档案库 · 气候与能源 · 战略决策 · 2021–2026
Koloma：寻找地球自产的氢，融资2.45亿美元并拿下菲律宾合同
获Khosla、亚马逊和盖茨支持的Koloma公司寻找天然氢，刚拿下其在菲律宾的第三份勘探合同。
Koloma
做的是什么生意
Koloma is a Denver-based natural hydrogen exploration company founded in 2021 by Monolith co-founder Pete Johnson, former NASCAR driver Paul Harraka and geoscientist Tom Darrah. Instead of manufacturing hydrogen, it uses proprietary data, seismic imaging, satellite mapping and AI to locate and eventually produce geologic ('white') hydrogen, and holds exclusive exploration contracts in the Philippines plus active partnerships on four continents.
启动资金：$245M Series B announced in Feb 2024, led by Khosla Ventures with Amazon's Climate Pledge Fund and United Airlines' VC arm; earlier backing came from Breakthrough Energy Ventures, Energy Impact Partners, Prelude Ventures and Piva Capital (Canary Media).
起因
Pete Johnson, who previously co-founded clean-ammonia company Monolith, started Koloma in Denver in 2021 with Paul Harraka and Tom Darrah, a geoscientist with more than a decade of research on geologic hydrogen. After early backing from Breakthrough Energy Ventures and others in July 2023, Koloma raised a $245M Series B in February 2024 led by Khosla Ventures and joined by Amazon's climate fund and United Airlines' VC arm, according to Canary Media.
经过
Instead of electrolyzing water or reforming methane, Koloma hunts hydrogen generated underground when water meets iron-rich rock (serpentinization), using seismic imaging, satellite data and AI to map likely deposits. In October 2025 the Philippines awarded it two service contracts in Central Luzon under what its Department of Energy called the world's first competitive bid round for natural hydrogen, and exploration with 2D seismic surveys began. On July 23, 2026 the government signed a third contract (SC 92) covering western Zambales, bringing Koloma's licensed area to more than 4,100 square kilometers; the company says it is also active on four continents.
结果
No commercial discovery announced as of July 2026, and whether natural hydrogen can be produced at scale is unproven. What Koloma has banked so far is the hunt itself: three exclusive Philippine contracts, exploration underway, and $245M to keep drilling.
背景
Koloma是丹佛的一家初创公司，2021年由Pete Johnson（此前联合创立清洁氨公司Monolith）与Paul Harraka及地球科学家Tom Darrah共同创立。2023年7月获得Breakthrough Energy Ventures的早期投资后，公司于2024年2月完成了2.45亿美元的B轮融资，由Khosla Ventures领投，亚马逊气候承诺基金和美联航风投部门参投。
其押注在于，地下天然生成的氢——地质氢或“白氢”，由水与富铁岩石相遇形成——可以像石油一样被找到并开采，利用地震成像、卫星数据和人工智能，而无需昂贵的电解槽。Canary Media指出，经济性尚未得到验证：矿藏可能分散，气体难以运输，泄漏风险也真实存在。
2025年10月，菲律宾授予Koloma中吕宋的两份服务合同，菲律宾能源部称这是全球首轮天然氢竞争性招标，二维地震勘探随即启动。2026年7月23日，政府签署了第三份合同SC 92，覆盖三描礼士省西部，使Koloma的许可面积超过4100平方公里。
截至2026年7月，尚未宣布任何商业规模的发现，Koloma的成果仍是勘探本身：在四大洲拥有独家区块，并有2.45亿美元的耐心风投资金支持。能否以管线所需规模和价格生产这种气体，仍是这轮融资所押注的未解问题。
这件事要成立，得有什么
- 供应不对称：地质氢在地下持续生成，一处发现便能省去所有电解路线竞争对手必须承担的昂贵制造环节。
- 现成工具：地震成像、卫星数据和人工智能均为油气行业而建，Koloma将成熟的勘探方法应用于新目标，而非另起炉灶。
- 先锁独家区块：菲律宾首轮竞争性招标让Koloma在竞争对手行动前圈定了超过4100平方公里的许可区域。
- 耐心资本：Khosla、亚马逊、美联航和Breakthrough Energy Ventures为多年无收入的勘探项目提供资金。
可借鉴之处
当行业竞相制造一种大宗商品时，要押注于尚未被勘探的天然供应：Koloma融资2.45亿美元是为了寻找自然界已有的氢，而不是制造更多的氢。
后续进展
截至2026年7月23日，Koloma持有三份菲律宾独家服务合同——2025年10月的中吕宋两份，以及2026年7月23日的三描礼士省西部SC 92合同，总面积超过4100平方公里，前两份合同已在进行二维地震勘探。公司表示，其专有数据集和勘探方法也支持四大洲的活跃合作。尚未宣布商业规模发现，Canary Media引述的分析师警告，即便找到纯氢，矿藏分散、运输成本和泄漏问题也可能破坏经济性。
资料来源
- The $245M bid to pull clean hydrogen straight from the earth
- Koloma Expands Natural Hydrogen Exploration Operations in the Philippines
- Philippines grants US firm third natural hydrogen exploration licence
- Philippines awards third natural hydrogen exploration contract
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