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 PlatformResources 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 • PHBProduct Suite • Acetic acid • n-Butanol • ……. • i-Butanol • Succinic acid Thermochemical Approaches Hydrocarbon FuelsProduct 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
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