The document discusses the main problems and opportunities in the hydrogen energy industry. Two main problems are the high cost of hydrogen production and the need for new materials that can withstand hydrogen. Over 350 large-scale hydrogen projects have been announced globally with over $1 trillion expected to be invested by 2030. A new material called Raflon shows potential to address the materials challenge and capture $20 billion of the hydrogen materials market by 2027, growing to over $100 billion. Financial projections for Raflon show an attractive net present value and internal rate of return. The technology is not limited just to Raflon and has broader applications.

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Main problems of the industry
1. Cost of hydrogen
2. Materials
The main requirements for materials
in hydrogen energy:

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7. • 359 large-scale projects announced globally.
• Europe is leading with investments of $130 bln.
• China becomes potential hydrogen giant with 50+ projects.
• Total investment into hydrogen energy projects by 2030 –
$1 trln. The share of the cost of hydrogen is 30%. The
remaining 70% comes from generation (membranes),
storage and transportation, and therefore special materials.
• The potential for Raflon – $20 bln in 2027.
• The Raflon material market can reach $100 bln or more.
Hydrogen energy market

8. Cost of Raflon:

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Financial performance:
Discount rate = 30%
NPV = $15 mln
IRR = 53%

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16. Our technology is not limited to the Raflon
base material: