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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Houston’s Fervo Energy amasses $12B backlog of orders

q3 results

Houston-based geothermal power company Fervo Energy saw a 65 percent spike in purchase orders during the third quarter.

During Fervo’s third-quarter earnings call, Tim Latimer, co-founder, chair, president and CEO, said the company had a $11.9 billion backlog of orders, up from $7.2 billion in the previous quarter.

Those numbers didn’t translate to robust financial results in the third quarter, though. It closed the quarter with an operating loss of $43 million on revenue of just $116,000.

Beyond the billions of dollars in signed purchase agreements, Fervo is in talks with prospective customers in the utility, industrial data-center sectors, Latimer said. About half the potential customers are in the data-center sector, 35 percent in the utility sector and 15 percent in the industrial sector.

Latimer said the broad-based demand reflected by the backlog and the discussions with potential customers reinforces the critical need for reliable, readily available power.

“Our approach to power delivery will continue to blend front-of-the-meter and behind-the-meter development,” he said. “Grid-connected assets remain the foundation, though behind-the-meter gives customers a faster path to power when transmission time lines lag their need.”

Front-of-the-meter refers to power plants, utility-scale solar and wind farms, large grid batteries, and transmission and distribution infrastructure. Behind-the-meter assets sit on the customer side of the meter, such as backup generators and EV chargers at homes, businesses, factories and other everyday places.

The order backlog isn’t Fervo’s only recent milestone. In late September, the company’s Cape Station geothermal plant in Utah started delivering its first utility-scale geothermal power to the grid. The plant is producing about 33 megawatts of power.

Earlier in September, Fervo signed a 15-year deal to supply about 396 megawatts of power for Google data centers. The power will be delivered in four 99-megawatt batches. The company filed its $1.89 billion IPO this spring.

3 Houston incubators supporting hard tech, energy transition, and beyond

Meet The Finalists

It takes a village to launch a business. That's where Houston's network of incubators and accelerators can step in, providing the resources, mentorship and community needed to push a fledgling company forward.

As part of InnovationMap's 2026 Houston Innovation Awards, the Incubator/Accelerator of the Year category honors a local organization that is championing and fueling the growth of Houston startups.

Three incubators and accelerators have been named finalists for the 2026 award. They support startups ranging from hard tech companies to food and youth concepts.

Read more about these organizations below. The 2026 winners will be announced on InnovationMap.com in mid-November.

Activate

Hard tech incubator Activate supports scientists in "the outset of their entrepreneurial journey." The Houston hub was introduced in 2024, and joins others in Boston, New York, and Berkley, California—where Activate is headquartered. It named its third Houston cohort this summer.

The two-year program graduated its first class of Houston fellows in 2026 and saw its first alumni IPO from Houston-based Fervo Energy, which previously participated in a Berkley cohort. Nationally, it has supported 346 fellows and 276 companies since 2015. Those companies have raised more than $6 billion in follow-on funding, according to Activate. In Houston, it has supported Houston startups like energy transition leaders Solidec and FlowCellutions. Activate Houston is led by managing director Jeremy Pitts, who co-founded Greentown Labs in Boston. It is based out of the Ion.

Impact Hub Houston

Impact Hub Houston supports early-stage ventures at various stages of development through innovative programs that address pressing societal issues. The nonprofit organization supports social impact startups through mentorship, connections and training opportunities.

There are more than 110 Impact Hubs globally with members spanning 72 countries. Launched in 2018, Impact Hub Houston says its membership tripled by the beginning of 2026. This year brought major milestones for the community, including the launch of its Ideas to Impact Accelerator, which supported 11 founders across the health, education, food systems, civic technology and workforce development sectors. It also received funding from more than 20 international Impact Hubs to develop SYNC, a collaboration platform that 25 Impact Hubs across five continents have committed to pilot. The organization has worked with local startups including Myoviva Health, The Change Lab and INNERVERSE Inc.

MarMo Innovation

Galveston-based business incubator MarMo Innovation is focused on removing barriers to entrepreneurship. It aims to provide affordable space, education, mentorship, market access, connections and real-world opportunities that help entrepreneurs move from idea to launch to sustainable growth. The "industry-agnostic" incubator was founded in 2022 and is led by Executive Director Erica Delgadillo.

This year, the organization moved from primarily serving as a coworking and community space into a more comprehensive entrepreneurial incubator by expanding its MarMo Market, MarMo Market Jr. and Lunch LineUp programs. A major focus for MarMo is food entrepreneurship. It is developing an Incubator Kitchen, which MarMo says will support programs like its Cottage to Commercial Bootcamp and Food Biz 101. The organization also expanded its board this year and says it is diversifying its revenue through memberships, events, markets, equipment and space rentals, sponsorships, grants and new entrepreneurial programming.

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This article first appeared on InnovationMap.com.

Sage Geosystems taps Halliburton to advance Nevada geothermal project

power partnership

Houston-based Sage Geosystems has selected oil and gas powerhouse Halliburton to provide cementing and stimulation services at its enhanced geothermal project in Nevada known as Project Vector.

“Our technology and experience will support Sage as it advances its geopressured geothermal technology,” Shawn Skobel, vice president at Halliburton, said in a news release.

Halliburton will provide Sage with technical modeling, engineering design, and field execution support as part of its specialized cementing and stimulation services at Project Vector at Ormat Technologies' Blue Mountain geothermal power plant. Sage announced the location of the geothermal project in September.

At the time, Sage said it expected to begin drilling the first well at Project Vector this year, with the first electricity to be generated in 2027 and full-scale production to start in 2028.

The project will use Sage’s enhanced geothermal systems (EGS) method in a two-well system to convert geothermal heat into electricity. The project aims to help meet industrial and residential demand, especially as data centers strain energy grids.

Founded in 2020, Sage has raised $159 million across three funding rounds. Its technology aims to reach Earth’s natural heat source deep underground for more consistent power generation and utilizes engineered subsurface reservoirs to minimize water and energy losses and increase net power output. Through the process, Sage says it can enable reliable, 24/7 power generation.

“One of the keys to scaling next-generation geothermal is combining innovative subsurface technology with the proven capabilities and execution of the oil and gas industry,” Jason Peart, Chief Operating Officer of Sage Geosystems, added in the news release. “Halliburton brings decades of experience in well integrity and reservoir stimulation, two critical components of our development approach. By selecting an established industry leader, we are strengthening our ability to execute Project Vector and demonstrate that Sage’s technology can be replicated and deployed commercially across a broad range of geologies.”

Sage is building off prior success of its South Texas SMECI facility, which began operations in August. Project Vector supports Sage’s growing commercial pipeline, which includes a 150-megawatt geothermal power agreement with Meta.