Green transition

The white hydrogen craze: a clean and low-cost source of energy

European energy companies are pushing for a one-billion plan to map priority sites and drill 50 exploratory wells across 10 countries

 (GettyImages)

4' min read

Translated by AI
Versione italiana

4' min read

Translated by AI
Versione italiana

The green transition may have found its catalyst beneath the ground in Lorraine, France: a vast deposit of 46 million tonnes of white hydrogen. This discovery is the latest development in a global exploration boom that began in Africa over ten years ago – a gold rush that promises to deliver a clean fuel for less than a dollar per kilo.

Grey hydrogen and green hydrogen

For decades, the industrial sector has viewed hydrogen as the ideal energy carrier for decarbonising hard-to-abate sectors, from steelmaking to aviation. However, production has come up against an insurmountable paradox. ‘Grey’ hydrogen, produced via steam reforming of methane, is cheap but highly polluting. ‘Green’ hydrogen, generated by the electrolysis of water, requires enormous quantities of electricity from renewable sources and suffers from significant efficiency losses throughout the supply chain. Today, geology offers a third way: the direct extraction of geological hydrogen, naturally accumulated in the Earth’s crust.

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White hydrogen: the story begins in 1987

The global hunt for ‘white hydrogen’ began in the small village of Bourakébougou, in Mali. In 1987, whilst drilling a water well – which was subsequently sealed – a worker accidentally caused an explosion by holding a lit cigarette close to the borehole. Subsequent chemical analyses, carried out years later, revealed a gas stream consisting of 98 per cent pure hydrogen. Since 2011, this pilot field has been powering the village’s generators without producing any carbon dioxide emissions, demonstrating to the world that molecular hydrogen can accumulate in stable underground reservoirs and does not inevitably disperse into space, as was previously believed. The case of Mali has shattered old dogmas, transforming academic scepticism into the current ‘white gold’ rush. Predictive models from the US Geological Survey estimate that the Earth’s crust contains thousands of billions of tonnes of geological hydrogen.

White hydrogen is not a static fossil resource, but the product of a dynamic and regenerative system fuelled by two main geochemical macro-processes: serpentinisation and the radiolysis of water. Serpentinisation occurs when rainwater percolates into the subsoil, coming into contact with ultrabasic igneous rocks (peridotites), rich in olivine and iron-bearing minerals. At temperatures ranging from 200°C to 300°C, the iron is oxidised by the oxygen in the water molecules, forming magnetite. This process of spontaneous oxidation – a veritable underground rusting process – breaks down the water, releasing enormous volumes of hydrogen gas.

Radiolysis, on the other hand, is linked to the presence of naturally occurring radioactive elements such as uranium, thorium and potassium in crustal rocks (such as granites). The ionising radiation emitted by nuclear decay breaks the chemical bonds of the water trapped in the rock’s pores, releasing hydrogen. Once generated, the gas migrates upwards through faults and tectonic fractures, but if it encounters impermeable ‘geological traps’ (such as evaporites or clays), exploitable deposits are formed, such as the one discovered at Folschviller, in Lorraine.

The French field

The recent French discovery was made using miniaturised instruments lowered to a depth of 1,250 metres by researchers from GeoRessources and the CNRS. Whilst searching for methane, the scientists detected increasing concentrations of hydrogen as the depth increased, mapping a potential deposit of 46 million tonnes.

This success has given new impetus to industry calls in Europe, where energy companies are pressing the institutions to approve a one-billion-euro funding plan to map priority sites and drill around 50 exploratory wells in at least 10 Member States.

It will be difficult, however, to bridge the gap with the United States, which is already leading the way. This commercial drive is being spearheaded primarily by well-funded start-ups, which are transforming academic research into an industrial competition. Companies such as Koloma, which has raised hundreds of millions of dollars in funding from leading investors such as Bill Gates’ Breakthrough Energy Ventures, are conducting aggressive drilling and exploration campaigns in the Midcontinent Rift, an ancient tectonic scar running through the central United States, rich in iron-bearing rocks ideal for serpentinisation.

At the same time, listed companies such as HyTerra are focusing their exploration activities on Kansas and Nebraska. In Australia, in the Pilbara region, researchers are instead focusing their attention on greenstone belts, formations rich in magnetite which act as catalysts for the continuous production of natural hydrogen.

Low costs but complex engineering challenges

The economic potential of geological hydrogen is transformative: estimated extraction costs range from 0.50 to 0.70 dollars per kilo, a figure significantly lower than the approximately 6 dollars required for green hydrogen and even competitive with hydrogen produced from methane. Despite these promising prospects, the transition to the industrial phase presents complex engineering challenges. The hydrogen molecule has low energy density and high diffusivity, factors that make storage and transport challenging. Existing gas pipelines suffer from hydrogen embrittlement – a form of mechanical degradation of metals that causes micro-cracks in the pipes – and must therefore be lined with a polymer ‘barrier’.

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The ‘white gold’ rush demonstrates, however, that the roadmap for the energy transition is not static. If mining engineers can safely harness these stable geochemical flows, the world could have access to a clean, low-cost energy source that originated over three billion years ago in the depths of the Earth.

@elencomelli

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