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.

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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.

Stanwell announces the end of its participation in the Central Queensland Hydrogen Project, a major international hydrogen production initiative, raising questions about the sector's outlook in the region.
Lhyfe becomes the first French producer to obtain European RFNBO certification, delivering the first batches of certified hydrogen and opening access to new support mechanisms for the industrial sector.
Tree Energy Solutions and CPC Finland will produce 125,000 tonnes annually of e-NG at the Finnish port of Rauma, targeting European and international markets with a significant investment.
The European Commission grants €3.5mn to support preparatory work for a Franco-German cross-border network aimed at transporting hydrogen between the Grand Est region and Baden-Württemberg starting in 2029.
French company McPhy Energy awaits a court decision regarding offers submitted during its judicial reorganization, paving the way for probable liquidation and potential delisting of its shares.
The majority-Indigenous-owned Canadian manufacturer HyVera Distributed Energy is introducing an eCat pellet that instantly produces ultra-pure green hydrogen without external electricity and is counting on two pilot plants to simplify industrial supply.
Underground hydrogen storage, essential to support its growth, continues to face significantly higher costs than natural gas storage, along with major technical challenges hindering its competitiveness against conventional energies.
Singapore-based hydrogen specialist Hydrexia seals a protocol with Indonesian gas giant Samator to deploy purification, transport and storage of hydrogen, betting on rapidly growing local demand and export outlets to the Asia-Pacific region.
Cadiz Inc. signs a memorandum of understanding with British company Hoku Energy for a large-scale energy project including green hydrogen, solar power, and digital infrastructure in the Californian desert, projecting annual revenues of up to $10mn.
BP indefinitely halts its blue hydrogen project at the Whiting refinery in Indiana, raising questions about the future of federal funding and the impact on regional plans for a decarbonized hydrogen sector in the United States.
The Polish energy group ORLEN receives a non-repayable grant of €382 million from the National Recovery Plan to finance its renewable and low-emission hydrogen production initiatives.
Georgia Power and Mitsubishi Power announce successful completion of an unprecedented test incorporating 50% hydrogen into an advanced gas turbine, reducing CO2 emissions by 22% compared to natural gas alone.
Neoenergia has begun construction of one of Brazil's first green hydrogen plants, aimed at supplying heavy and light vehicles, with an investment exceeding 30 million Brazilian reais ($5.99mn).
The SA-H2 fund, supported by international partnerships and local institutional backing, mobilises 37 million USD to develop export-oriented green hydrogen from South Africa, with an initial concrete project announced.
Turbotech reports successful combustion testing of a hydrogen turboprop, developed through digital simulation with Ansys, marking an industrial milestone in light aircraft using alternative fuel.
France Hydrogène responds to the Cour des Comptes report published on June 5, criticising an incomplete reading of updated targets and the economic impacts of decarbonised hydrogen development.
The Belfort Commercial Court has opened a judicial reorganisation procedure for McPhy, while a renewed call for tenders for its asset sale is now set to close on 13 June.
Plug Power CFO Paul Middleton acquired 650,000 shares on the market, affirming his support for the long-term strategy of the hydrogen-focused company.
The Canadian government is funding an initiative to support 40 SMEs in British Columbia’s hydrogen sector, aiming to increase foreign investment and expand international market share.
Developer CWP Global has paused its $40 billion AMAN project in Mauritania due to a lack of buyers for green ammonia despite favourable local conditions.