Global white hydrogen reserves spark a new race for exploration

From France to Mali and Albania, recent discoveries of substantial white hydrogen reserves are fueling global competition for commercial exploitation of this still-underestimated resource.

Share:

Subscribe for unlimited access to all the latest energy sector news.

Over 150 multisector articles and analyses every week.

For less than €3/week*

*For an annual commitment

*Engagement annuel à seulement 99 € (au lieu de 149 €), offre valable jusqu'au 30/07/2025 minuit.

The recent announcement of a 46-million-ton white hydrogen reserve in Moselle, eastern France, confirmed a global trend: growing industrial interest in this relatively untapped energy resource. This potential, valued at nearly $92 billion, positions France as a leading nation regarding currently identified reserves, bolstering French ambitions in the energy sector.…

The recent announcement of a 46-million-ton white hydrogen reserve in Moselle, eastern France, confirmed a global trend: growing industrial interest in this relatively untapped energy resource. This potential, valued at nearly $92 billion, positions France as a leading nation regarding currently identified reserves, bolstering French ambitions in the energy sector.

Resources already exploited in Africa

Mali, with the BourakĂ©bougou site operated by Hydroma for over a decade, remains the only current example of successful commercial exploitation. The deposit produces hydrogen with a purity of 98%, powering a local electrical plant since 2012. This practical case has spurred other nations to intensify research, highlighting potential profitability and attracting international investors’ attention.

Emergence of new players in Europe

In Europe, Albania made significant strides with the recent discovery of a reservoir estimated at 50,000 tons near Bulqizë. Found in an abandoned chromium mine, the site releases approximately 200 tons of natural hydrogen annually. The economic attractiveness of this discovery, combined with proximity to European markets, could position Albania as a strategic new player.

America and Australia accelerate efforts

In the United States, Natural Hydrogen Energy LLC initiated a pilot drilling project in Nebraska in 2023, attracting increasing interest from both private and institutional American investors. Concurrently, Australia has already granted around thirty exclusive exploration permits, demonstrating a clear ambition to actively participate in this emerging market. These initiatives underscore a rapidly intensifying international competition.

Promising signals elsewhere in the world

Other regions, including Brazil, Namibia, and Iceland, also exhibit promising indications of white hydrogen reserves beneath their surface. These preliminary discoveries heighten sector expectations about the global scope of available reserves. However, precise capacities remain to be confirmed through further geological studies and deeper exploration.

Amid this international momentum, the global energy market’s attention now focuses on upcoming exploration phases, which will determine the actual economic impact of white hydrogen within the future global energy mix.

According to the Oxford Institute for Energy Studies, the adoption of low-carbon ammonia in maritime transport faces economic, regulatory, and safety barriers, despite growing international pressure to reduce emissions from the global fleet.
Despite declining revenues, Next Hydrogen maintains operational continuity in Q2 2025 through new private and institutional financing.
Transition Industries assigns Bonatti to build core infrastructure for Pacifico Mexinol, a strategic methanol complex in Mexico poised to become a major global player.
GeoPura has acquired key assets from Green Hydrogen Systems and opened a subsidiary in Denmark to support its expansion in hydrogen electrolyser production and maintenance.
BP and Fortescue withdrawals reveal gap between promises and economic reality in the sector, despite 22.7 billion Australian dollars in government incentives.
Endua, an Australian technology company, has received $4.88mn in public funding to strengthen its capacity to produce modular hydrogen electrolysers, supporting the expansion of local supply chains and industrial development within the hydrogen sector.
HydrogenXT secures a $900mn agreement with Kell Kapital Partners Limited to develop the first ten local zero-carbon blue hydrogen plants along key logistics corridors in the United States.
Elogen completes delivery of a 2.5 MW proton exchange membrane electrolyser for the Baseload Power Hub, linked to the Hollandse Kust Noord offshore wind farm and operated by CrossWind joint venture.
Fotowatio Renewable Ventures joins forces with Envision Energy for the H2 Cumbuco project, aiming for a 500MW green ammonia plant targeting Brazilian, European, and Asian markets.
Element 2 strengthens its partnership with HRS to install a mobile hydrogen station in Glasgow, as part of its expansion strategy for its refuelling network in the United Kingdom and Ireland.
Global hydrogen development, supported by more than 1,500 ongoing projects and significant investments, is driving strong demand for insurance coverage, with potential estimated at over USD3bn in annual premiums by 2030.
ArcelorMittal Brazil begins a collaboration with Utility Global to develop a clean hydrogen project using the patented H2Gen system, aimed at producing up to 3 tons per day at the Juiz de Fora plant.
ENERTRAG announces the acquisition of a plot in Prenzlau to install a 130 megawatt green hydrogen production unit, with a planned investment of €300 mn, thereby supporting the regional economy and local industrial sector.
H2APEX Group SCA has completed a EUR30mn ($32.5mn) capital increase to finance the acquisition of HH2E Werk Lubmin GmbH and support the development of its hydrogen project in Germany. —
Next Hydrogen launches the largest onsite clean hydrogen production and distribution station in Ontario, capable of supplying up to 650 kg per day for powering fuel cell forklifts.
A 5,500-horsepower harbour vessel was bunkered with green ammonia at the Dalian terminal, marking the creation of a full value chain for this fuel and a technical milestone for the maritime sector.
Air Liquide begins construction of the ELYgator electrolyser in Rotterdam, a 200 MW project, supported by the Dutch government and an investment exceeding €500 mn.
A pilot project in Germany aims to produce green hydrogen at sea directly from untreated seawater on offshore wind farms, using marine bacteria and robust materials.
BP withdraws from the Australian Renewable Energy Hub, a major renewable hydrogen and ammonia project in the Pilbara region, marking a new stage for energy investments in Australia.
Next Hydrogen raises CAD1.5mn from its management and a commercial lender to strengthen its cash flow and retain teams, while maintaining its review of financial and strategic solutions.
Consent Preferences