Samartzis: Ready for Takeoff

Jimmy Samartzis
LanzaJet
Tue., February 20, 2024 (10:45am)
Ready for Takeoff: An Update from Leading SAF Innovators

Transcript

1. lanzajet.com National Ethanol Conference Jimmy Samartzis CEO February 20, 2023
2. 2 To preserve the world and the opportunity for future generations to fully experience it and thrive. LanzaJet’s Vision developed by LanzaJet Employees
3. Sustainable Aviation Fuel Building a New Industry November 2, 2023 3
4. 4  Climate  Build Industry  Domestic Energy Security  National Security  Economic Development Urgency Today
5. 5 13 6 YEARS Million Gallons 2023 3 Billion Gallons 2030 Only at 0.06% of US Jet A Consumption Ambition is 10% by 2030
6. 6 Hard to build a new industry that carries technology, policy, finance, and supply chain risk… while disrupting an 80-year old fossil industry
7. Alcohol-to-Jet Relevant, Flexible, Economic November 2, 2023 7
8. 8 The holy grail?
9. 9 Ethanol to SAF • Versatility and Flexibility • Unlimited Feedstock • Relevant Globally • Maximum Carbon Conversion • Cost Effective New Market for Ethanol Job Growth Economic Development Energy Security National Security Aviation Decarbonization
10. LanzaJet Growth Expanding in the U.S. and Beyond 10
11. 11  Abundant ethanol  Transition from road to aviation  Favorable state and national incentives  Opportunity to improve Carbon Intensity  Waste sources (CO2, corn stover)  Economic development United States Greatest Opportunity for ATJ
12. …can also be transformed into SAF using ethanol ATJ Just about any source of waste or pollution… Ethanol ATJ Powerful Versatility 12
13. 13 ASTM approval in 2018 followed by flights 1st TO MARKET 14+ years of development (since 2010) LEADING TECH Industry-leading shareholders, supporters and partners INDUSTRY LEADERS Ethanol ATJ Plant - Fully Funded with 10-Year Offtakes WORLD’S 1st Reduced GHGs, particulates and increase in energy density EXCELLENT ATTRIBUTES Building for growth and scalability with a world-class team WORLD-CLASS LanzaJet History of Leadership
14. January 19th, 2024 14  15,000 employees globally  Operates in 35 countries  65+ years of operation Technology & Execution Partnership
15. 15 25 Countries 5 Continents
16. Freedom Pines Fuels Grand Opening of the World’s First November 2, 2023 16
17. 17 JANUARY 24, 2024 Freedom Pines Fuels Grand Opening • Joined by +300 executives, government officials, and members of the media from around the world • Keynotes delivered by Secretary of Agriculture, Tom Vilsack and Deputy Secretary of Energy, David Turk • Celebrating the importance of partnerships the future of SAF and the critical role that ethanol will play in its growth. In January, we held the Grand Opening ceremony of the world’s first ethanol to Sustainable Aviation Fuels plant
18. 18 November 2, 2023 Dreamers & Warriors
19. November 2, 2023 19