Hydrogen technology startups have secured over $1 billion in venture investment in the past four months, according to Crunchbase data. This already surpasses two-thirds of last year’s total, and the surge includes several significant early-stage rounds, including:
- Hysata: Last week, the Australian electrolyzer developer raised $110 million in a Series B co-led by BP Ventures and Templewater.
- Koloma: Denver-based Koloma, focused on geologic hydrogen resources, secured $246 million in a Series B led by Khosla Ventures earlier this year.
READ MORE: Bill Gates Backs Stealth Startup with $91M for Hydrogen Revolution
Hydrogen energy startup investment didn’t peak in 2021. Instead, funding reached its highest in 2022 and is on track to surpass that this year.
Notable Hydrogen Startups and Funding
Crunchbase data lists 13 well-funded hydrogen startups that raised significant capital recently. Collectively, they have secured $3.66 billion in equity funding, plus additional grant and debt financing.
Key examples include:
- HysetCo: Based in France, HysetCo operates hydrogen distribution stations and mobility services. It raised $216 million in April, managing a fleet of over 500 hydrogen vehicles and distributing nearly 30 tons of hydrogen monthly.
- Ohmium: The Nevada-based company is manufacturing proton exchange membrane systems to produce pressurized, high-purity hydrogen. It secured $295 million in Series C in April last year.
- Tree Energy Solutions: This Brussels-based company closed a $150 million Series C in April to use renewable energy for generating green hydrogen, which it combines with recycled CO₂ to create e-NG.
- ZeroAvia: The California-based developer of hydrogen-electric engines for zero-emission flight raised $116 million in a Series C in September. Airbus is the lead investor, along with United Airlines and Alaska Air Group.
- Electric Hydrogen: This Massachusetts company raised $380 million in a Series C last October. It manufactures electrolyzers to produce hydrogen at the lowest cost and is the green hydrogen industry’s first unicorn.
A week ago, the US Department of Energy revealed its R&D priorities to cut clean hydrogen cost production, potentially at $1 per kilo by 2031.
READ MORE: DOE Sets Eyes on Cutting Clean Hydrogen Cost, $1/Kilo by 2031
Global Initiatives Driving Green Hydrogen Growth
Investors’ increasing interest in green hydrogen is driven by government incentives, technological advancements reducing costs, and favorable market conditions. This combination of factors suggests a promising future for low-emission hydrogen technologies, potentially marking a pivotal moment for the industry.
Data from Mckinsey & Company below shows that the hydrogen production capacity announced increased by 2030 (over 40%). This capacity is about 50% the volume necessary to be on track to net zero emissions.
In April, the EU Commission approved a $380 million German scheme to enhance renewable hydrogen production. This groundbreaking initiative will be administered exclusively through the European Hydrogen Bank’s “Auctions-as-a-Service” tool.
The scheme supports the objectives of REPowerEU and The European Green Deal. It outlines a comprehensive strategy to reduce reliance on fossil fuels and transition to a net zero economy.
By fostering renewable hydrogen production, the scheme aims to decrease dependence on Russian fossil fuels and contribute to the EU’s green energy future.
India, the world’s 3rd largest polluter plans to be the largest producer and exporter of green hydrogen by setting ambitious milestones. According to the Indian Ministry of New and Renewable Energy, the key goals include:
- Production Capacity: Establishing a capacity to produce at least 5 Million Metric Tonnes (MMT) of green hydrogen annually by 2030.
- Global Demand: Aiming to drive global demand for green hydrogen and its derivatives, such as green ammonia, to nearly 100 MMT by 2030. India targets capturing 10% of the global market, with an annual export demand of about 10 MMT of green hydrogen/green ammonia.
- Decarbonization: Mitigating 50 MMT of CO2 emissions annually through the implementation of green hydrogen initiatives.
In the Gulf region, Oman Energy Development’s subsidiary, Hydrom, hosted a second-round public auction for green hydrogen development in the Dhofar Governorate. Hydrom offers three prime blocks ranging from 340km² to 400km² in the Dhofar Governorate for green hydrogen production. The auction will leverage the region’s abundant renewable energy resources to build a robust green hydrogen industry in the sultanate.
The surge in venture investments in hydrogen technology startups highlights the sector’s growing momentum. With significant early-stage funding rounds and robust global initiatives, the future of green hydrogen looks promising.
The post Hydrogen Attracts Over $1 Billion in VC Funding Per Crunchbase Data appeared first on Carbon Credits.
The uranium price has continued its upward trajectory this week, climbing to 85.67 USD. This represents a solid 2.19% gain over the last seven days and extends the year-to-date performance to a 5.09% increase. After a period of consolidation, the market is witnessing renewed momentum driven by the converging forces of a widening supply deficit and escalating energy demands from the technology sector.
Uranium Price
Market Drivers for the Uranium Price
The primary catalyst behind the recent movement is the intensifying focus on nuclear energy as a critical solution for powering artificial intelligence (AI) infrastructure. As data centers expand globally, tech giants are increasingly seeking reliable, carbon-free baseload power, prompting a reassessment of long-term demand. Recent reports indicate that major utilities are accelerating their contracting cycles to secure fuel inventory, anticipating a squeeze as new reactors come online in Asia and dormant facilities restart in Japan.
