Advertise on podcast: Natural Hydrogen Investment

This is one you've probably been waiting for, and so have we: John Karagiannidis, President of QIMC, has joined us to tell us everything about his company's exploration efforts in Nova Scotia and the Ontario-Quebec border that has the whole industry talking, and he's not holding anything back. The Canadian explorer, currently in the middle of a crucial exploration campaign, has been executing their campaign quite differently to how most others do it. Today, John joins hosts Anthony Muhye and Morten Stahl to tell us why this is, what this could bring, and how QIMC's multi-gas system may change the play entirely. Enjoy the episode and don't forget to subscribe! ----------------------------------------------- Video sections: 00:00 Intro 02:02 John's background and how he entered the hydrogen space 04:51 Why Nova Scotia is a hotspot for natural hydrogen 07:56 The soil sampling methodology and Australian influence 12:08 Land package strategy and district-wide exploration 14:52 The significance of soil sampling and geological modeling 19:54 Seismic and diamond drilling as complementary tools 25:00 The multi-gas system and its commercial implications 29:56 Community engagement and social acceptability 35:00 The future of hydrogen industry and regional hubs 45:00 The role of data and exploration technology 49:55 Closing thoughts and upcoming industry events ----------------------------------------------- Last chance to buy tickets to HNAT: Learn more about QIMC here: www.qimaterials.com Follow us on LinkedIn: https://www.linkedin.com/company/nath2investing

If you think it feels like everybody is raising money in natural hydrogen, it's not just you - many investors and governments are now deploying funds into natural hydrogen exploration (and, to a lesser extent, research), allowing for more risks to be taken, more data to be acquired, and better decisions to be made in the long run. But who exactly raised funds this past month, what big "free gas" news may you have missed, and what is the "investor angle" on these headlines? Find out in Episode 5 of The Investor Angle, with Morten Stahl and Anthony Muhye! ----------------------------------------------- 00:00 Intro 02:13 Saskatchewan's land sales and industry interest 02:58 Michigan's investment in natural hydrogen exploration 04:25 Government support and industry collaboration in the US 05:29 Thor Energy and asset sales 07:28 MAX Power's funding and investor commitment 08:56 Kura Dynamics' stimulated hydrogen research 11:29 Constellation Resources' exploration in Western Australia 12:42 Climate Week 2026 event and industry visibility 14:43 New drilling activities: REV Exploration and helium focus 16:05 Partnership alert: Element One and Mantle8 19:15 QIMC's ongoing exploration and recent discoveries 21:07 Upcoming events and industry engagement in Paris ----------------------------------------------- It's probably your last chance to get tickets for HNAT 2026 in Paris - go and grab them now, and see you at the world's biggest natural hydrogen conference: https://www.hnatworldsummit.com/ticketing?utm_source=Nath2investing&utm_medium=Part&utm_id=HNAT26 What is natural hydrogen, anyway? We've made an explainer for you: https://www.youtube.com/watch?v=AXG1GpyT1Mg All of this news and more is on our website: www.nath2investing.com

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! We're co-hosting it, and plenty of familiar faces will be there; but more importantly, Owain Jackson, CEO of H2Au, is the person to thank for this, and we've interviewed him regarding Climate Week, his company's joint venture with 45-8 Energy, and learning more about what they're up to in Kansas, where they're drilling wildcat wells! Enjoy the episode - don't forget to subscribe. ----------------------------------------------- In this episode: 00:00 Intro 02:14 Owain Jackson explains the significance of Climate Week NYC for natural hydrogen 04:04 How to attend the Climate Week NYC natural hydrogen forum 05:11 Owain Jackson's background and journey into natural hydrogen exploration 06:09 The discovery of natural hydrogen in Mali and its implications 08:27 H2Au's exploration strategy and partnership approach 10:58 Details about drilling in Kansas and future exploration plans 14:14 Expanding exploration beyond Kansas to other regions 17:39 Addressing the risks of dry wells and exploration challenges 21:36 Details of the Climate Week NYC forum and attendance information ----------------------------------------------- You can find information about the event (and register) right here: https://www.climateweeknyc.org/event-search/the-natural-hydrogen-opportunity-an-investor-forum-at-climate-week-nyc

