Natural Hydrogen Investment

In Episode 3 of the Investor Angle, hosts Anthony Muhye and Morten Stahl analyze the top natural hydrogen headlines of the past few weeks from an investor's point of view. In this episode, we learn more about what Gold Hydrogen is planning with their investors in green methanol production, how MAX Power and Saskatchewan are doing extremely well this year, more about legislation that could ben...

One of the biggest obstacles to building a solid, reliable natural hydrogen industry has been the question of how to extract, store, and transport natural hydrogen once it has been extracted. This issue may have been left in the past, thanks to Prometheus Hydrogen's proprietary metal hydride technology, which, amazingly, is currently being tested by the U.S. Air Force at multiple bases to dem...

This is Episode 2 of the Investor Angle by NatH2Investing, where hosts Anthony Muhye and Morten Stahl analyze the top headlines of the past weeks and provide you with an investor point of view. In this episode, we are deep diving into Gold Hydrogen's most recent commercial presentation, where they expertly tackled the skepticism around extracting hydrogen dissolved in water; covering the MAX...

We're excited about all of the financial support that natural hydrogen has been getting in the past few months, but what happens once companies overcome the initial excitement and start actually producing it?  Where does it go, and do we prefer to use it as an electron (for energy, in a world increasingly in need of it) or as a molecule (for manufacturing chemicals and feedstock)? In this epi...

Natural hydrogen is more than just a promising new energy source and low-carbon chemical feedstock: it represents an opportunity for investors to enter an industry that could change the world within the next decade, potentially generating enormous returns for those who take calculated risks early. In this video, hosts Anthony Muhye and Morten Stahl (specialized natural hydrogen investor) teach you...

Welcome to the debut episode for The Investor Angle by NatH2Investing - a special monthly series where hosts Anthony Muhye and specialized investor Morten Stahl analyze the top headlines and help you understand what they mean from an investor's point of view. This first month, we are analyzing the selection of three companies by Renaissance Philanthropy and the Chimaera Fund for geological hy...

Investors in this space, especially retail investors, are seemingly most interested in companies that are already putting their drills into the ground, as it demonstrates the type of action that could help stock prices rise in this nascent industry. But which companies are actively drilling, have drilled, or are soon to start drilling? Hosts Anthony Muhye of NatH2Investing and Morten Stahl of Natu...

Ras Laffan in Qatar is the single largest helium production hub in the world, responsible for roughly 30% of global supply. Because helium is produced as a byproduct of liquefied natural gas processing, the entire supply chain is tightly coupled to LNG infrastructure. In March 2026, drone and missile strikes forced a halt in Ras Laffan's operations, instantly removing nearly a third of global...

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 ev...

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,...

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 Hy...

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...

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 he...

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,...

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 pub...

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...

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! ----------------...

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 play...

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...

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 regulation...

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 e...

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...

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 reveal...

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)...

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 ind...