Clean Energy Fuels (CLNE) Investor Presentation

Company Overview - Clean Energy Fuels Corp is transitioning to providing hydrogen, electricity, and other alternative fuels for transportation[2] - The company has over 560 stations throughout the U S and Canada and partnerships with global energy leaders[4] - Clean Energy is a leading RNG player in the US and an environmental credit leader[4] - The company dispensed 153 3 million gallons of RNG in the US in 2020, holding a 61% market share[12] Renewable Natural Gas (RNG) - RNG offers significantly lower carbon emissions compared to gasoline, diesel, hydrogen, renewable diesel, and electric vehicles[8] - RNG from manure averages a Carbon Intensity (CI) of -532 7, while RNG from food waste averages a CI of -320 2[8] - The company owns or operates over 150 RNG delivery points in California and over 275 nationally[11] Financial Performance - In 2020, the company's revenue was $291 7 million and alternative fuel credit tax was $19 8 million[25] - The company's adjusted EBITDA in 2020 was $45 1 million[25] - As of June 30, 2021, the company's cash and short-term investments were $254 million, and total assets were $913 million[26]