High Medium Low Lowest Dynamic Operating Range Medium Medium High Low High Stack life Short Short Mediu
Slide 29: The Lowest Levelized Cost of Green Hydrogen
THE LOWEST LEVELIZED COST OF GREEN HYDROGEN
Jericho Energy Ventures — Investor Presentation (May 2025) on 6ix