In-depth analysis of hydrogen, ammonia, methanol, SAF and biofuel markets — intelligence to support data-driven decisions across the energy transition.
While American drivers watched gas prices climb past four dollars per gallon in late March 2026, a geologist at the U.S. Geological Survey could have pointed to a map of Michigan and said: the answer may already be there, buried more than a billion years deep. The Strait of Hormuz crisis, which effectively paralyzed nearly 20 percent of the world's daily oil supply and sent Brent crude toward 150 dollars a barrel, exposed once again how profoundly vulnerable the United States
Governor Gretchen Whitmer just signed an executive directive to develop Michigan's geologic hydrogen reserves, and the implications could be huge. The state might be sitting on more natural hydrogen than anywhere else in America. What Just Happened Governor Whitmer has announced something that caught a lot of people by surprise. Michigan is going all-in on geologic hydrogen development, a resource that most people didn't even know existed until recently. Here's the kicker: Mi