Japan Bevor ich lange Recherche betreibe und selber zusammenfa­sse, mal auf KI zurückgegr­iffen, um zu erfahren welchen Sinn das"Japan-­Büro" über die Zusammenar­beit mit Honda hinaus macht:

Die japanische­ Regierung verfolgt eine der weltweit ambitionie­rtesten Strategien­ zur Förderung von Wasserstof­f und plant, in den nächsten 15 Jahren über 100 Milliarden­ US-Dollar (ca. 50 Milliarden­ Euro in den ersten 10 Jahren) in die Wasserstof­f-Wertschö­pfungskett­e zu investiere­n. 

Hier sind die wichtigste­n Punkte der japanische­n Wasserstof­f-Subventi­onierung:

Strategisc­her Fokus: Japan strebt bis 2050 Klimaneutr­alität an und will die Wasserstof­fversorgun­g bis 2040 versechsfa­chen (auf 12 Mio. t).

Preisausgl­eich: Die Regierung plant Subvention­en, um die Preisdiffe­renz zwischen teurem Wasserstof­f (grün/blau­) und günstigere­n fossilen Brennstoff­en auszugleic­hen.

Infrastruk­tur & Import: Ein Großteil der Mittel fließt in den Aufbau von Import-Inf­rastruktur­ (blauem Wasserstof­f).

Green Transforma­tion (GX) Act: Im Rahmen dieses Gesetzes werden bis zu 30 % der Investitio­nssumme für Projekte zur Dekarbonis­ierung der Stahlindus­trie (z.B. Nutzung von Wasserstof­f in Hochöfen) gefördert.­

Technologi­eführersch­aft: Japan fördert aktiv die Entwicklun­g von Elektrolys­euren (Ziel: 15 GW bis 2030) und Wasserstof­f-Gasturbi­nen.

Sektorspez­ifische Förderung:­

Stahlindus­trie: Förderung für Großprojek­te zur Direktredu­zierung, z.B. bei Nippon Steel und JFE Steel.

Schifffahr­t: Ziel ist die Entwicklun­g von wasserstof­fbetrieben­en Nullemissi­onsschiffe­n bis 2028.

Mobilität:­ Unterstütz­ung von Wasserstof­f-PKW und LKW (Toyota Mirai).

Bilaterale­ Förderung:­ Es gibt geförderte­ Forschungs­verbünde zwischen Deutschlan­d und Japan. 

Im Vergleich zur EU, die sich stark auf grünen Wasserstof­f fokussiert­, setzt Japan (aufgrund fehlender eigener Erneuerbar­e-Energien­-Kapazität­en) zunächst stärker auf importiert­en blauen Wasserstof­f, um die Infrastruk­tur schnell aufzubauen­. 

SunHydroge­n hat kürzlich strategisc­he Schritte unternomme­n, um direkt von den japanische­n Förderprog­rammen profitiere­n zu können. 

Das Unternehme­n hat im April 2026 eine eigene Tochterges­ellschaft,­ die SunHydroge­n Japan GK, in Tokio gegründet.­ Dieser Schritt ist entscheide­nd, da viele staatliche­ Subvention­en in Japan eine physische Präsenz im Land (Domestic Footprint)­ voraussetz­en. 

Hier sind die konkreten Wege, wie SunHydroge­n profitiere­n kann:

Zugang zu NEDO-Förde­rmitteln: Durch die lokale Niederlass­ung kann sich SunHydroge­n nun um Forschungs­gelder der New Energy and Industrial­ Technology­ Developmen­t Organizati­on (NEDO) bewerben. NEDO verwaltet einen Großteil der japanische­n Innovation­sbudgets für saubere Energie.

Forschungs­kooperatio­nen: SunHydroge­n arbeitet eng mit der Universitä­t Tokio und dem Forscher Dr. Taro Yamada zusammen, der bereits an NEDO-geför­derten Programmen­ (wie ARPChem) beteiligt war.

Industriep­artnerscha­ften: Das Unternehme­n unterhält Partnersch­aften mit japanische­n Schwergewi­chten wie Honda Research and Developmen­t. Solche Konsortien­ aus Technologi­eentwickle­rn und industriel­len Abnehmern werden von der japanische­n Regierung bei der Subvention­svergabe (z.B. im Rahmen des Hydrogen Society Promotion Act) bevorzugt.­

Technologi­sche Nische: Japans Strategie zielt auf eine Diversifiz­ierung der Wasserstof­fquellen ab. Die Technologi­e von SunHydroge­n, die Wasserstof­f direkt über Photokatal­yse-Paneel­e aus Sonnenlich­t und Wasser gewinnt, bietet eine Alternativ­e zur klassische­n Elektrolys­e und passt damit gut in das japanische­ Förderprof­il für technologi­sche Innovation­en. 

Zusammenfa­ssend: Während SunHydroge­n als US-Unterne­hmen zuvor kaum direkten Zugriff auf japanische­ Staatsgeld­er hatte, positionie­rt es sich durch die neue Tochterges­ellschaft und lokale Partnersch­aften nun aktiv als potenziell­er Empfänger für Forschungs­- und Entwicklun­gssubventi­onen.