It's been a very eventful past month for natural hydrogen, as HyTerra publishes flow testing results that were nowhere near as exciting as hoped; MAX Power raises again, impressively (don't we say this every episode?); Koloma makes a comeback with an update; Gold Hydrogen brings more helium-related excitement to the table; Primary and QIMC work side by side, and more! This is episode 4 of The Investor Angle, with hosts Anthony Muhye and Morten Stahl. Enjoy the episode! ----------------------------------------------- 00:00 Intro 00:39 Overview of recent exploration activities in the Philippines 02:07 Discussion on the potential of the Philippines for hydrogen production 03:52 Latest updates on Koloma's exploration contracts and drilling plans 05:16 MAX Power's recent funding round and exploration expansion 07:43 Flow-testing updates from Gold Hydrogen and helium production milestones 10:26 Analysis of exploration failures and lessons from industry pioneers 12:15 Impact of exploration results on investor sentiment and industry index 15:12 New exploration activities in Nova Scotia and the US Rift System 17:32 Summary and upcoming events in the natural hydrogen industry ----------------------------------------------- Don't miss the discount! Get your tickets to HNAT here: https://www.hnatworldsummit.com/ticketing?utm_source=Nath2investing&utm_medium=Part&utm_id=HNAT26 Want to understand natural hydrogen? We've made this explainer for you: https://www.youtube.com/watch?v=AXG1GpyT1Mg Find all this news on our website: https://www.nath2investing.com

There are some very exciting companies exploring for natural hydrogen, and MAX Power is certainly among the top of this list: with one of the most significant acreages in the world, a project that could represent one of the most promising areas on the globe, and the vast amount of funds they have raised in a short time, the Saskatchewan explorer certainly seems to be leading in many parameters. In this episode, Chad Levesque, President of MAX Power Mining, shares insights with hosts, Anthony Muhye and Morten Stahl, diving deeper into the emerging natural hydrogen industry and what it means for our future, recent discoveries in Saskatchewan, and the company's strategic vision for clean energy. Enjoy the episode and don't forget to subscribe. ----------------------------------------------- Video sections: 00:00 Intro 02:14 Guest introduction: Chad Levesque and his background 04:22 Saskatchewan's resource landscape and natural hydrogen potential 07:09 Chad’s journey from diamonds to hydrogen 15:56 Discovery at Lawson: Significance and implications 20:12 Basin-scale continuity and exploration progress 26:17 Next steps for MAX Power and exploration plans 34:27 Funding, investor relations, and global opportunities 37:29 Eric Sprott’s support and its importance 45:29 Saskatchewan’s infrastructure and policy environment for hydrogen 55:52 Future predictions for natural hydrogen and industry growth ----------------------------------------------- Follow us on LinkedIn:   / nath2investing  Learn more about MAX Power here: https://www.maxpowermining.com/

