Aemetis, Inc · NASDAQ:AMTX

Aemetis — San Francisco BIO International Convention 2016

20 slides from Aemetis's conference presentation, Jun 7, 2016

  1. Slide 1: Feedstocks for The Aemetis Biorefinery

    Feedstocks for The Aemetis Biorefinery (NASDAQ: AMTX) Eric McAfee – Chairman/CEO San Francisco BIO International Convention June 7, 2016 1

  2. Slide 2: Disclaimer

    Disclaimer Certain of the statements contained herein may be statements of future expectations and other forward-looking statements that are based on management's current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or event

  3. Slide 3: Aemetis Mission

    Aemetis Mission Aemetis is an international renewable fuels and biochemicals company using patented industrial biotechnology for the conversion of first- generation ethanol and biodiesel plants into advanced biorefineries Traditional Corn Ethanol and Advanced Biofuels Low Carbon, Low Land Use Vegeta

  4. Slide 4: Aemetis Overview

    Aemetis Overview  Founded in 2006 by biofuels industry veteran (co-founder Pacific Ethanol and EPM)  $147 million revenue for 2015  Own/operate 60 million gallon Ethanol plant in California - Largest biofuels refinery in California  Own/operate 50 million gallon Distilled Biodiesel and Glycerin

  5. Slide 5: Management and Board of Directors

    Management and Board of Directors Harold Sorgenti - Former President/CEO of ARCO Chemical Company (12 years including IPO) Board of John Block - Former Secretary of Agriculture from 1981-86 under President Reagan Directors Fran Barton - Former CFO of five high tech companies with revenues above $1 b

  6. Slide 6: Industry Overview

    Industry Overview a ~~

  7. Slide 7: The Increasing Renewable Fuel Standard Mandate

    The Increasing Renewable Fuel Standard Mandate In order to meet the federal Renewable Fuel Standard, obligated parties are required to blend ethanol and biodiesel in increasing quantities each year  “Conventional Biofuels” must reduce greenhouse gas emissions by 20% relative to gasoline or diesel a

  8. Slide 8: Low Carbon Fuel Standard – Biofuels Lead Carbon Reduction in California

    Low Carbon Fuel Standard – Biofuels Lead Carbon Reduction in California Source: California Air Resource Board. “Low Carbon Fuel Standard Re- Adoption: Fuel Availability.” Sep, 25th 2014. 8

  9. Slide 9: Feedstock Conversion Overview

    Feedstock Conversion Overview 9

  10. Slide 10: Intellectual Property

    Intellectual Property Aemetis operates an R&D lab in Maryland and holds ten granted biofuels technology patents Patents Licenses  Awarded patents on enzyme and microbe  Edeniq technology: − 2.5% Cellulosic Ethanol from the existing − Microbes to make ethanol from wastes corn ethanol plant − PhD sc

  11. Slide 11: Cellulosic Feedstock: Corn Kernel Fiber (Current) and Stover (Future)

    Cellulosic Feedstock: Corn Kernel Fiber (Current) and Stover (Future) About 10%-12% of corn kernel is fiber  60 mgy ethanol plant uses about 600,000 tons per year of corn  10% fiber = 60,000 tons of cellulosic fiber already at plant Currently corn kernel fiber is not converted to advanced biofuels

  12. Slide 12: Edeniq Background

    Edeniq Background  Founded in 2008, Edeniq received $100 million of funding to develop a patented milling and process technology for cellulosic and starch ethanol production Economic benefits from Edeniq Process Five Years of Operating Units 60 MGY Ethanol Plant Revenues Increase Deployed Units at

  13. Slide 13: Edeniq Core Product: Cellunator

    Edeniq Core Product: Cellunator Patented High-Shear Mechanical Pretreatment of Cellulosic Fiber  Edeniq has been operating Cellunators at US plants for more than 5 years  Cellunator pretreats biomass, increasing ethanol and oil yields at ethanol plants  Core component of low-capex and low-cost ce

  14. Slide 14: Edeniq Product Platform

    Edeniq Product Platform Up to 7% ethanol production increase at first generation plants  Integrated platform of feedstock “shearing” and cellulose enzymes  Substantially lower capex relative to competitors  EPA-approved cellulosic ethanol production up to 2.5% from corn fiber  Starch ethanol pro

  15. Slide 15: LanzaTech Technology: Biomass to Syngas to Cellulosic Ethanol

    LanzaTech Technology: Biomass to Syngas to Cellulosic Ethanol Feedstock Gasification LanzaTech Fermentation Feedstock Electricity Syngas By-Product Biomass • Orchard/Vineyard Waste • Forest Waste Ethanol Plant Integration • Hazardous Waste • Founded in 2005, Lanzatech has raised more than $200 milli

  16. Slide 16: Waste Feedstock Diversity

    Waste Feedstock Diversity Industrial Waste Gas Biogas Solid Waste Ag Waste Biomass Waste CO2 Steel, PVC, Ferroalloys LFG, Methane Industrial, MSW, DSW Reforming Gasification Renewable CO2 CO CO + H2 CO + H2 + CO2 CO2 + H2 Gas Fermentation 16

  17. Slide 17: Lanzatech Facilities

    Lanzatech Facilities 40,000 combined hours on stream Multiple runs exceeding 2000 hours MSW Asia S/U: Q4 2014 Caofeidian, China S/U: Q1 2013 Freedom Pines Soperton, GA S/U: 2013 Kaoshiung, Taiwan S/U: Q1 2014 Shanghai, China S/U: Q1 2012 Glenbrook Pilot Auckland, NZ S/U: 2008 Multiple plants at vari

  18. Slide 18: US Ethanol Plants with Local Waste Feedstocks

    210 US Ethanol Plants with Local Waste Feedstocks  210 plants located near local feedstocks  Aemetis strategy is to use local feedstocks to supply high value biofuel markets USDA 18

  19. Slide 19: Cellulosic Feedstock: Ag Wastes and Forest Waste

    Cellulosic Feedstock: Ag Wastes and Forest Waste About 1 million acres of Almonds in California  20-25 year almond tree life = about 40,000 acres per year removed  About 50 tons per acre of orchard removal waste = 2+ million tons/year Biomass-to Energy Plants Closing in California  Lack of abilit

  20. Slide 20: www.aemetis.com

    w) AEMETIS www.aemetis.com a

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