ZeoGas is seeking $25 million in bridge financing to complete the deliverables required to close on the project financing, which ZeoGas anticipates will be within 12 months of closing this bridge.

Current Investment Opportunity

ZeoGas Investment Highlights

• Favorable Market Growth Dynamics: According to OPIS World Analysis, global methanol demand is projected to grow at ~3% CAGR, adding approximately 17 million tonnes over the next five years. Supply remains structurally constrained, with limited capacity additions outside China, positioning ZeoGas facility to capitalize on favorable pricing driven by supply-demand imbalances.

• Strong Supply Constraints & Attractive Pricing Outlook: Persistent underinvestment and ongoing operational challenges globally mean that methanol supply tightness will continue, particularly in regions such as Europe, Iran, and China, where feedstock availability remains limited and volatile. ZeoGas’s low-cost U.S. Gulf Coast location and technology offer investors significant upside exposure as methanol prices are supported by these structural constraints.

• Accelerating Marine Fuel Demand: The methanol-powered shipping fleet is rapidly expanding, with dual-fuel methanol vessel orders surpassing LNG-powered vessels for the first time. The current order book suggests more than 350 methanol-fueled vessels will be operational by 2030, reinforcing robust future demand for methanol as a clean marine fuel and expanding premium market opportunities.

• Blue Methanol – Significant ESG Premium: ZeoGas will employ Air Liquide’s CryoCap™ CO₂ capture technology, capturing over 90% of emissions to produce blue methanol. This significantly reduces the carbon footprint of the methanol produced while avoiding the higher production costs of novel e, green and blue methanol projects. This aligns ZeoGas’ carbon-abated blue methanol with global ESG mandates and potential blue methanol premiums, as marine and industrial customers advance their decarbonization objectives.

• World-Class Technology & Execution Certainty: Leveraging proven Air Liquide MegaMethanol™ technology, ZeoGas will be the ninth global installation of this advanced process, minimizing operational risks. Combined with a highly accomplished management team with demonstrated expertise, strategic partnerships (Air Liquide, ABB, and Chart Industries) and a lump-sum turnkey EPC contract, investors benefit from reduced execution and technology risk.

• Strategically Advantaged Gulf Coast Location: Located near Port Arthur, Texas, ZeoGas benefits from exceptional access to abundant low-cost natural gas, robust existing infrastructure for export logistics, and significant CO₂ sequestration potential. ZeoGas has secured firm transportation and firm delivery for 175,000 MCF per day of natural gas through partnerships with large, investment grade midstream operators and natural gas producers—an important differentiator given regional transportation constraints. Collectively, these factors position ZeoGas firmly within the lower quartile of the global methanol production cost curve, ensuring sustainable competitive advantages. In parallel, ZeoGas’ full offtake of 1.7 million tonnes of annual methanol production is committed to creditworthy counterparties under long-term agreements.

• Energy Transition and ESG Investment Alignment: ZeoGas’s methanol provides an immediate, scalable pathway for significant carbon reductions in transportation fuels and industrial processes. Its alignment with global decarbonization trends makes it highly attractive to ESG-oriented capital, securing its long-term value creation in an increasingly carbon-conscious market.

• Attractive Bridge Financing Terms: The current $25 million bridge investment opportunity offers compelling returns and 5% profit interest in the project. This tranche allows early investors outsized returns by participating in critical pre-construction milestones, significantly de-risking future capital investment.

• Large-Scale, Fully Structured Project Financing: ZeoGas has secured a term sheet from a leading European financial services firm for approximately $2.7 billion in debt and equity financing, structured with an optimal 70/30 debt-to-equity ratio. This financial backing substantially reduces funding uncertainty and accelerates the timeline toward repaying bridge investors and ultimate project realization and returns.