Commodity Culture This Molecule Set to Rewrite the Rules on Global Energy Production: Brad Kitchen
Nov 20, 2025
Brad Kitchen, CEO of Element One Hydrogen and Critical Minerals, dives into the revolutionary potential of hydrogen in energy production. He highlights the importance for investors to focus on this game-changing commodity and explains the distinction between natural and manufactured hydrogen. Discover how Element One’s innovative extraction technology is set to transform energy landscapes while also generating critical minerals. With insights on their growth strategy and near-term catalysts, Brad shares why now is the time to pay attention to hydrogen.
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Natural Hydrogen Drastically Lowers Cost
- Natural hydrogen can deliver energy equivalent to a gallon of gas per kilogram at a fraction of green hydrogen's cost.
- Brad Kitchen states Element One's natural hydrogen cost target is about $0.50–$0.70 per kilogram versus ~$7.80 for green hydrogen.
Three-Stream Natural Hydrogen Strategy
- Element One targets three natural hydrogen sources: accumulations, old oil and gas wells, and stimulated extraction from ultramafic rocks.
- The stimulated ultramafic approach also yields critical minerals like nickel as valuable byproducts.
Ultramafic Rocks Offer Global Opportunity
- Ultramafic rocks cover about 10% of the globe and can be a widespread source of hydrogen.
- Element One's proprietary stimulated-extraction tech aims to unlock hydrogen and critical minerals from those rocks.