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The Enverus Innovation Underground series, hosted by Enverus Intelligence® Research (EIR) Analyst Graham Bain, features in-depth discussions with industry leaders pioneering the adoption of cleaner energy solutions, including CCUS, hydrogen, geothermal, direct lithium extraction and more.
Natural hydrogen exploration promises low-cost production at $0.50–$1.00/kg, but repeatability is the problem. GeoKiln Energy Innovation is taking a different approach: instead of exploring for hydrogen that may or may not be there, they’re engineering it on demand. Their Manufactured Subsurface Hydrogen (MSSH™) process places downhole electric heaters inside iron-rich rock formations and drives serpentinization in situ, targeting $1.50/kg hydrogen at 15 kWh/kg — a cost structure the company believes can compete with electrolytic green hydrogen while sidestepping the variability of pure exploration.
In this episode, Graham Bain is joined by Dr. Alexei Tcherniak, Founder and CEO of GeoKiln, and Dr. Lorna Ortiz, Co-Founder and Chief Commercial Officer. Both bring over 20 years of energy industry experience, including senior roles at Shell spanning upstream, downstream, technology commercialization and strategic partnerships. They founded GeoKiln in 2024 to apply proven subsurface thermal technologies to the clean hydrogen challenge.
Together, they explore how MSSH works at the formation level, why engineered hydrogen trades some cost advantage over natural exploration for meaningful repeatability, and what the oil and gas talent base brings to a process that looks a lot like subsurface operations.
Topics Covered

Founder and CEO, GeoKiln Energy Innovation
Dr. Tcherniak brings over 20 years of experience across upstream, downstream and energy technology, with deep expertise in business transformation and technology commercialization. At Shell, he led a $1 billion global business transformation program for Chemicals and Products and served as Front End Development Manager evaluating multibillion-dollar projects across upstream, renewables and downstream sectors. He holds a Ph.D. in Physical Chemistry from Rice University.

Co-Founder and Chief Commercial Officer, GeoKiln Energy Innovation
Dr. Ortiz spent 20 years at Shell leading innovation, technology development, commercialization and strategic partnerships before co-founding GeoKiln. She holds a PhD in Chemical Engineering from the University of South Carolina and brings deep expertise in taking subsurface technology from concept to commercial deployment.

Principal Analyst, EIR
Graham Bain is a Principal Analyst at EIR. He joined EIR in 2020 through the acquisition of RS Energy Group and leads the Subsurface Innovation Team under Energy Transition Research. With a 9-year career spanning geosciences and energy transition technologies, Graham has served as Senior Geology Associate on the Permian Asset team and as product manager for Geoscience Analytics at Enverus. His prior roles include analyst for the Alberta Energy Regulator and Geologist in Training for a Calgary-based exploration company.
About Enverus Intelligence® | Research
Enverus Intelligence® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations and macro-economic forecasts and helps make intelligent connections for energy industry participants, service companies and capital providers worldwide. See additional disclosures here.
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