Hazer Group
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Hazer Group (HZR) investor relations material

Hazer Group Corporate presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Corporate presentation summary9 Feb, 2026

Market opportunity and industry context

  • Global hydrogen market valued at US$206B with 4% CAGR; low-carbon hydrogen expected to dominate supply by 2060, driven by ammonia, methanol, and steelmaking sectors.

  • Steelmaking hydrogen demand forecast to grow 10x by 2050; strong industry, investor, and government support for methane pyrolysis.

  • Graphite faces supply risk due to China's dominance and new US tariffs; Hazer offers a local, low-emission alternative.

  • Graphite is a tier-1 critical mineral for the energy transition, with the US imposing a 93.5% tariff on Chinese graphite.

Technology and competitive advantage

  • Proprietary methane pyrolysis technology produces clean hydrogen and high-purity graphite with low emissions and cost.

  • Fluidised bed reactor design enables scalability and integration into existing industrial infrastructure.

  • Cost parity with traditional steam methane reforming (SMR) without the need for carbon capture; negligible emissions.

  • Technology is ready for market, with successful pilot and demonstration plants and ongoing scale-up.

Strategic partnerships and commercialisation

  • Exclusive global licensing alliance with KBR, a major industrial technology licensor, to accelerate market entry.

  • KBR alliance targets multiple license agreements, with first revenue agreement secured and global marketing active.

  • Key projects advancing in Canada, Japan, UK, and South Korea, targeting industrial hydrogen and graphite applications.

  • Sales pipeline includes 50+ global leads across energy, steel, ammonia, and sustainable aviation fuel sectors.

KBR alliance: 2026 licensing targets
Hazer Graphite: Priority end-markets
Guarantee of Origin: Pyrolysis recognition status
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
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Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
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Frequently asked questions

Hazer Group Limited is a technology development company focused on commercializing a low-emission hydrogen and graphite production process. The company’s core technology, known as the Hazer Process, involves converting natural gas and similar feedstocks into hydrogen and synthetic graphite using an iron ore catalyst. This process is designed to serve applications across the energy, industrial, and materials sectors. Hazer Group Limited is engaged in research, pilot projects, and the development of commercial-scale facilities to demonstrate and deploy its technology. The company is headquartered in Perth, Australia, and its shares are listed on the ASX.

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