Christopher Lang

Vema Hydrogen to Help Power California's Clean Energy Transition as a Qualified FPH2 Supplier. Vema #Hydrogen Recognized as a Qualified Supplier by the First Public H2 Hydrogen Authority. Vema's technology directly supports this vision by delivering affordable, clean hydrogen to FPH2's network of customers, helping to decarbonize industries and meet the state's growing baseload power needs. “Through centralized procurement and planning, we aim to lower the barriers to entry and scale hydrogen adoption statewide,” said Chairman R. Rex Parris at FPH2. “Our Qualified Supplier process ensures that vetted producers, including Vema Hydrogen, can participate in California’s clean energy transition through a transparent, public utility model.” Selected from multiple applicants, Vema Hydrogen is introducing a new, cost-competitive method for hydrogen production: Engineered Mineral Hydrogen™ (EMH). The technology uses geoscience to create high-purity hydrogen from naturally occurring reactions below the earth's surface, positioning the company to meet future gigawatt-scale energy demands. As Vema scales its operations, it plans to drill its first pilot wells on the U.S. West Coast later this year. “The U.S.'s rapid AI and data center growth is demanding an unprecedented amount of new power generation,” said Pierre Levin, CEO of Vema Hydrogen. “Our hydrogen solution is equipped to meet this demand, and we are committed to delivering low-cost and low-carbon Engineered Mineral Hydrogen to FPH2’s members.” Read more here: https://fcw.sh/DDkKTN #RenewableHydrogen #CleanEnergy #CaliforniaCleanEnergy #HydrogenEconomy #HydrogenSupply

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A testament to our commitment to developing a robust hydrogen industry in the U.S., we’ve been chosen by First Public H2 as a Qualified Supplier of clean hydrogen to its network of offtakers to meet future gigawatt-scale energy demands. Selected from multiple applicants, we will introduce our cost-competitive method for hydrogen production, Engineered Mineral Hydrogen (EMH), to FPH2’s network of California municipalities, water and transit agencies, and businesses. As data centers and hyperscalers seek on-site baseload power sources, we are scaling our technology to provide high-purity hydrogen, an attractive and low-carbon fuel source, from naturally occurring reactions beneath the Earth’s surface. More on our work to support hydrogen markets in California and North America: https://lnkd.in/e7uQnbCB

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🌋 Geothermal energy is heating up—and Sonoma Clean Power is leading the way. Enhanced geothermal could supply up to 20% of U.S. electricity by 2050—and Sonoma Clean Power’s GeoZone project is helping put California at the forefront. Backed by counties in the North Bay and key partners like Eavor Technologies Inc., Cyrq Energy, and Chevron New Energies, the GeoZone could bring 600 MW of clean, 24/7 power to the grid—plus local jobs and workforce training. 🔗Read more here: https://lnkd.in/gZraDAZq

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Our portfolio company BayoTech Hydrogen has been selected as a qualified supplier for California’s first public hydrogen hub, marking a major milestone in the state’s transition toward #CleanEnergy and low-carbon #Hydrogen solutions. As part of this groundbreaking project, BayoTech will help expand hydrogen access for mobility and industrial applications while supporting California’s goal of achieving 100% clean energy by 2045. The hub will provide regional supply reliability and accelerate the use of hydrogen-powered transportation, helping to reduce millions of pounds of CO₂ annually. This achievement reflects BayoTech’s scalable production model and underscores our commitment to investing in companies that deliver practical, sustainable solutions today. https://lnkd.in/g5XGBVRG

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Middle River Power deepens its California thermal platform with California ISO peaker acquisition Middle River Power (MRP) has struck a deal to acquire a 50% stake in a 234 MW (summer-rated) natural gas–fired peaking facility in Kern County, California. The transaction was disclosed via a Section 203 filing with the Federal Energy Regulatory Commission, seeking expedited approval of the equity transfer by March 24. Under the proposed structure, MRP will acquire the 50% ownership interest currently held by San Joaquin Energy LLC a subsidiary of NRG Energy, in the Midway Sunset Cogeneration facility. The remaining stake is held by Aera Energy LLC, a subsidiary of California Resources Corporation Using vfinal.ai, we can quickly place this transaction into broader system and infrastructure context—well beyond a simple asset description. The Midway Sunset facility interconnects with transmission assets owned by Pacific Gas and Electric Company and sells its entire output at wholesale into CAISO. From an infrastructure perspective, the project sits within one of California’s most operationally critical regions, where peaking capacity plays an increasingly important role in managing evening ramps, renewable intermittency, and local reliability constraints. Viewing the plant through vfinal.ai’s Infrastructure Map (https://lnkd.in/gSgBmmzh) , it becomes easier to analyze: * The asset’s position within CAISO’s constrained local capacity areas Proximity to major load centers and competing thermal and renewable generation *Interconnection utility ownership and transmission voltage context *Why peaking assets in Kern County remain strategically valuable despite California’s long-term decarbonization trajectory This transaction also fits into a broader strategic narrative. Last month, Middle River Power announced an MOU with California Resources Corporation and its carbon management subsidiary Carbon TerraVault to provide carbon transportation and sequestration services for MRP’s California facilities—highlighting how thermal assets are increasingly being repositioned within energy transition and carbon management frameworks. The deal further builds on MRP’s platform expansion following Partners Group’s acquisition last year of MRP’s California thermal portfolio from Avenue Capital Group for approximately USD 2.2 billion in enterprise value. When analyzed through an infrastructure-first lens, transactions like this underscore why flexible thermal assets continue to attract capital in markets like California—where grid reliability, capacity value, and optionality increasingly matter as much as energy margins. https://lnkd.in/gW6XPppE — Team vFinal.ai | Infrastructure intelligence & valuation

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