Natural Hydrogen Investment

NatH2Investing.com
  • 5.0 (3)
  • INVESTING

Hydrogen could play a huge role in the energy transition, but only if it is cheap and widely available. This is exactly the promise of Natural Hydrogen: with no energy input, it is likely both the cheapest and cleanest type of hydrogen. As it is still early days for the space, investors possess an opportunity to invest in a potential world-changing industry before it takes off. In the Natural Hydrogen Investment podcast, we cover news, insights, and interview key players, to help you find your way around this nascent industry.

  1. 5D AGO

    Tasmania's Unique Helium, NatH2, AND Geothermal Play (with Koloma!) – Devil Resources Interview

    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 everything for the island and Australia as a whole. In this episode, we sat down with Devil Resource’s co-founders, Hamish Gordon and Mick Small, as well as their director, Dave Bennett, to understand the company’s roadmap, potential, and how they ended up working in a JV with the biggest natural hydrogen company in the world. -----------------------------------------------  In today's episode, we discuss:  00:00 Intro 01:59 Exploring Devil Resources: A Unique Opportunity 03:04 Meet the Founders: Backgrounds and Expertise 08:10 The Founding of Devil Resources and Why Tasmania?  11:30 Why “Devil Resources” and What’s the Story? 14:46 More Details on Tasmanian Geology and Commercialization Potential 18:23 Synergies Between Hydrogen, Helium, and Geothermal 24:22 The Connection with Morten Stahl and Natural Hydrogen Ventures 28:37 Investment Insights in Devil Resources 32:19 Geological Exploration and Mapping 33:32 Joint Venture with 2H Resources (Koloma) and Strategic Partnerships 38:02 Future Plans and IPO Strategies 47:43 Industry Outlook and Company Growth 54:07 Closing Thoughts and Future Vision -----------------------------------------------  Follow us on LinkedIn: https://www.linkedin.com/company/nath2investing Find more natural hydrogen insights at https://www.nath2investing.com

    58 min

  2. MAR 26

    Breakthrough Energy, Rio Tinto, Mitsubishi All In | Who is Investing in Natural Hydrogen?

    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. ----------------------------------------------- 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 ----------------------------------------------- Follow us on LinkedIn:  https://www.linkedin.com/company/nath2investing And on X: https://x.com/NatH2Investing Find more natural hydrogen insights at https://www.nath2investing.com

    34 min

  3. MAR 12

    Natural Hydrogen: Why Investors Are Starting to Pay Attention

    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. ----------------------------------------------- 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 ----------------------------------------------- Follow us on LinkedIn: https://www.linkedin.com/company/nath2investing Find more natural hydrogen insights at https://www.nath2investing.com

    8 min

  4. FEB 19

    MAX Power's 2nd Well, FDE Drilling, QIMC Secures Key Permits | NatH2 Insights | February 2026

    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 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 ----------------------------------------------- Follow us on LinkedIn: https://www.linkedin.com/company/nath2investing/ Find more hydrogen insights and download our market report at: https://www.nath2investing.com

    24 min

  5. FEB 12

    The Man Who Drilled the First Deep Natural Hydrogen Well - Viacheslav Zgonnik Interview

    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/

    53 min

  6. JAN 29

    What Real Investors Think About Natural Hydrogen (Panel)

    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

    1h 2m

  7. JAN 15

    What Happened in Natural Hydrogen in 2025? (FULL YEAR RECAP)

    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 credibilityHow private investment has diversified and entered a larger number of private companiesMore about the grant program we discussed with Ishan Sharma previouslyLatin America's role in natural hydrogen, and what to expect in other natural hydrogen nations and regionsThe future of stimulated hydrogen and commercializing natural hydrogen in generalAnd 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

    55 min

  8. JAN 8

    We Need Natural Hydrogen NOW! - Ishan Sharma Interview

    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

    59 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

Hydrogen could play a huge role in the energy transition, but only if it is cheap and widely available. This is exactly the promise of Natural Hydrogen: with no energy input, it is likely both the cheapest and cleanest type of hydrogen. As it is still early days for the space, investors possess an opportunity to invest in a potential world-changing industry before it takes off. In the Natural Hydrogen Investment podcast, we cover news, insights, and interview key players, to help you find your way around this nascent industry.

Information

  • Creator
    NatH2Investing.com
  • Years Active
    2025 - 2026
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © 2026 Natural Hydrogen Investment
  • Show Website
    Natural Hydrogen Investment