Driving Industrial Sustainability Delivering Value in Fluid-Flow Processes December 1, 2020 Joshua Ballard, Chief Financial Officer, Energy Recovery NASDAQ: ERII
FORWARD LOOKING STATEMENT This presentation contains forward-looking statements within the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements in this report include, but are not…
ENERGY RECOVERY SNAPSHOT Financial Snapshot2 We develop and manufacture the PX Pressure Exchanger, a technology Product Rev Growth platform that reduces waste, improves operational efficiencies and drives Avg. Rev. Growth 15-'19…
WE HAVE A GROWING ESG STORY saved for customers on 2.0B energy expenses1 25k PXs installed worldwide product revenue from metric tons emissions avoided 90% energy-efficiency related products 12.4M due to PXs* = 2.5 million vehicles…
PRESSURE EXCHANGER TECHNOLOGY PLATFORM Anatomy of a Pressure Exchanger Transfers energy from high-pressure to low-pressure fluids o We drive benefits by applying this through continuously rotating ducts with only one moving part…
HOW PRESSURE EXCHANGER TECHNOLOGY REDUCES ENERGY CONSUMPTION Sealed Phase Pressure Exchange Phase Two fluids on opposite sides of Rotor duct rotates to 1. Low pressure driven fluid PX; rotor duct is sealed, isolating pressure…
PRESSURE EXCHANGER TECHNOLOGY IN ACTION: PX PRESSURE EXCHANGER FOR SWRO Flagship PX device recycles energy, reducing operational costs and emissions in SWRO facilities Without Energy Recovery Devices (ERDs) With PX Pressure…
OUR PX PLATFORM HAS COME TO DOMINATE LARGE SCALE SWRO DESALINATION Cumulative Won Mega Project1 Desal Capacity (m3/day) 20,000,000 ERII Competitors 10,000,000 0 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 '16 '17 '18 '19 '20…
NEW WATER DEMAND AND TECHNOLOGY SHIFT DRIVING SECULAR SHIFT IN SWRO Annual SWRO Capital Expenditures1 8B SWRO Industry 130M ERI Product Revenue2 Energy Recovery Revenue SWRO Industry Capex 6B 100M 4B 70M 2B 40M 0B…
THE WORLD NEEDS MORE WATER Saudi Water Partnership Company has released its Seven-Year Statement for 2020-26 Africas largest dam powers dreams of prosperity in Ethiopia and fears of hunger in Egypt Alaska Villages Run Dry…
EXISTING FRESH WATER SUPPLIES WILL LIKELY NOT MEET FUTURE DEMAND 60% 2B People 30% 26% The world will only 1/4 of all people live Potable water demand Global population is have 60% of the water in high water-stress expected to…
THERMAL DESALINATION TECHNOLOGY SHIFT TO RO UNDERPINNING MARKET GROWTH SWRO Eclipsed Thermal Desalination as Technology of Choice in the 2000s o Existing thermal capacity should eventually be replaced by SWRO without impacting base…
LEVERAGING PX TECHNOLOGY FOR GROWTH AND DIVERSIFICATION BEYOND DESALINATION Ultra High- Other Future Zero Mixing VorTeq / O&G Pressure RO Industries Enabling Technologies Transformative Technologies o Incremental R&D: widen…
ZERO LIQUID DISCHARGE (ZLD) - ULTRA HIGH-PRESSURE RO FOR INDUSTRIAL WASTEWATER o India and China have mandated ZLD requirements aimed at reducing industrial wastewater discharge and reusing water o We can lower the high cost of ZLD…
WE ARE APPLYING OUR PX EXPERTISE TO OIL & GAS Water and Oil & Gas have similarities o High pressure fluid-flow environments o Potential to transfer pressure energy from a high-pressure fluid to a low-pressure fluid o Opportunities to…
VORTEQ PROTECTS HIGH PRESSURE PUMPS, REDUCES COSTS Status Quo With VorTeq Frac fluid processed by VorTeq pumps handles Pumps are frac fluid isolated, clean water fed to pumps o Pumps handle frac fluid (water, chemicals o…
WE MUST PASS CLEAR HURDLES TO COMMERCIALIZE THE VORTEQ o Three critical hurdles Successfully frac 2-3 live wells Proof of customer value proposition Optimize cartridge life before repairs or replacement Highest operational cost to…
DISCIPLINED FOCUS DRIVING TOP AND BOTTOM-LINE GROWTH Drive Diversified PX Top Line Growth1 17% Average Annual Growth Projected Desal Revenue Growth Up to Up to 25% 25% 10% 19% With successful R&D efforts, 17% 5% z diversified…
ESG AT ENERGY RECOVERY o First Environmental, Social, Governance (ESG) report issued Sept 2020 Aligned with SASB and GRI sustainability reporting frameworks; select United Nations Sustainable Development Goals o Our products…
Thank You
CONTACT US James Siccardi, VP, Investor Relations Energy Recovery, Inc. +1.832.474.7628 Mobile 1717 Doolittle Drive jsiccardienergyrecovery.com San Leandro, CA 94577, USA ESGenergyrecovery.com energyrecovery.com (for ESG…
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