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Hydrogen could play a huge role in the energy transition, but only if it is cheap and widely available. This is exactly the promise of Natural Hydrogen: with no energy input, it is likely both the cheapest and cleanest type of hydrogen. As it is still early days for the space, investors possess an opportunity to invest in a potential world-changing industry before it takes off. In the Natural Hydrogen Investment podcast, we cover news, insights, and interview key players, to help you find your way around this nascent industry.
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There are plenty of natural hydrogen companies concentrated in the same areas around the world, competing with each other in crowded spaces… but one company has ventured further out and struck gold, partnering with Koloma themselves. We’re talking of Devil Resources, which is not only exploring for natural hydrogen and helium but has also identified a potential geothermal play that could change everything for the island and Australia as a whole. In this episode, we sat down with Devil Resou...
Hundreds of millions of dollars are flowing into the natural hydrogen space, proving that interest and potential have been identified by the big energy players, such as Breakthrough Energy Ventures, Mitsubishi Heavy Industries, and more well-known names in the industrial investment sphere. Many of us already know that promising natural hydrogen explorers and technology developers, such as Koloma, HyTerra, and Gold Hydrogen have benefited from millions of dollars in funding, but who is behind...
Natural hydrogen could represent one of the most important emerging energy sources in the world, serving markets worth over $130 billion annually. And unlike manufactured hydrogen, it forms naturally underground and may offer a low-cost, scalable, and carbon-free source of energy. In this explainer, hosts Anthony Muhye, Co-Founder of NatH2Investing, and Morten Stahl, Founding Partner of Natural Hydrogen Ventures, break down what natural hydrogen is, how it forms, the discovery that changed t...
This is Episode 2 of our raw, unfiltered analysis of the latest natural hydrogen news, hosted by Morten Stahl (Founding Partner, Natural Hydrogen Ventures). Enjoy the episode and don't forget to subscribe! ----------------------------------------------- Companies analyzed in this episode (by company) for your ease of watching: 00:00 Intro 00:49 MAX Power 04:42 Thor Energy 06:13 HyTerra 07:29 QIMC 08:52 REV Exploration 10:45 Helix 12:28 Mongoose Mining 13:45 Française De l'Énergie FDE 15:14 N...
Before even the pioneering names and companies that we've seen in natural hydrogen became involved with this resource, there was only a small and limited group of people in the entire globe who knew of its existence. Viacheslav Zgonnik was one of these few individuals. With his involvement dating back to 2009, Viacheslav has been studying natural hydrogen for almost two decades now, having helped this industry evolve and creating tools that will make natural hydrogen exploration easier, more...
Natural hydrogen investment has increased in recent times, but we still need more if we want the industry to take off. In this special panel episode of our podcast, hosts Anthony Muhye and Morten Stahl have sat down with three investors who have committed funds to natural hydrogen to ask them what they think about this resource and the nascent industry surrounding it. With us today: Erik Schäfer, Chairman of Green Investors AG Paola Brenni, Deep Tech Investor at Extantia Vincent Brillault, ...
Natural hydrogen and investment in the space really took off in 2025, and as a promising 2026 begins, hosts Anthony Muhye and Morten Stahl go over every relevant headline and event that took place across the year. In this episode, we analyze: What drilling currently looks like across the world: who drilled, and who is planning to release results soon?Why public funding is on the rise, and why public natural hydrogen companies seem to be increasing in credibilityHow private investment has div...
Natural hydrogen does not have a century to take off - if we want to attain a level of energy security and resilience, we will require it to develop within the next decade, and this will demand more than just a positive mindset. It will require funds and data sharing, and Ishan Sharma at Renaissance Philanthropy has created the ideal program for this to take place. Through the creation of a grant program aimed at supporting research and development teams working in natural hydrogen and lever...
Welcome to our new raw, unfiltered analysis of natural hydrogen news: NatH2Investing Insights. In each monthly episode, Morten Stahl will go through the latest industry updates and understand what is going on in the space. In this episode, he's joined by Anthony Muhye, who is assisting in recording and production - enjoy the episode and make sure to subscribe for future ones! ----------------------------------------------- Updates analyzed in this episode (by company) for your ease of listen...
