Blue, green, gold — what do all the colors of hydrogen even mean? Photo via Getty Images

Repeated association of specific colors in defined contexts deeply reinforces themes in the human brain. It’s why most students and alumni of Texas A&M University scoff at the sight of burnt orange, and you’d be hard-pressed to find the home of a Longhorn adorned in shades of crimson or maroon.

The color-coding of hydrogen energy production exemplifies one such ambiguous classification methodology, as the seemingly innocuous labeling of hydrogen as green (for hydrogen produced from renewable sources) and black (for hydrogen produced from coal) initially helped to quickly discern which sources of hydrogen are environmentally friendly or not.

But the coding system quickly became more complicated, as the realization that hydrogen extracted from natural gas (aka grey hydrogen) or coal (again, black hydrogen, or sometimes, brown hydrogen, depending on the carbon content and energy density of the source coal) could be extracted in a less harmful way, by introducing methods of carbon capture and storage.

These cleaner methods for hydrogen extraction earned the lofty color coding of blue, just one shade away from green in the rainbow spectrum and a safe distance from the less delightful and inspiring colors grey, brown, and black.

Then along came pyrolysis — a method for producing hydrogen through methane cracking, plainly, the decomposition of methane, CH4, into solid carbon and hydrogen gas, without the introduction of oxygen. This method results in significantly less (if any) creation of carbon dioxide as a by-product. Logic would lead one to categorize this process with a color that lies further away from black than exalted cousin, green hydrogen.

However, the solid carbon that remains after pyrolysis retains over one-third of the original energy available from methane and could tip the GHG scales negatively if not utilized in an environmentally responsible manner, so it’s not a clear-cut winner in the game of lower-carbon energy production. Thus, it is nestled between green and blue and often referred to as “turquoise hydrogen” production.

Other hydrogen production methods — pink, purple, and red — defy rainbow logic as they have all proven to result in higher GHG emissions than the original “clean” queen, green hydrogen, despite following a similar electrolysis process to separate hydrogen and oxygen from one another in its original composition as water. The source of electricity used in the electrolysis process determines the color-code here, as pink hydrogen is generated from nuclear power, red hydrogen is generated from nuclear thermal power, and purple hydrogen is generated from a combination of nuclear power and nuclear thermal power.

Yellow hydrogen seems to not yet have found a clear definition. Some argue it refers to green hydrogen produced exclusively from solar-powered electrolysis, while others claim it to be the child of mixed green/gray hydrogen. Artists should probably keep a far distance from this conversation, unless the energy produced from the steam coming out of their ears could perform electrolysis more cleanly than any of the green hydrogen solutions.

Finally, we have white hydrogen, the naturally occurring, zero-carbon emitting, plentiful element found in the earth’s crust – which is also the least understood of all the hydrogen extraction methodologies.

Remember, hydrogen is the first element in the periodic table, meaning it’s density is very low. Hydrogen knows no bounds, and once it escapes from its natural home, it either floats off into outer space or attaches itself to another element to form a more containable compound, like water.

Many believe white hydrogen to be the unquestionable solution to a lower-carbon energy future but there is still much to be understood. Capturing, storing, and transporting white hydrogen remain mostly theoretical, despite recent progress, which includes one recently announced Houston lab dedicated to hydrogen transport. Another Houston company, Syzygy has raised millions with its light-based catalyst for hydrogen production.

For example, Cemvita, a local Houston chemical manufacturing company, predicts a future powered by gold hydrogen: white hydrogen sourced from depleted oil and gas wells. Many wildcatters believe strongly in a new era of exploration for white hydrogen using techniques refined in oil and gas exploration, including reservoir analysis, drilling, and fracking.

Without a doubt, investigating further the various hydrogen extraction theories is surely a craveable new challenge for the sciences. But perhaps the current color-coding nomenclature for hydrogen needs refinement, as well.

Unless used in the scientific context of wavelength, color-based labels represent an ambiguous classification tool, as the psychology of color depends on modern societal norms. The association of colors with the various hydrogen production methodologies does very little to distinguish the climate impact each method produces. Additionally, the existing categorizations do not consider any further distribution or processing of the produced hydrogen — a simple fact that could easily negate any amount of cleanliness implied by the various production methods — and a topic for a future article.

For now, hydrogen represents one of the front-running sources for a lower-carbon energy future, but it’s up to you if that’s best represented by a blue ribbon, gold medal, white star, or cold-hard greenbacks.

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Lindsey Ferrell is a contributing writer to EnergyCapitalHTX and founder of Guerrella & Co.

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Eclipse Energy lands Weatherford investment to scale clean hydrogen tech

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Oil and gas giant Weatherford International (NASDAQ: WFRD) has made a capital investment for an undisclosed amount in Eclipse Energy as part of a collaborative partnership aimed at scaling and commercializing Eclipse's clean fuel technology.

According to a release, joint projects from the two Houston-based companies are expected to launch as soon as January 2026. The partnership aims to leverage Weatherford's global operations with Eclipse Energy's pioneering subsurface biotechnology that converts end-of-life oil fields into low-cost, sustainable hydrogen sources.