In Episode 3 of the Investor Angle, hosts Anthony Muhye and Morten Stahl analyze the top natural hydrogen headlines of the past few weeks from an investor's point of view. In this episode, we learn more about what Gold Hydrogen is planning with their investors in green methanol production, how MAX Power and Saskatchewan are doing extremely well this year, more about legislation that could benefit QIMC and how new rules will benefit explorers in Iowa, as well as new developments in California and Spain! Enjoy the episode. ----------------------------------------------- 00:00 Intro 00:46 Gold Hydrogen’s MOU with Mitsubishi Gas Chemical on methanol 02:12 Gold Hydrogen’s flow-testing progress and water-dissolved hydrogen tech 03:00 Saskatchewan’s recent natural hydrogen and helium permit bidding round 06:12 Saskatchewan’s competitive bidding and unknown bidders in exploration permits 08:09 FDE's progress in hydrogen extraction from water and their Kansas operations 10:21 Industry-wide excitement about natural hydrogen and hydrogen in California 12:16 Emerging regulatory developments in Quebec, Nova Scotia, and broader European/US landscape 15:15 Spain’s new permits granted to Mantle8 and Mantle8’s exploration activity 16:38 Natural hydrogen presence and testing in California, and permits issued to Koloma and Anning Corp. 18:26 California’s historic potential in hydrogen economy, reminiscent of the gold rush era 18:56 - Upcoming industry event: H-Nat 2026 conference and networking opportunities ----------------------------------------------- HNAT tickets are still at a discounted price! Find them here: https://www.hnatworldsummit.com/ticketing?utm_source=Nath2investing&utm_medium=Part&utm_id=HNAT26 Want to understand Natural Hydrogen? We've created an explainer for you: https://www.youtube.com/watch?v=AXG1GpyT1Mg Read all of this news on our website: www.nath2investing.com

One of the biggest obstacles to building a solid, reliable natural hydrogen industry has been the question of how to extract, store, and transport natural hydrogen once it has been extracted. This issue may have been left in the past, thanks to Prometheus Hydrogen's proprietary metal hydride technology, which, amazingly, is currently being tested by the U.S. Air Force at multiple bases to demonstrate if it can withstand the test of real-world applications. Hosts Anthony Muhye and Morten Stahl have sat down with two of the industry's leading figures and familiar guests, Dr. Richard Hartman (of the U.S. Air Force) and Dr. Douglas Wicks (natural hydrogen leading expert) to find out more about how this demonstration is taking place, what Prometheus Hydrogen is building, and what the objectives are for the U.S., the industry as a whole, and the future of energy as we know it. ----------------------------------------------- Video sections: 00:00 - Intro 01:00 - US Air Force's initiative on geologic hydrogen for energy resilience 02:13 - Updates on the US Air Force demonstration projects 03:08 - Overcoming hydrogen production costs and safety concerns 04:08 - The ecosystem approach to hydrogen, from generation to storage 05:02 - Companies involved: HyTerra, Helix, Prometheus Hydrogen 05:59 - Demonstration at Cannon Air Force Base and future prospects 06:44 - Safety and innovation: Metal hydrides' unique features 12:25 - Hydrogen storage importance & Prometheus's metal-hydride technology 13:40 - Safety advantages of metal hydrides (shot experiments, fire hazards) 15:02 - The military and commercial relevance of advanced energy storage 17:42 - Storage density comparison and energy security 19:07 - Dual-use potential for military and civilian energy applications 22:09 - Natural hydrogen market and the impact of new storage technology 27:52 - Next steps after demonstration and scalability considerations 28:06 - Opening legislation challenges for geologic hydrogen on military lands 30:21 - Broader implications for industries like semiconductors and chemicals 32:50 - Future demonstration and scaling prospects for geologic hydrogen 35:46 - Global expansion, especially in Japan & Southeast Asia 38:24 - Community and industry engagement, upcoming events, and industry benefits ----------------------------------------------- Learn more about Prometheus Hydrogen here: https://prometheush2.com/home Read more about this initiative on the official US Air Force announcement: https://www.afcec.af.mil/News/Article-Display/Article/4408698/air-force-leading-geologic-hydrogen-research-initiative-for-malmstrom-mcconnell Read the original announcement about the selection of partners for the initiative here: https://www.renaissancephilanthropy.org/insights/chimaera-partner-selection Get all of your natural hydrogen investment insights at nath2investing.com

