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Patent number WO2026013372, titled "DEVICE FOR HYDROGEN PRODUCTION," was published in January 2026 and describes a technology for producing hydrogen from ammonia (NH₃).

Here is a summary of the patent's contents and an assessment of its usefulness:

1. What does the patent say?

The patent describes a special device (a reactor) designed to split ammonia into hydrogen and nitrogen.

The core mechanism: The device consists of a first chamber with a double-walled structure (inner and outer walls). A special catalyst for ammonia decomposition is located in this space.

Heat management: Since ammonia decomposition requires a significant amount of energy (heat), the design is optimized for efficient heat transfer to make the process more economical.

Compactness: The design suggests that the goal is to produce hydrogen decentrally or in more compact units, rather than solely in huge industrial plants.

2. Is it very useful?

The usefulness of this patent is considered high in the context of the current energy transition for the following reasons:

Ammonia as a hydrogen storage medium: Hydrogen is difficult to transport and store (requiring extremely high pressure or extreme cold). Ammonia, on the other hand, is much easier to liquefy and transport. Ammonia is therefore often called a "hydrogen vector."

The recovery problem: The critical point in the hydrogen economy is the efficient recovery of hydrogen from ammonia at the destination (e.g., at a filling station or power plant). This patent addresses precisely this issue. If the described device makes the decomposition process more efficient, faster, or more cost-effective, it solves a major problem in the logistics chain.

Applications: Such devices could be used in hydrogen refueling stations, for ship propulsion (which runs on ammonia but requires hydrogen for fuel cells), or for decentralized energy supply. https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2026013372&_cid=P22-ML45R8-76377-1

There's no interview with any hints that it's Air Products. Basically, it doesn't matter... Anyone in the S&P 500 has the potential to be a strong partner for AFC Energy... like I said... Wilson knows what he's doing!

That's obviously not possible either, because it's not in the S&P 500; I actually think it's Air Products.

Siemens Energy would be amazing, that would really do the share price good.

Wilson has a real knack for it...

I certainly wouldn't be disappointed if it's not Air Products. Imagine if it were Siemens Energy, for example, with its incredible order volume for renewable energy... we can be excited, I have complete confidence in John Wilson and the entire management team!

I'm counting on Air Products. As a world-leading hydrogen producer with massive investments in green ammonia, scaling up crackers for on-site production (Hyamtec's focus) is a perfect strategic fit. Besides, there are numerous companies that have the potential and capabilities to be an excellent partner for AFC Energy. More importantly, there's interest in the cracker; this S&P partner doesn't have to be the last. I consider Wilson a shrewd CEO with a top-notch team. Again: look at the positive atmosphere within AFC's management...judge for yourself.

@alde...explained here for the third time... Priced into the share price: The mere existence of the deal is reflected in the share price.

Not priced in: The full volume and synergies, which will only become calculable once the partner's infrastructure is known. A partner with 5,000 gas stations worldwide represents a different future than a partner with 5 factories. This is reflected in the share price.

That's typical of you, Aldebaran... very pessimistic. Saying partners wouldn't validate the technology ignores industry reality: corporations like ABB or Acciona, or even the lesser-known S&P 500 partner, only integrate AFC systems into their portfolios after intensive stress testing – that's the ultimate validation. The pricing delay is simply due to the ongoing scaling of the S-series, which is currently causing a massive shift in marginal costs. Your concern about future profits is understandable, but short-sighted. When major players provide capital, they secure scaling. A smaller share of a multi-billion dollar market is more valuable than 100% ownership of a company that never moves beyond its niche due to liquidity constraints. Of course, without RNS, much is speculation. But those who wait to buy until RNS provides final confirmation usually miss out on the price increase. You want to badmouth the stock, but you won't succeed. There are too many positive indicators pointing to a favorable scenario. Let's wait until the end of February, that will be interesting...

Regardless of Bond's involvement, he paved the way for the Cracker...without the Cracker, AFC Energy wouldn't exist anymore. Today, there are excellent prospects, which, in my opinion, a very capable management team under Rendall, Wilson, Bostock, and Walker are turning into reality. Hopefully, we'll learn more about this soon; it won't be long. Hydro's post is spot on, that's exactly how it is!

Reality will reveal itself, all signs of a positive development are visible, and of course something unforeseen can always happen, that's how the stock market is, but the entire AFC management has always remained optimistic!

Alde, you're painting a bleak picture.

@alde....we don't know any of that, that's why the stock market exists, they paint a bleak picture.

@sono....Wilson's job is by no means to worry about the stock price; it's just an indicator. You should know what a CEO does.

@sono...you can paint the walls and ceiling black and preemptively order a coffin from the undertaker, but look at Wilson and the entire management team...they radiate conviction and self-confidence. Of course, success will only be measured by sales figures. It'll start in 2026, and things will really take off in 2027. Whether that's actually the case, we'll see; that's just how the stock market is. Then we'll see a multiple of the current share price. Just wait until February 25th/27th; hopefully, we'll learn a lot then. I'm firmly convinced that Wilson will stick to his predictions; he always has so far!

@daz9643...you seem helpless in your argumentation, I understand that, it's hard to argue against facts...

@alde

It's not that simple to consider what's included in the price or not...here are my thoughts on the matter... 1. The quality of the validation. In the hydrogen industry, many partnerships fizzle out. If the partner is "just" an industrial supplier, that's fine. But if it were a name like Honeywell, Caterpillar, Air Products, or Linde (all S&P 500 heavyweights that are often speculated upon), it would elevate the technological superiority of AFC's ammonia cracking to a whole new level. The name reveals how serious the partner is and how deep the integration into global supply chains will be.

2. The "when" vs. the "if"

AFC Energy's stock is extremely sensitive to milestones.

In January 2026, AFC confirmed that the first phase of the JDA (Joint Development Agreement) had been successfully completed.

The problem for the share price: The revenues will only be classified as "material" starting in 2027.

As long as the name remains secret, the market is pricing in a "secrecy risk." Investors are asking themselves: "If it's so great, why can't they reveal the name?" A disclosure would immediately eliminate this mistrust.

3. The difference between "priced in" and "convinced"

It's important to remember that AFC Energy is listed on the AIM (London's small-cap market). Many institutional investors there are more cautious.

Priced in: The mere existence of the deal is reflected in the share price.

Not priced in: The full volume and synergies, which will only become calculable once the partner's infrastructure is known. A partner with 5,000 filling stations worldwide represents a different future than a partner with 5 factories.

@sona...does stupidity hurt? How do your neighbors cope with the screaming?

You can ask your question on Google, replace the word "share" with "AFC-Energy" and you'll get a proper answer... or you just wanted to spread a rumor, which would be a ridiculous and pathetic attempt...

@Garonne...Wilson explained the timetable; if you don't understand it because you're too stupid, then don't post rubbish here...