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41.0¢ hazer group limited

Ann: HZR & Mitsui Agree to Advance Collaboration on HZR Graphite, page-39

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sewell64

4,673 Posts.

271

01/11/23

13:15

Post #: 70666329
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Originally posted by sewell64: ↑

Essentially we have inputs of iron ore, natural gas and energy and outputs of hydrogen, graphite andnatural gas with some residual hydrogen from the pressure swing absorber

It takes $20 of iron ore, $561 or natural gas and $171 of energy to make 1 ton of graphite ($700), 227kg's of hydrogen ($454) and 30 GJ of hydrogen enriched natural gas ($192)

Inputs to make 1 ton of graphite and byproducts costs $752

The related outputs are worth $1346 therefore giving a margin of $594

If you were to consider this as a graphite process then the price to produce a ton of graphite after co credits is $158, no miner can come close to that, not even in the same ball park

As the gas input costs are around 42%, it is pretty important to know what they'll have to pay.

Expand

natural gas 561/752 = 75% of input costs
and 561/1346 = 42% of output worth

Free biogas would drop input costs to 171 + 20 = 191/1346 = 14% of output worth

and that is before factoring in any carbon credits.

Last edited by sewell64: 01/11/23

HZR Price at posting: 63.5¢ Sentiment: Buy Disclosure: Held
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