Natural Hydrogen Investment

QIMC Raises $17.25M and More! | The Investor Angle by NatH2Investing

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

Which Companies Are Drilling for Natural Hydrogen? | Company Breakdown

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

We Can Solve the Helium Supply Problem - Gold Hydrogen Interview

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

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

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