Dr Sean Simpson

Chief Scientific Officer & Founder
            LanzaTech
One idea can move a Nation




        © 2010 LanzaTech Inc. All rights reserved.
Carbon Capture, Beneficial Re-Use
& the Need for Renewable Fuel
          12                                                               12                                               36%
          10                                                               10                                               30%
Mtoe, K




           8                                                               8                                                24%




                                                                 Mtoe, K
           6                                                                6                                              18%
           4                                                                4                                               12%
           2                                                                2                                               6%

           0                                                               0                                                0
          1980       1990       2000        2010   2020   2030             1990         2000         2010        2020     2030
               China and India                                                  Fossil fuels
               Rest of non-OECD                                                 Zero-carbon fuels
               OECD                                                             Share of zero-carbon fuels (right axis)
          Source: IEA World Energy Outlook 2009


 Global energy demand will double over the next 40 years.
 Containing CO2 growth to safe atmospheric levels requires that zero
  carbon renewable fuels make up more than 30% of the fuel pool.
 Industrial growth must be offset by increased energy efficiency,
  minimized waste and a reduced GHG footprint to protect climate.
 LanzaTech responds to our critical 21st Century challenges by capturing
  and beneficially reusing waste carbon and producing a zero carbon fuel.
LanzaTech Gas to Liquid Platform
Resources         CO                                        H2               H2   CO2          CO2
                                  CO
                Industrial        Syngas: Biomass, Coal, Methane       COG, Chemical        Power




                                  Native
     Customized                                                              Engineering
                                                                             Control
      Catalysts
                                  Synthetic                                  Chemistry




                  C2              C3             C4                  C5             Other
                  • Ethanol       • i-propanol   • BDO               • Isoprene     • PHB
Product Suite     • Acetic acid                  • n-Butanol                        • …….
                                                 • i-Butanol
                                                 • Succinic acid
                                         Thermochemical Approaches
                 Hydrocarbon Fuels
Product Suite       (diesel, jet,        Chemical                                  Chemicals
                     gasoline)         Intermediates               Olefins
                                                                                                     4
Potential for Significant Impact
                                          Ethanol Potential
                                       From LanzaTech Process
             70 million tons/yr            4.5 billion gal/yr
                 Globally
 Petcoke



                   1.4 billion            30 billion gal/yr
             tons steel/yr Globally
    Steel
  Industry


  Biomass
                   1.3 billion
             tons/yr potential in US
                                         190 billion gal/yr



                 Significant Impact on Fuel Pool
                 No Impact on Food Production
Jet Fuel Collaborations
Getting to Scale

          Pilot                   Demonstration                     Commercial




 Operating since 2008                4Q 2011                           1Q 2013

• BlueScope Steel Mill, NZ   • 100,000 gal/yr of ethanol   • > 50 Million gal/yr of ethanol
• Uses raw waste gases       • BaoSteel, Shanghai, China   • Raw waste gases
                             • Raw waste gases




                        Fast Track Commercialization
                                                                                        7
LanzaTech: A Global Company




     Growing Business Development Pipeline
Domestic Hi-Tech Industry

  Exports per capita, 2009,
        (NZ$000’s)
                                                                                                                         LanzaTech
                                                                                                                       process allows
                                                                                                                          domestic
                                                                                                                        production of
                                                                                                                       chemicals from
                                                                                                                      forestry and NG
                                                                                                                           waste




 “…….Scandinavian countries, and the Netherlands, have all leveraged their natural
 resources, some with a heavy agricultural basis, encouraging innovation within traditional
 sectors, while also over time growing high value, high-tech industries.”
 From NZ Institute Discussion paper: A Goal Is Not A Strategy: Focusing efforts to improve New Zealand’s prosperity
 by Rick Boven, Dan Bidois, Catherine Harland (August 2010)




                                                                                                                                   9
A Sensible Path…
 Waste for Energy
 Aligns:




           Industrial       Energy       Energy
            Growth          Security    Efficiency


 Land for Food for People
 Allows:




            Land        To Produce     For People
                           Food

                                                     10
Dr Sean Simpson

Dr Sean Simpson

  • 1.
    Dr Sean Simpson ChiefScientific Officer & Founder LanzaTech
  • 2.
    One idea canmove a Nation © 2010 LanzaTech Inc. All rights reserved.
  • 3.
    Carbon Capture, BeneficialRe-Use & the Need for Renewable Fuel 12 12 36% 10 10 30% Mtoe, K 8 8 24% Mtoe, K 6 6 18% 4 4 12% 2 2 6% 0 0 0 1980 1990 2000 2010 2020 2030 1990 2000 2010 2020 2030 China and India Fossil fuels Rest of non-OECD Zero-carbon fuels OECD Share of zero-carbon fuels (right axis) Source: IEA World Energy Outlook 2009  Global energy demand will double over the next 40 years.  Containing CO2 growth to safe atmospheric levels requires that zero carbon renewable fuels make up more than 30% of the fuel pool.  Industrial growth must be offset by increased energy efficiency, minimized waste and a reduced GHG footprint to protect climate.  LanzaTech responds to our critical 21st Century challenges by capturing and beneficially reusing waste carbon and producing a zero carbon fuel.
  • 4.
    LanzaTech Gas toLiquid Platform Resources CO H2 H2 CO2 CO2 CO Industrial Syngas: Biomass, Coal, Methane COG, Chemical Power Native Customized Engineering Control Catalysts Synthetic Chemistry C2 C3 C4 C5 Other • Ethanol • i-propanol • BDO • Isoprene • PHB Product Suite • Acetic acid • n-Butanol • ……. • i-Butanol • Succinic acid Thermochemical Approaches Hydrocarbon Fuels Product Suite (diesel, jet, Chemical Chemicals gasoline) Intermediates Olefins 4
  • 5.
    Potential for SignificantImpact Ethanol Potential From LanzaTech Process 70 million tons/yr 4.5 billion gal/yr Globally Petcoke 1.4 billion 30 billion gal/yr tons steel/yr Globally Steel Industry Biomass 1.3 billion tons/yr potential in US 190 billion gal/yr Significant Impact on Fuel Pool No Impact on Food Production
  • 6.
  • 7.
    Getting to Scale Pilot Demonstration Commercial Operating since 2008 4Q 2011 1Q 2013 • BlueScope Steel Mill, NZ • 100,000 gal/yr of ethanol • > 50 Million gal/yr of ethanol • Uses raw waste gases • BaoSteel, Shanghai, China • Raw waste gases • Raw waste gases Fast Track Commercialization 7
  • 8.
    LanzaTech: A GlobalCompany Growing Business Development Pipeline
  • 9.
    Domestic Hi-Tech Industry Exports per capita, 2009, (NZ$000’s) LanzaTech process allows domestic production of chemicals from forestry and NG waste “…….Scandinavian countries, and the Netherlands, have all leveraged their natural resources, some with a heavy agricultural basis, encouraging innovation within traditional sectors, while also over time growing high value, high-tech industries.” From NZ Institute Discussion paper: A Goal Is Not A Strategy: Focusing efforts to improve New Zealand’s prosperity by Rick Boven, Dan Bidois, Catherine Harland (August 2010) 9
  • 10.
    A Sensible Path… Waste for Energy Aligns: Industrial Energy Energy Growth Security Efficiency Land for Food for People Allows: Land To Produce For People Food 10