The Hydrogen Podcast
By: Paul Rodden
Language: en-us
Categories: Science, Earth, Natural, Business, Investing
Welcome to The Hydrogen Podcast! This show is for energy investors and analysts who want to learn about how hydrogen is driving the evolution of energy. We will drill down into the hydrogen market and discuss where capital is being deployed and where financial opportunities are developing. Learn from Paul Rodden, the hydrogen consulting expert that is on the speed dial of billionaire oil magnates and is dialed in to the advances and financial opportunities that hydrogen presents in the energy market. Inside each episode, Paul interviews thought leaders who are invested in the future of energy and driving the hy...
Episodes
Hydrogen’s Real Progress – Daimler’s Supply Push, Catalyst Breakthroughs & Plant Safety Lessons
Oct 27, 2025In this episode of The Hydrogen Podcast, we unpack three pivotal stories shaping hydrogen’s next chapter—from major logistics partnerships and cost-slashing tech breakthroughs to a data-driven look at plant safety and reliability.
🚛 Daimler Truck, Kawasaki, & Hamburg Port: Building the Supply Chain
Daimler is teaming up with Kawasaki Heavy Industries and the Hamburg Port Authority to bring liquid hydrogen imports to life. This isn’t another concept—it’s a real-world push to connect global hydrogen logistics with on-road delivery.
After logging over 225,000 kilometers on hydrogen long-haul trucks, D...
Global Hydrogen Shake-Up: Funding Cuts, Breakthrough Projects & the Economics That Matter
Oct 23, 2025This week on The Hydrogen Podcast, we cut through the noise to break down the week’s biggest hydrogen headlines—from Europe’s momentum and Asia’s acceleration to America’s funding setbacks. The message is clear: the future of hydrogen belongs to projects built on economic strength and operational discipline.
🇪🇺 Europe’s Hydrogen Surge:
Plug Power delivers on the H2CAST project and secures another 35 tons of industrial hydrogen contracts.RWE and TotalEnergies land €500 million for a 100 MW green hydrogen facility in Rott... Duration: 00:07:39Follow the Money – Hydrogen’s Economics, Industry Power Plays, and What Really Wins
Oct 20, 2025In today’s episode of The Hydrogen Podcast, we dig deep into three powerful headlines that tell one truth: hydrogen’s future won’t be won by hype or engineering brilliance—it’ll be decided by economics.
🇬🇧 Port Talbot’s £750M Hydrogen Gamble
Wales is betting big on a new £750 million hydrogen production and research hub, promising over 2,000 jobs and a blueprint for industrial transformation. But can it compete on cost? We’ll break down what makes—or breaks—hydrogen mega-projects: offtake certainty, cost per kilo, and long-term demand.
No Hype, Just Hydrogen – The Real State of the Global Market
Oct 16, 2025In today’s episode of The Hydrogen Podcast, we strip away the noise and focus on what’s real — the true economics, technology, and momentum defining hydrogen in 2025.
Every week brings another symposium, panel, or global energy summit promising the “future of hydrogen,” but behind the photos and promises, where is the real progress? Today, we separate substance from spectacle.
💬 Topics Covered:
The gap between industry events and real project deliveryScotland’s stalled hydrogen projects and what they reveal about global demand$35 billion in new low-carb... Duration: 00:07:54The Hydrogen Podcast: Hydrogen's Aviation Breakthroughs, Policy Whiplash, and The Investor Rebound
Oct 13, 2025In this episode of The Hydrogen Podcast, we break down three major stories transforming the hydrogen landscape—technically, economically, and politically.
✈️ Aviation’s Hydrogen Breakthrough
Airbus UpNext and Toshiba unveil the Cryoprop demonstrator—a 2 MW superconducting electric motor cooled by liquid hydrogen that doubles as both coolant and fuel. With 10x the power density of conventional motors and near-zero electrical resistance, this innovation could redefine aviation decarbonization. Hydrogen cooling enables lighter, more efficient propulsion for regional and mid-haul aircraft, paving the way for zero-emission flight by 2035...
After the $8B Climate Cuts: Where Does Hydrogen Go Next?
Oct 09, 2025In this in-depth episode of The Hydrogen Podcast, we follow up on the Trump administration’s $8 billion climate funding cuts and examine what comes next for hydrogen—focusing on the real technologies positioned to thrive in a post-subsidy market.
🔍 What’s Inside:
The economic fallout from federal hydrogen project cancellations in 16 statesHow these policy shifts reshape the balance between green hydrogen and low-carbon alternativesWhy natural hydrogen, methane pyrolysis, and SMR with CCS are emerging as the new commercial frontrunnersHow global le... Duration: 00:12:09$8 Billion in U.S. Climate Cuts: How It Shakes Hydrogen’s Global Future
Oct 06, 2025In this episode of The Hydrogen Podcast, we unpack one of the most consequential policy shifts in clean energy history — the Trump administration’s cancellation of $8 billion in climate funding, including major hydrogen initiatives in 16 blue states.
🔥 What Happened
On October 1, 2025, over 220 clean energy projects were halted, including California’s ARCHES hydrogen hub — a cornerstone project expected to unlock $10 billion in private capital and over 200,000 jobs.
💥 Why It Matters
These cuts ripple through the global hydrogen economy — disrupting investment confidence, project bankability, and long-term energy...
The Hydrogen Podcast: Large-Scale Hydrogen—Technical Wins, Market Hurdles, and Green Steel Strategies
Oct 02, 2025In this episode of The Hydrogen Podcast, we dive into three powerful stories shaping hydrogen’s global trajectory:
🇨🇳 China’s Mega Hydrogen Power Plant – Sinopec’s Kuqa facility in Xinjiang is the world’s largest operational green hydrogen plant, producing 20,000+ tons annually with direct solar-to-electrolyzer coupling. We break down the economics, efficiency, and local impact.
🇳🇦 RWE Walks Away from Namibia’s $10B Hydrogen Project – Europe’s big export hopes took a blow as RWE pulled out of Hyphen’s megaproject. Why did it collapse? Weak demand, missing offtake contracts, and sky-high infrastructure co...
Duration: 00:09:46Hydrogen’s Reality Check: Why Green Projects Collapsed & What’s Next
Sep 29, 2025In this episode of The Hydrogen Podcast, we cut through the hype and get real about hydrogen’s global future.