This is Episode 2 of the Investor Angle by NatH2Investing, where hosts Anthony Muhye and Morten Stahl analyze the top headlines of the past weeks and provide you with an investor point of view. In this episode, we are deep diving into Gold Hydrogen's most recent commercial presentation, where they expertly tackled the skepticism around extracting hydrogen dissolved in water; covering the MAX Power C$25M raise from Eric Sprott and what this means for the company; and helping you understand more about "the one you may have missed", Benton Resources' C$2M raise, also from Eric Sprott. Enjoy the episode! ----------------------------------------------- Video sections: 00:00 Intro 02:03 - The significance of Sprott’s investments and increasing stake in MAX Power 04:19 - Sprott’s broader investment strategy and impact on the natural hydrogen industry 06:21 - Gold Hydrogen’s recent investor presentation and Japan connections 07:55 - Technologies for handling dissolved hydrogen and helium in water 09:29 - The upcoming flow testing in June and critical data expectations 12:13 - Benton Resources’ investment from Sprott and its Canadian prospects 15:25 - The role of prominent investors like Bill Gates and Sprott in industry growth 16:25 - Opportunities to participate in the H-Nat conference in Paris this November ----------------------------------------------- Gold Hydrogen's presentation is here: https://nath2investing.com/article/gold-hydrogen-advances-toward-commercial-flow-testing-at-ramsay-natural-hydrogen-and-helium-project Want to get your tickets for HNAT 2026? Find them here (they're cheaper than they'll ever be this year)! https://www.hnatworldsummit.com/ticketing?utm_source=Nath2investing&utm_medium=Part&utm_id=HNAT26 What is natural hydrogen? We've made an explainer video for you here: https://youtu.be/AXG1GpyT1Mg

We're excited about all of the financial support that natural hydrogen has been getting in the past few months, but what happens once companies overcome the initial excitement and start actually producing it?  Where does it go, and do we prefer to use it as an electron (for energy, in a world increasingly in need of it) or as a molecule (for manufacturing chemicals and feedstock)? In this episode, hosts Anthony Muhye and Morten Stahl analyze how best to use natural hydrogen once the industry is producing commercially, how we can overcome the biggest and most painful roadblocks ahead, and why energy might not always be the best approach. Enjoy the episode. ----------------------------------------------- 00:00 Intro 02:03 Exploring Natural Hydrogen End Uses 06:02 Comparative Analysis of Hydrogen Types 10:14 Ammonia and Methanol: Key Applications 14:15 Natural Hydrogen in Heavy Transport 17:59 The Role of Natural Hydrogen in Energy Storage 22:00 Hydrogen Vehicles vs. Electric Vehicles 25:58 The Future of Natural Hydrogen and AI 30:07 Innovations in Hydrogen Technology 34:10 Helium and Its Connection to Hydrogen 38:11 Conclusion and Future Outlook ----------------------------------------------- Want to get your tickets for HNAT 2026? Find them here (they're cheaper than they'll ever be this year)! https://www.hnatworldsummit.com/ticketing?utm_source=Nath2investing&utm_medium=Part&utm_id=HNAT26  Find more natural hydrogen insights at https://www.nath2investing.com

Natural hydrogen is more than just a promising new energy source and low-carbon chemical feedstock: it represents an opportunity for investors to enter an industry that could change the world within the next decade, potentially generating enormous returns for those who take calculated risks early. In this video, hosts Anthony Muhye and Morten Stahl (specialized natural hydrogen investor) teach you what you need to know about investing in natural hydrogen: what platforms you can use, what signals to look out for, how to diversify to spread out risk, and what to expect after you’ve invested. Disclaimer: The content of this video is not investment advice and does not constitute any offer or solicitation to offer or recommendation of any investment product. NatH2Investing.com has not been sponsored by Interactive Brokers or any other platform mentioned in this video. ----------------------------------------------- 00:00 Intro 01:16 Why Invest in Natural Hydrogen? 03:55 Hydrogen and Helium 04:42 The importance of Diversification 06:10 Disclaimer 06:33 Interactive Brokers 07:34 Choosing the Right Investment Platform 13:25 Understanding the NatH2 Index 15:42 Opportunities and Risks in Natural Hydrogen Investment 25:31 H-Nat 2026 ----------------------------------------------- Want to get your tickets for HNAT 2026? Find them here (they're cheaper than they'll ever be this year)! https://www.hnatworldsummit.com/ticketing?utm_source=Nath2investing&utm_medium=Part&utm_id=HNAT26

