Green Investors AG

Natural Hydrogen: The Next Big Shift in Energy Transition? At TDK Ventures, we’re constantly exploring innovations that could revolutionize sustainability and decarbonization. One area we’re particularly excited about is Natural Hydrogen (NH). Here's why (sources for these figures are in our article): - Affordability: NH could reach costs as low as $0.5/kg, making it a game-changer compared to traditional hydrogen. - Sustainability: NH could reach a carbon footprint lower than all other hydrogen production mechanisms—just 0.4 kg CO₂ per kg H₂. - Abundance: The subsurface hydrogen resource is tentatively estimated at 5.6×10¹² tons globally, offering the potential for widespread accessibility. NH holds the promise to disrupt hydrogen production, enabling it to become a primary fuel source. Engineered wells, or “stimulated hydrogen” (SH), could produce hydrogen at a renewable rate. Despite its immense potential, NH is still nascent. From geological unknowns to extraction challenges, startups and researchers are tackling complex barriers. Yet, the rapid rise of innovators like Koloma, Snowfox Discovery, and Addis Energy signals the dawn of a new energy frontier. Read our article to dive into the opportunities, challenges, and players shaping this emerging field. https://lnkd.in/gD44BKSA What are your thoughts on Natural Hydrogen? Could it be the holy grail of the hydrogen economy? Let’s discuss! Adam Erlichman, Joshua Rubnitz, Qianran (Katherine) He, PhD, 🌱🤝🌍 Anil Achyuta

This is BIG! 💥 Dr. Deepak Chopra MD (official) – yes, the legendary thought leader reshaping how we think about health, purpose, and the human experience – is coming to unDavos! We’re beyond grateful to welcome you to this eye-opening session together with Finnish Flow. Dr. Chopra will explore how Artificial Intelligence #AI can elevate our spiritual intelligence and personal well-being. With his unique blend of science and wisdom, he’ll inspire and challenge us with fresh perspectives on what’s possible for us as humans. 🗓️ Date: January 23, Thursday during WEF Week 🕒 Time: 15:00-16:00 CET 📍 Where: Mountain Plaza Hotel, Davos This is your chance to hear from a visionary whose 90+ books have inspired millions and whom TIME named one of the world's most influential people. The session includes a keynote and an interactive Q&A – an unmissable moment to engage with a truly great mind 🙏🏼 Presented in partnership with Finnish Flow, this event is more than just a talk – it’s an experience at the intersection of innovation and personal growth 🌱 This promises to be unforgettable. See you there! 👉🏼 Learn more and stay tuned: https://lu.ma/xrx3xf0w Risto Kuulasmaa | Dr Mandeep Rai | Mark Turrell | Robin Thomas Sverd | Anine Willums Karp | Finnish Flow | Fresh Solutions AI | #DavosWeek #unDavosSummit2025 #ItAllChanges

Final 45V (Hydrogen Production Tax Credit) rules announced today, by the U.S. Department of the Treasury and IRS, after consideration of roughly 30,000 public comments over the past year. This provides additional clarity and flexibility that will help facilitate clean hydrogen investment. Examples of key changes include: Incrementality: Additional pathways provided for: nuclear plant retirement risk, State policies that meet certain criteria (currently California and Washington), and new carbon capture and sequestration (CCS). Time matching: Extends the transition from annual to hourly matching starting in 2030 instead of 2028. (Once hourly matching is required, the final rules allow hydrogen producers to determine electricity-related lifecycle emissions on an hourly basis as long as the annual emissions of the hydrogen production process are under 45V’s limit of 4 kg of CO2e per kg of hydrogen produced. This option will provide additional investment certainty because it helps producers avoid losing much of the credit value if they cannot procure Energy Attribute Certificates (EACs) for a limited number of hours during the year. The final regulations also provide rules for determining eligibility of hydrogen produced using methane reforming technologies, including with CCS, or with the use of natural gas alternatives such as renewable natural gas (RNG) or coal mine methane. The final rules will enable investment certainty by allowing the option of using the version of the 45VH2-GREET model that was the most recent when the facility began construction. Stay tuned: DOE will soon release an updated version of the 45VH2-GREET model to calculate the tax credit. See below for details: https://lnkd.in/evNn6RqT