🌍 The Collapse of the Green Hydrogen Bubble
Billions in projects have been canceled across Europe, Australia, and the U.S. due to soaring costs, missed targets, and weak offtake. We explain the economics—why $4–$12/kg green hydrogen couldn’t compete, and why more than $10 billion in projects disappeared in just 18 months.
⚡ Next-Gen Tech Takes the Stage
Methane pyrolysis and natural hydrogen are delivering at $1.50–$2.50/kg, with faster payback periods...
Plug Power’s Georgia Breakthrough & Hydrogen Data Centers: What It Really Means
Sep 25, 2025In this episode of The Hydrogen Podcast, we spotlight two groundbreaking developments reshaping the hydrogen sector:
🔹 Plug Power’s Georgia Leap – Their green hydrogen facility just delivered its best month yet, producing 324 metric tons of hydrogen with 97% uptime and 99.7% availability. This proves that hydrogen production can scale reliably and consistently—supplying giants like Walmart, Amazon, and Home Depot. But what do the numbers mean financially, and how close is Plug to real profitability?
🔹 Hydrogen + AI Supercomputing – Lambda and ECL have launched the world’s first hydrogen-powered NVIDIA GB300 NVL72 supercompu...
Duration: 00:09:46The Real Health Benefits of Hydrogen: Air Pollution, Public Policy & Industry
Sep 22, 2025In this episode of The Hydrogen Podcast, we dive deep into the University of Texas Center for Electromechanics (UT-CEM) report: “Hydrogen, Air Quality, and Climate Change.”
🔹 The Problem: NOX, SOX, and PM2.5 emissions remain a major global public health risk—causing millions of premature deaths annually.
🔹 The Solutions:
Texas E-Fuels Breakthrough: Advanced U.S. Electrolyzers & Global Hydrogen Trends
Sep 18, 2025In this episode of The Hydrogen Podcast, we spotlight the technologies and market forces shaping hydrogen’s future.
🔹 HIF Global’s Matagorda Project – A $6B Texas facility producing 1.4 million tonnes of e-methanol per year with U.S.-built electrolyzers from Electric Hydrogen.
🔹 Advanced Electrolyzer Tech – Scalable, modular PEM stacks engineered for efficiency and cost reduction, proudly manufactured in America.
🔹 IEA’s Revised Outlook – Why the forecast for 2030 clean hydrogen was cut by 25%—and why that might actually be good news for market discipline.
🔹 Economics & Offtake – Why binding contracts and flexib...
Hydrogen: South Africa’s Grid Lifeline? A Case Study For The Rest Of The World.
Sep 15, 2025In this special episode of The Hydrogen Podcast, we go beyond the headlines with a deep-dive case study on South Africa’s energy crisis—and hydrogen’s role in building resilience.
⚡ Key Topics Covered
Grid Reliability in Crisis: Eskom’s reliance on aging coal plants, Stage 6 load shedding, and the economic fallout of outages.Hydrogen as a Solution: Long-duration storage, grid backup, and industrial resilience powered by South Africa’s world-class solar & wind resources.Regional Strategies:Northern Cape: Multi-gigawatt projects like Boegoebaai targeting global hydrogen exp... Duration: 00:08:33Hydrogen at $110B+: Natural Hydrogen Breakthrough & Why Projects Are Failing
Sep 11, 2025In this episode of The Hydrogen Podcast, we unpack three major hydrogen headlines shaping the global energy sector:
💰 Record Investments
Over $110 billion committed across 500+ hydrogen projects$35 billion growth in just one year50% annual growth since 2020, but only for projects with real economics & policy support🌍 Geo-Hydrogen Discovery
Massive hydrogen reservoir discovered near the ancient Mussau TrenchHundreds of hydrothermal “Kunlun pipes” up to 1,800m wideSuggests hydrogen reserves exist far from tectonic boundariesCould reshape future energy economics & supply security🚫 Strategic Exits
BP, Origin... Duration: 00:08:25Plasma Recycling, Hydrogen Ferry, Scotland’s Transition & BMW’s 2028 Hydrogen Car
Sep 08, 2025In today’s episode of The Hydrogen Podcast, we explore four transformative hydrogen stories shaping technology, transport, and energy markets worldwide:
♻️ Korea’s Plasma Torch Breakthrough
Hydrogen-powered plasma torch hits 2,000°CConverts unsorted plastic into ethylene & benzene70–90% yields with 99% purity, almost no emissionsPotential game-changer for chemical recycling by 2026⛴ San Francisco’s Hydrogen Ferry “Sea Change”
75-passenger fuel cell catamaran debuts in the BayZero-emission propulsion, only water vapor exhaustPublic-private partnership (Chevron, SWITCH Maritime, United Airlines)Sets precedent for scaling hydrogen ferries in U.S. waters🏭 Scotland’s Grangemouth Transition
Refine... Duration: 00:09:01Can Hydrogen Decarbonize Steel—Profitably? Utility Global’s Parker Meeks Has The ANSWER!
Sep 04, 2025Hydrogen just took a real step forward in steel. Utility Global and ArcelorMittal Brazil are collaborating on a first-of-its-kind commercial project at the Juiz de Fora plant: taking blast-furnace gas straight into Utility’s H2Gen reactor to produce hydrogen and concentrate CO₂—inside an existing steelmaking footprint.
In this episode, host Paul Rodden talks with Parker Meeks, President & CEO of Utility Global, about:
Why steel is so hard to decarbonize—and why retrofits matterHow H2Gen handles variable, dilute blast-fu... Duration: 00:27:40Fuel Cells vs. Lithium Batteries: Safety, China’s Lithium Grip & Forklift Market Showdown
Sep 01, 2025Today’s episode of The Hydrogen Podcast dives into one of the industry’s most critical debates: hydrogen fuel cells vs. lithium batteries—from warehouses to global geopolitics.
