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Could white hydrogen discovery fast-track global shift to clean energy?

While billions have been poured into manufacturing hydrogen the dirty way, experts in Canada found what was once thought to be impossible: a steady stream of white hydrogen.

Last year, thanks to a surge in solar panel installations, the world raved about how renewables overtook coal to become one of the largest suppliers of energy. Not to burst that bubble, but as great as that achievement is, it only reflects a fraction of the reality.

In fact, a little more than 80% of total energy consumption globally, ranging from transportation to manufacturing, is still supplied by fossil fuels. As such, last year’s industrial fossil fuels emissions reached a record high of 38.1 billion tonnes. While total global emissions technically flatlined at 42.2 billion tonnes, many industries are still moving in the wrong direction in terms of the type of energy being consumed.

This is the reason much of the world is pining for hydrogen fuel, because when it’s burned, its only byproduct is water. This is the much-needed lifeline that is needed to transition heavy industries off fossil fuels entirely.

Yet, because it was previously impossible to find a naturally occurring, continuous supply of hydrogen, we started to manufacture it. This is where the colour codes associated with the element comes in.

Brown, grey, and black hydrogen are derived from fossil fuels using chemical separation processes that isolate hydrogen from hydrocarbons. In contrast, green hydrogen is produced through electrolysis. This is a clean process that uses renewable electricity from solar or wind power to split water molecules into pure hydrogen and oxygen as a byproduct.

Here’s the catch. While green hydrogen is entirely emissions-free, the tech remains incredibly expensive to scale. Because it is cheaper, manufacturers end up defaulting to brown, grey, or black hydrogen. Such a compromise means that the production of this supposedly clean gas often does more harm than good.

A recent breakthrough might just change this narrative, however, as experts from the University of Toronto and the University of Ottawa came together to publish a ground-breaking study just last month.

For over a decade, these geochemists monitored 35 separate boreholes drilled deep into the Canadian Shield. Throughout this 11-year monitoring period, they found that boreholes were continuously venting hydrogen gas with no signs of slowing down. This discovery serves as proof that the Earth is not just storing a finite reserve of hydrogen, but is actively generating it within these billion-year-old rock formations.

After mapping the chemistry of these sites, they confirmed that deep underground in these rock formations, iron and magnesium react with trapped groundwater. The iron in the rocks then strips away oxygen from the water molecules, leaving pure natural hydrogen gas – otherwise known as white hydrogen – to bubble up through the crust.

On its own, a single borehole releases about 8kg of hydrogen annually. This mine site has nearly 15,000, meaning a massive amount of sustained energy is being continually produced. This is why geologists are so excited about this discovery.

Just two years ago, the global demand for hydrogen rose to almost 100 million tonnes, a 2% increase from 2023. By 2030, experts estimate that over US$320 billion is projected to be invested into the clean hydrogen pipeline.

Today, hydrogen is primarily used in industrial processes to refine petroleum, food processing, and manufacture agricultural fertilizers, whereas space agencies have long been using its liquefied form as rocket fuel. Unfortunately, most of the current market is dominated by grey and brown hydrogen, which are actively contributing to the world’s rising emission levels.

The future market aims to move away from this, though. The goal is to transform hydrogen usage into a clean energy carrier to power long haul heavy transportation and provide the ultra-high heat needed to power carbon-free steel and cement manufacturing.

For now, replacing fossil fuel-based hydrogen with clean green hydrogen requires immense funding to build massive sustainable factories.

This is why white hydrogen is being hailed a holy grail, because it bypasses this entire manufacturing phase as nature is doing much of the work deep underground. By simply drilling for this naturally occurring gas, we can extract it at a fraction of the cost, prompting it to be cheaper and greener than fossil fuels itself.

Additionally, as the Canadian study proved, white hydrogen isn’t a stagnant pool that will run dry but is rather it’s a stable regenerative resource fuelled by the Earth’s internal reactions.

If such reserves are found elsewhere (which is likely), and tapped into, this goldmine could essentially fuel heavy industries and systematically sideline fossil fuels.

In doing so, it would establish hydrogen as a truly low-carbon energy source from the moment of extraction to its point of consumption.

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