What Real Investors Think About Natural Hydrogen | Panel

Описание: Natural hydrogen investment has increased in recent times, but we still need more if we want the industry to take off. In this special panel episode of our podcast, hosts Anthony Muhye and Morten Stahl have sat down with three investors who have committed funds to natural hydrogen to ask them what they think about this resource and the nascent industry surrounding it.

With us today:

Erik Schäfer, Chairman of Green Investors AG
Paola Brenni, Deep Tech Investor at Extantia
Vincent Brillault, Founding Partner at Calderion

We're tackling some fascinating subjects, so enjoy the video and don't forget to subscribe!
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In today's episode, we discuss:

00:00 Intro
03:15 Why Did You Identify Natural Hydrogen as an Opportunity?
13:35 What Investments Have You Made in NatH2 and What Plans Do You Have?
28:06 How Do We Bring in More Investors to the Space?
36:46 To Vincent: How Can We Have Our "Nuclear Fusion" Moment (Huge investment without 'commercial proof')?
42:25 To Erik: At H-NAT 2025, you said "I hope some of these early investors succeed, instead of basically leaving it to the big oil companies" Why Do You Think This?
47:46 To Paola: VCs Prefer Scalable - What Makes Natural Hydrogen Attractive to YOUR Fund?
52:47 Where Do You See Natural Hydrogen for the Next 5-10 Years, and Where Do You Want It To Be?
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Find more natural hydrogen insights at https://www.nath2investing.com

More info about our guests:

Erik Schäfer is Chairman of Green Investors AG, a renewable energy investment firm. He aims to make sustainable energy competitive and economically superior to fossil fuels, with a focus on clean molecules, electrons, and decarbonization technologies, especially hydrogen. As the author of Hydrogen Horizons and an industry partner at the €500 million SENCO Hydrogen Capital Fund, he combines technical expertise with investment acumen. Erik regularly speaks at major forums to advance the commercialization of renewable energy through Green Investors AG.

Paola Brenni is a deep tech investor at Extantia, with a background in chemical and process engineering and experience in industrial decarbonization, including steel and low-carbon hydrogen. She focuses on sourcing and assessing industrial decarbonization technologies and investments, recently working closely with natural and stimulated geologic hydrogen topics.

Vincent Brillault, Founding Partner at Calderion, the industrial and technological fund backed by Audacia dedicated to the development of next generation fuels: sustainable hydrogen, sustainable capture, and sustainable synthetic fuels. Vincent comes from an industrial and climate tech venture capital background, and has a strong focus on funding disruptive innovations that can build the industrial sectors of the future.
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