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HPQ Has The 2 Biggest Fumed Silica Companies In The World Request Samples
Manage episode 485622448 series 3179537
WHAT YOU NEED TO KNOW
First-Mover Advantage: HPQ is the only known company with a proven direct process from quartz to fumed silica—cutting cost, emissions, and complexity.
Two Global Giants Testing Samples: One under LOI, another under NDA and re-engaging after prior testing—signaling escalating interest and competitive optionality.
Modular, Scalable Tech: Enables regional production with lower capex to capitalize on tariff wars and ESG mandates.
Domestic Market Opportunity: Canada’s $150–200M USD fumed silica market currently has no Canadian manufacturer — HPQ is positioned to fill that gap.
When the $10 Billion industry leading manufacturer asks for early samples of your product — before you're even ready to ship — it signals more than interest. It signals intent. HPQ Silicon $HPQ / $HPQFF, alongside partner PyroGenesis, has entered a critical phase in its commercialization path for fumed silica — an essential compound used in everything from cosmetics to construction.
HPQ’s one-step quartz-to-fumed silica process eliminates the toxic chemicals, high emissions, and billion-dollar infrastructure typically required by incumbents who are working with outdated processes. That innovation is now moving out of the pilot plant and into the hands of world-leading producers.
THE MILESTONE THAT MATTERS
HPQ has shipped its first batch of fumed silica to a leading global manufacturer Evonik for evaluation. This follows third-party validation at the lab level and successful scale-up to pilot production.
“This collaboration gives us access to over 80 years of real-world manufacturing and market expertise—an advantage that accelerates our development and strengthens our commercialization efforts.” — Bernard Tourillon, CEO, HPQ Silicon
A second global player, which had previously received a small test batch and is under NDA, has also re-engaged — requesting additional material from a higher-quality production run. The significance: HPQ now has multiple industry leaders testing samples, placing the company in a far stronger commercial negotiation position than ever before.
THE STRATEGIC OUTLOOK
Rather than lock into early-stage agreements, HPQ is preserving flexibility to pursue the most advantageous commercial path — whether via joint ventures, licensing, or direct production. With a clean, modular process that eliminates toxic byproducts and avoids billion-dollar capex, HPQ is not just participating in a $2B+ market — it’s challenging its foundation.
For investors, this isn’t merely a materials science breakthrough. It’s a potential paradigm shift. With validation underway, commercial discussions accelerating, and strategic optionality intact, HPQ is emerging as a first mover with the technology and timing on its side.
Watch the full interview with CEO Bernard Tourillon to understand why the world’s top producers are now knocking on HPQ’s door.
873 episodes
Manage episode 485622448 series 3179537
WHAT YOU NEED TO KNOW
First-Mover Advantage: HPQ is the only known company with a proven direct process from quartz to fumed silica—cutting cost, emissions, and complexity.
Two Global Giants Testing Samples: One under LOI, another under NDA and re-engaging after prior testing—signaling escalating interest and competitive optionality.
Modular, Scalable Tech: Enables regional production with lower capex to capitalize on tariff wars and ESG mandates.
Domestic Market Opportunity: Canada’s $150–200M USD fumed silica market currently has no Canadian manufacturer — HPQ is positioned to fill that gap.
When the $10 Billion industry leading manufacturer asks for early samples of your product — before you're even ready to ship — it signals more than interest. It signals intent. HPQ Silicon $HPQ / $HPQFF, alongside partner PyroGenesis, has entered a critical phase in its commercialization path for fumed silica — an essential compound used in everything from cosmetics to construction.
HPQ’s one-step quartz-to-fumed silica process eliminates the toxic chemicals, high emissions, and billion-dollar infrastructure typically required by incumbents who are working with outdated processes. That innovation is now moving out of the pilot plant and into the hands of world-leading producers.
THE MILESTONE THAT MATTERS
HPQ has shipped its first batch of fumed silica to a leading global manufacturer Evonik for evaluation. This follows third-party validation at the lab level and successful scale-up to pilot production.
“This collaboration gives us access to over 80 years of real-world manufacturing and market expertise—an advantage that accelerates our development and strengthens our commercialization efforts.” — Bernard Tourillon, CEO, HPQ Silicon
A second global player, which had previously received a small test batch and is under NDA, has also re-engaged — requesting additional material from a higher-quality production run. The significance: HPQ now has multiple industry leaders testing samples, placing the company in a far stronger commercial negotiation position than ever before.
THE STRATEGIC OUTLOOK
Rather than lock into early-stage agreements, HPQ is preserving flexibility to pursue the most advantageous commercial path — whether via joint ventures, licensing, or direct production. With a clean, modular process that eliminates toxic byproducts and avoids billion-dollar capex, HPQ is not just participating in a $2B+ market — it’s challenging its foundation.
For investors, this isn’t merely a materials science breakthrough. It’s a potential paradigm shift. With validation underway, commercial discussions accelerating, and strategic optionality intact, HPQ is emerging as a first mover with the technology and timing on its side.
Watch the full interview with CEO Bernard Tourillon to understand why the world’s top producers are now knocking on HPQ’s door.
873 episodes
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