UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-04321 __________________________ ORIGIN MATERIALS, INC. (Exact name of registrant as specified in its charter) ______________________ ...

Business Highlights - Origin 2 site was selected in Geismar, Louisiana, pending finalization of economic incentives[8] - Offtake and capacity reservation agreements now exceed $56 billion[8] - Mitsui & Co, Ltd announced a strategic partnership to industrialize advanced carbon negative materials and signed a multi-year capacity reservation agreement[8] - Minafin Group began a strategic partnership with Origin to industrialize high-value specialty materials[8] - Customer demand has more than quintupled to $56 billion since February announcement to go public[11] Construction Progress - Origin 1 remains on schedule for completion by the end of 2022[8, 27] - Origin 2 remains on schedule to be operational by mid-2025[8, 20] - The ENCON evaporator module system for Origin 1 was placed and bolted three months ahead of schedule[8, 23, 25] - Origin 2 site in Geismar, Louisiana, is expected to convert an estimated 1 million dry metric tons of sustainable wood residues each year into carbon-negative materials[30] Financials - Approximately $100 million of excess cash is available beyond the capital budget for Origin 1 and 2, for unforeseen contingencies[8, 53] - Q4 2021 Adjusted EBITDA loss was $66 million compared to a loss of $38 million in the prior-year period; Full year 2021 adjusted EBITDA loss was $20 million[56] - Net income was $52 million for the fourth quarter compared to a net loss of $235 million in the prior year period; Full year 2021 net income was $421 million[56] - Adjusted EBITDA loss forecast for 2022 is up to $36 million[57] - Capital spending is expected to be up to $155 million in 2022[57]

Financial Data and Key Metrics Changes - Fourth quarter operating expenses increased to $7.8 million from $5.5 million year-over-year, with full year operating expenses totaling $26.9 million [48] - Adjusted EBITDA loss for Q4 was $6.6 million, compared to a loss of $3.8 million in the same period last year, with a full year adjusted EBITDA loss of $20 million [49] - The company reported a net income of $5.2 million for Q4, a significant improvement from a net loss of $23.5 million in the prior year, with full year net income at $42.1 million [49] Business Line Data and Key Metrics Changes - Customer demand has surged, with capacity reservations increasing from $1.4 billion to $5.6 billion since the last earnings call, marking a fivefold increase since the company went public [9][18] - The company is on track for the completion of Origin 1 by the end of 2022 and expects Origin 2 to be operational by mid-2025 [8][32] Market Data and Key Metrics Changes - The company has secured partnerships with major global brands, including Mitsui & Co and Minafin Group, which will enhance its market reach and product offerings [12][21] - The strategic partnership with Mitsui & Co aims to industrialize advanced carbon negative materials across various industries, while the partnership with Minafin focuses on high-value specialty chemicals [19][21] Company Strategy and Development Direction - The company is focused on addressing climate change by transitioning to sustainable materials, with a patented technology that converts low-cost sustainable wood residues into decarbonized materials [11][23] - The selection of Geismar, Louisiana for Origin 2 is expected to create significant local employment and leverage existing infrastructure for efficient operations [33][36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand environment, anticipating that it will continue to exceed projected supplies for the foreseeable future [17][84] - The company is maintaining its capital budget expectations and production timelines for both Origin 1 and Origin 2, with a focus on securing necessary financing [10][51] Other Important Information - The company has received recognition for its sustainable products, including awards from Chemical Week and the Business Intelligence Group [22][23] - The financing for Origin 2 is expected to include a $400 million Private Activity Bond allocation and over $100 million in state and local incentives [51][52] Q&A Session Summary Question: What products are Mitsui and Minafin planning to produce from your CMS? - The company is excited about the partnership with Minafin, which will focus on high-value applications across various industries, including pharmaceuticals and automotive [61] Question: Will the Geismar plant produce just CMS or also PET building blocks? - The Geismar plant is expected to produce both CMS and downstream PET-related intermediates, leveraging access to additional reagents [62] Question: What is the timeline for the $100 million incentives from the state? - The incentives will be provided over the lifetime of the plant and during construction [63] Question: How do you view the margins of the new business? - The company continues to see favorable pricing and strong demand, with expectations that new deals will meet or exceed revenue and margin projections [66] Question: Can you provide a breakdown of the $5.6 billion demand? - The company is not providing a detailed breakdown but is confident in converting capacity reservations into offtake agreements [71] Question: How does the site selection for Plant 2 affect future plans? - The extensive site search has increased confidence in the availability of future sites for additional plants [76] Question: What is the expected timeline for Origin 1 to reach full capacity? - The company expects to meet its projections for Origin 1, which typically takes a couple of quarters to reach full capacity [88]

Company Overview The world's leading carbon negative materials company November 2021 Forward looking statements and disclaimers 2 FORWARD-LOOKING STATEMENTS This presentation and the accompanying oral presentation have been prepared by Origin Materials, Inc. ("Origin") for informational purposes only and not for any other purpose. Certain statements included in this presentation that are not historical facts are forward-looking statements for purposes of the safe harbor provisions under the United States Pr ...

Table of contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 __________________________ FORM 10-Q __________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39378 __________________________ ORIGIN MATERIALS, I ...

Third Quarter 2021 Earnings Call The world's leading carbon negative materials company November 11, 2021 Forward looking statements and disclaimers 2 FORWARD-LOOKING STATEMENTS This presentation and the accompanying oral presentation have been prepared by Origin Materials, Inc. ("Origin") for informational purposes only and not for any other purpose. Certain statements included in this presentation that are not historical facts are forward-looking statements for purposes of the safe harbor provisions under ...

Call Start: 17:00 January 1, 0000 5:37 PM ET Origin Materials, Inc. (NASDAQ:ORGN) Q3 Earnings Conference Call November 11, 2021, 5:00 PM ET Company Participants John Bissell – Co-CEO and co-founder Rich Riley – Co-CEO Ashish Gupta – Investor Relations Nate Whaley – CFO Conference Call Participants Frank Mitsch – Pharmion Research Steve Byrne – Bank of America Eric Stine – Craig-Hallum Emily Cacon – Goldman Sachs Pavel Molchanov – Raymond James Operator Thank you for standing by. This is the conference opera ...

Company Overview The world's leading carbon negative materials company September 1, 2021 Forward looking statements and disclaimers 2 FORWARD-LOOKING STATEMENTS This presentation and the accompanying oral presentation have been prepared by Origin Materials, Inc. ("Origin") for informational purposes only and not for any other purpose. Certain statements included in this presentation that are not historical facts are forward-looking statements for purposes of the safe harbor provisions under the United State ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39378 (I.R.S. Employer Identification No.) (916) 231-9329 (Registrant's telephone number, including area code) ...

Second Quarter 2021 Earnings Call The world's leading carbon negative materials company August 12, 2021 Forward looking statements and disclaimers 2 FORWARD-LOOKING STATEMENTS This presentation and the accompanying oral presentation have been prepared by Origin Materials, Inc. ("Origin") for informational purposes only and not for any other purpose. Certain statements included in this presentation that are not historical facts are forward-looking statements for purposes of the safe harbor provisions under t ...