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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.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.
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