Element One 2025 Year End Corporate Update

Core Insights - Element One Hydrogen & Critical Minerals Corp. is positioned for significant growth in the natural hydrogen sector, which is expected to disrupt the global energy market [2][3][10] - The company has established a strong foundation in critical mineral exploration and advanced extraction techniques, setting the stage for a defining year in 2026 [2][5] Company Overview - Element One focuses on the exploration, development, and commercialization of geologic hydrogen and critical mineral resources, with projects in Alaska and British Columbia [13] - The company has a small-cap structure with only 36 million shares outstanding, 80% of which are owned by management and long-term investors, creating scarcity and leverage [6] Natural Hydrogen Market - Natural hydrogen, also known as geologic hydrogen, occurs naturally and can be produced at significantly lower costs than fossil fuels and green hydrogen, with potential production costs as low as US$0.51 to US$0.75 per kilogram [3][4] - The natural hydrogen industry is in its early stages, but 2025 saw major developments, including the first wells drilled in Canada and successful tests in Oman [5] Strategic Initiatives - The company is pursuing a diversified strategy across three major forms of natural hydrogen: hard-rock stimulation and extraction, repurposing legacy oil and gas wells, and hydrogen accumulation systems [7] - In 2025, Element One upgraded its asset base with the acquisition of the HY Project and the Shulaps Project, which have favorable geological conditions for hydrogen generation [9] Leadership and Expertise - The management team includes experienced professionals who have previously achieved significant market capitalization growth and advanced valuable assets [8] - The company has strengthened its leadership with the addition of key personnel, aligning technical expertise with capital market execution [8] Future Outlook - As the global decarbonization trend accelerates, hydrogen is expected to play a central role, with Element One positioned to capitalize on cost-advantaged hydrogen supply [10][11] - Key milestones for 2026 include advancements in hard-rock hydrogen extraction technology, initial revenue generation through joint ventures, and increased market awareness of natural hydrogen as a clean energy solution [16]