Greenlane Renewables (GRN) Investor presentation summary

Market opportunity and industry trends

• Rapidly growing global market for renewable natural gas (RNG), with projected 15% annual growth globally and 21% in Brazil through 2035.

• Biomethane is the fastest-growing form of bioenergy, driven by policy momentum in Europe, North America, and Brazil.

• Brazil's biomethane demand is expected to increase sevenfold by 2035, supported by new regulations and vast agricultural resources.

• RNG is positioned as a high-value, low-carbon solution for hard-to-decarbonize sectors, including utilities, transportation, and industry.

• Sugarcane-derived ethanol by-products in Brazil present a significant untapped feedstock opportunity for biomethane production.

Strategic initiatives and partnerships

• Focus on sales growth in profitable business areas such as parts, service, and biogas desulfurization.

• Reconfiguration of upgrading systems business to prioritize proprietary products and royalty revenues, reducing risk and increasing margins.

• Partnership with Panasonic to localize production in Brazil, leveraging Panasonic's manufacturing capabilities and Greenlane's technology.

• Emphasis on innovation, with four new patent filings since December 2024 and a pipeline of advanced products.

• Key strategic criteria include price/performance, manufacturing control, intellectual property, and industry partnerships.

Product portfolio and innovation

• Over 500 biogas desulfurization and upgrading systems sold in 32 countries, with a strong track record in solving industry challenges.

• Proprietary product lines include Cascade LF (landfill gas upgrading), Cascade H2S (biogas desulfurization), Cascade MS (membrane separation), and Cascade H2O (water wash).

• Cascade LF targets higher performance and lower cost for landfill gas upgrading, while Cascade H2S addresses high H2S levels in AD biogas.

• Expansion of recurring revenue through comprehensive service contracts, remote monitoring, and proprietary software upgrades.

• Technology licensing agreements enable local production and deployment, especially in Brazil's sugar mill sector.