清洁燃料及产品.pdf

1、Clean Fuels&Products Shot SummitJimmy SamartzisCEOApril 20242To preserve the world and the opportunity for future generations to fully experience it and thrive.LanzaJets Vision engineered by LanzaJet EmployeesSustainable Aviation FuelBuilding a New IndustryNovember 2,202334 Climate Build Industry Do

2、mestic Energy Security National Security Economic DevelopmentUrgency Today5136 YEARSMillionGallons20233BillionGallons2030Only at 0.06%of US Jet A ConsumptionAmbition is 10%by 20306Hard to build a new industry that carries technology,policy,finance,and supply chain risk while disrupting an 80-year ol

3、d fossil industry Alcohol-to-JetRelevant,Flexible,EconomicNovember 2,202378The holy grail?9Ethanol to SAFVersatility and FlexibilityUnlimited FeedstockRelevant GloballyMaximum Carbon ConversionCost EffectiveNew Market for EthanolJob GrowthEconomic DevelopmentEnergy SecurityNational SecurityAviation

4、DecarbonizationLanzaJet GrowthExpanding in the U.S.and Beyond1011 Abundantfeedstock Transition from road to aviation Applicable state and national incentives Opportunity to improve Carbon Intensity Waste sources(recycled carbon,ag)Impact beyond aviationATJ Greatest Opportunity for SAFcan also be tra

5、nsformed into SAF using ethanol ATJJust about any source of waste or pollutionEthanol ATJ Powerful Versatility1213ATJ Technology Growth PotentialSource:LEK report Fueling the future of aviation(2023)with sources from Bergero et al.(2023),IATA,ATAG(2020),WEF(2021).SAF production by technology pathway

6、(2022-2050)|LanzaJet Illustration Millions of tons14ASTM approval in 2018 followed by flights1st TO MARKET14+years of development(since 2010)LEADING TECHIndustry-leading shareholders,supporters and partnersINDUSTRY LEADERSEthanol ATJ Plant-Fully Funded with 10