In my personal opinion, this could be a game-changer for geologic hydrogen. Think about it: 1. Fortescue is buying 39.8% of HyTerra 2. They'll use the money to look for hydrogen in more places 3., They're planning to drill 6 wells instead of just 2 This made me wonder: Could geologic hydrogen be the next big thing in energy? Let's look at some numbers. @Paul Dial shared this interesting info about U.S. oil production: • 1859: 2,000 barrels • 1879: ~20 million barrels • 1906: ~126 million barrels • 2024: ~5 billion barrels Could we see a similar growth for geologic hydrogen? Yes or no? What do you think this development means for the future of hydrogen? Will we see the next project after Mali soon? Or is it too early to tell? P.S. You can follow the discussion on LinkedIn here

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What did I find? → Green hydrogen costs: $3–$8/kg; linked to renewable electricity prices. → Blue hydrogen costs: $1–$2/kg but reliant on low natural gas prices. → Emissions: Green is almost zero-emission; blue requires 90%+ CO₂ capture. → Technology: Electrolyzer costs for green hydrogen may drop by 50% by 2030. → Policies: Carbon pricing and subsidies play a decisive role in both markets. → Methane leakage: A critical factor for blue hydrogen’s feasibility. Check out the slides for more details and a bonus at the end. Get our Q3/2024 market review here: P.S. Which type of hydrogen do you think will dominate in the next decade? Did you find something in the slides you agree or disagree with? Tell me 👇