Hazer Group (HZR) Corporate presentation summary

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.