Oct 15, 2026 · 8 min
EnergyPathways targets hydrogen and graphite revenues by 2030
S12 Ep13: Midweek Takeaway with Ben Clube, CEO of EnergyPathways PLC #EPP
The discussion sets out how EnergyPathways plans to fund and scale hydrogen, graphite and long-duration energy-storage projects as renewable generation grows.
- 1EnergyPathways completed a feasibility assessment for a plant producing hydrogen and high-grade graphite, with early revenues targeted for 2029–2030.
- 2The company raised £1.75 million at 5.75 pence per share from a single institutional investor while pursuing broader capital access.
- 3Ben Clube frames renewable-energy surpluses across the UK and Europe as a market for replicable hydrogen and long-duration storage projects.
Don't miss
Ben Clube links renewable-energy surpluses across the UK and Europe to a scalable platform combining hydrogen and long-duration storage.
The brief
Ben Clube joins Kevin Hornsby to explain why EnergyPathways’ feasibility assessment marks a commercial step for a project combining hydrogen production with high-grade graphite.
The project targets potential early revenues in 2029–2030, with graphite adding a second commercial output to the hydrogen plant’s economics.
EnergyPathways raised £1.75 million at 5.75 pence per share from one institutional investor, while delays affected its planned capital access window.
Clube presents growing renewable-energy surpluses in the UK and mainland Europe as an opening for replicated hydrogen and long-duration storage projects.
The conversation’s central claim is that hydrogen, graphite, gas storage and long-duration storage projects could together carry multi-hundred-million-pound potential.
What was said on this episode
11 statements · 10 positive · 1 negative
EnergyPathways’ hydrogen and graphite plant is commercially viable and moving forward
“we've confirmed commerciality of that project. And so we're moving ahead with it.”
Listen at 0:48
EnergyPathways may operate its graphite and hydrogen plant during 2029–2030
“We think there's potential here to bring our graphite and hydrogen production plant into operation in the 29th. to 2030 window and then generate revenues.”
Listen at 1:01
The project does not depend on government regulation or support mechanisms
“it doesn't depend on government regulatory processes and support mechanisms, so we can move it forward quickly.”
Listen at 1:15
EnergyPathways expects UK government investment demand for its project
“we also expect... demand from investment demand from the government in our project too.”
Listen at 3:01
The institutional fundraising strengthened EnergyPathways’ shareholder register
“we think it strengthened the register.”
Listen at 3:40
UK renewable-energy surpluses are increasing as wind-farm capacity expands
“the amount of surpluses being generated is increasing as more wind farms come into the UK system.”
Listen at 5:10
The UK needs storage solutions to capture renewable-energy surpluses
“the UK needs storage solutions to be able to capture those surpluses.”
Listen at 5:28
Energy storage can lower electricity prices by shifting renewable surpluses
“it's a means of delivering lower electricity prices into the system because you essentially secure those surpluses for use at another time.”
Listen at 5:59
EnergyPathways’ storage technology can provide reliable, low-cost energy
“storage, our sort of storage is the enabler to ensure a reliable and low-cost energy supply.”
Listen at 6:55
EnergyPathways’ hydrogen and graphite project has hundreds of millions in NPV
“it's hundreds of millions of NPV value here.”
Listen at 7:29
EnergyPathways’ core storage and production projects each have multi-hundred-million-pound potential
“Each of those is multi-hundreds of millions and they're well-matured projects now and there's a huge amount of upside.”
Listen at 7:47
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.