Join Ayesha Choudhury, Senior Vice President, Head of Capital Markets at Infinium, to learn why we need eFuels in the carbon neutrality mix, how eFuels are produced, and how Infinium globally scales eFuel production to benefit society

1. WEBINAR EXCLUSIVE
ELECTROFUELS ARE
THE FUTURE: THE
DRIVING FORCE TO
DECARBONIZING
HEAVY TRANSPORT
WITH AYESHA CHOUDHURY, SENIOR VICE PRESIDENT,
HEAD OF CAPITAL MARKETS AT INFINIUM
MODERATOR:
STEPHANIE BRASWELL
WEBINAR PRODUCTION MANAGER
CLEANTECH FOCUS
APRIL 5TH, 2023
AT 9:30 AM PDT, 12:30
PM EDT, 5:30 PM BST

2. 03
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4. ELECTROFUELSARETHE
FUTURE:THEDRIVINGFORCE
TODECARBONIZINGHEAVY
TRANSPORT

5. CONFIDENTIAL 5
INTRODUCING
INFINIUM
• eFuels producer slated to be first to
market with commercial scale
petroleum alternatives.
• Technology ten years in the making.
• Major investors and first customers
believe in our mission and model.
• Global Cleantech 100 company

6. 6
HUMAN ACTIVITIES,
PRINCIPALLY THROUGH
EMISSIONS OF
GREENHOUSE GASES,
HAVE UNEQUIVOCALLY
CAUSED GLOBAL
WARMING.
LIMITING HUMAN-CAUSED
GLOBAL WARMING
REQUIRES NET ZERO CO2
EMISSIONS.
Copyright © 2023 Infinium
Source: UNIPCC ipcc.ch/report/ar6/syr/resources/spm-headline-statements

7. Copyright © 2023 Infinium 7
VULNERABLE
COMMUNITIES WHO
HAVE HISTORICALLY
CONTRIBUTED THE LEAST
TO CURRENT CLIMATE
CHANGE ARE
DISPROPORTIONATELY
AFFECTED.
Source: UNIPCC https://www.ipcc.ch/report/ar6/syr/resources/spm-headline-statements

8. Copyright © 2023 Infinium 8
HEAVY DUTY
TRANSPORT AND
INDUSTRY INCLUDING
PLASTICS REPRESENT 40%
OF CARBON EMISSIONS
FROM ENERGY SYSTEMS
TODAY. THIS SHARE WILL
GROW TO 60% BY 2040 IN
A 2℃ SCENARIO.
Source: Energy Transitions Commissionhttp://www.energy-transitions.org/better-energy-greater-prosperity

9. Copyright © 2023 Infinium 9
TRANSPORTATION
EMISSIONS
 Road travel accounts for 3/4 of
transportation emissions. Just
under 30% comes from trucks
carrying freight.
 Aviation accounts for around 10%
of transport emissions.
 International shipping contributes
a similar amount.
 Rail journeys produce the least
amount of CO2. Meeting net-zero
targets by 2050 requires a 20%
reduction in transport emissions by
2030.
Source: iea
https://www.iea.org/data-and-statistics/charts/transport-sector-co2-emissions-by-mode-in-the-sustainable-development-scenario-2000-2030

10. Copyright © 2023 Infinium 10
CHEMICAL
EMISSIONS
 CO2 emissions from the chemical
sector are18% of industrial CO2
emissions.
 The plastics market has
expanded rapidly over the past
two decades, with demand for
polyethylene and polypropylene
doubling since 2000.
Source: WEF https://www.weforum.org/agenda/2021/10/how-petrochemicals-industry-can-reduce-its-carbon-footprint/
Source: https://about.bnef.com/blog/the-worlds-addiction-to-plastic-in-five-charts/

11. Copyright © 2023 Infinium Holdings, LLC – CONFIDENTIAL 11

12. 12
GLOBAL SUPPLY CHAIN
Every step of the global supply chain contributes to greenhouse gas emissions.
eFuels can help decarbonize these systems end-to-end, door-to-door.
A consumer good
made of plastic
(naphtha)
manufactured
in Asia
Delivered to port
via semitruck in a
container
Shipped to
North America
on a container
ship
Unloaded via rail
and taken to a
distribution
center/warehouse
Flown from there
to a regional hub
Delivered to
home/office on
a smaller truck
All of this equals
door to door
opportunity for
decarbonization

13. Copyright © 2023 Infinium Holdings, LLC – CONFIDENTIAL 13
THE MARKET NEED
IS VAST AND GROWING
Governments and Corporates are striving toward net zero carbon, yet global reliance on fossil-based
fuels continues to rise while there is a dearth of low carbon fuel supply to meet decarbonization goals
 Aviation, Heavy Transport, and Marine are hard to
abate sectors which will rely on liquid fuels for
decades to come.
 By 2050, aviation alone is forecast to consume to
9.5mm bpd of jet fuel and emissions are expected
to grow 300%.
 Global SAF production in 2022 was less than
6,000 BPD
 There is a ~8MM BPD need for SAF(2) by 2050 to
meet Net Zero goals, not including Heavy
Transport / Marine demand
 Even with current announced / planned SAF
growth, the supply gap is still vast
Carbon Neutral Fuel Market Gap
Jet Fuel & SAF Demand
(1) IEA “NetZero by 2050”, May 2021
(2) IATA Waypoint 2050, September 2021
(3) Mission Possible Partners, “Making Net Zero Aviation Possible” July 2022
(4) Argus SAF Refinery Database, January 2023
All announced
SAF projects
would produce
~0.5MM BPD by
2030, <60%
demand

