Capsol Technologies (CAPSL) Pareto Securities' 33rd Annual Energy Conference presentation summary

Strategic opportunities

• Addressing surging U.S. energy demand by increasing utilization of existing gas turbines for low-carbon electricity.

• Targeting near-term European decarbonization, especially in cement and BECCS sectors.

• Expanding project value through broader scope and recurring revenue streams while maintaining capital efficiency.

Technology and value proposition

• Technology platform based on proven hot potassium carbonate chemistry, with ongoing R&D and operational site under construction.

• Enables CO₂ capture, heat recovery, and additional power generation from gas turbines.

• Unlocks up to 115% more power output from existing turbines, leveraging unused capacity and increasing utilization.

• Delivers additional revenue streams: more power, low-carbon premium, and IRA 45Q tax credits.

Market and competitiveness

• Screening ~150 U.S. turbine leads near CO₂ infrastructure, targeting utilities, data centers, and energy companies.

• Low-carbon gas power meets key criteria for speed, cost, scalability, and regulatory support compared to other technologies.