Company: PAII-WT
Filing Date: 2025-05-29
Form Type: DRS
Source: 0001213900-25-049013
Chunk: 187

Company: Pyrophyte Acquisition Corp. II
Filing Date: 2025-05-29
Form: DRS
Chunk 187
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ized demand stemming from population growth, economic development, and electrification. Transitioning to novel energy solutions will require continued production from conventional and renewable sources alike. Bloomberg calls for over $75 trillion (real 2024) in energy infrastructure and technology investment from 2025 -2035, with an additional $110 trillion called for through 2050. At the same time, the process for decarbonizing industrial business segments globally will still move forward. A profound shift across multiple industries has driven the mass electrification movement. As global sectors become increasingly electrified, reliable power generation will need to come from readily available resources and technologies. The challenge of meeting rapidly growing energy demand while reducing harmful emissions is a considerable one. Globally, deployments of renewable energy will outpace historical averages, with wind and solar capacity expecting to jump sixfold from 2025 to 2050, driven by favorable economics. We believe natural gas will continue to be a key component of the Energy Transition as it addresses the challenges stemming from intermittent renewable energy solutions while meeting the massive demand for power generation with relatively lower carbon emissions. Bloomberg forecasts that global electricity demand will grow by 75% through 2050. By 2035, the incremental demand from data centers alone represents approximately 1.2 GWh, of which more than 50% will come from conventional power generation. Accordingly, traditional fossil -fuelprocesses will represent $11 trillion in investment through 2035 (comprising upstream, midstream and downstream oil & gas investment), nearly doubling the $6 trillion investment from renewables. Not just a combustible resource, natural gas serves as a key

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enabler to many segments of the Energy Transition, such as the growth of hydrogen (H 2). Additionally, the continued use of natural gas will generate demand for products and services related to the decarbonization of natural gas, as well as its exploration & production, distribution, power generation, and steam methane reforming. Source: BloombergNEF, New Energy Output 2025 Although we may pursue an acquisition opportunity in any business or industry, our primary focus is to target companies that constitute critical links in the supply chain for, and/or service, the growing segments across the full spectrum of the Energy Transition. Specifically, we seek to focus on differentiated targets that provide critical minerals and materials, equipment, and/or technologies that support Energy Transition solutions across conventional to renewable energy. We believe that market leaders within these critical, high -growthsegments can deliver superior long -term