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...
Have you ever invested in a dud company? In this episode of the Natural Hydrogen Investment Podcast, Anthony Muhye and Morten Stahl discuss the current investment landscape of natural hydrogen, focusing on the risks and rewards associated with this emerging industry. We explore strategies for investors to mitigate risks, the importance of understanding company relevance in the sector, and the significance of the NatH2 index on our website, and how a natural hydrogen company can earn the...
Natural hydrogen will need investment to take off, and this is what we’re talking about today: in this episode of the Natural Hydrogen Investment Podcast, Anthony Muhye and Morten Stahl explore the investment potential of natural hydrogen. We’ll be discussing its economic advantages, production costs, and market applications, and how these may affect the stock prices and growth of companies in this space. We’ll also touch upon the concept of stimulated hydrogen, the importance of ...
Hydrogen is not a new player in the energy transition, but natural hydrogen definitely is – previously, we’ve only had green and blue hydrogen as viable, low-carbon sources of hydrogen, but both have their own set of problems. Green hydrogen, especially, is extremely costly due to the costs of electricity, and has seen reduced investment in recent times. In this episode, Anthony Muhye and Morten Stahl study the differences between green hydrogen and natural hydrogen, exploring their productio...
NatH2Investing possesses the unique and world-first natural hydrogen index, which measures the stock value of the top publicly-traded companies – but which are the Top 10 natural hydrogen companies, and how do you invest in them? In this episode of the Natural Hydrogen Investment Podcast, hosts Anthony Muhye and Morten Stahl analyze each of these companies and share insights on which ones you should be watching. We explore their backgrounds and market dynamics, and discuss their pot...
Welcome to premiere of the Natural Hydrogen Investment Podcast! In this podcast, hosts Anthony Muhye (engineer and hydrogen enthusiast) and Morten Stahl (specialized investor in natural hydrogen) dive into the emerging field of natural hydrogen investment. In this episode, we discuss the significance of hydrogen as an energy source and commodity, the unique advantages of natural hydrogen vs. other types of hydrogen, and introduce the potential investment opportunity moving forward.&nb...