Kinetiko Energy (KKO) investor relations material

Strategic positioning and market context

• Focused on near-term compressed natural gas (CNG) production from shallow conventional gas projects in South Africa, addressing a critical local energy crisis and declining offshore gas supply.

• Project is strategically located near major energy infrastructure and demand centers, providing a supply advantage as South Africa faces a looming gas supply shortfall by 2028.

• Anchor clients include energy-intensive sectors such as glass, steel, fertilizers, and chemicals, which are adjacent to pipelines.

Resource base and development plan

• Holds a substantial certified resource base: 6.0 TCF (2C) contingent resource and 5.8 TCF (2U) prospective resource, with reserves calculated over a small portion of tenements.

• All 50 drilled wells have encountered gas, confirming uniform geology and high drilling success.

• Field Development Plan (FDP) supports phased, capital-efficient growth via a Rolling Cluster strategy, enabling incremental scale-up and expedited production.

Project execution and scalability

• Phase 1 targets CNG production from existing wells at Brakfontein, with modular infrastructure designed for integration and scalability.

• Regulatory submissions and equipment procurement are underway, with first commercial gas delivery targeted for Q4 2027.

• Rolling Cluster strategy enables risk-managed expansion, leveraging technical validation and operational flexibility for future phases.