14. Copyright © 2023 Infinium Holdings, LLC – CONFIDENTIAL 14
CORPORATE GHG GOALS
DRIVE SAF DEMAND
401 Companies have signed the Climate Pledge, committing to net zero by 2040 while many
others have made commitments of different magnitude and timeframe for GHG reduction
Corporations with Net Zero Travel Commitments
Financial SAF Consumers
Tech
Other
40%+ of the S&P500 have net zero targets SAF is required to meet them

15. Copyright © 2023 Infinium Holdings, LLC 15
INFINIUM
ELECTROFUELS
A new class of synthetic
fuel, Electrofuels (or
eFuels) can be dropped
into existing engines that
use jet fuel and diesel
with no changes
required for downstream
infrastructure
Sustainable Aviation Fuel (eSAF)
eDiesel
eNaphtha
* Carbon intensity varies by
project design and location.

16. 16
GROWING
MARKET
DEMAND
Markets are
incentivizing the
use of eFuels in the
fuel mix, driving
demand for the
products
Inflation Reduction Act 2022
 H2 PTC, $3/kg
 CCUS, $60/MT utilization
 Clean Fuels, $1-1.75/gallon
 State-level Low Carbon Fuel Programs
Renewable Energy Directive
 14% fuels to be from renewable sources by 2030
 Sub-target for RFNBOs requiring >230,000 BPD product
 Min 2.3% of road fuel
 Min 0.7% aviation
 World’s most aggressive scheme currently with
favorable fundamentals supporting eFuels market
Renewable Transpiration Fuel Obligation
 Requires 16% of fuels renewable by 2032
 Requires 2.4% from development fuels such as eFuels
UNITED
STATES
EUROPEAN
UNION
UNITED
KINGDOM
Copyright © 2023 Infinium

17. 17
INFINIUM eFUELS PROCESS

18. Drop-in Fuel
Plentiful, non-food
feedstock
No Infrastructure
Turnover
Applicable to
Heavy Transport
Electrofuels
2nd Generation
Renewable Fuels
Advanced Low
Carbon Fuels
Traditional
Biofuels
New
Alternative Fuels
Electrification
CURRENT MARKET ALTERNATIVES
Copyright © 2023 Infinium 18
eFuels drop into existing infrastructure presenting a unique opportunity to leverage today’s fleet
to decarbonize now at scale

19. 8
INFINIUM IS
BUILDING
THE WORLD’S FIRST
COMMERCIAL SCALE
eFUELS PRODUCTION
FACILITY IN CORPUS
CHRISTI,TEXAS.
Copyright © 2023 Infinium

20. Copyright © 2023 Infinium 20
INFINIUM GLOBAL
PROJECTS
 Project portfolio begins with
projects in Texas where low-cost
renewable power and ample
waste CO2 are readily available.
 12 large scale projects are under
development spanning Europe,
Australia, Middle East and North
America.
 In total, Infinium has more than
60,000 bbl/day of eFuels capacity
under development.
Corpus #1
 Worlds first eFuels plant
 Amazon fuel offtake for its middle mile
fleet
 Under Construction in Corpus Christi, TX
Roadrunner
12+ Global Project Pipeline

21. 21
BRINGING ELECTROFUELS
TO AMAZON
Infinium’s first electrofuel facility is expected to begin production in 2023 supplying fuels to
Amazon to help decarbonize their Middle Mile fleet.
Copyright © 2023 Infinium – CONFIDENTIAL
Amazon has contracted to acquire
electrofuels to power their middle mile vehicles
for 5M miles per year and use ~18k tons of
recycled CO2 waste.

22. Copyright © 2023 Infinium Holdings, LLC 22
GLOBAL STRATEGIC
PARTNERS
SUPPORTING
GROWTH
Our partners are committed to
supporting eFuels globally to
decarbonize existing supply
chains cost effectively.
Financial Sponsors
Commercial Partners

23. STAY IN TOUCH
CONFIDENTIAL 23
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24. 24
THANK YOU
Ayesha Choudhury, Head of Capital Markets
E-Mail: ACHOUDHURY@INFINIUMCO.COM

25. Q&A
Senior Vice President, Head of
Ayesha
Choudhury
Capital Markets at Infinium
/in/ayeshachoudhury/
/in/stephanie-braswell-664364248/
MODERATOR:
STEPHANIE BRASWELL
WEBINARCOORDINATOR