Sep 10, 2026 · 24 min · 12 segments
Big news from New York City as natural hydrogen will formally announce itself to the world at this year's Climate Week, with The Natural Hydrogen Opportunity: An Investor Forum at Climate Week NYC!…
Owain JacksonGuest
Morten StahlHost
Anthony MuhyeHost
With this in mind, your portfolio, your drilling cancers, what would be the next step? What would be the next thing we hear from you? One thing, what is the actual next step and what would you tell the world? What do you expect? Would it be drilling in Iowa or a new portfolio area someplace
No, look, I think I'd like to build us in the eye of the oil and gas business model.
That's not to say that natural hydrogen and helium don't bring other new innovations and requirements.
But I see us as building the baseline portfolio and whichever one it is first, whether it's Kansas or Iowa or South Africa, one of those will bring us to a production, early production facility.
I want to be able to demonstrate not only that we can find the molecule in the ground, but that we can produce it for six months, 12 months.
And then you start going from being just an exploration company to being a bankable development project.
So we're lining each one of those up so that the market conversations, the offtake conversations, the production technology is all lined up, ready to go.
With this in mind, your portfolio, your drilling cancers, what would be the next step? What would be the next thing we hear from you? One thing, what is the actual next step and what would you tell the world? What do you expect? Would it be drilling in Iowa or a new portfolio area someplace
No, look, I think I'd like to build us in the eye of the oil and gas business model.
That's not to say that natural hydrogen and helium don't bring other new innovations and requirements.
But I see us as building the baseline portfolio and whichever one it is first, whether it's Kansas or Iowa or South Africa, one of those will bring us to a production, early production facility.
I want to be able to demonstrate not only that we can find the molecule in the ground, but that we can produce it for six months, 12 months.
And then you start going from being just an exploration company to being a bankable development project.
So we're lining each one of those up so that the market conversations, the offtake conversations, the production technology is all lined up, ready to go.
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