
Natural hydrogen is a cheap, always on and zero emission energy.
Natural hydrogen is:
created by nature in subsurface processes
produced without any CO2 emissions
as cheap as fossil fuels with a cost of ~$1/Kg
2-5 times cheaper than other types of hydrogen
immune to volatile energy prices, since it has no input cost, using neither fossil fuels or renewable electricity
estimated to be able to meet global energy demand for thousands of years
Natural Hydrogen has been found - by accident - more that 100 places all over the world. Primarily when drilling for oil or water. The map is a remake of Viacheslav Zgonnik’s original map published in 2020.
The potential of cheap, always on and zero emission natural hydrogen
Natural hydrogen is so cheap that it could bring down emissions without counting on politicians (e.g., tax or subsidies)
Enabling a faster decarbonization of hard to electrify sectors such as heavy industry, shipping, aviation, and backup power generation (sectors that emit ~40% of the worlds emissions)
Natural hydrogen offers a fair energy transition for the 770 million people living without electricity
Natural hydrogen is cheap and clean (like solar and wind). Since it is also “always on”, it can stabilize the energy grid, benefitting the millions of people living with “rolling black outs”
Natural hydrogen gives developing countries the chance to industrialize without fossil fuels
Industrialization is necessary to raise living standards in developing countries, but relying on fossil fuels in this process would be a climate catastrophe
Natural hydrogen can combat hunger by enabling, local, clean and affordable production of fertilizers
In many developing countries food production is to low to feed the population. This is partly because they do not have access to (affordable) fertilizer. Changing this could help them grow their food production and avoid food crises
Hydrogen demand is expected to grow six-fold from 2020 to 2050
+33 countries have a dedicated strategy for implementing hydrogen in their energy systems
+500B USD of investments has already been committed, not counting the recent US incentives
Hydrogen use is supported by both the fossil and renewable energy industries
Hydrogen - mainly for fertilizer production - is already a 130B USD market that is expected to grow YoY by 8%
Since hydrogen is the only “clean burning” gas, it will play a role in decarbonizing difficult to electrify sectors such as, aviation, trucking, shipping, baseload electricity, industrial heat and back-up power
We invest in natural hydrogen for both profit and impact
For profit since it is basically investing in producing and selling a commodity at a price that is lower than the market price. Hydrogen already has a 130B USD market - mainly hydrogen used for fertilizer production - and is expected to grow YoY by 8%.
In addition, hydrogen will be used to decarbonize other sectors, creating an even bigger demand. From 2020 to 2050 the demand for hydrogen is expected to grow six-fold.
For impact since todays hydrogen production emits ~2% of world emissions that needs to be avoided. Furthermore, since natural hydrogen is as cheap as fossil fuels, it will also make hydrogen commercial in other sectors bringing down emissions without counting on politicians (e.g., tax or subsidies) or massive habit change (e.g., people cutting consumption of all things emitting co2).
In case you have forgotten: We need to stop the planet from warming too much, to avoid - as EU commission vice-president Frans Timmermans says - “that my kids and grandkids will be fighting wars over food and water”.
Our motivation:
What will we tell our kids?
When they ask what we did to stop catastrophic climate change. And they will ask!
Earlier generations might be let off the hook since most people didn't know about climate change back then. For us living today there is no escaping this. It’s a fact and we know it.
So, what can we tell them? Did eat eat less meat, cut back on flying, voted for green politicians or waited for fusion energy to save us?
Or did we invest in a world changing technology that could actually move the needle on emissions and have real impact before it was to late?
Be a good ancestor and invest to stop catastrophic climate change.
Science Magazine article about natural hydrogen
Natural hydrogen received welcomed attention and validation from this recent article in Science Magazine.
Science is among the worlds most respected and highest ranked science publications.
Three important points from the article:
"There might be enough natural hydrogen to meet burgeoning global demand for thousands of years, according to a U.S.Geological Survey (USGS) model that was presented in October 2022 at a meeting of the Geological Society of America."
“The more that I read, the more I started to realize, wow, the science behind how hydrogen is produced is sound … I was kind of like, ‘Why is no one talking about this?’”
“We have the concept, we have the tools, the geology.… We only need people able to invest.”