HZR 4.35% 48.0¢ hazer group limited

Hydrogen News, page-24

  1. 2,176 Posts.
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    I see that a bit differently, power to x is about combating climate change as its primary goal. So its goals are global as it doesn't matter where the Co2 is emitted the effect is global.
    The Japanese have already specified new hydrogen supplies must be low to no Co2 emission based. Hydrocarbon based energy is only transitioning to Hydrogen based to mitigate the effects of Co2 and methane emission's.
    Price is always a driver, but increasingly is offset by emission's costs, so Hazer should be one of many hydrogen supply technologies. Its key advantage over the others being the high value co product (graphite) which is expected to enable hydrogen production costs to be negligible.
    The downside being Hazer hydrogen will depend on the graphite price achieved and the size of this market, but all the early indicators support it being very valuable. (battery and lubrication testing)
    As an example liquid zinc methane cracking, which is similar to Hazer in producing low Co2 emmision hydrogen, but only produces low grade carbon so will struggle to compete against Hazer until the graphite market is disrupted after which it will compete in the low grade carbon sector.
    Last edited by olderwiser: 08/04/19
 
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