HAZER GROUP LTD (HZR) - Hydrogen, Graphite, And A Faster Path To Net Zero
Description
Heavy industry doesn’t need another moonshot. It needs a practical way to swap carbon-heavy hydrogen for a cleaner, cost-competitive alternative that slots into plants already running at scale. That’s where Hazer Group steps in: an iron ore–catalysed process that turns methane into clean hydrogen and high-purity graphite, delivered through a fluidised bed reactor built for industrial realities, not lab-bench hopes.
We sit down with Hazer CEO Glenn Corrie to unpack how the technology works, why lowering operating temperature and energy demand is the real unlock for cost, and how a “climate brick” design plugs into ammonia, methanol, refining, LNG, and even power assets as an over-the-fence hydrogen solution. Glenn breaks down the momentum behind the strategic alliance with KBR, including a 30–50 ktpa process design package on track for early next year and a global go-to-market push that targets KBR’s deep footprint across hundreds of ammonia plants. The goal is simple and bold: replace steam methane reforming’s ten tonnes of CO2 per tonne of hydrogen with a drop-in, cleaner pathway that competes on price.
The story doesn’t end with hydrogen. For every unit of hydrogen produced, Hazer outputs around three and a half units of graphite—now a designated critical mineral in many regions. We explore the strategy to capture value from graphite amid tightening global supply, including partnerships with First Graphene and Mitsui, new IP in Singapore, and progress on purification to battery-grade specs. Add a strengthened cash runway via a non-dilutive R&D refund, reduced burn, and early revenues from paid studies, and the path to 2026 commercialisation sharpens into view.
If you’re tracking decarbonisation of ammonia, methanol, and steel—or you’re weighing the economics of clean hydrogen at industrial scale—this conversation offers a grounded, data-rich view of what’s next. Subscribe, share with a colleague who runs projects or plants, and leave a review with the one question you want us to put to Glenn in the next update.



