Investor Presentaiton
MASSIVE AND GROWING ENERGY TRANSITION TAM DRIVEN BY MEGATRENDS
Estimated Annual
Required Global
Green Capex in
the 2020s to
Support Net
Zero Goals
Carbon Capture
Utilization & Storage
$90BN
⚫From Fossil
Fuels
• Direct Air
Capture
• From Biofuels
• CO2
Transportation
Nuclear Generation
$90BN
NET ZERO
$3.0TN
Low Emission Fuels
$132BN
• Biogas (RNG)
• Hydrogen w/
CCUS
⚫Liquid Biofuels
• Hydrogen
Electrolysis
Hydrogen End Use
$49BN
• Gas Grid Blending
Electricity Generation
•Other (incl. FCEV)
Battery Storage
$52BN
Hydrogen
Infrastructure
$7BN
⚫ Pipelines/Storage
⚫Hydrogen Stations
• Public Stations
EV Chargers
$38BN
Renewables
$1.15TN
• Solar PV
Onshore Wind
• Residential Solar Offshore Wind
⚫ Other
(Hydroelectric/
Geothermal)
QUANTA
Source: Goldman Sachs Sustain
Electrification
$302BN
• EV Car, Truck,
Bus & Van
• Electric/
Hydrogen Rail
• SAF Aircraft
• Electric Arc
Steel
⚫Buildings/Heat
Pumps
Energy Efficiency
$610BN
⚫ICE Vehicles
⚫ Appliances
⚫ HVAC
• Direct Reduced Iron
Primary Chemicals
Electricity Grids
$523BN
⚫Refurbishment • Digitization
• Zero Carbon Buildings
• Expansion
• Substations
Areas of opportunity for Quanta
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