Iperionx Ltd. · ASX:IPX
Iperionx — Investor Presentation (April 2023)
13 slides from Iperionx's investor presentation, Apr 20, 2023
Slide 1: Green Hydrogen Market Assessment
Green Hydrogen Market Assessment “The Green hydrogen market needs low carbon and sustainable titanium” April 2023
Slide 2: Disclaimers: Forward Looking Statements
Disclaimers 2 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”, “plan”, “estimate”,
Slide 3: Green hydrogen market analysis: Titanium
Green hydrogen market analysis: Titanium 1. Refer to details on slides 4, 6 and 9. 3 The green hydrogen market is forecast to rapidly accelerate and may see global production growth of +1,000x by 20301 These forecasts are underpinned by powerful government subsidies and incentives for green hydrogen
Slide 4: The green hydrogen market forecast to rapidly accelerate
The green hydrogen market Forecast to rapidly accelerate, with potential for green hydrogen production growth of +1,000x by 2030 Adapted from IEA - Future of Hydrogen (2019), IEA Net Zero by 2050: a roadmap for the global energy system (2021), and Global Hydrogen Review (2021). Green Hydrogen shown
Slide 5: What is green hydrogen?
What is green hydrogen? Green hydrogen uses net-zero carbon or renewable energy 5 Hydrogen production via Proton Exchange Membrane (PEM) electrolysis2 Green hydrogen is efficiently produced when renewable energy is used to split water into hydrogen and oxygen via water electrolysis A hydrogen fuel c
Slide 6: Government incentives underpin growth in green hydrogen
Source: Rocky Mountain Institute – Fuelling the Transition: Accelerating Cost Competitive Green Hydrogen (2021). Figures shown are after RMI’s assumed near term cost reduction, excluding IRA Act incentives. 6 Government incentives underpin growth in green hydrogen U.S. Inflation Reduction Act incent
Slide 7: 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 7 PEM water electrolyzer stack components2 Titanium PTL components (mesh / porous layer) PEM Sealant Titanium bipolar plate Insulator Compression pla
Slide 8: Titanium components in PEM electrolyzers
Titanium components in PEM electrolyzers 8 Titanium is essential for key Proton Exchange Membrane (PEM) electrolyzer components, including bipolar plates and Porous Transport Layers (PTL), due to its superior corrosion resistance, durability and strength PTLs for electrolyzers use spherical and angu
Slide 9: 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 9 Estimated titanium annual demand1 (metric tons) Rapid increase in titanium demand +1,000x growth to 2030 Green hydrogen demand growth forecast3 +300 kt potential demand
Slide 10: Global titanium sponge capacity and production
10 Global titanium sponge capacity1 Global 2022 titanium sponge production2 % Rest of World – 32% China – 58% Russia – 10% 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 Chin
Slide 11: IperionX offers a pathway to lower cost recycled titanium
IperionX offers a potential pathway to produce lower cost 100% recycled titanium metal for the green hydrogen market in the U.S. – driving down the carbon intensity, reducing geopolitical and supply chain risks and creating a circular supply chain Sources: Bloomberg BEF, IEA Global Hydrogen Review (
Slide 12: 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 Green hydrogen production is forecast to expand by over 1,000x by 2030 – and is underpinned by record government subsidies1 The global titanium demand from green
Slide 13: A sustainable, affordable and circular titanium supply chain for the U.S.
A sustainable, affordable and circular titanium supply chain for the U.S. Further information contact: info@iperionx.com