🔋 Fuel Cells vs. Lithium Batteries
Efficiency breakdown: batteries (85–95%) vs. fuel cells (40–60%)Refueling vs. charging: minutes vs. hoursSafety risks: lithium fires, thermal runaway, toxic emissionsEnvironmental footprint: mining intensity vs. green hydrogen pathways🌏 China’s Lithium Dominance
Controls ~60% of processing and 80% of chemical productionOwns major stakes in lithium supply across Chile, Argentina & AustraliaPrice volatility: lithium swings drive EV and storage costsWestern counter-strategy: local mining, recy... Duration: 00:09:12Hydrogen’s Turning Point: Canada Scales Up, Utah Goes 100% H₂, & Air Products Pulls Out
Aug 28, 2025This week’s episode of The Hydrogen Podcast takes you across North America and beyond, spotlighting where hydrogen is advancing—and where it’s hitting hard roadblocks.
🇨🇦 Canada’s Next Hydrogen Solutions
$5M Export Development Canada financingProprietary electrolyzer design with 40+ patentsOntario’s largest onsite fueling station (650 kg/day)Scaling to global contracts with proven pilot data🇺🇸 Utah’s Coal-to-Hydrogen Transition
Intermountain Power Project: first grid-scale plant transitioning to 100% hydrogen by 2045300 GWh seasonal hydrogen storage in salt caverns1,200 jobs created, Siemens synchronous condensers + transmission upgradesBlueprint for coal-to-clean transitions across the U.S.💧 Blue Hydrogen’...
Duration: 00:08:41India’s Hydrogen Revolution vs. Wall Street’s Harsh Reality
Aug 25, 2025In this episode of The Hydrogen Podcast, we go deep into the latest hydrogen developments from India and the U.S.—and what they mean for the global energy future.
🌍 India’s Hydrogen Story
$21B Pudimadaka green hydrogen hubNTPC’s Ladakh refueling station & methanol-from-CO₂ pilotsGAIL’s 10 MW PEM electrolyzer + gas blending trialsHPCL & BPCL refinery decarbonization and biomass hydrogen pilotsAdani’s giga-scale ambitions backed by renewables🇺🇸 U.S. Public Projects
Hydrogen buses, trucks, and transit fleets deployed at scaleNYSERDA’s $11M R&D funding across storage, healthcare, maritime, and distributionCalifornia’... Duration: 00:11:29Hydrogen’s Reality Check: Why Mega-Projects Are Collapsing
Aug 21, 2025In this episode of The Hydrogen Podcast, we unpack the retrenchment sweeping across the global hydrogen sector.
🚨 Key Insights:
Thyssenkrupp Nucera exits U.S. green hydrogen megaprojects after policy and tax credit changes.$10B+ shelved in North America as developers shift to discipline and profitability.Oilprice.com critique: why most 2020s-era hydrogen hype never materialized.Data deep dive: under 1M tonnes of low-carbon hydrogen are actually in use today vs. 97M tonnes global demand.Risks of overinvestment: stranded assets, policy whiplash, capital misallocation, and pub... Duration: 00:07:33Hydrogen’s New Reality: Minerals, White Hydrogen, and the Shift Beyond “Green”
Aug 18, 2025In this episode of The Hydrogen Podcast, we trace a global shift in hydrogen strategy—one that goes beyond net-zero headlines and dives into the new security, jobs, and supply chain realities shaping the sector.
🌍 Key Highlights:
America’s $1B minerals push: Why energy security is now as critical as emissions cuts.France’s Lorraine Basin: White hydrogen discoveries worth up to $12B investment and 15,000 jobs.Japan’s pragmatic vision: Balancing climate goals with reliability in a $100B national plan.Germany’s hydrogen backbone... Duration: 00:10:32Hydrogen Microgrids, Plug Power’s Turnaround & Military Fuel Cells – Game-Changing Moves
Aug 14, 2025Today’s episode of The Hydrogen Podcast dives into three major developments reshaping hydrogen’s future:
1️⃣ Hydrogen Microgrids – From New Mexico’s solar-hydrogen hybrid serving 30,000 residents to Houston’s HyGrid systems delivering 4MW off-grid power, we explore how these systems slash costs, boost resilience, and eliminate diesel pollution.
2️⃣ Plug Power’s Project Quantum Leap – The company’s bold cost-cutting and margin turnaround efforts, their $700M revenue forecast, and the critical push toward profitability in a $150B global market.
3️⃣ Military Fuel Cell Adoption – The U.S. Marine Corps’ hydrogen-powered tactical units...
Duration: 00:09:55Hydrogen Power Moves: Air Products’ Pivot, Plug Power’s Struggle, & GM–Hyundai’s $2.4B Alliance
Aug 11, 2025In this episode of The Hydrogen Podcast, Paul Rodden unpacks three game-changing stories reshaping hydrogen’s future in energy, industry, and mobility.
🔍 Here’s what we cover:
📉 Air Products & Chemicals — $1.7B quarterly loss, major U.S. project exits, and a leaner, risk-managed hydrogen strategy.💸 Plug Power — ongoing losses, cash burn concerns, and a plan to hit profitability by 2026 through cost cuts and global electrolyzer deals.🚚 GM & Hyundai Partnership — $2.4B investment in next-gen electric and hydrogen vehicles, including a U.S.-built BrightDrop van and four Latin American platforms.💡 From financial piv...
Duration: 00:08:45Hydrogen’s Turning Point: Global Projects, AI Data Centers, and Industry Deals Uncovered
Aug 07, 2025In today’s episode of The Hydrogen Podcast, Paul Rodden takes us on a global tour of the hydrogen sector’s most exciting—and misunderstood—developments.
💡 From opinion columns in California to billion-dollar green hydrogen hubs in Saudi Arabia, we cut through the noise to reveal:
📉 Why hydrogen isn’t “doomed” by round-trip efficiency myths🌍 The $4B Yanbu Hydrogen Hub and Saudi Arabia’s massive export play🧠 How AI data centers are using hydrogen for 99.999% uptime🏭 Kimberly-Clark’s $160M hydrogen deal and what it means for industrial energy💬 Public pushback vs. real-world economics: Where hydrogen is quietly winningWe explore where h...
Duration: 00:12:54Why Hydrogen Is More Than Carbon: What Project Cancellations Are Missing
Aug 04, 2025In this episode of The Hydrogen Podcast, Paul Rodden takes a fresh look at the wave of green hydrogen project cancellations that have shaken headlines and investor confidence.
