Nov. 22 at 5:27 PM
$CLIR Below is Grok:
Bottom-Line Implications
• IP value — Likely a step-change higher than today’s ~
$20–30M market cap implies for the patent portfolio, as it solves the core technical roadblock to widespread industrial hydrogen adoption.
• Revenue potential — In the US, near-term retrofit sales in California + Gulf Coast could drive multimillion-dollar orders quickly (recent 26-burner order is a leading indicator). In Europe, slightly longer sales cycles but larger upside as hydrogen infrastructure ramps—potentially hundreds of millions in burner sales/licensing over the next decade if ClearSign captures even a small share of mandated H₂ transitions.
In short, this isn’t just an incremental improvement—it’s one of the only demonstrated ways to burn pipeline-grade or pure hydrogen in industrial heaters at SCR-level NOx without the SCR. That combination is extremely valuable in both the US (where cost rules) and Europe (where hydrogen mandates + air-quality rules collide).
