DISRUPTIVE CARBON CAPTURE TECHNOLOGY. New-York June 12-13, 2017

Transcription

1 DISRUPTIVE CARBON CAPTURE TECHNOLOGY New-York June 12-13, 2017

2 FORWARD LOOKING STATEMENTS All statements in this presentation that are other than statements of historical facts are forward-looking statements which contain our current expectations about our future results. Forward-looking statements involve numerous risks and uncertainties. We have attempted to identify any forward-looking statements by using words such as anticipates, believes, could, expects, intends, may, should and other similar expressions. Although we believe that the expectations reflected in all of our forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. A number of factors may affect our future results and may cause those results to differ materially from those indicated in any forward-looking statements made by us or on our behalf. Such factors include our early stage of technology development; our need for capital to finance necessary research and product development; our ability to attract and retain key employees and strategic partners; our ability to achieve and maintain profitability; fluctuations in the trading price and volume of our stock; competition from other providers of similar products and services; and other unanticipated future events and conditions. For further information concerning risks and uncertainties that may affect our future results, please review the disclosures as may be contained from time to time in our filings with SEDAR. Other than as required by applicable securities laws, we undertake no obligation to publicly update or revise any of our forward-looking statements, whether as a result of changed circumstances, new information, future events, or for any other reason occurring after the date of this presentation. This presentation does not constitute an offer to sell or solicitation of an offer to buy securities in any jurisdiction. 2

3 CO2 SOLUTIONS INC. SNAPSHOT Provider of enzymatic CO2 capture technology 10 tonne per day CO2 capture unit in Valleyfield (QC) Signed first commercial contract Leading innovative CO2 reuse project Solid IP 88 patents Over Can$50 million invested to date 22 employees, including 7 PhDs Listed on TSX-Venture exchange (CST-V) 3

4 CLIMATE CHANGE IS REAL AND SO, INCREASINGLY, IS CARBON PRICING STRONG INCENTIVE FOR CARBON CAPTURE GROWING MOMENTUM AS MAJOR CORPORATIONS CONSIDER CARBON PRICING FOR INTERNAL BUDGETING Internally used carbon price $120 $50/t $100 $80 CO2 Solutions current cost per tonne = $28 Carbon penalty $60 $40 $20 $10/t $0 Unilever BHP Billiton BMO Shell Exxon Mobil Kawasaki Novartis Source: Carbon Disclosure Project (CDP, 2016) Number of large enterprises using internal carbon pricing: Carbon pricing schedule proposed by Canadian government 2016: : E: 732 (as indicated by companies themselves) Source: Carbon Pricng Leadership Coallition 4

5 CO 2 SOLUTIONS MAKING THE DECISION EASIER CARBON PENALTY >$70/t $70-$100+/t THE COMPETITION Amine processes Expensive Toxic THE FINANCIAL INCENTIVE 1250 tpd 5

6 LOW-COST DISRUPTIVE TECHNOLOGY INDUSTRIAL LUNG FOR CARBON CAPTURE Mimicking nature by using carbonic anhydrase (CA) 6

7 CO 2 SOLUTIONS PROCESS THE ONLY GREEN AND PROVEN CAPTURE TECHNOLOGY NO TOXIC AEROSOLS Scrubbed Flue Gas LOW COST SOLVENT Pure CO 2 (>99%) for Reuse and/or Sequestration PROPRIETARY ENZYME CO 2 Absorber Column Lean Solvent CO 2 Stripper Column NO SOLVENT DEGRADATION LOW-GRADE HEAT NO TOXIC WASTE Flue Gas with CO 2 Rich Solvent STANDARD GAS TREATMENT EQUIPMENT Hot Water ENABLES LOW-COST AND ENVIRONMENTALLY FRIENDLY PROCESS

8 SCALE-UP PROGRESS tpd = metric tonnes CO 2 captured per day <2014 Lab and Bench- Scale: 0.5 tpd Pilot: 1 tpd 2015 Demonstration: 10 tpd 2018: 30 tpd commercial at engineering phase Every step validated by third-parties 2019: up to 300 tpdcommercial 50% of funding obtained/ In discussions with partners

9 THE ADDRESSABLE MARKET GHG EMISSIONS (45 Gt/y) of which CO2 emissions (35 Gt/y) from industrial emitters (20 Gt/y) estimated to be mitigated by CCUS (3-4 Gt/y) Key Industries Power generation Oil& Gas Cement Metals 30M tonnes (=$2B/y) CO 2 merchant market Pulp & Paper Less than 2000 sites emit 85% of all industrial emissions 90 companies represent 2/3 of GHG emissions

10 BUSINESS MODELS DBOM for market penetration Design, Build, Operate, Maintain (DBOM) CO 2 capture plants Revenues generated through: supply of CO 2 gas shared carbon credits Accelerate deployment of technology Funding from government grants First contract signed Licensing for growth Technology license fees Royalties one-time and/or per CO 2 volume captured Revenues from ongoing enzyme supply First agreement under negotiation Supplemental revenues Enzymes Engineering services First sale contracted 10

11 CO 2 REUSE THROUGH VALORISATION CARBONE QUÉBEC PROJECT To be world s leading carbon capture and reuse demonstration site Project funding: Government of Québec - $15M Industry (in-kind) - $5M Opportunity for additional industrial partners to join Schedule: Project has started Will run until March

12 GROWING MOMENTUM THROUGH PARTNERSHIPS ENGINEERING FIRMS CO 2 REUSE STRATEGIC PARTNERS DISCUSSIONS ONGOING DISCUSSIONS ONGOING GOVERNMENTS UNIVERSITIES $35M in grant funding committed in

13 JOIN US. as investors, strategic partners, CO2 reuse providers to participate in a sustainable and proven CO2 capture business opportunity. THANK YOU! 13