Rather than panic over missed climate targets, we dig into what really matters:
✅ The 29 GW of projects stalled—and what that tells us🔋 Why hydrogen’s energy density outperforms batteries💡 The truth about hydrogen as a multi-sector energy integrator🌬️ The health and economic benefits no one is talking about—like NOx, SOx, and PM2.5 reductions💰 Why smart deployment beats megaproject hype, and where the RO... Duration: 00:09:05Baker Hughes Buys Chart, Next Hydrogen Breaks Records, and Plug Power’s 2027 Outlook
Jul 31, 2025In today’s episode of The Hydrogen Podcast, Paul Rodden unpacks three game-changing moves shaping the hydrogen sector right now:
💼 Baker Hughes’ $13.6 Billion Acquisition of Chart Industries
What this mega-deal means for hydrogen liquefaction, cryogenics, and modular plant innovation.
🚛 Next Hydrogen’s Record-Setting Onsite Fueling Station in Ontario
How a clean hydrogen hub is cutting costs and diesel in the logistics sector—at less than $5/kg fuel delivered.
📈 Plug Power’s Strategic Outlook to 2027
From GenEco electrolyzers to hydrogen production scale-up, can Plug finally cross the profitabi...
Can Hydrogen Power the AI Boom? Inside Oracle & Bloom’s Bold Data Center Play
Jul 28, 2025Data centers are the digital world’s beating heart—and they’re hungry for power. With energy demand soaring from AI, cloud services, and high-performance computing, traditional grid infrastructure is struggling to keep up. Enter hydrogen.
In this episode of The Hydrogen Podcast, host Paul Rodden dives deep into:
💻 The true scale of data center energy needs
⚡ Why grid connection delays are stalling digital progress
🧪 Hydrogen’s rise as a behind-the-fence solution
🤝 The groundbreaking partnership between Bloom Energy and Oracle
🌎 How fuel cell tech can provide clean, scalable, water-free power
📉 The economic...
Europe Delays Hydrogen Pipelines While Volvo Reinvents the Engine—With Hydrogen
Jul 24, 2025In this episode of The Hydrogen Podcast, host Paul Rodden unpacks two major stories that reveal the tension—and opportunity—in hydrogen’s global rollout:
🇪🇺 Europe’s Hydrogen Infrastructure Faces Multi-Year Delays
🇸🇪 Volvo Brings Back the Internal Combustion Engine—Fueled by Hydrogen
You’ll learn:
🔹 Why Europe’s €340B hydrogen vision is stalling amid red tape and regulatory chaos
🔹 What the delay of H2Med and other pipelines means for the global hydrogen economy
🔹 How Volvo’s hydrogen-ICE engine slashes CO₂-equivalent emissions by 98%
🔹 Why this approach may be the cheapest and fastest r...
Stellantis Exits Hydrogen—But Toyota, BMW, and New Tech Say It’s Just Beginning
Jul 21, 2025In this episode of The Hydrogen Podcast, Paul Rodden explores the real future of hydrogen in transportation—beyond the headlines.
🚫 Why Stellantis is abandoning hydrogen vehicle development
🚗 How Toyota, BMW, and Hyundai are doubling down on fuel cell mobility
🧪 New hydrogen sources: Natural Hydrogen, Methane Pyrolysis, and Nuclear H₂
🚚 Why hydrogen still dominates the future of heavy-duty transport
🌍 The lifecycle economics and environmental case vs. batteries
We’ll break down:
✅ The infrastructure and incentive gaps stalling hydrogen vehicle rollout
✅...
$5B Chevron Project, Tata Steel Hydrogen Breakthrough, & Nucera's Bold Forecast
Jul 17, 2025In today’s episode of The Hydrogen Podcast, host Paul Rodden dives into three massive stories shaping the hydrogen landscape across energy, industry, and technology:
🌎 Chevron’s $5 Billion Blue Hydrogen Project in Texas
🇮🇳 Tata Steel & PyroGenesis Turn Coke-Oven Gas Into Clean Hydrogen
🇩🇪 Thyssenkrupp Nucera Upgrades Forecast Amid Surging Hydrogen Demand
Here’s what you’ll learn:
🔹 How Chevron is leveraging the IRA’s 45V tax credit and the HyVelocity Hub to create a hydrogen and ammonia mega-project
🔹 Why PyroGenesis’ $9.3M breakthrough in coke-oven gas valorization is a ga...
Waste-to-Hydrogen, $10B UK Deal, and Plug’s Big Win – Hydrogen Is Heating Up
Jul 14, 2025In today’s episode of The Hydrogen Podcast, Paul Rodden covers three powerful developments reshaping the hydrogen economy:
♻️ Raven SR’s Revolutionary Waste-to-Hydrogen Tech
🇬🇧 UK & Japan’s $10 Billion Hydrogen Investment Deal
🔗 Plug Power’s Strategic Supply Chain Expansion
We break down:
✅ How Raven SR’s non-combustion steam reforming hits 95% cold gas efficiency
✅ What the UK’s £7.5B deal with Sumitomo means for hydrogen and offshore wind
✅ Why Plug Power’s extended hydrogen supply contract could stabilize pricing and drive growth
✅ The economics behind waste-to-H2 vs. el...
Plug Power Surges & Germany Goes Big: A Hydrogen Wake-Up Call
Jul 10, 2025Welcome back to The Hydrogen Podcast! I’m Paul Rodden, and today we’re breaking down two major hydrogen headlines that could reshape the global energy landscape:
🇺🇸 Plug Power’s Stock Skyrockets After U.S. Tax Credit Extension
🇩🇪 Germany Unveils €3.2 Billion Plan for a 9,700-Kilometer Hydrogen Pipeline
In this episode, you’ll discover:
🔹 How the U.S. Senate’s extension of hydrogen tax credits through 2028 unlocked Plug Power’s $1.66 billion DOE loan.
🔹 The scale and ambition behind Plug’s 500 TPD U.S. goal and its $5.5B Uzbekistan partnership.
🔹 Ge...
Australia, Europe, and California Just Changed Hydrogen Forever
Jul 07, 2025Welcome back to The Hydrogen Podcast! I’m Paul Rodden, and today we’re diving into three global breakthroughs redefining the future of hydrogen energy:
🌏 Australia’s $432 Million Green Hydrogen Bet
🇪🇺 Europe’s $2.5 Billion Hydrogen Pipeline Network
🇺🇸 California’s First Bio-Stimulated Hydrogen Trial
In this episode, we explore:
✅ Australia’s bold investment in Orica’s Hunter Valley Hydrogen Hub under the Hydrogen Headstart Program, featuring a 50 MW electrolyzer and a cost of $3–$5/kg.
