Exploration and Investment Surge in Naturally Occurring White Hydrogen

Companies are racing to boost green hydrogen production, but interest in naturally occurring white hydrogen is rising.
Drilling

Amid the global shift towards green energy, a new contender is emerging in the form of naturally occurring hydrogen, often called white or geologic hydrogen. Discovered in Mali back in 2012, this energy source has not been widely explored due to uncertainties about its global distribution and accessibility. However, a surge in projects across Europe, Africa, and the Americas is breathing new life into its potential as an alternative to traditional hydrogen production methods.

The initial discovery of white hydrogen in Mali revealed that it is produced through reactions between water and iron-rich minerals beneath the Earth’s surface, offering a renewable energy source. Dr. Michael Webber of the University of Texas points out, “The earth has many locations where the right conditions co-exist to naturally produce and accumulate hydrogen, which can then be extracted for societal use.” He adds that this natural process is potentially cleaner compared to current hydrogen production methods.

With an increase in investor interest, the exploration of white hydrogen is gaining momentum. Major energy players such as Rio Tinto, Fortescue, Gazprom, and BP are investing in research and development, with exploratory projects underway in Canada, the U.S., and France. This investment surge is expected to be pivotal in the coming year for understanding the feasibility of white hydrogen as a sustainable energy source.

However, some experts remain cautious. The global distribution of white hydrogen remains poorly understood, complicating efforts to harness it effectively. Rystad Energy’s Minh Khoi Le refers to the current state as a “white gold rush,” noting that while interest has grown, practical progress has been limited.

High-profile investors like Bill Gates and Jeff Bezos are not deterred, having invested in Koloma, a U.S.-based startup focused on this clean energy source, which has raised over $400 million. Aaron Mattson of Mafic Consulting describes the findings of significant hydrogen concentrations in Kansas, though the commercial viability is yet to be established.

According to Eric Toone from Breakthrough Energy, white hydrogen may be more abundant than currently believed. “We know it’s out there and not just in isolated pockets,” Toone asserts, emphasizing the need for efficient extraction and utilization systems.

Recent discoveries in France’s Lorraine and Moselle regions underscore the potential of white hydrogen. These deposits, estimated at 92 million tons with a value of $92 billion, present a tantalizing opportunity. However, the lack of a regulatory framework for exploration and production remains a challenge.

While the exploration of naturally occurring hydrogen is still in its early stages, the promise of a sustainable and renewable energy source continues to drive research and investment. As more is learned about the location and extraction of white hydrogen, its role in the green energy landscape could become significantly more prominent.

Original Story at oilprice.com