Ocean-GeoLoop (OCEAN) investor relations material

Strategic Direction and Business Transformation

• Launched cooling as a new growth engine, targeting scalable applications in data centers and AI infrastructure to capitalize on shifting capital flows and market demand.

• Streamlined corporate structure into three subsidiaries: COOL (cooling), Captured (carbon capture), and Energi Teknikk (hydropower), to improve focus, transparency, and capital flexibility, with capital allocated by commercial readiness.

• Pivoted from a sole focus on carbon capture to leveraging core technology for broader commercial opportunities, while maintaining commitment to carbon capture.

• Strengthened leadership and operational priorities to accelerate commercialization and shareholder value creation.

• Emphasized strict capital allocation, prioritizing projects with near-term cash flow potential and commercial viability.

Macro Trends and Strategic Response

• Global convergence on climate change and increased climate funding drive opportunities, but policy uncertainty and disrupted trade channels present challenges for 2025-26.

• Focus on leveraging proprietary e-Loop technology, hydroengineering capabilities, and dynamic IP to accelerate product development and respond to capital flows.

Technology and Product Development

• Developed proprietary, energy-neutral, closed-loop cooling technology aiming for 60%-80% reduction in operating costs, with rapid prototyping, third-party validation, and modular, retrofittable design for new and existing data centers.

• Carbon capture technology uses water as a capture medium, achieving less than 20% of the energy consumption of conventional amine systems, is fully electric, uses no toxic chemicals, and is proven in pilots.

• E-Loop architecture underpins both cooling and energy generation, offering high efficiency, modularity, and potential for integration into synthetic fuel production.

• Energi Teknikk’s proprietary turbine technology is central to all business lines, supporting rapid scaling and portfolio synergies.