Investor Presentaiton

Key financials in-line with previous outlook Financial operating metrics for Q4 2021 are in-line with our previous outlook Origin 1 and Origin 2 capital budget and financing on track Reaffirm 2022 adjusted EBITDA forecast • With ramp up of employee hiring and operations in support of construction, product development and sales activities, Q4 2021 Adjusted EBITDA loss was $6.6 million compared to a loss of $3.8 million in the prior-year period. Full year 2021 adjusted EBITDA loss was $20 million¹ Net income was $5.2 million for the fourth quarter compared to a net loss of $23.5 million in the prior year period. Full year 2021 net income was $42.1 million Capital budget for Origin 1 and Origin 2 still anticipated to be fully funded from cash in hand and traditional project financing sources Leading financial institutions specializing in similarly sized and stage capital projects continue to confirm that our financing assumptions for Origin 2 are reasonable and executable, helped by pending state and local incentives worth more than $100 million and a Private Activity Bond ("PAB") allocation of $400 million The $400 million Private Activity Bond allocation from the State of Louisiana provides a strong foundation for the financing of Origin 2, and, in combination with certain 2021 Infrastructure Investment and Jobs Act ("IIJA") provisions, could enable the debt financing of Origin 2 using entirely tax-exempt bonds As presented previously, anticipate having approximately $100 million of excess cash, beyond the capital budget for Origin 1 and 2, for unforeseen contingencies in addition to substantial monetary contingencies already included in our capital project budgets, which is also available to fund Origin 3 Adjusted EBITDA loss forecast of up to $36 million, consistent with prior outlook¹ Capital spending is expected to be up to $155 million 1. For a reconciliation of a non-GAAP figure to the applicable GAAP figure please see the table captioned 'Reconciliation of GAAP and Non-GAAP Results' set forth on slide 22. ORIGIN 18

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