✅ Europe’s massive Barmar pipeline (part of the H2Med project) connecting Spain, France...
Where Hydrogen Will Boom in the U.S. by 2035
Jul 03, 2025Welcome to The Hydrogen Podcast! I’m Paul Rodden, and this is Part 2 of our deep-dive series on building the U.S. hydrogen economy by 2035.
In Part 1, we broke down the top technologies: SMR with CCS, methane pyrolysis, natural hydrogen, and nuclear hydrogen.
Now in Part 2, we answer the critical question: Where will the U.S. hydrogen economy take root?
🌍 Featured Locations & Their Strengths:
Gulf Coast (Texas, Louisiana): SMR with CCS, industrial clusters, CCS-ready geologyNebraska & Pennsylvania: Methane pyrolysis hubs... Duration: 00:12:13Top 4 Technologies Fueling America’s Hydrogen Future by 2035 Part 1
Jun 30, 2025Welcome to The Hydrogen Podcast! I’m Paul Rodden, and today kicks off Part 1 of our special two-part series on building the U.S. hydrogen economy by 2035. In this episode, we break down the four core hydrogen production technologies shaping America’s clean energy strategy:
🚀 Featured Technologies:
Steam Methane Reforming (SMR) with Carbon CaptureMethane PyrolysisNatural HydrogenNuclear Hydrogen🔍 We explore:
The carbon intensity (CI) and scalability of each pathwayReal-world project examples like ExxonMobil’s Baytown plan... Duration: 00:10:16Hydrogen’s New Playbook: Data Centers, No Subsidies, and Big Partnerships
Jun 26, 2025In this episode of The Hydrogen Podcast, we unpack a powerful Forbes article titled “From Gridlock to Green Light: Three Focus Areas for Hydrogen Energy Executives” (June 13, 2025) by Whitaker Irvin Jr., CEO of Q Hydrogen.
💡 The Message? 2025 is a make-or-break year—and hydrogen leaders need a new playbook.
🧩 Inside This Episode:
How data centers could become hydrogen’s breakout market, powering AI with zero-carbon fuelWhy “subsidy-agnostic” economics are essential in the post-H.R.1 landscapeHow strategic partnerships—like ABB, Fluor & Topsoe’s $400M electrolyzer alliance—are key to scaleWhat the U.S. can learn from Europe... Duration: 00:12:25Trump’s Tax Bill Could Kill U.S. Hydrogen – Reuters Sounds the Alarm
Jun 23, 2025In this special episode of The Hydrogen Podcast, we break down the June 17 Reuters article, “Trump Tax Bill Risks Exodus of Clean Hydrogen Investment.”
📉 What’s happening? The “One Big, Beautiful Bill Act” (H.R.1), passed by the House, slashes the 45V tax credit timeline—forcing clean hydrogen projects to break ground by January 1, 2026, not 2033. That’s a seven-year cliff that could derail billions in investment.
🧩 Inside This Episode:
The economic stakes for U.S. hydrogen developers, from HIF Global to Plug PowerHow the loss of the 45V credit could shift hydrogen domin... Duration: 00:11:27Hydrogen on the Edge: BP Pulls Out, Plug Power Scores, Toyota Races Ahead
Jun 19, 2025In today’s episode of The Hydrogen Podcast, we explore three pivotal stories shaping the global hydrogen landscape:
🇬🇧 UK – BP Cancels £2B HyGreen Teesside Project:
A June 13 Yahoo News report reveals that BP has scrapped its massive green hydrogen project in the UK due to sluggish subsidy negotiations. This move highlights the UK’s policy delays and threatens its 10 GW hydrogen target for 2030.
🇺🇸 U.S. – Plug Power Lands a Major Deal:
According to The Motley Fool, Plug Power secured a 25 MW PEM electrolyzer contract with a European customer. This $20–30 million deal strengthen...
3 Big Hydrogen Wins: Ireland’s Push, JCB’s Breakthrough, and India’s Mega Project
Jun 16, 2025In this episode of The Hydrogen Podcast, we explore three powerful hydrogen stories making global waves:
🇮🇪 Ireland: The Irish Examiner outlines how Ireland plans to leverage 50,000 km² of offshore wind to decarbonize heavy industry, transport, and heating. With 5 GW of offshore wind by 2030 and projects like the €200M Galway Hydrogen Hub, Ireland is betting big on green hydrogen—but will the economics work?
🏴 Scotland (JCB): The Scotsman covers the debut of JCB’s hydrogen internal combustion engine at The Royal Highland Show. With a retrofit-ready 4.8L hydrogen ICE for heavy machinery, JCB is taking on...
Duration: 00:09:52Saudi Arabia’s $8.4 Billion Hydrogen Bet – Will Neom Dominate the Market?
Jun 12, 2025In today’s episode of The Hydrogen Podcast, we dive into Newsweek’s June 2025 article on the Neom Green Hydrogen Company (NGHC), the heart of Saudi Arabia’s bold $500 billion Neom megaproject.
🚧 The world’s largest green hydrogen plant—80% complete and located in Neom’s Oxagon hub—is aiming to be operational by late 2026. With $8.4 billion in investment and 4 GW of renewable energy, this facility will produce 600 tons of hydrogen daily, converted into 1.2 million tons of ammonia annually for global export.
🔎 Topics covered in this episode:
Key details on NGHC’s economic model, tech... Duration: 00:09:49Europe’s Green Hydrogen Dream Is Failing – Can U.S. Exports Save It?
Jun 09, 2025In this episode of The Hydrogen Podcast, we unpack the sobering truths from Oilprice.com's May 2025 article, "Green Hydrogen Faces Reality Check in Europe."
💡 Despite bold promises, only 6% of hydrogen projects in Northwest Europe are being implemented. Why? High costs, weak demand, and poor bankability are creating a massive gap between ambition and reality.
🔎 Here’s what we cover:
Why electrolytic hydrogen at $4–$6/kg is stalling progressWhy Europe must embrace low-CI alternatives like SMR with CCS, natural hydrogen, and methane pyrolysisHow ExxonMobil’s Baytown facility in Texas could supply low-cost hyd... Duration: 00:11:32Germany, China, and the Race for Hydrogen Supremacy – Is the U.S. Falling Behind?
