Investor Presentation

Task 1: System Boundary Scenarios Electrolyzer Dominant ID Category Size (MW) Electrical Source Hydrogen Demand Coupling with RE? 1 Pilot 1.25 Grid LP Storage 2 Pilot 1.25 Grid + Solar LP Storage 3 Pilot 1.25 Grid + Wind LP Storage 4 Piloti 1.25 Grid + Solar + LP Storage Wind 5 Pilot 1.25 Grid HP Storage 6 Pilot 1.25 Grid + Solar HP Storage 7 Pilot 1.25 Grid + Wind HP Storage 8 Pilot 1.25 Grid + Solar + HP Storage 9 Pilot 1.25 Wind Grid 10 Pilot 1.25 Grid + Solar 11 Pilot 1.25 Grid + Wind Transportation Transportation Transportation 12 Pilot 1.25 Grid + Solar + Transportation Wind 13 Decentralized 5 Grid LP Storage 14 Decentralized 5 Grid + Solar LP Storage 15 Decentralized 5 Grid + Wind LP Storage 16 Decentralized 5 Grid +Solar+ LP Storage Wind 17 Decentralized 10 Grid HP Storage 18 Decentralized 10 Grid + Solar HP Storage 19 Decentralized 10 Grid + Wind HP Storage 20 Decentralized 10 Grid + Solar + HP Storage Wind 21 Decentralized 10 Grid 22 Decentralized 10 23 Decentralized 10 Grid + Solar Grid + Wind Transportation Transportation Transportation 24 Decentralized 10 Grid +Solar+ Transportation ཙཚོཙོན་ཙནཙཙ་ནའི་ནོནོརཎཙ ཙནཙཙ, ཙནཙོ ཙ བྷི སྤྱི སྤྱི Geospatial Balancing Far Identified 32 system scenarios Far Far Far Far Far Far Far Far Far Far Far Close Yes, solar Close Yes, wind Close Close Far Far Far Far Far Far Far Far Wind 25 Decentralized 10 Solar LP Storage Yes, solar Close 26 Decentralized 10 Solar + Wind LP Storage Yes, solar Close 27 Decentralized 10 Wind LP Storage: Yes, wind Close 28 Decentralized 10 Wind + Solar LP Storage Yes, wind Close 29 Centralized 100 Grid, 25% RE HP Storage No Far Source 30 Centralized 100 Grid, 25% RE HP Storage No Close Hydrogen production scale references: Pilot = 1 MW (450 kg/day), Decentralized = 10 MW (4,500 kg/day), Centralized = 100 MW (45,000 kg/day) Renewable energy (RE) source and grid mix RE source location relative to the hydrogen system Source 31 Centralized 100 Grid, 50% RE HP Storage No Far Source 32 Centralized 100 Grid, 50% RE HP Storage No Close Source NREL 9

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