Jun 8, 2026 · 42 min · 16 segments
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…
Morten StahlHost
Anthony MuhyeHost
So coming back to this week's episode, we have something very interesting because we want to go and do some sort of exercise, which will probably become true as natural hydrogen advances.
Everybody right now is looking for natural hydrogen, drilling for natural hydrogen, planning natural hydrogen.
What do we do now? And at that point, we will need to have a plan, an important plan, a roadmap.
Because what will happen? Will we send it out as is to power things as electricity or as hydrogen itself? Will we send it to produce methanol, ammonia for fertilizers or for other purposes? Will we use it for aviation? This is what we will be covering in this episode.
And this is just one of my favorite, favorite subjects because when you're investing in natural hydrogen, you quickly find out this is a risky business.
As we covered a million times, every resource investment includes the risk of discovery.
And what we try to do is make sure that When it happens, when a discovery is made, we want to make sure that the price, you know, the profit we can get out of it, the money that can be made is as high as possible so that, you know, the money you made on that discovery, you know, covers all the stuff, all the times you didn't.
So we want to make sure that you're exploring, obviously, a place where the geology is good, where regulation is good, but also very, very important, where can you actually sell your hydrogen at the best possible price? Yes.
Hydrogen has a lower volumetric density, meaning that you can't transport very much of it.
How do you get the best use of your hydrogen, your natural hydrogen when you find it?
So coming back to this week's episode, we have something very interesting because we want to go and do some sort of exercise, which will probably become true as natural hydrogen advances.
Everybody right now is looking for natural hydrogen, drilling for natural hydrogen, planning natural hydrogen.
What do we do now? And at that point, we will need to have a plan, an important plan, a roadmap.
Because what will happen? Will we send it out as is to power things as electricity or as hydrogen itself? Will we send it to produce methanol, ammonia for fertilizers or for other purposes? Will we use it for aviation? This is what we will be covering in this episode.
And this is just one of my favorite, favorite subjects because when you're investing in natural hydrogen, you quickly find out this is a risky business.
As we covered a million times, every resource investment includes the risk of discovery.
And what we try to do is make sure that When it happens, when a discovery is made, we want to make sure that the price, you know, the profit we can get out of it, the money that can be made is as high as possible so that, you know, the money you made on that discovery, you know, covers all the stuff, all the times you didn't.
So we want to make sure that you're exploring, obviously, a place where the geology is good, where regulation is good, but also very, very important, where can you actually sell your hydrogen at the best possible price? Yes.
Hydrogen has a lower volumetric density, meaning that you can't transport very much of it.
How do you get the best use of your hydrogen, your natural hydrogen when you find it?
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