Jun 05, 2025In this episode of The Hydrogen Podcast, we explore two major hydrogen developments reshaping the global energy landscape.
🇩🇪 Germany: Deutsche ReGas secures $127 million in EU funding to launch a major hydrogen hub in Lubmin, Germany—powered by offshore wind and connected to Europe’s hydrogen transport backbone.
🇨🇳 China: Sinopec launches a $690 million hydrogen venture capital fund, doubling down on electrolyzer innovation, FCEV infrastructure, and scale-up of low-CI hydrogen production to dominate the global market.
🇺🇸 The U.S. Response: With the repeal of the Section 45V tax credit via the “One Big, Beau...
Duration: 00:10:06The Truth Behind Hydrogen’s Big Promise – What Went Wrong and What Comes Next
Jun 02, 2025In this episode of The Hydrogen Podcast, we unpack the Forbes article “What Happened to the Hydrogen Economy?” by Robert Rapier and break down the five reasons hydrogen hasn’t revolutionized the energy sector—yet.
From the broken promises of Bush-era policy to the economics of modern hydrogen production, we explore what went wrong, and more importantly, what’s next.
We spotlight low-cost, low-carbon intensity (CI) hydrogen production methods—steam methane reforming (SMR) with carbon capture, natural hydrogen, and methane pyrolysis—that could finally build a demand-driven U.S. hydrogen economy.
We also reveal why the...
Duration: 00:10:22Will This New U.S. Bill Kill Green Hydrogen? What H.R.1 Means for America’s Hydrogen Future
May 29, 2025In today’s episode of The Hydrogen Podcast, we break down the biggest legislative shift in the U.S. hydrogen industry to date—the House-passed “One Big, Beautiful Bill Act” (H.R.1)—and how it could transform the economics of hydrogen production.
🧪 Key Topics Covered:
Why steam methane reforming with CCS, natural hydrogen, and methane pyrolysis may dominate U.S. hydrogen productionThe repeal of the Section 45V Clean Hydrogen Production Tax Credit and what it means for projects like Plug Power, Air Pr... Duration: 00:10:59Hydrogen in Hawaii, Europe's Funding Gap, and Germany’s $127M Hydrogen Hub Explained
May 26, 2025Today on The Hydrogen Podcast, we explore three critical stories shaping hydrogen’s future:
🌴 Hawaii's Hydrogen Pilot with Liquid Carriers
A new collaboration between Hawaii Gas and Ayrton Energy is testing liquid organic hydrogen carriers (LOHC) to safely store and transport hydrogen at ambient conditions. We break down how this tech could bypass high-pressure tanks and enable hydrogen integration into Hawaii’s 2045 renewable energy goals—despite high local electricity costs.
🇪🇺 IEA Warns of Hydrogen Project Delays in Northwest Europe
At the World Hydrogen Summit, the IEA revealed...
Plug Power Tax Credit Risk, Hydrogen Jet Fuel Breakthrough & Nikola Auction Fallout
May 22, 2025Today on The Hydrogen Podcast, we dive into three stories shaping the future of hydrogen:
✈️ Hydrogen Jet Fuel Takes Off with Power-to-Liquids SAF
Forbes reports on a game-changing collaboration between Electric Hydrogen and Twelve to create sustainable aviation fuel (SAF) using clean hydrogen and captured CO₂. We examine the power-to-liquids technology, cost hurdles, and how this could transform aviation's 2% global emissions footprint.
🚚 Nikola’s Hydrogen Trucks Auctioned Off Amid Financial Struggles
Nikola’s once-promising hydrogen trucks are hitting the auction block. We break down...
Spain’s Train Crisis, Geologic Hydrogen Boom & Italy’s First Green H2 Factory Test
May 19, 2025Today on The Hydrogen Podcast, we unpack three major hydrogen developments transforming global energy:
🚄 Spain’s Train Blackout Sparks Interest in Hydrail
Spain’s recent nationwide rail outage exposed the fragility of grid-dependent transportation. Enter hydrail—hydrogen-powered trains offering grid-independent, emission-free mobility. We explore Spain’s push for high-speed hydrail, Talgo’s cutting-edge train, and the economic case for transitioning from overhead electrification.
🌍 Geological Hydrogen: A Natural Resource Revolution?
A growing body of research and field results from Koloma and HyTerra<...
Plug Power’s Q1 Surge, EU’s Nuclear Delay & The U.S. Hydrogen Roadmap Revealed
May 15, 2025On today’s episode of The Hydrogen Podcast, we dive into three major stories reshaping the global hydrogen landscape:
🔹 Plug Power's Q1 2025 Earnings & New Liquefaction Milestone
Plug Power reports an 11% YoY revenue jump and commissions a 15-ton-per-day hydrogen liquefaction plant in Louisiana, scaling U.S. hydrogen supply. We break down the financials—including a $525M credit line and margin recovery—and explore what the 3 GW Australia deal means for global electrolyzer markets.
🔹 EU Delays Nuclear Hydrogen Classification to 2028
A new draft from the European Commission<...
ExxonMobil’s $10B Hydrogen Bet & U.S. Hydrogen Hub Uncertainty: What It All Means
May 12, 2025On today’s episode of The Hydrogen Podcast, we explore one of the most consequential moves in global hydrogen markets:
🔹 ExxonMobil’s Game-Changing Deal with Japan’s Marubeni
ExxonMobil has inked a long-term supply agreement to deliver 250,000 tonnes of low-carbon ammonia annually from its planned Baytown, Texas facility. We examine how this mega-project—powered by hydrocarbon-derived hydrogen with CCS—could become the largest of its kind globally, and what it means for ammonia exports, carbon capture economics, and hydrogen’s role in decarbonization.
🔹 House Appropriatio...
Duration: 00:10:08HyTerra’s 96% Hydrogen Breakthrough, Indiana Hub Plans, & Chile’s $16B Hydrogen Megaproject
May 08, 2025On today’s episode of The Hydrogen Podcast, we dive deep into three game-changing developments across the hydrogen industry:
🔹 HyTerra’s Natural Hydrogen Well in Kansas
HyTerra has recorded 96.1% hydrogen purity at its Sue Duroche 3 well—one of the highest concentrations ever documented. We unpack the geological hydrogen extraction process, economic forecasts at $0.50–$1/kg, and what this means for the future of naturally occurring hydrogen.
