Vision 203031 Dec 2025 08:03
Vision 2030 and the 2025 Update: Why Hydrogen and AFC Energy Will Drive the Transformation
I closely follow current news and market developments and analyze them for my 2030 investment horizon. My conclusion is clear: The course for a global hydrogen economy has been irreversibly set. The impatience of many investors often stems from unrealistic expectations regarding industrial cycles. A fundamental shift in global energy supply doesn't happen overnight, but it is happening rapidly.
The 2025 Update: Why Smart Money Is Investing Now
In addition to my long-term vision, current developments from 2025 fundamentally support my thesis. We are now witnessing the transition from research to funded industrialization.
A strategic industrial partner is now directly covering development costs. This is the ultimate vote of confidence. A publicly traded partner with technical expertise is covering these costs to accelerate scaling. No one pays for the development of a product they don't believe in. This is the validation of the technology by industry, not just by stock market speculation.
Added to this is the partnership with Volex and the formula for cost reduction. The goal of reducing the manufacturing costs of the 30kW S-Series generators by approximately 85 percent is becoming a reality through the cooperation with Volex. Volex is a global manufacturing specialist. Their expertise in material bundling allows us to move away from expensive, traditional manufacturing. Once this cost reduction takes effect and price parity with diesel generators is achieved, the last hurdle for mass orders from partners like Mace Kier and ACCIONA, who are already active in the construction sector, will fall.
A significant financial signal was also sent in July 2025. Independent of partner funding, AFC Energy raised £20 million in fresh capital to drive strategic expansion. The company is therefore not acting out of necessity, but rather financing the expansion of its existing portfolio.
The global perspective: The chicken-and-egg problem is solved.
Often, the question is raised about where the customers are. But history shows that infrastructure often has to be one step ahead of demand. China, the US with its Inflation Reduction Act, and Europe are investing hundreds of billions. It's an industrial policy competition for jobs.
The biggest problem with hydrogen so far has been logistics. This is where my investment hypothesis comes in. Ammonia is the key. It's much easier and cheaper to transport than pure hydrogen. Companies like AFC Energy, with their ammonia crackers from Hyamtec, are solving the final piece of the puzzle. They convert the liquid energy carrier back into high-purity hydrogen on-site. These plants will be ready when the ammonia arrives from the huge new production facilities in the Middle East, such as NEOM, or the US hubs.
My conclusion:
We have the technology with Hyamtec. We have the market through the global H2 hubs.
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