Hazer Group (HZR) investor relations material

Energy security and supply chain disruptions

• Global supply disruptions in oil, LNG, ammonia, and fertilizers are driving a shift toward secure, domestic supply chains for critical resources.

• The Strait of Hormuz poses a significant risk, with 20% of global oil and 30% of LNG trade vulnerable to disruption.

• Fertilizer costs in Europe have surged over 50% due to supply issues, while Australia imports over 90% of its nitrogen fertilizer.

• China controls more than 80% of global graphite processing capacity, creating a strategic bottleneck.

Hydrogen and graphite market dynamics

• The global hydrogen market is valued at approximately US$200 billion, with annual demand around 100 million tonnes.

• Hydrogen is essential for ammonia/fertilizer, refining, steel, methanol, and emerging sectors like sustainable aviation fuel and data centers.

• Current hydrogen production emits about 920 million tonnes of CO2 annually.

• Graphite is critical for batteries, steel, energy storage, and defense, but supply is highly concentrated in China.

Technology and strategic positioning

• Methane pyrolysis enables direct conversion of methane to clean hydrogen and solid carbon (graphite) with low CO2 emissions.

• The process is water-free, scalable, and delivers both high-purity hydrogen and valuable graphite.

• Positioned as a local, secure, and reliable source of energy and critical minerals, addressing both energy and mineral security.