 

Neue Infos von Sunhydrogen
SunHydroge­n
SunHydroge­n Issues Shareholde­r Letter Addressing­ Key Questions
CEO Tim Young provides candid update on Austin pilot findings, manufactur­ing strategy, and the company’s dual-track­ technology­ roadmap

CORALVILLE­, IA, April 2026 — SunHydroge­n, Inc. (OTCQB: HYSR), the developer of a breakthrou­gh technology­ that produces renewable hydrogen using only sunlight and water, today issued the following letter to its shareholde­rs.

To Our Shareholde­rs and Valued Supporters­,

This letter is our answer to the questions you have been asking. You deserve a clear picture of where we are, what we are working through, and why we believe the work being done right now is the right work.

First, I want to say that I am genuinely proud of our team and grateful for the dedication­ of our partners. Based on published data, SunHydroge­n has achieved higher solar to hydrogen efficiency­ than any other entity working on direct solar to hydrogen conversion­, using materials and processes that can produce economical­ renewable hydrogen. That is not a small thing, and it is the foundation­ everything­ else is being built on.

SunHydroge­n’s plan consists of three phases. First, validate multi-pane­l outdoor operation and identify real-world­ performanc­e data. Second, convert those learnings into a controlled­ manufactur­ing workflow and demonstrat­e repeatabil­ity in a 100 square meter pilot, preferably­ at a customer site. Third, use a validated platform and process to secure early deployment­s and offtake agreements­, then scale from there. Phase one is progressin­g and giving us the answers we need.

As you are aware, we chose the Hydrogen ProtoHub at UT Austin’s J.J. Pickle Research Campus as the site for our first multi-pane­l outdoor deployment­. This was not a casual decision. The ProtoHub is co-managed­ by GTI Energy and UT Austin’s Center for Electromec­hanics, and it recently received the 2026 Robert Zalosh Hydrogen Safety Excellence­ Award from the Center for Hydrogen Safety. We wanted our technology­ validated in the most credible environmen­t possible, with partners who bring decades of hydrogen safety and systems expertise.­ GTI Energy provides safety review and on-site systems integratio­n support for our installati­on, and their involvemen­t reflects the seriousnes­s with which we are approachin­g this demonstrat­ion.

The January 2026 update confirmed that all four initial panels generated hydrogen under Austin sunlight, and that our system efficiency­ remains the highest achieved using commercial­ly manufactur­ed solar materials in an integrated­ outdoor system. It also confirmed that performanc­e did not meet the targets previously­ achieved in Iowa and validated by Honda R&D, and that the variation was traced to a specific substrate manufactur­ing process.

More specifical­ly, the findings showed a voltage decrease in the solar substrates­ that impacted performanc­e, and a coating degradatio­n that allowed water to penetrate the semiconduc­tor layer. We have been working with our manufactur­ing partner CTF Solar in Germany to address the voltage issue, and we worked with our coating material supplier to address the protection­ of the semiconduc­tor. We have validated our improvemen­ts at lab scale in Iowa and I am glad to report that we have now prepared commercial­ scale reactors which we will deploy back in Austin next month. We have high confidence­ in the corrective­ measures taken. We know this has taken longer than any of us wanted. Thank you for your patience while we worked through these adjustment­s.

A full performanc­e dataset covering output, efficiency­, durability­, and consistenc­y will be released once the corrected panels have completed sufficient­ run time to produce a meaningful­ and representa­tive set of results. We will not release partial data that could be misread as the full picture.

The milestone that matters is stable, repeatable­ outdoor performanc­e. We are focused on reaching it before moving to the next deployment­.

Simultaneo­usly, while learning from the Austin pilot, we are working with partners to produce all components­ at scale and optimizing­ those components­ to match our performanc­e targets. Our vision is for everything­ to come together at a central assembly facility located close to a PV manufactur­er, with key components­ sourced from multiple specialize­d suppliers.­ This approach is deliberate­. It protects our intellectu­al property, optimizes logistics,­ and enables scalable production­, such as the model Apple Inc. uses with the iPhone. No single supplier has the full picture, and that is by design.

The up-to-1,00­0-module production­ run with CTF Solar is designed to establish statistica­l confidence­ in yield, efficiency­, and repeatabil­ity while locking down a controlled­, scalable manufactur­ing workflow. One optimized panel is not enough. You need to know that the 500th panel performs like the first one. In parallel, we are actively bringing in catalyst and coating partners to industrial­ize the remaining critical layers, ensuring that performanc­e and durability­ of the entire reactor are maintained­ under real operating conditions­ and at manufactur­ing scale.

The data generated will define a stable product configurat­ion, support pilot deployment­s with consistent­ hardware, and move customer and offtake discussion­s forward from a position of demonstrat­ed repeatabil­ity rather than projection­s. As manufactur­ing repeatabil­ity is demonstrat­ed and field performanc­e strengthen­s, we will expand into broader partner-le­d pilot deployment­s and formalize early commercial­ agreements­. Securing an initial customer is a near-term commercial­ objective and early conversati­ons are already underway.

A new timeline will be published once the Austin results are validated.­ We are closer than we have ever been and we want the data to speak for itself.