Welcome to the debut episode for The Investor Angle by NatH2Investing - a special monthly series where hosts Anthony Muhye and specialized investor Morten Stahl analyze the top headlines and help you understand what they mean from an investor's point of view. This first month, we are analyzing the selection of three companies by Renaissance Philanthropy and the Chimaera Fund for geological hydrogen demonstrations at U.S. Air Force bases; the landmark C$17.25 million raise from QIMC; MAX Power's massive Lawson expansion; and one more piece of news you will have missed, regarding Anteros Metals in Canada. At the end, we also have some interesting news of our own to share regarding the world's biggest natural hydrogen conference, so watch until the final minute. We hope you enjoy the episode! ----------------------------------------------- Video sections: 00:00 Intro 01:28 Renaissance Philanthropy Selects Three Companies 04:02 QIMC C$17.25 Million Raise 06:00 MAX Power Expands Lawson Hydrogen Discovery 07:45 The One You Missed - Anteros Metals 12:45 BIG HNAT 2026 Announcement ----------------------------------------------- Want to get your tickets for HNAT 2026? Find them here (they're cheaper than they'll ever be this year)! https://www.hnatworldsummit.com/ticketing?utm_source=Nath2investing&utm_medium=Part&utm_id=HNAT26 Follow us on LinkedIn: https://www.linkedin.com/company/nath2investing

Investors in this space, especially retail investors, are seemingly most interested in companies that are already putting their drills into the ground, as it demonstrates the type of action that could help stock prices rise in this nascent industry. But which companies are actively drilling, have drilled, or are soon to start drilling? Hosts Anthony Muhye of NatH2Investing and Morten Stahl of Natural Hydrogen Ventures have gotten together to study each of these companies and analyze what their drilling program looks like, as well as how promising their locations could be. Enjoy the episode. ----------------------------------------------- Episode sections: 00:00 Intro 01:28 Introduction to companies that are drilling for natural hydrogen 03:02 The importance of drilling in natural hydrogen exploration 05:02 Drilling developments in Canada 08:04 Exploration strategies of QIMC and MAX Power 13:09 Française De l'Énergie (FDE), the European promise 16:55 The meaning of drilling for investors 19:57 Emerging companies: Anteros Metals 23:15 Legacy players: HyTerra and Gold Hydrogen 27:02 The growing interest in natural hydrogen  ----------------------------------------------- Follow us on LinkedIn: https://www.linkedin.com/company/nath2investing/ Find more natural hydrogen insights at https://www.nath2investing.com

Ras Laffan in Qatar is the single largest helium production hub in the world, responsible for roughly 30% of global supply. Because helium is produced as a byproduct of liquefied natural gas processing, the entire supply chain is tightly coupled to LNG infrastructure. In March 2026, drone and missile strikes forced a halt in Ras Laffan's operations, instantly removing nearly a third of global helium supply and exposing just how concentrated and fragile the market has become. But there could be a ray of hope among all of this - precisely by exposing the fragility of the global helium supply chain, resource companies are already moving to avoid this from happening again. Gold Hydrogen, with world-class helium shows at its South Australian Ramsay project, could have answers to our helium questions... and could solve future crises forever. In today’s episode, hosts Anthony Muhye and Morten Stahl sit down with Gold Hydrogen Managing Director Neil McDonald to discuss how new sources of helium, including natural hydrogen systems, could play a role in diversifying supply and addressing long-term structural constraints in the global market.  -----------------------------------------------  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

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

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