It would be interesting to know of any discussions between Hazer and ENGIE about the Burrup plant. Reading recently that green hydrogen just isnt going to be made there in the quantity thats required, for some time.
If the graphite situation could be handled - as in if we found someone to take it all - it could be a potentially grand project for us to supplement some hydrogen production in that area with a large Hazer plant.
None of the plans so far for Hazer plants talk of the numbers really required to produce ammonia at true scale. 100k tpa is great, but we would need multiple even just in Moranbah to service the Dyno plant 24/7.
Question is...when do we enter the conversation?
HZR Price at posting:
39.5¢ Sentiment: Hold Disclosure: Held
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