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Black Gold: Hazer Group's Dual Play on Hydrogen and Graphite


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In our latest episode, I spoke with Glenn Corrie, CEO of Hazer Group. Hazer has developed a methane pyrolysis technology that splits natural gas into clean hydrogen and synthetic graphite - producing around 3.5 tonnes of graphite for every tonne of hydrogen. With their first graphite offtake now signed, multiple projects advancing globally, and engineering partner KBR onboard, there's plenty of momentum at Hazer.


We cover:

  • Why Glenn calls Hazer's graphite "black gold" and the company's view of graphite as a co-product of hydrogen
  • What Hazer graphite actually is
  • The economics of producing graphite as a co-product of hydrogen
  • Hazer's first graphite offtake with Green Steel of Western Australia and what it signals for price discovery
  • How the product has been tested across steel, concrete, asphalt, and batteries
  • The CapEx-lite licensing model
  • The role of engineering partner KBR in scaling Hazer's technology
  • The Energy Pathways project in the UK and what 60,000 tonnes of domestically produced graphite means for a country that imports 100%
  • What to expect from Hazer in the next 6 to 12 months

Disclaimer: I am not a financial advisor. The content presented on this channel does not constitute financial advice and is intended solely for educational and informational purposes. It should be used as a preliminary resource for conducting your own research.

The views and statements expressed by guests are entirely their own and do not represent the views of GraphiteHub or its host. GraphiteHub does not independently verify all claims made by interview guests and accepts no responsibility for the accuracy or completeness of third-party statements.

Listeners are encouraged to verify any claims independently.

Some content on this channel may be sponsored. Where this is the case, it will always be clearly disclosed.

This interview was produced in collaboration with Hazer Group. All editorial control remains with GraphiteHub.

This does not contain any offers, solicitations, or recommendations for the purchase or sale of any securities or investments, nor does it provide an investment strategy. GraphiteHub disclaims any liability for losses incurred, whether due to negligence or reliance on the information provided here.

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GraphiteHubBy Harry