🔹 Indiana’s Push for a Regional Hydrogen Hub
Lawmakers are laying the groundwork for a hydrogen production hub in northwest Indiana, leverag...
Japan’s Hydrogen Playbook, The White Gold Rush, and India’s Pink Pivot | Global Hydrogen Breakdown
May 05, 2025In today’s episode of The Hydrogen Podcast, we explore three global hydrogen strategies reshaping the clean energy landscape:
🔹 Japan’s Multifaceted Hydrogen Blueprint
From nuclear-powered electrolysis to liquefied hydrogen imports and heating applications, Japan is betting on a full-spectrum hydrogen economy. We break down the High Temperature Engineering Test Reactor (HTTR), hydrogen gas blending, and Suiso Frontier’s pioneering hydrogen shipping.
🔹 The Global Race for White Hydrogen
White hydrogen—naturally occurring underground—could be the next energy goldmine. With over 40 companies exploring reserves and major investments from players lik...
Toyota’s Hydrogen Push, U.S.-China Race, and Spain’s $5B Hydrogen Network | Global Hydrogen Update
May 01, 2025In this episode of The Hydrogen Podcast, we cover three major hydrogen developments shaping the global clean energy race:
🔹 Toyota’s Big Hydrogen Bet in North America
From the launch of its Gen 3 Fuel Cell system to heavy-duty trucks and liquid hydrogen refueling stations, Toyota is going all-in on hydrogen mobility. We unpack the tech specs, costs, and scalability challenges ahead.
🔹 The U.S.-China Hydrogen Race
Is the U.S. falling behind? China’s massive deployment of hydrogen vehicles and refueling infrastructure dwarfs U.S. efforts—but with $7...
Geologic Hydrogen: America’s Untapped Energy Goldmine? | Sandia Report Breakdown
Apr 28, 2025Today on The Hydrogen Podcast, we dive deep into Sandia National Laboratories' groundbreaking report: Exploring Geologic Hydrogen: A New Frontier for Affordable, Reliable Energy Security.
🔹 What is Geologic Hydrogen?
Learn about naturally occurring and stimulated hydrogen formed through serpentinization, radiolysis, and mantle degassing — and why it could reshape America's energy future.
🔹 Current Research and Challenges
We break down the technical hurdles: subsurface access, storage limitations, detection, and reservoir management. Plus, what the U.S. needs to do to safely scale geologic hydrogen extraction.
🔹 Economic Potential a...
Duration: 00:09:41Hydrogen Innovation: Hyundai’s India FCEV Test, Electrolyzer Breakthroughs & Catalyst Tech Advancements
Apr 24, 2025In this episode of The Hydrogen Podcast, we dive into three game-changing hydrogen stories:
🔹 Hyundai & IndianOil Launch FCEV Trial in India
Hyundai Motor India teams up with Indian Oil Corporation to test the Hyundai NEXO hydrogen fuel cell vehicle under real-world Indian conditions. What this could mean for India’s clean transport sector and how it could eliminate thousands of tons of NOx and PM2.5 emissions.
🔹 Next Hydrogen Secures $5M to Advance Electrolyzer Efficiency
The Canadian startup receives fresh funding to expand its PEM electrolyzer tech, aiming for 10-1...
Hydrogen Breakthroughs: Plug's U.S. Liquefaction Plant, Oman-EU Corridor & Turning Deserts into Energy Giants
Apr 21, 2025In this episode of The Hydrogen Podcast, we explore three major developments shaping the future of global hydrogen infrastructure:
🔹 Louisiana’s New Hydrogen Liquefaction Plant
Plug Power and Olin’s joint venture, Hidrogenii, launches a 15-ton-per-day hydrogen liquefaction facility in St. Gabriel, Louisiana—boosting U.S. hydrogen capacity and powering up to 150 heavy-duty trucks daily.
🔹 Oman’s Liquid Hydrogen Export Deal with Europe
A historic agreement between Oman, Germany, and the Netherlands establishes the world’s first liquid hydrogen import corridor, targeting 1 million tons/year by 2030. What this means for t...
Natural Hydrogen Gold Rush? | Petronas CCS Breakthrough + Kawasaki’s Hydrogen Robot Horse!
Apr 17, 2025Is natural hydrogen the next big boom? In this episode of The Hydrogen Podcast, we cover three fascinating developments shaping the hydrogen economy—from massive new discoveries to fun, futuristic tech.
🔍 What’s Inside Today’s Episode:
🌍 1. Natural Hydrogen Boom? (OilPrice.com)
How rainwater + rock = white hydrogenMassive underground reserves from Nebraska to France$1–$2/kg production potential = major economic upsideCould natural hydrogen rival blue and green hydrogen?🌊 2. Petronas Moves on Offshore CCS (Upstream Online)
5–10 million tons of CO₂ captured annuallySupports 1 million tons/year of blue hydrogen$1–$... Duration: 00:09:41No More Talk On The Future Of Hydrogen, Let’s Focus On What Works NOW!
Apr 14, 2025Tired of the hydrogen hype? So are we. In this episode of The Hydrogen Podcast, recorded after World Hydrogen North America, we’re putting the spotlight back on what’s feasible now—not what might work in 10 years.
🎯 Main Focus:
Let’s stop talking about hydrogen’s future. Let’s start using what works today.
🔥 What’s Inside This Episode:
🧪 1. Most Practical Hydrogen Production: SMR + CCS
Efficient & scalable at 65-75%Produces hydrogen at $1.50–$2/kg (before credits)Near-zero NOx, SOx, and PM2.5 emissions$60–$70M profit... Duration: 00:13:17Viking's Hydrogen Cruise Ships | Hydrogen in Agriculture | Hyundai Fuel Cell Trucks in Georgia | H2 Podcast
Apr 10, 2025In this episode of The Hydrogen Podcast, we dive into three groundbreaking hydrogen developments reshaping maritime travel, agriculture, and heavy-duty transport in the U.S. and abroad.
