Attached files
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| 8-K - FORM 8-K - ADA-ES INC | d8k.htm |
 Creating a
Future with Creating a Future with
Cleaner Coal
Cleaner Coal
ADA Opportunities
Enhanced by Mercury
and Air Toxics Standard
March 16, 2011
NASDAQ:ADES
Exhibit 99.1 |
 Disclaimer
-2- |
 ADA
Opportunities Created by the Mercury and Air Toxics Rule
ADA’s Primary Market are 1,100+ coal-fired utility boilers in the U.S. that
provide 50% of electricity in the U.S.
EPA’s Mercury and Air Toxics Standards proposal (“
Air Toxics Rule”) requires
reduction of Hazardous Air Pollutants (HAPs) from new and existing electricity
generating units (EGU)
–
Rule scheduled to be final November 2011
–
Plants required to be in compliance in 36 months
ADA provides low-cost control technology for three of the 5 HAPs covered
–
Mercury: 91% reduction from mercury in coal
•
Activated Carbon Injection (ACI) Equipment
•
Activated Carbon through JV ADA Carbon Solutions
•
Refined Coal through JV Clean Coal Solutions
•
Enhanced Coal, licensed for production to Arch Coal
–
Dioxins and Furans
•
ACI and AC
–
Acid gases, HCl and SO
2
•
Alkali Injection Equipment
-3- |
 -4-
ACI System
for Mercury
Activated Carbon Injection Technology for
Mercury Reduction at Power Plants
Emission Control Equipment
(NO
x
, SO
2
, Particulate) |
 ADA Commercial
ACI Systems > 20 GW ADA Commercial ACI Systems > 20 GW
Plant burns PRB coal or
lignite
Plant
burns
bituminous coal |
 Air Toxics Rule
Expected to Create $500-800 Million ACI Equipment Market
-6-
Expect
ACI
orders
from
electricity
power
generators
beginning
in
2011
Establishing
resources
and
capabilities
to
maintain
30%
market
share
0
50
100
150
200
250
300
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
Pre-Toxics Rule Regulations
Toxics Rule High Estimate
Toxics Rule Low Estimate |
 Air
Toxics Rule Expected to Create $1Billion/Yr Market for AC
-7- |
 ADA Activated
Carbon (AC) Production
-8- |
 Refined Coal
Reduces Mercury Clean Coal Solutions: JV with NexGen Resources Corp.
CyClean –
patented technology enhances combustion of PRB
coals in cyclone boilers and reduces mercury
Two systems installed & operating at two power plants
Refined Coal contributed ~$10 Million in revenues to ADA-ES
in Q3 & Q4’10 (first full half year of operation)
Two existing units expected to produce ~$1.00/share annual
pre-tax operating income for ADA for the next nine years
(based on 7.5 mm shares)
-9- |
 Refined Coal
Growth Opportunity New Air Toxics Rule creating additional demand for RC.
Opportunity to triple revenues & operating income if equipment installed in
2011 –
Top ten prospects provide potential for over 30 mm tons per year
of Refined
Coal @ $6.20+ per ton
Currently fabricating 6 additional RC facilities
–
Each unit will be capable of producing 1-5 million tons per year
–
Scheduled for completion in May and June
–
Schedule allows for fabrication of a total of 16 systems before year-end
-10- |
 Refined Coal
Growth Opportunity CURRENT PROJECTIONS
(based on 2 existing facilities @ 6 million tons)
POTENTIAL OPPORTUNITY
(based on 20 million tons)
$ in millions
Estimated revenues Estimated
operating income
-11- |
 -12-
Mercury Control:
License to Arch Coal
Designed to enable Arch’s Powder River Basin (PRB)
coals to burn with lower emissions of mercury and
other metals
Royalty agreement –
payments to ADA of up to
$1.00/ton based on premium of Enhanced Coal sales
Air Toxics Rule could create a market for >100 mm
tons of Enhanced PRB coal per year
Full-scale tests showing promising results |
 Control of
Acid Gases HCl, SO
2
, SO
3
Air Toxics Rule identifies HCI and SO
2
as surrogates for
acid gases
ADA provides alkali injection equipment as a low-cost
option to wet scrubbers to address these gases
Equipment costs $2-3 Million for average size plants
Systems are also effective for capture of SO
3
–
Reduces corrosion
–
Increases the effectiveness of ACI for mercury control |
 ADA Alkali
Injection System |
 A Leader in
Clean Coal Technology ©
Copyright 2011 ADA-ES, Inc. All rights reserved.
NASDAQ:ADES |