Capsol Technologies (CAPSL) investor relations material

Market opportunity

• Power demand is rapidly outpacing grid capacity, with 183 GW of large-load demand under construction or committed, representing 22% of 2025 US peak demand.

• Utilities are redirecting capital to meet a forecasted total load growth of ~90 GW by 2030, driven by data centers and industrial needs.

• Gas turbines are positioned as a key solution for reliable, high-efficiency baseload and backup power, especially for data centers and industrial applications.

Technology and solution

• CapsolGTⓇ enables retrofitting of simple-cycle gas turbines to capture over 90% of CO2 emissions while generating additional electricity.

• The system requires no modifications to existing turbines, no external steam, and uses a non-toxic, open-sourced solvent.

• Retrofitting is faster and less capital-intensive than building new combined-cycle plants, with lower LCOE and improved lifecycle assessment.

Implementation and performance

• Over 2,300 US simple-cycle gas turbines (~161 GW) are underutilized, with ~65 GW identified as attractive for carbon capture, utilization, and storage (CCUS).

• CapsolGTⓇ retrofits can increase utilization from 15% to 80-90%, add 10-15% more capacity, and qualify for multiple revenue streams including low-carbon premiums and US 45Q credits.

• Demonstrated capture rates exceed 90% CO2 across turbine sizes, with net power gains and no energy penalty.