Clean Energy Fuels (CLNE) Company presentation summary

Company overview and market position

• Operates over 600 fueling stations across North America, serving a blue-chip customer base and leading as a US RNG producer.

• Vertically integrated with 25+ years of experience and capacity to double current volumes.

• Partnerships with major energy companies like bp, Chevron, and TotalEnergies support growth.

• Invented RNG as a commercial fuel and maintains a strong presence in fleet and marine markets.

Renewable natural gas (RNG) supply and production

• RNG is produced from dairy farms via joint ventures with TotalEnergies, bp, and Maas, with all gas produced meeting internal demand.

• Additional RNG is sourced through third-party supply contracts, leveraging a robust California network.

• RNG production process includes manure collection, digestion, gas cleanup, and pipeline injection.

• RNG can serve multiple alternative fuel solutions, supporting further growth opportunities.

Environmental and economic benefits of RNG

• RNG significantly reduces carbon emissions compared to diesel, with lifecycle carbon intensity scores as low as -297.6 gCO₂e/MJ for manure-based RNG.

• RNG is domestically produced, offers stable pricing, and is more affordable than diesel.

• Supported by proven engine technology from Cummins and trusted by major fleets.