Geodyn Solutions Investor Pitch Deck $1 Billion Investment in U.S. Coking Coal Reserves Using Advanced Green Mining Solutions
Executive Summary
- $1B strategic investment in undeveloped U.S. coking-coal reserves.
- Targeting premium steelmaking coal with long-term global demand.
- Integrating green mining technologies to reduce environmental footprint.
- Leveraging federal, state, and local incentives for maximum ROI.
- Creating 1,700+ jobs (direct + indirect).
Target Reserves & Locations
Immediate Development
- Blue Creek Energy Mine (AL) – 103 Mt premium hard coking coal.
- PAMC / Itmann (PA) – 690 Mt+ reserves with existing infrastructure.
Acquisition Opportunities
- CONSOL Greenfield (PA/WV) – Large undeveloped met coal.
Exploratory Potential
- Western Basins (CO/NM/UT/WY) – USGS-mapped coking coal.
Market Opportunity
- Global Price Outlook: $250–$300/ton (5-year forecast).
- Domestic Gap: U.S. imports 5–7 Mt/year.
- Export Access: Gulf, East Coast, Pacific ports.
Technology & Sustainability
- Electric/Hybrid Fleets – Cut diesel use by 40%.
- Autonomous Systems – Lower costs, improve safety.
- Methane Capture – Reduce GHG by 60%.
- Dry Stack Tailings – Eliminate slurry ponds.
- Closed-loop Water Recycling – Reuse 90% of process water.
Capital Expenditure (CAPEX)
Category | USD M |
---|---|
Reserve Acquisition & Lease Rights | 300 |
Green Mining Equipment & Fleets | 200 |
Processing & Rail Loadout Facilities | 150 |
Water Recycling & Methane Capture | 50 |
Renewable Power Integration | 30 |
Environmental & Permitting Compliance | 70 |
Contingency (20%) | 200 |
Total | 1,000 |
Job Creation & Economic Impact
- Direct Jobs: ~500.
- Indirect Jobs: ~1,200.
- Training: Partner with technical colleges for green mining certifications.
Government Incentives – Side-by-Side
Category | Alabama | Pennsylvania | West Virginia | Federal (U.S.-wide) |
---|---|---|---|---|
Production Credit | $1/ton | N/A | $3/ton reduction (proposed) | 45X: 2.5% tax credit for met coal |
Investment Credit | 1.5% annual (10 yrs) | N/A | 50% post-mine site (5 yrs) | IRA Energy Community Bonus (up to 10%) |
Job Creation Credit | Alabama Jobs Credit | Workforce grants | Workforce/ARC grants | ARC POWER & workforce grants |
Sales/Use Tax Abatement | 50% reduction | Pollution-control equipment exemption | Safety/pollution-control exemptions | N/A |
Property Tax Abatement | Local abatements | KOZ property tax relief | Freeport Amendment exemptions | N/A |
Utility Incentives | TVA-linked (15–30% over 5 yrs) | N/A | N/A | DOE energy efficiency grants |
Infrastructure Grants | Local water/rail grants | AML/AMD grants | AMLER redevelopment | Federal AML/EDA infrastructure grants |
Environmental Credits | N/A | RISE-PA ($396M) | Innovative Mine Safety Credit (50%) | IRA 45Q & DOE methane-reduction grants |
Reclamation / Cleanup | N/A | AML funding ($245M) | AMLER & AML funding ($239M) | Federal AML/AMD programs |
Special Zones | N/A | Energy Community / KOZ | Energy Community / Enterprise Zones | Energy Communities & Opportunity Zone bonuses |
Financial Outlook
- Annual Output: 5 Mt premium met coal.
- Revenue: $1.25–$1.5B/year.
- EBITDA Margin: 35–40%.
- Payback: 5–6 years.
- Upside: Carbon credit sales, premium branding, market volatility gains.
Conclusion
Geodyn Solutions will establish a leadership position in sustainable coking coal through strategic acquisitions, advanced green mining, and full utilization of available incentives—delivering strong returns, community benefits, and environmental stewardship.
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