EAGE London: Geological Hydrogen: Defining the Path to $1/kg Production

The talk will take place ONLINE only

Link to the webinar will be provided via e-mails to registered attendees: first e-mail will be sent two days before the event and the second one just 2 hours before the event. Do not register too late!

Agenda (UK time)

18:30-18:35 Introduction and Announcements

18:35-19:20 Geological Hydrogen: Calibrating Geophysical Signatures and Defining the Path to $1/kg Production

19:20-20:00 Q&A +informal discussion

Presenters

Yashee Mathur is the founder of a Geologic hydrogen company (in stealth), and the first person in the United States to earn a PhD focused on natural hydrogen, completing her doctorate in Energy Science and Engineering at Stanford University. She holds a BS and MS in Applied Geology from IIT (ISM) Dhanbad and brings nearly a decade of industry and research experience spanning Shell, Cairn Oil & Gas, and Stanford. She has authored multiple first-author peer-reviewed publications and filed a provisional patent on hydrogen detection and exploration technology. Yashee is a 2025–2026 Stanford Impact Founder Fellow — one of only five awarded annually across Stanford's entire graduate community, jointly selected by the Graduate School of Business and the Doerr School of Sustainability.

Talk outline

Natural hydrogen has shifted from geological curiosity to credible clean energy resource, yet its subsurface signatures and production economics remain poorly constrained. This talk addresses both gaps through two connected studies.

The first quantifies how progressive serpentinization reshapes the physical properties measurable by standard geophysical tools. Drawing on over 1,000 laboratory measurements from global ophiolites and partially serpentinized peridotites, we establish empirical regression relationships linking degree of serpentinization to density, magnetic susceptibility, elastic velocities, and porosity, providing inversion-ready transforms that connect geophysical observations to hydrogen generation potential.

The second presents the first comprehensive techno-economic analysis of natural geological hydrogen (GH) and stimulated geological hydrogen (SGH) in the United States. Under base-case assumptions, levelized costs are $0.54/kg for GH and $0.92/kg for SGH competitive with the willingness-to-pay of major industrial hydrogen buyers. Gas purity, wellhead flow rate, and delivery pressure are the dominant cost levers in both cases.

Together these studies establish that geological hydrogen is physically detectable through calibrated rock physics transforms, and cost-competitive at scale under achievable production conditions.