In this episode of our Natural Hydrogen Nations miniseries and episode of the Natural Hydrogen Investment Podcast, hosts Anthony Muhye and Morten Stahl explore the burgeoning natural hydrogen industry in Australia. We discuss the significance of Australia as a leader in natural hydrogen exploration, spotlight key companies like Gold Hydrogen, and examine the competitive landscape of emerging players. The conversation also covers the challenges and opportunities of natural hydrog...
Stimulated hydrogen may be the next stage for the development of the natural hydrogen industry, and it makes sense why - it allows us to get more out of promising sites that are still not producing commercial quantities of hydrogen, and can help us control more of the process that leads to flowing, economic hydrogen. But what IS stimulated geologic hydrogen? In this episode of the Natural Hydrogen Investment Podcast, hosts Anthony Muhye and Morten Stahl discuss this emerging field of natural...
Why is France leading the natural hydrogen charge when it comes to Europe? In this episode of the Natural Hydrogen Investment Podcast, specifically of our "Natural Hydrogen Nations" mini-series, we cover the reasons behind this surge of exploratory efforts in France, which companies are behind it, why Lorraine is potentially the area where big discoveries will be made, and how regulations may evolve to help explorers accelerate their efforts. Additionally, we talk about the H-NAT Summit, the...
Natural hydrogen is attracting more investment - this is not an opinion; it's a fact. Furthermore, more companies are fundraising this year than previously, which shows that natural hydrogen companies are becoming confident in attracting money from private and public sources. But who is raising the most, where are they raising these funds from, and what does this mean for the industry as it enters a new stage? And how do regulations affect valuation? We will answer these questions in the late...
The very first episode in our mini-series of “Natural Hydrogen Nations”, where we highlight specific countries where companies are exploring for natural hydrogen. In this episode of the Natural Hydrogen Investment Podcast, hosts Anthony Muhye and Morten Stahl discuss the burgeoning natural hydrogen industry in Canada, exploring its geological advantages, regulatory landscape, and the concentration of companies in the Ontario-Québec border region. We also discuss the challenges posed by ...
We've all wanted an inside look at how the US Government has approached natural hydrogen and the development of this industry, and now the Natural Hydrogen Investment Podcast has achieved it - we've interviewed Dr. Richard Hartman of the US Air Force Office of Energy Assurance on how and why natural hydrogen is now a priority for the US Gov and, especially, the US Armed Forces. He reveals how natural hydrogen could become a primary energy resource that protects the US (locally and globally) f...
There are a lot of promising developments happening in natural hydrogen that we don't know because we, frankly, cannot know until the information is made public - this is what Douglas Wicks, former Program Director of ARPA-E and Strategic Natural Hydrogen Advisor, tells us in our interview with him. He also shines a light on what we'll need for commerciality (and how far we are from it), what he thinks about stimulated hydrogen, and why governments have started to change their view on gr...
Gold Hydrogen, the largest publicly traded natural hydrogen company in the world by market cap, recently announced its latest raise, in which Japanese giants ENEOS Xplora, Mitsubishi Gas Chemical, and Toyota Motor Corporation invested $14.5m AUD into the South Australian company. We sat down with Neil McDonald, Gold Hydrogen's Managing Director and a leading figure of the natural hydrogen industry, to ask why - and not only why, but how the company plans to lead the way forward in the next fe...
What type of results validate a company’s natural hydrogen exploration efforts? Is it enough to have concentration percentages, or is there more needed? In this episode of the Natural Hydrogen Investment Podcast, hosts Anthony Muhye and Morten Stahl talk about the complexities of natural hydrogen exploration and investment signals. We discuss key concepts such as concentration, flow rates, and soil sampling, emphasizing the importance of drilling and well data in validating hydrogen pro...
What are the hydrogen colors used so commonly by scientists and the media alike, and do these colors make any sense? In this episode of the Natural Hydrogen Investment Podcast, hosts Anthony Muhye and Morten Stahl debate the complexities of hydrogen color coding, exploring the various types of hydrogen, including gray, blue, green, and natural hydrogen. We discuss the implications of each type on the environment and the economy, emphasizing the need for clean and cost-effective hydrogen...
Why has natural hydrogen exploration been so popular in the United States? In this episode of the Natural Hydrogen Investment Podcast, hosts Anthony Muhye and Morten Stahl explore this phenomenon and understand why the US (and not Europe or Asia) has been the most promising location for companies to get their natural hydrogen exploration efforts started. We explore the reasons behind the US's prominence, including its favorable regulatory environment, government support, and the national entr...
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