On the supply side, geopolitical friction continues to tighten the market. Persistent restrictions on Russian nuclear fuel imports have forced Western utilities to pivot toward alternative suppliers, creating bottlenecks in conversion and enrichment services. Additionally, recent activity from physical funds—most notably a reported purchase of 100,000 pounds of yellowcake by Sprott—has removed spot inventory, adding immediate upward pressure to the uranium price.
Technical Outlook
Technically, uranium has firmly established support above the psychological $80 level. The breakout above $85 signals bullish sentiment, with analysts eyeing the $90 mark as the next key resistance zone. The 30-day movement of 8.27% suggests that buyers are stepping in aggressively on dips, reinforcing a strong uptrend. If the price can sustain a close above $86, it may open the door for a retest of the cyclical highs seen in previous years. However, investors should remain attentive to upcoming production reports from major miners like Kazatomprom and Cameco, which could introduce short-term volatility.
The post Uranium Price Today: AI Power Demand and Supply Deficits Fuel Rally appeared first on Carbon Credits.
The Lithium Price surged to a fresh two-year high today, closing at 170,999.81 CNY per tonne. This marks a significant 7.55% gain over the last seven days and extends a powerful year-to-date rally of 44.38%. After a prolonged period of consolidation, the battery metal has broken critical resistance levels, driven by a convergence of aggressive policy shifts in China and renewed supply constraints.
Lithium Price
Market Drivers for the Lithium Price Rally
The primary catalyst for this week’s 7.55% move is the sudden tightening of supply in China’s Jiangxi province. Authorities have canceled 27 mining permits in the hub as part of an environmental "anti-involution" campaign, effectively removing significant feedstock from the market. This supply shock coincided with Beijing’s announcement that export tax rebates for battery products will be cut from 9% to 6% starting in April. This policy shift has triggered a massive "front-running" effect, with manufacturers rushing to secure raw materials and export finished goods before the deadline.
Adding fuel to the fire, industry giant CATL reportedly placed a massive $17.2 billion order for cathode materials earlier this week. This demand signal has forced downstream players to cover spot positions aggressively, exacerbating the squeeze created by the Jiangxi permit cancellations.
Technical Outlook
Technically, the Lithium Price has staged a decisive breakout above the psychological 170,000 CNY level. The 30-day movement of 71.86% suggests the market is in a steep markup phase, fueled by short covering and panic buying. Momentum indicators are currently in overbought territory, but the fundamental supply deficits suggest support remains strong at the 155,000 CNY breakout zone. If the rally sustains, the next key resistance target lies near 200,000 CNY, a level not seen since the market began its correction two years ago.
The post Lithium Price Today: China’s Supply Crackdown and Tax Overhaul Fuel 7% Rally appeared first on Carbon Credits.
The Lithium price continued its explosive start to 2026, surging to 170,999.81 CNY per tonne on Friday. The battery metal has posted a remarkable 7.55% gain over the last seven days alone, extending a massive 71.86% rally over the past month. Year-to-date, lithium prices are up 44.38%, marking a definitive reversal from the surpluses that plagued the market in previous years.
Lithium Price
Market Drivers
Two primary factors are fueling the current rally: a surge in utility-scale energy storage demand and sudden supply constraints in China’s mining hubs.
- Energy Storage Demand Spike: While EV sales remain steady, the demand for lithium iron phosphate (LFP) batteries in energy storage systems (ESS) has outperformed expectations. Analysts forecast a 55% growth in ESS installations for 2026, driven by Beijing’s mandate to double EV charging capacity and grid storage infrastructure by 2027.
- Jiangxi Supply Crunch: On the supply side, Chinese authorities recently canceled 27 mining permits in the lithium hub of Jiangxi as part of an environmental crackdown. This follows the suspension of operations at CATL’s Jianxiawo mine, effectively removing significant monthly tonnage from the market just as downstream battery makers rush to restock ahead of reduced export rebates.
Technical Outlook
Technically, the Lithium price has decisively broken through the psychological resistance level of 150,000 CNY. The steep vertical ascent suggests intense buying pressure, likely exacerbated by short covering from traders who were positioned for a surplus. With the price now firmly establishing support above 160,000 CNY, market participants are eyeing the 200,000 CNY level as the next major target. However, the Relative Strength Index (RSI) indicates the metal is in overbought territory, suggesting potential volatility in the short term as the market digests these rapid gains.
The post Lithium Price Today: Energy Storage Boom and Supply Cuts Ignite 71% Rally appeared first on Carbon Credits.
Uranium Price Today: AI Power Demand and Supply Deficits Fuel Rally
Lithium Price Today: China’s Supply Crackdown and Tax Overhaul Fuel 7% Rally
Lithium Price Today: Energy Storage Boom and Supply Cuts Ignite 71% Rally
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