The world is on the cusp of a new energy shift. Natural geologic hydrogen is not a hypothesis, but a future real asset that has gone unnoticed for years because of mistakes in exploration.
Today we have a chance to monetize it before corporations realize what’s happening.
WHY INVESTORS SHOULD PAY ATTENTION TO THIS RIGHT NOW?
1- The conventional energy market is overheated, and natural hydrogen is a free niche
–Oil: production costs are rising, largest fields are already allocated. ESG risks and pressure on hydrocarbons are intensifying.
–Gas: strong geopolitical dependence. States control pipeline and tanker logistics, creating risks for investors.
–Green energy: subsidized economics. State budgets in the US and Europe are already cutting support, and oil and gas giants are massively reviewing their green strategies.
Natural hydrogen is a new class of energy asset:
– It doesn’t require large-scale infrastructure. It can be used locally or processed into more transportable products right at the well (nitrogen fertilizer, ammonia, e-fuel, electricity, feed protein, and a host of other value-added products that don’t require pipelines).
– Does not depend on policy decisions and subsidies. It is a marketable asset that can be developed from scratch, without the old problems of the hydrocarbon industry.
2. Natural hydrogen is not a theory, it’s a global marketplace
– Resources: natural hydrogen degasification is happening everywhere. For countries without a traditional oil and gas industry, this is an opportunity to create their own energy industry.
– Economics: production of natural hydrogen is 10 times cheaper than production of hydrogen from water and 5 times cheaper than production from natural gas (methane).
– Demand: US, EU, China and Japan have already declared hydrogen as a strategic priority. But they face a problem – there is no cheap “green hydrolyzed hydrogen” without gigantic energy costs and government subsidies.
Figures:
– Cost of natural H₂: $0.5-1.5/kg
– Cost of hydrogen from water (electrolysis): $4-6/kg
– Target price of buyers: $2/kg
– Potential margin: 100-300%
What does it mean?
Whoever is the first to commercially produce natural hydrogen will determine the rules of the game in this market for decades to come.
3. There is little competition, but the window of opportunity is closing fast
Why aren’t the oil giants here yet?
Because their business model is built on managing existing oil assets, not risky innovation. They won’t be hyping up a new market that could devalue their reserves.
Why can’t geologists find natural hydrogen?
Most of them use oil and gas models that don’t work for natural geologic hydrogen. They don’t take into account the unique patterns of its formation, migration in the Earth’s crust, they don’t know what parameters to base their exploration strategy on – that’s why the “new industry majors” still have no commercial discoveries.
Why aren’t governments paying close attention to the nascent industry?
Because there isn’t a critical mass of players yet. But as soon as the first project confirms commercial production, funds and corporations will start coming in en masse.
Historical example:
– Remember shale gas. In the early 2000s, all the big companies considered it economically untenable. But the first successful projects changed the market and in 5 years the shale revolution turned the global gas market upside down.
Natural hydrogen is at the same stage. The difference is that the entry ticket to this market is cheaper now than shale gas was in the 2000s.
4. How to capitalize on this?
–Enter the market now while it’s “free”.
You either become the first or in 10 years buy access at 100 times the price.
–Utilize unique knowledge that no one else has yet.
We know where to find natural hydrogen, how to prove its commercial extraction and how to turn it into a profitable business.
– Consolidation strategy.
The first wave of successful projects will become takeover targets. Large companies don’t get in first, but they will be forced to buy technologies and commercial assets when the market proves their effectiveness.
WHAT ARE THE POSSIBLE EXIT STRATEGIES FOR THE FIRST INVESTORS?
– Selling the corporation’s project through M&A (mergers and acquisitions).
– IPO at the moment when the demand for hydrogen reaches a critical mass.
– Securing the rights to a commercial asset to gain a strategic position in the region.
– Window of opportunity: 2-3 years before the market is saturated with competitors.
THE CHOICE IS YOURS !
If you want a stable investment with predictable dividends – buy more ExxonMobil.
But if you want to build a strategic initiative in a niche that will change the energy industry and generate super profits in the 2030s, welcome to natural hydrogen.
Disclaimer: The views and opinions expressed in this article are those of the author and do not necessarily reflect the official policy or position of Energy News. This content is presented as the author’s analysis based on available information at the time of writing. It should not be considered as representative of Energy News or its editorial stance. Readers are encouraged to consider this as one perspective among many and to form their own opinions based on multiple sources.