“We strongly believe the subsurface is the most overlooked climate asset,” Prabhdeep Singh Sekhon, CEO of Eclipse Energy, said in the release. “This partnership demonstrates how traditional oilfield expertise and frontier biotechnology can come together to transform the energy transition. Weatherford’s global reach and deep technical knowledge will accelerate our ability to scale our low-carbon technology rapidly and cost-effectively.”

Eclipse Energy, previously known as Gold H2, completed its first field trial this summer, demonstrating subsurface bio-stimulated hydrogen production. According to the company, its technology could yield up to 250 billion kilograms of low-carbon hydrogen, and it could also extend "beyond hydrogen, laying the foundation for the next generation of subsurface clean energy fuels."

Last month, Eclipse Energy won in the Energy Transition Business category at the 2025 Houston Innovation Awards. The company closed an $8 million series A this year and has plans to raise another round in 2026.

CenterPoint and partners launch AI initiative to stabilize the power grid

AI infrastructure

Houston-based utility company CenterPoint Energy is one of the founding partners of a new AI infrastructure initiative called Chain Reaction.

Software companies NVIDIA and Palantir have joined CenterPoint in forming Chain Reaction, which is aimed at speeding up AI buildouts for energy producers and distributors, data centers and infrastructure builders. Among the initiative’s goals are to stabilize and expand the power grid to meet growing demand from data centers, and to design and develop large data centers that can support AI activity.

“The energy infrastructure buildout is the industrial challenge of our generation,” Tristan Gruska, Palantir’s head of energy and infrastructure, says in a news release. “But the software that the sector relies on was not built for this moment. We have spent years quietly deploying systems that keep power plants running and grids reliable. Chain Reaction is the result of building from the ground up for the demands of AI.”

CenterPoint serves about 7 million customers in Texas, Indiana, Minnesota and Ohio. After Hurricane Beryl struck Houston in July 2024, CenterPoint committed to building a resilient power grid for the region and chose Palantir as its “software backbone.”

“Never before have technology and energy been so intertwined in determining the future course of American innovation, commercial growth, and economic security,” Jason Wells, chairman, president and CEO of CenterPoint, added in the release.

In November, the utility company got the go-ahead from the Public Utility Commission of Texas for a $2.9 billion upgrade of its Houston-area power grid. CenterPoint serves 2.9 million customers in a 12-county territory anchored by Houston.

A month earlier, CenterPoint launched a $65 billion, 10-year capital improvement plan to support rising demand for power across all of its service territories.

ERCOT approves $9.4B project to improve grid, meet data center demand

power project

The Electric Reliability Council of Texas, which manages the electric grid for 90 percent of Texans, is undertaking a $9.4 billion project to improve the reliability and efficiency of statewide power distribution. The initiative comes as ERCOT copes with escalating demand for electricity from data centers and cryptocurrency-mining facilities.

The project, approved Dec. 9 by ERCOT’s board, will involve building a 1,109-mile “super highway” of new 765-kilovolt transmission lines. One kilovolt equals 1,000 volts of electricity.

According to the Hoodline Dallas news site, the $9.4 billion project represents the five- to six-year first phase of ERCOT’s Strategic Transmission Expansion Plan (STEP). Hoodline says the plan, whose price tag is nearly $33 billion, calls for 2,468 miles of new 765-kilovolt power lines.

STEP will enable ERCOT to “move power longer distances with fewer losses,” Hoodline reports.

Upgrading the ERCOT grid is a key priority amid continued population growth in Texas, along with the state’s explosion of new data centers and cryptocurrency-mining facilities.

ERCOT says about 11,000 megawatts of new power generation capacity have been added to the ERCOT grid since last winter.

But in a report released ahead of the December board meeting, ERCOT says it received 225 requests this year from large power users to connect to its grid — a 270 percent uptick in the number of megawatts being sought by mega-users since last December. Nearly three-fourths (73 percent) of the requests came from data centers.

Allan Schurr, chief commercial officer of Houston-based Enchanted Rock, a provider of products and services for microgrids and onsite power generation, tells Energy Capital that the quickly expanding data center industry is putting “unprecedented pressure” on ERCOT’s grid.

“While the state has added new generation and transmission capacity, lengthy interconnection timelines and grid-planning limitations mean that supply and transmission are not keeping pace with this rapid expansion,” Schurr says. “This impacts both reliability and affordability.”

For families in Texas, this could result in higher energy bills, he says. Meanwhile, critical facilities like hospitals and grocery stores face a heightened challenge of preventing power outages during extreme weather or at other times when the ERCOT grid is taxed.

“I expect this trend to continue as AI and high-density computing grow, driving higher peak demand and greater grid variability — made even more complex by more renewables, extreme weather and other large energy users, like manufacturers,” Schurr says.

According to the Pew Research Center, data centers accounted for 4 percent of U.S. electricity use in 2024, and power demand from data centers is expected to more than double by 2030. Data centers that support the AI boom make up much of the rising demand.

In September, RBN Energy reported more than 10 massive data-center campuses had been announced in Texas, with dozens more planned. The Lone Star State is already home to roughly 400 data centers.

“Texas easily ranks among the nation’s top states for existing data centers, with only Virginia edging it out in both data-center count and associated power demand,” says RBN Energy.