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Peters & Co Conference – Enerflex Ltd.

Enerflex Ltd. · Jun 3, 2021 · 18 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. Peters & Co Conference – Enerflex Ltd. – slide 1
    CARBON CAPTURE UTILIZATION AND STORAGE PERSPECTIVES Peters & Co. Conference June 3, 2021 1
  2. Peters & Co Conference – Enerflex Ltd. – slide 2
    Enerflex at a Glance 1 BN Revenue 2K Employees 3 Manufacturing Plants 57 Operating Locations 17 Countries Manufacturing Facility Operating Location EFX-owned Infrastructure 3
  3. Peters & Co Conference – Enerflex Ltd. – slide 3
    Enerflex Delivers Modular Process Solutions Solutions Business Lines Engineered Systems Customized modular process solutions Gas Compression Gas Processing Plants Integrated Turnkey (ITK) Turnkey Engineered Systems, with local…
  4. Peters & Co Conference – Enerflex Ltd. – slide 4
    We Have Deep Experience in Energy Transition Technologies Enerflex Cumulative Enerflex Firsts Energy Transition Projects 1982 1st e-Comp plant 150 CCUS projects 1983 1st CCUS plant 5 million tpy CO2 capacity 2 million hp…
  5. Peters & Co Conference – Enerflex Ltd. – slide 5
    Analysts See A Broad Range of Energy Transition Scenarios Total Primary Energy Demand Global Natural Gas Production EJ/yr Bcf/d EJ/yr 800 500 200 Shell SKY 1.5 IEA STEPS IEA STEPS 700 BP Rapid BP Rapid 600 375 150 Shell SKY IEA…
  6. Peters & Co Conference – Enerflex Ltd. – slide 6
    Energy Transition Needs Every Available Technology CO2 Reduction by Technology Gt CO2e/yr IEA STEPS = Baseline CO2 0 Avoided demand Tech. performance IEA SDS Electrification -10 Hydrogen Bioenergy -20 Renewables Other fuel…
  7. Peters & Co Conference – Enerflex Ltd. – slide 7
    Process Technologies Are Essential to Energy Transition CO2 Reduction by Technology Gt CO2e/yr IEA STEPS = Baseline CO2 0 Avoided demand Tech. performance Vital for hard-to-abate sectors IEA SDS Electrification -10 Steel and…
  8. Peters & Co Conference – Enerflex Ltd. – slide 8
    Enerflex Expects to be Busy No Matter What Enerflex Core Enerflex Growth Opportunities Natural Gas CCUS Bioenergy Hydrogen State of the World IEA STEPS (Stated Policies) IEA SDS (Sustainable Development Scenario) IEA…
  9. Peters & Co Conference – Enerflex Ltd. – slide 9
    CCUS Value Chain Capture Transport Use & Storage Feedstocks & Raw materials Nat. Gas Proc. Chemicals CO2 Feedstocks & Raw materials Power Generation Storage Iron and Steel Reservoir Cement Other Process Heat Capex…
  10. Peters & Co Conference – Enerflex Ltd. – slide 10
    CCUS Value Chain Capture Transport Use & Storage Industrial Processing CO2 Gathering Lines CO2 Compression CO2 Dehydration Feedstocks & Dry CO2 Export Raw materials Nat. Gas Proc. Chemicals CO2 Post- Flue Gas Collection…
  11. Peters & Co Conference – Enerflex Ltd. – slide 11
    CCUS Example Projects 58k tpy CO2 Capture Facility EOR CO2 Injection Unit 12
  12. Peters & Co Conference – Enerflex Ltd. – slide 12
    Long-Term, CCUS Should Be a Massive Market 375 B 3.1 GT to 650 B Annual CCUS Capex Capture Capacity by 2030 To meet the SDS goal of 800 mmtpa of new CCUS capacity by the year 2030, capital investments of US375bn to US650bn would…
  13. Peters & Co Conference – Enerflex Ltd. – slide 13
    Location Matters CO2 Geological Storage Resource Mt CO2 14 Source: Global CCS Institute
  14. Peters & Co Conference – Enerflex Ltd. – slide 14
    Policy Matters More Fuel standards and carbon tax Tax credits and carbon credits Strong intent, but driving CCUS investments driving CCUS investments no policy in place Clean Fuel Standard (CFS) 45Q Tax Credit Offshore Petroleum…
  15. Peters & Co Conference – Enerflex Ltd. – slide 15
    Canada: Proposals Could Put Everything in Play Proposed Federal Carbon Taxes Levelized Cost of CO2 Capture by Industry (C/metric ton) (C/metric ton) 200 200 180 170 180 160 160 140 140 120 120 100 100 80 80 50 60 40 60 30 40 40 20…
  16. Peters & Co Conference – Enerflex Ltd. – slide 16
    US: Current 45Q Credits Support Only Some CCUS Federal 45Q tax credits Levelized Cost of CO2 Capture by Industry (US/metric ton) (US/metric ton) 160 160 When combined with LCFS carbon credits (200/tonne in Q1-Q3 2020), 140 140 CCS…
  17. Peters & Co Conference – Enerflex Ltd. – slide 17
    TAKEAWAYS Expertise Addressable Market Supportive Policy Decades of experience in The addressable market delivering CCUS, RNG, Continued governmental for decarbonization and H2 solutions, each of focus on policy solutions is…
  18. Peters & Co Conference – Enerflex Ltd. – slide 18
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