During the AFC Energy plc investor update, CEO John Wilson and CFO Karl Bostock presented the company's strategy to leverage ammonia-based hydrogen production to create shareholder value. Wilson emphasized the cost-efficiency of producing hydrogen from cracked ammonia, highlighting the significant operational cost benefits compared to traditional electrolysis methods. By focusing on blue hydrogen production, AFC Energy aims to meet the requirements of government contracts and major construction companies, such as Balta Beauty, which demand low-carbon hydrogen. The company's competitive advantage lies in the operational and capital cost benefits of using a cracker for hydrogen production, with estimates suggesting a 40% reduction in capital costs compared to electrolyzers. Additionally, AFC Energy anticipates growth in the green and blue ammonia production sector, with projections showing increasing competitiveness against gray ammonia by 2030. The company's emphasis on standardized ammonia attacks and efficient hydrogen transportation methods signals a strategic approach to address the cost and infrastructure challenges hindering the hydrogen economy's progress. By simplifying the logistics of ammonia transportation and cracking processes, AFC Energy aims to revolutionize the hydrogen market and drive adoption of their innovative approach to sustainable energy production.