Iperionx Ltd. · ASX:IPX
Iperionx — Investor Presentation (April 2023)
15 slides from Iperionx's investor presentation, Apr 20, 2023
Slide 1: IperionX Green Hydrogen Market Assessment
PRESS RELEASE | NASDAQ: IPX | ASX: IPX April 20, 2023 IPERIONX GREEN HYDROGEN MARKET ASSESSMENT IperionX Limited (“IperionX” or “Company”) (NASDAQ: IPX, ASX: IPX) is pleased to release a presentation on green For personal use only hydrogen and the critical importance of titanium metal to successfull
Slide 2: About IperionX
About IperionX IperionX’s mission is to be the leading developer of low carbon titanium for advanced industries including space, aerospace, electric vehicles and 3D printing. IperionX holds an exclusive option to acquire breakthrough titanium technologies that can produce titanium products that are
Slide 3: Green Hydrogen Market Assessment
For personal use only Green Hydrogen Market Assessment “The Green hydrogen market needs low carbon and sustainable titanium” April 2023
Slide 4: Disclaimers
Disclaimers For personal use only Forward Looking Statements Information included in this presentation constitutes forward-looking statements. Often, but not always, forward looking statements can generally be identified by the use of forward looking words such as “may”, “will”, “expect”, “intend”,
Slide 5: Green hydrogen market analysis: Titanium
Green hydrogen market analysis: Titanium ▪ The green hydrogen market is forecast to rapidly accelerate and may see global production growth of +1,000x by 20301 For personal use only ▪ These forecasts are underpinned by powerful government subsidies and incentives for green hydrogen production, inclu
Slide 6: The green hydrogen market
The green hydrogen market Forecast to rapidly accelerate, with potential for green hydrogen production growth of +1,000x by 2030 For personal use only World hydrogen production1 (million tons H2/yr) 500Mt High-Carbon Hydrogen Production Total Global Hydrogen-Based Fuels Production Low-Carbon Hydroge
Slide 7: What is green hydrogen?
What is green hydrogen? Green hydrogen uses net-zero carbon or renewable energy For personal use only ▪ Green hydrogen is efficiently produced when renewable energy is Hydrogen production by type1 used to split water into hydrogen and oxygen via water electrolysis GREY BLUE TURQUOISE GREEN HYDROGEN
Slide 8: Government incentives underpin growth in green hydrogen
Government incentives underpin growth in green hydrogen For personal use only Estimated cost of green hydrogen production & storage1 (US$/kg H2) U.S. Inflation Reduction Act incentives U.S. Inflation Reduction Act incentives provide the opportunity for U.S. regions rich in renewable energy sources,
Slide 9: Titanium is fundamental for green hydrogen
Titanium is fundamental for green hydrogen Titanium is a critical material for green hydrogen due to its corrosion resistance, durability and strength For personal use only Indicative raw material intensity in a PEM water electrolyzer stack1 PEM water electrolyzer stack components2 (g/kW electrolyse
Slide 10: Titanium components in PEM electrolyzers
Titanium components in PEM electrolyzers Titanium Porous Transport Layer (PTL) Bipolar plate ▪ Titanium is essential for key Proton Exchange Membrane (PEM) electrolyzer For personal use only components, including bipolar plates and Porous Transport Layers (PTL), due to its superior corrosion resista
Slide 11: Green hydrogen demands more titanium
Green hydrogen demands more titanium Potential for rapid increase in titanium demand to meet electrolyzer and fuel cell scale-up For personal use only Estimated titanium annual demand1 (metric tons) Rapid increase in titanium demand Ti demand from Electrolysers - Downside Ti Demand from Fuel Cells -
Slide 12: High risk global titanium supply chain
High risk global titanium supply chain ~70% of global titanium production is controlled by China and Russia, and demands careful supply chain risk analysis and traceability For personal use only Global titanium sponge capacity1 Global 2022 titanium sponge production2 % The U.S. is ~100% import relia
Slide 13: The current 30,000+ mile titanium global supply chain
The current 30,000+ mile titanium global supply chain Unsustainable supply chain that is high carbon, high cost and high risk For personal use only Titanium mineral production Titanium sponge production PEM electrolyser manufacturing (>1GW) Major hydrogen end users IperionX offers a potential pathwa
Slide 14: Titanium for the green hydrogen market
Titanium for the green hydrogen market Affordable, lower cost and sustainable titanium is required for a successful green hydrogen market For personal use only ▪ Green hydrogen production is forecast to expand by over 1,000x by 2030 – and is underpinned by record government subsidies1 ▪ The global t
Slide 15: A sustainable, affordable and circular titanium supply chain for the U.S.
For personal use only A sustainable, affordable and circular titanium supply chain for the U.S. Further information contact: info@iperionx.com