Jul. 3 at 3:00 PM
Found a tiny CSE name this week that I can’t quite stop researching:
$EONE.CSE
Element One is trying to sit at the intersection of two huge themes-natural hydrogen and critical minerals.
The idea is pretty wild: use ultramafic rock to generate hydrogen, while potentially recovering nickel, magnesium, cobalt and other valuable materials from the same system.
What caught my attention:
• a US
$1.67M sponsored research program with Columbia University
• an option to earn into proprietary Stone to H₂ technology
• a proposed Washington demonstration project with access to at least 50,000 tonnes of olivine per year
• exposure to hydrogen, Class 1 nickel, magnesium and carbon mineralization
• recent involvement in discussions around British Columbia’s hydrogen strategy
This is still very early. There’s no commercial plant or proven economics yet, so the next real test is whether the science can move from the lab into the field. But for a small company, the combination of energy, mining technology, academic research and North American supply-chain exposure is unusual.
I’m adding EONE to the OreWatcher radar. Anyone here following geologic hydrogen? What do you like-or dislike-about this setup?
$PLUG $SPY