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, HyTerra, and Gold Hydrogen have benefited from millions of dollars in funding, but who is behind all of this, and what exactly made them deploy these millions of dollars?

Hosts Anthony Muhye and Morten Stahl (himself an investor in multiple natural hydrogen companies via Natural Hydrogen Ventures) analyze each company and the investors backing it to understand what the thought process is, and who is taking the dive into natural hydrogen.
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In today's episode, we cover the following companies and investors:

00:00 Intro
04:36 Snowfox Discovery (bp Ventures, Rio Tinto, AP Ventures)
08:05 HyTerra (Fortescue)
11:34 Koloma (Breakthrough Energy Ventures, Khosla Ventures, Mitsubishi Heavy Industries, United Airlines)
16:21 Mantle8 (Breakthrough Energy Ventures)
17:02 Vema Hydrogen (Extantia, Propeller VC, Pace Ventures, Grantham Foundation for the Protection of the Environment, Marble)
18:53 45-8 ENERGY (Heling, The French Government)
19:32 Terrensis (Idrogenia)
20:13 H2Au (Hosken Consolidated Investments)
21:03 Gold Hydrogen (ENEOS Xplora, Mitsubishi Gas Chemical, Toyota Motor)
23:08 MAX Power (Eric Sprott, Bitexco Affiliate)
24:36 First Element Hydrogen (Congruent Ventures, Gigascale Capital)
25:00 Decahydron (Weatherford, Green Investors)
26:26 Natural Hydrogen Ventures - invested in:
27:23 Devil Resources
27:26 Serpentine Energy
27:35 Good Energy Holding
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And on X: https://x.com/NatH2Investing

Find more natural hydrogen insights at https://www.nath2investing.com 

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 Hydrogen Ventures, break down what natural hydrogen is, how it forms, the discovery that changed the industry, and why serious capital is now moving into the sector.

The reality is: if commercial volumes are confirmed, natural hydrogen could reshape global energy markets, and this episode explains why.

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Sections:

00:00 Intro
00:13 Difference Between Natural Hydrogen and Other Types of Hydrogen
00:52 Natural Hydrogen End Uses
01:21 How Does It Form?
01:58 Why Hasn't Natural Hydrogen Been Found Before?
03:06 Capital is Now Paying Attention
04:04 The Investment Perspective
05:03 Summary
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Follow us on LinkedIn: https://www.linkedin.com/company/nath2investing

Find more natural hydrogen insights at https://www.nath2investing.com

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!
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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 QIMC
08:52 REV Exploration
10:45 Helix
12:28 Mongoose Mining
13:45 Française De l'Énergie FDE
15:14 Naughty Ventures
18:95 Snowfox Discovery
19:49 Vema Hydrogen
20:58 GeoKiln
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Follow us on LinkedIn: https://www.linkedin.com/company/nath2investing/

Find more hydrogen insights and download our market report at: https://www.nath2investing.com

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 helped this industry evolve and creating tools that will make natural hydrogen exploration easier, more accessible, and significantly more successful.

In this episode, hosts Morten Stahl and Anthony Muhye get the opportunity to interview him on how this industry commenced, how he views the science AND the investment side of this field, and how he's accelerating the natural hydrogen industry into a new age of exploration through technology.

Enjoy the episode, and don't forget to subscribe!

Find more natural hydrogen insights and download the 2025 Natural Hydrogen Investor Report at https://www.nath2investing.com

Additional resources:

Connect with Viacheslav on LinkedIn here: https://www.linkedin.com/in/zgonnik/

Find out more about HyReveal here: https://hyreveal.com/

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, Chairman of Green Investors AG
Paola Brenni, Deep Tech Investor at Extantia
Vincent Brillault, Founding Partner at Calderion

We're tackling some fascinating subjects, so enjoy the video and don't forget to subscribe!

Find more natural hydrogen insights and download the 2026 Natural Hydrogen Investor Report at https://www.nath2investing.com

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 public natural hydrogen companies seem to be increasing in credibility
• How private investment has diversified and entered a larger number of private companies
• More about the grant program we discussed with Ishan Sharma previously
• Latin America's role in natural hydrogen, and what to expect in other natural hydrogen nations and regions
• The future of stimulated hydrogen and commercializing natural hydrogen in general
• And much, much more that you'll love!

Find more natural hydrogen insights and download the 2026 Natural Hydrogen Investor Report at https://www.nath2investing.com

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 program aimed at supporting research and development teams working in natural hydrogen and leveraging datasets provided by the largest companies in the space, RenPhil believes it can accelerate natural hydrogen development by decades.

Find more natural hydrogen insights and download the 2025 Natural Hydrogen Investor Report at https://www.nath2investing.com

Additional resources:

Read more about Renaissance Philanthropy's grant program here: https://www.renaissancephilanthropy.org/geologic-hydrogen-site-access-challenge

Find out more about the fund's thesis here: https://www.renaissancephilanthropy.org/our-thesis

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!
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Updates analyzed in this episode (by company) for your ease of listening:
0:00 Intro
02:48 Gold Hydrogen
05:46 MAX Power
08:05 HyTerra
12:18 QIMC
17:17 Getech
19:17 REV Exploration
24:18 Primary Hydrogen
26:07 QMET
28:24 Diagnamed
30:20 Element One
31:53 Helix Corporation
33:40 Red Metal Resources
35:12 Prominence Energy
37:10 Whitebark Energy
39:11 Française De l’Énergie
41:39 Conclusion
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Follow us on LinkedIn: https://www.linkedin.com/company/nath2investing/

Find more hydrogen insights and download our market report at: https://www.nath2investing.com

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 hydrogen distribution, comparing the Australian market to the US, and concludes with insights on the future of the industry.

This episode was sponsored by H-NAT Summit 2025 (November 13-14, 2025), and more specifically, H-NAT's Investor Day (November 14, 2025). 

Preparing to go? Buy tickets here: https://www.hnatworldsummit.com/ticketing

Find more natural hydrogen insights and download the 2025 Natural Hydrogen Investor Report at https://www.nath2investing.com

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 hydrogen with Dr. Alexis Templeton, one of the world's leading experts in geochemistry and geobiology, to understand the potential behind this technology, the significance of the Rock Hydrogen Project in Oman, and the role of microbial activity in hydrogen production.

Find more natural hydrogen insights and download the 2025 Natural Hydrogen Investor Report at https://www.nath2investing.com

Additional resources:

Find Dr. Alexis Templeton's Paper on the Oman Rock-Hydrogen Project here: https://www.frontiersin.org/journals/geochemistry/articles/10.3389/fgeoc.2024.1366268/full

Read more about the Semail (Samail) Ophiolite here: https://iugs-geoheritage.org/geoheritage_sites/late-cretaceous-samail-ophiolite/