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:

Comprehensive energy news coverage, updated nonstop

Annual subscription

8.25$/month*

*billed annually at 99$/year for the first year then 149,00$/year ​

Unlimited access • Archives included • Professional invoice

OTHER ACCESS OPTIONS

Monthly subscription

Unlimited access • Archives included

5.2$/month*
then 14.90$ per month thereafter

FREE ACCOUNT

3 articles offered per month

FREE

*Prices are excluding VAT, which may vary depending on your location or professional status

Since 2021: 35,000 articles • 150+ analyses per week

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 Bourakébougou 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.

Lhyfe aims to double its revenue next year, refocuses industrial priorities and plans a 30% cost reduction starting in 2026 to accelerate profitability.
Plug Power has completed the installation of a 5 MW PEM electrolyzer for Cleanergy Solutions Namibia, marking the launch of Africa’s first fully integrated green hydrogen production and distribution site.
Indian group AM Green has signed a memorandum of understanding with Japanese conglomerate Mitsui to co-finance a one million tonne per year integrated low-carbon aluminium production platform.
Next Hydrogen completes a $20.7mn private placement led by Smoothwater Capital, boosting its ability to commercialise alkaline electrolysers at scale and altering the company’s control structure.
Primary Hydrogen plans to launch its initial drilling programme at the Wicheeda North site upon receiving its permit in early 2026, while restructuring its internal exploration functions.
Gasunie and Thyssengas have signed an agreement to convert existing gas pipelines into hydrogen conduits between the Netherlands and Germany, facilitating integration of Dutch ports with German industrial regions.
The conditional power supply agreement for the Holmaneset project is extended to 2029, covering a ten-year electricity delivery period, as Fortescue continues feasibility studies.
HDF Energy partners with ABB to design a multi-megawatt hydrogen fuel cell system for vessel propulsion and auxiliary power, strengthening their position in the global maritime market.
SONATRACH continues its integration strategy into the green hydrogen market, with the support of European partners, through the Algeria to Europe Hydrogen Alliance (ALTEH2A) and the SoutH2 Corridor, aimed at supplying Europe with clean energy.
Operator GASCADE has converted 400 kilometres of gas pipelines into a strategic hydrogen corridor between the Baltic Sea and Saxony-Anhalt, now operational.
Lummus Technology and Advanced Ionics have started construction of a pilot unit in Pasadena to test a new high-efficiency electrolysis technology, marking a step toward large-scale green hydrogen production.
Nel ASA launches the industrial phase of its pressurised alkaline technology, with an initial 1 GW production capacity and EU support of up to EUR135mn ($146mn).
Peregrine Hydrogen and Tasmania Energy Metals have signed a letter of intent to install an innovative electrolysis technology at the future nickel processing site in Bell Bay, Tasmania.
Elemental Clean Fuels will develop a 10-megawatt green hydrogen production facility in Kamloops, in partnership with Sc.wén̓wen Economic Development and Kruger Kamloops Pulp L.P., to replace part of the natural gas used at the industrial site.
Driven by green hydrogen demand and state-backed industrial plans, the global electrolyser market could reach $42.4bn by 2034, according to the latest forecast by Future Market Insights.
Driven by mobility and alkaline electrolysis, the global green hydrogen market is projected to grow at a rate of 60 % annually, reaching $74.81bn in 2032 from $2.79bn in 2025.
Plug Power will supply a 5MW PEM electrolyser to Hy2gen’s Sunrhyse project in Signes, marking a key step in expanding RFNBO-certified hydrogen in southern France.
The cross-border hydrogen transport network HY4Link receives recognition from the European Commission as a project of common interest, unlocking access to funding and integration into Europe’s energy infrastructure.
The withdrawal of Stellantis weakens Symbio, which is forced to drastically reduce its workforce at the Saint-Fons plant, despite significant industrial investment backed by both public and private stakeholders.
German steelmaker Thyssenkrupp plans to cut 11,000 jobs and reduce capacity by 25% as a condition to enable the sale of its steel division to India’s Jindal Steel.

All the latest energy news, all the time

Annual subscription

8.25$/month*

*billed annually at 99$/year for the first year then 149,00$/year ​

Unlimited access - Archives included - Pro invoice

Monthly subscription

Unlimited access • Archives included

5.2$/month*
then 14.90$ per month thereafter

*Prices shown are exclusive of VAT, which may vary according to your location or professional status.

Since 2021: 30,000 articles - +150 analyses/week.