Ann: Presentation to Macquarie ESG Conference, page-83

I came across the following this morning and while it's designed as a very cheap and zero carbon method of producing hydrogen, it also has a byproduct of very low cost, zero carbon alumina.
The cost to produce hydrogen is around $2 per kg using scrap aluminium as the input (which produces the alumina byproduct) or only $1 per kg using scrap iron (with no alumina byproduct). That compares to around $5 per kg of hydrogen from green electricity electrolysis so this is very promising technology. The cost of the alumina is less than 10% of the cost to produce from hydrolysis so would be very disruptive if proven at commercial scale and good enough to use in the high purity applications. The tech is currently under pilot plant testing.

This post is not intended as a down ramp but rather as something to watch as a potentially disruptive future risk. While they claim to be able to produce alumina for use in lithium ion batteries and LED's, what I have read so far gave no indication of purity levels. It also didn't mention anything about the ability to produce 5N precursors that look like being a very valuable speciality for A4N. So early days but a very promising tech for low cost hydrogen, especially from scrap iron (without the alumina byproduct).




https://hydrogen-central.com/new-tech-breakthrough-makes-2-5-trillion-hydrogen-boom-possible/

https://ghpower.com/wp-content/uploads/2023/06/Corporate-Intro-Presentation-June-23.pdf