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Make no mistake, this is the most important energy discovery in our life time, and probably the most important in our children’s life time.
Geologic Hydrogen is the first new primary energy source discovery in 80 years.
With a resource potential that is 60x more than the total energy content of oil & gas in the earth and a cost profile of 90% less expensive than today’s green / man made hydrogen.
It offers significant benefits as a low-cost, ultra-clean energy source, primarily due to its zero-carbon production (no fossil fuels, electrolysis, or nuclear power needed), low environmental footprint (minimal water use, no fracking, less surface disruption), and potential for continuous replenishment.
I will emphasize that again.
Continuous replenishment….
Making it a highly sustainable option for powering industry, transport, and grid storage, leveraging existing infrastructure and providing a pathway to a true circular energy economy.
At scale geologic hydrogen would redefine decarbonization Solutions for the “ hardest to abate” industries like steel, chemicals, and heavy duty shipping & transport, sectors responsible for 30% of emissions for which there is currently no cost competitive solutions.
Other Versatile Applications could include use in fuel cells, industrial processes (fertilizer, ammonia), energy storage, and even blended into natural gas grids to decarbonize heat.
Not to mention a solution to one of North Americas most pressing issues, trying to compete with China in the AI energy race.
Qimcs plan is to power off grid data centers, connect to provincial hydrogen hubs and maritime shipping corridors.
Think Off-Grid Architecture, Designed to operate independently, avoiding competition with local power demands. In one aspect working with data center infrastructure projects to completely cut out storage and transportation and build right at the source.
Estimates of this regenerating resource is in the multi billions per location.
Helium 3 is now another aspect of the QIMC thesis as we begin to learn more about the land packages in Minnesotas Mesabi Iron Range . Yes the stuff they are looking for on the moon..
Helium-3 (He-3) is extremely rare and valuable, with reported prices reaching $20 million per kilogram, significantly higher than common helium (He-4)
A recent claims rush in Nova Scotia has made waves in the industry as QIMC has been surrounded by Rio Tinto( second largest miner in the world) and Koloma( natural hydrogen explorer backed by bill gates and Jeff bezos ) all trying to get in on the action. Further cementing Qimcs unique model for locating this resource.
Do you recall NuScale Power (SMR)? It rocketed from $1.88 in January 2024 to an all-time high of $57.42 in October 2025 for an astonishing 2,954% gain in just 21 months.
That rally was fueled by investor excitement that small modular reactors aka SMRS might one day deliver the constant, clean electricity needed to power the next generation of AI data centers.
By contrast, QI Materials offers a safer, cleaner, and more realistic approach to powering the AI era.
At $0.55 usd per share, QIMC’s market capitalization is only US$58 million vs NuScale’s current US$5.5 billion valuation. Yet both companies are targeting the same problem… the urgent need for scalable, clean energy to feed AI’s insatiable power demand.
If white hydrogen proves commercially viable even on a modest scale, QIMC’s re-rating potential is enormous.
White hydrogen isn’t a recycled hype cycle, it’s an emerging natural phenomenon that could become the foundation for AI-powered energy independence. By 2026, this sector is likely to be the hottest clean-tech story in the world, and QIMC is positioned at its center.
There is certainly lots of work to be done, but drills are about to hit the ground. The geological work and de-risking over the last 2 years is now complete. If QIMC proves what they believe they have, it will be the world’s first Commercial flows of natural hydrogen.
Then it’s Game on.
This is how a complex energy transitions start.
Recognizing disruptive innovations at their inception is a true asset.
As Always do your own Due diligence yah goons.
This is not advice but rather an interpretation based on my own research.
QIMC.CN
OTC - QIMCF
https://qimaterials.com/wp-content/uploads/2025/11/QIMC-Nov2025-SlideDeckv3.pdf