Renewable Diesel Market Value Proposition slide image

Renewable Diesel Market Value Proposition

VII STONEBRIAR LEASE SUMMARY Lessee: Lessor: Montana Renewables, LLC Stonebriar Commercial Finance LLC Purpose: Amount: Security: Finance equipment for a new renewable hydrogen plant Up to $50 million Equipment Equipment: Cut-off Date: Exit Price: A hydrogen plant designed to produce at least 20 million sf³/day of 99% hydrogen supplied at 200-220 pounds per square inch gauge to the makeup compressors for the MRL renewable diesel project Earlier of (a) March 2, 2023 or (b) Event of Default or (c) equipment is accepted by Lessee or (d) Material Adverse Change in financial condition (a) Aggregate amount of the Advances made times (b) 102.89% Monthly Rental Rate: 1-month LIBOR + 770 bps LIBOR Floor: 25 bps Early Termination Options: ☐ Date: Upon payment of 108th monthly base rent Early Termination Purchase Price: 27.50% of equipment cost ESG Funding: Upon eligibility for ESG funding, Lessee can terminate at Exit Price 38
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