Blackrock just took a big write-down on its Global Renewable Power Fund III. Because of two ill-fated investments in Northvolt and SolarZero. Surprisingly, a $4.8 billion fund saw its internal rate of return plummet due to just two portfolio companies faltering. This fund was BlackRock's third flagship GRP fund, part of its bet on the energy transition and a push towards renewable energy and infrastructure. Many of the funds’s assets are early-stage climate infrastructure investments in: EV charging, renewable generation, and power storage and transmission. Are they simply making bad investments or is this a prequel to what to expect? What this tells me about climate tech investing: 1. The significant impact of two companies on a $4.8 billion fund suggests that traditional risk models needs reevaluation. The conventional playbook for diversification doesn't quite work in climate tech. When companies in your portfolio are all betting on similar technological advances or regulatory shifts, they tend to sink or swim together. Traditional risk models might be missing these hidden correlations. 2. The Northvolt situation is a wake-up call - throwing money at climate tech isn't enough. These companies need investors who roll up their sleeves and get involved. We're seeing a shift from passive to active investing, where deep operational expertise is just as crucial as the capital itself. 3. SolarZero, a major player in New Zealand Energy Sector, was far from an early-stage startup when BlackRock acquired it in 2022. Despite its 50-year history , something went wrong. It hints at a broader challenge: global funds rushing into new markets might be overlooking local market dynamics and regional complexities in their eagerness to deploy capital in the renewable space. As this sector matures, we need a new framework for resilient investment strategies that can better weather the failures of individual companies while capitalizing on the overall growth trend in clean energy. #climatetech #VC #investment #newbook #fundclimatetech #blackrock Link for the news in the comments.

🆕 Study: Trillions of tons of underground hydrogen could power Earth for over 1,000 years❗️ 👍 Geologic hydrogen could be a low-carbon primary energy resource ✅ 🤓 The U.S. Geological Survey suggests that our earth could hold around 6.2 trillion tons (5.6 trillion metric tons) of natural or geologic hydrogen in rocks and underground reservoirs. 🤩 🌐 Researchers claimed that just a fraction of this massive amount of hydrogen gas could reduce humans’ dependency on fossil fuels for almost 20 decades. 🇲🇱🇦🇱 Formed during natural geochemical processes on Earth, geologic hydrogen could fulfill multiple needs. So far, it has been discovered in just a few places, including Albania and Mali. 🌍🌎🌏 These reserves could stretch all around the globe. Although, most of the hydrogen is expected to be too deep or too far offshore to be accessed and some of the reserves are probably too small to extract in a way that makes economic sense, the researchers suspect. 🫵 However, the results indicate there’s more than enough hydrogen to go around, even with those limitations. 👉 https://lnkd.in/eGFuxYFr

💡 On the same day that Germany records less than 20% of #renewables in its energy mix, the country abandons the Power Plant Strategy—a plan designed to precisly tackle this challenge: how to ensure clean, dispatchable energy during periods of low wind and sun, the so-called #dunkelflaute events. #Germany has immense renewable potential, but without supporting clean gases (the only ones to provide long term storage), can it truly break free from its reliance on fossil fuels? This isn’t just about affordability—it’s about competitiveness, energy independence, and building a future-proof energy system. Europe must urgently expand its notion of security of supply, to make sure generation adequacy is met throgh clean and domestically produced energy. Betting on technologies like #hydrogen is not just an option—it’s the only path to a resilient, clean, and sustainable energy future that doesn’t rely on polluting sources to bridge gaps in renewable production. What steps do you think Europe should take to achieve this? #EnergyTransition #CleanEnergy #Hydrogen #Renewables