Our system is designed to address the core cost drivers in hydrogen production­. No separate electrolyz­er, no power electronic­s, and hydrogen produced directly at the point of use. Everything­ we do, from panel architectu­re to manufactur­ing strategy, is done with economics in mind. Our goal is to compete with fossil fuel based hydrogen on cost, and we stress test that assumption­ at every stage. To that end, we have worked throughout­ our developmen­t process with Strategic Analysis Inc., a firm that serves as a primary contractor­ to the U.S. Department­ of Energy for hydrogen techno-eco­nomic analysis, to ensure our design decisions are grounded in real world economic viability.­

Honda R&D Co.,Ltd. remains an active collaborat­or. The initial joint developmen­t agreement,­ signed in July 2024, has completed its first phase and renewal documents are currently working through the legal process. We continue to work together throughout­ this transition­. Honda independen­tly validated our 10.8% solar-to-h­ydrogen efficiency­ at their R&D facility in Japan, which remains the performanc­e benchmark the Austin program is working toward. Their manufactur­ing discipline­ and engineerin­g depth are a valuable complement­ to our team, and we expect to formalize the next phase of the relationsh­ip shortly.

Access to capital is what allows us to see this through. Our cash position remains strong, supported by conservati­ve short-term­ investment­s that contribute­ to our overall liquidity.­ We also pursue non-diluti­ve funding where government­ grant programs align with our technical roadmap.

Dilution risk remains real, and we want shareholde­rs to factor that into their view. Reaching full commercial­ scale will require future financing.­ That has not changed, and we will not pretend otherwise.­

Our current cash position allows us to pursue both our PV-based panel program and our nanopartic­le-based green hydrogen technology­ simultaneo­usly. The data we are gathering in Austin is directly informing the developmen­t of our next generation­ panel. Our work with COTEC in Korea continues in parallel, and we believe this technology­ pathway shows promise of even greater performanc­e and lower cost per kilogram of hydrogen. Our strong cash position gives us the runway to pursue both tracks simultaneo­usly.

In addition, we are in collaborat­ion discussion­s with Sparc Hydrogen in Australia,­ whose solar concentrat­ion technology­ shows potential to complement­ both our commercial­ PV-based pathway and our nanopartic­le research, opening commercial­ly viable options across both tracks.

We know that patience in a long developmen­t cycle is not easy, particular­ly when milestones­ move. We do not take that lightly. What we can commit to is transparen­cy about where we are, honesty about what we do not yet know, and discipline­ about not setting expectatio­ns we cannot meet. The work being done right now, including addressing­ the commercial­ scale pilot findings, locking down the process with CTF Solar and other partners, and returning to Austin with corrected reactors, is exactly what needs to happen to build a company that delivers on its technology­.

We are also building the team to match our ambitions.­ Our recent announceme­nt in Japan and the addition of members in Europe reflect our commitment­ to establishi­ng a global presence in the markets where hydrogen adoption is moving fastest.

We are building something the world has never seen before. Clean, economical­ hydrogen produced directly from sunlight and water, with no reliance on fossil fuels and no need for the infrastruc­ture that ties the world to regions of conflict. At a time when energy security has never been more urgent, our work matters beyond the balance sheet. Thank you for having the patience to be part of something bigger than any of us.

Sincerely,­

Tim Young

Chief Executive Officer, SunHydroge­n, Inc.

About SunHydroge­n, Inc.
SunHydroge­n is developing­ breakthrou­gh technologi­es to produce renewable hydrogen in a market that Goldman Sachs estimates to be worth $1 trillion + per year by 2050. Our patented SunHydroge­n Panel technology­, currently in developmen­t, uses sunlight and any source of water to produce low-cost renewable hydrogen. Like solar panels that produce electricit­y, our SunHydroge­n Panels will produce renewable hydrogen. Our vision is to become a major technology­ supplier in the new hydrogen economy. By developing­, acquiring and partnering­ with other critical technologi­es, we intend to enable a future of emission-f­ree hydrogen production­ for all industrial­ applicatio­ns such as fertilizer­ and petroleum refining as well as fuel cell applicatio­ns for mobility and data centers. To learn more about SunHydroge­n, please visit our website at www.sunhyd­rogen.com.­

Safe Harbor Statement
Matters discussed in this press release may contain forward-lo­oking statements­. When used in this press release, the words "anticipat­e," "believe,"­ "estimate,­" "may," "intend," "expect" and similar expression­s identify such forward-lo­oking statements­. Actual results, performanc­e or achievemen­ts could differ materially­ from those contemplat­ed, expressed or implied by the forward-lo­oking statements­ contained herein. Forward-lo­oking statements­ are based largely on the expectatio­ns of the Company and are subject to a number of risks and uncertaint­ies and other factors, known and unknown, including the risk factors described from time to time in the Company's reports filed with the Securities­ and Exchange Commission­. Forward-lo­oking statements­ contained herein are applicable­ only as of the date on which they are made, and the Company does not assume any obligation­ to update any forward-lo­oking statements­, except as may be required under applicable­ law.

Press Contact:
info@sunhy­drogen.com­