🌎 What’s inside today’s show:
🛳️ 1. Viking’s World-First Hydrogen-Powered Cruise Ships
Viking Libra debuts in 2026 with zero-emission hydrogen fuel cellsPowered by a 6-MW system, storing 50 tons of liquid hydrogenFuel cell derivatives: ammonia and methanol explored for maritimeEconomic outlook: $400M ship cost, 10-12% IRR, global market to hit $10B by 2030🚜 2. Hydrogen in U.S. Agriculture & Energy Security
Fuel cell tractors & hydrog... Duration: 00:11:39World Hydrogen North America Recap + EU Hydrogen Funding + Fourier’s Data-Center Inspired Electrolyzer
Apr 07, 2025In this episode of The Hydrogen Podcast, we take a global tour of hydrogen innovation and policy—from the conference floor in Houston to funding announcements in Europe and startup breakthroughs in the U.S.
🔥 Here’s what’s in today’s episode:
🛠 1. Recap: World Hydrogen North America Conference (Houston)
🎙 Paul chaired the B Stream on Low Carbon Hydrogen and Infrastructure and moderated a top-tier panel on financing hydrogen with leaders from Hy24 and Citi
💬 Highlights include:
DOE Hydrogen Shake-Up: Why Natural Gas-Based Hubs Are Critical for U.S. Energy Security & Health
Apr 03, 2025In this episode of The Hydrogen Podcast, we break down a high-stakes development in U.S. hydrogen policy:
📰 Politico reports the Department of Energy may cut funding for 4 of 7 hydrogen hubs—mostly in blue states—while preserving hubs in red states like Texas and Louisiana. The move sparks bipartisan concern but could reshape the U.S. hydrogen strategy around blue hydrogen from natural gas.
We cover three crucial angles:
💥 1. Why Blue Hydrogen is the Right Market Builder
✅ Uses existing infrastructure & natural gas reserves
Bosch's Hydrogen Breakthroughs, $50B Texas H2-Powered Data Center, & France’s $92B Hydrogen Goldmine!
Mar 31, 2025In this episode of The Hydrogen Podcast, we break down three massive hydrogen breakthroughs from around the world:
💧 1. Bosch Unveils Hydrogen Tech at Hannover Messe 2025
✅ Hybrion PEM electrolyzers producing 552 tons/year
✅ CryoPump for 10-minute truck refueling & 70% fuel savings
✅ $5B revenue target by 2030 – Bosch goes all-in on hydrogen
✅ Efficiency: 80-85%, 30-bar operation, ultrapure water systems
💻 2. Texas Builds World’s Largest Green-Powered Data Center
✅ 10 GW campus by Switch & Dell – fully powered by renewables + green hydrogen
✅ 2 GW electrolysis producing 350,000+ tons H2/year
✅ $50B project cost, $26B/year in revenue, 20% IRR...
Aramco’s Big Blue Hydrogen Bet + Next Hydrogen & Sungrow Team Up + Coca-Cola’s H2 Vending Machines!
Mar 27, 2025In this episode of The Hydrogen Podcast, we dive into three powerful stories shaping the global hydrogen economy:
🛢️ Aramco Acquires 50% Stake in Blue Hydrogen JV with Air Products Qudra
✅ Jubail-based blue hydrogen production with CCS
✅ SMR technology + CO₂ sequestration targeting 1-2 kg CO₂e/kg
✅ $200M–$300M investment for 50% stake, up to 100,000 tons/year potential
✅ Key step in Saudi Vision 2030 to decarbonize refining and chemicals
🔋 Next Hydrogen & Sungrow Hydrogen Form Strategic Partnership
✅ Joint innovation on alkaline electrolyzers for industrial and transport uses
✅ Cost reductions to $500/kW and...
$814M Aussie Green H2 Boost + U.S. Energy Dominance via Hydrogen + Invenergy’s First H2 Plant!
Mar 24, 2025Huge momentum in the hydrogen industry! In this episode of The Hydrogen Podcast, I unpack three major developments redefining the global hydrogen landscape:
🇦🇺 Western Australia’s A$814 Million Green Hydrogen Investment
✅ 2 GW wind + solar powering 1.5 GW of PEM electrolysis
✅ Targeting 300,000 tons/year of green hydrogen
✅ $2B–$3B total cost with $900M/year revenue potential
🇺🇸 Hydrogen as a Strategic Tool for U.S. Energy Dominance
✅ RealClearEnergy highlights hydrogen’s role under the incoming administration
✅ DOE’s Hydrogen Earthshot aims for $1/kg H2 by 2030
✅ Potential $50B U.S. hyd...
THP-401: Republicans Back Hydrogen Tax Credits + RWE & TotalEnergies’ $1.35B Green H2 Deal!
Mar 20, 2025The hydrogen economy is accelerating! In this episode of The Hydrogen Podcast, I dive into two major developments shaping the future of hydrogen:
✅ GOP Support for Clean Energy Tax Credits 🏛️ – 21 House Republicans push to preserve Inflation Reduction Act (IRA) incentives, ensuring hydrogen remains cost-competitive with diesel and natural gas.
✅ RWE & TotalEnergies Sign Germany’s Largest Hydrogen Offtake Deal 🇩🇪 – A 15-year agreement for 30,000 metric tons of green hydrogen annually, proving hydrogen’s role in industrial decarbonization.
💡 How does...
Duration: 00:11:08Morocco’s $32.5B Hydrogen Bet, Natural Hydrogen in Canada & EV vs. H2 Showdown!
Mar 17, 2025The hydrogen revolution is here! In this episode of The Hydrogen Podcast, I break down THREE major developments shaping the future of hydrogen:
✅ Morocco’s $32.5B Green Hydrogen Mega-Project 🌍 – Positioned as Europe’s top hydrogen supplier, with costs as low as $1.50/kg by 2030!
✅ MAX Power’s Natural Hydrogen Exploration in Canada 🇨🇦 – Could "white hydrogen" be the cheapest, most scalable hydrogen source yet?
✅ EVs vs. Hydrogen: The Transportation Debate 🚛 – Why hydrogen outperforms battery-electric in long-haul trucking, heavy transport & industrial fleets.
🌎 Plus, I’ll...
Duration: 00:12:15The Hydrogen Podcast: US Electrolyzer Expansion, Texas Water Study & Mongolia’s $600B H2 Potential!
Mar 13, 2025The hydrogen revolution is advancing fast! In today’s episode of The Hydrogen Podcast, I break down three MAJOR developments shaping the industry’s future:
✅ Electric Hydrogen & Titan Metal Fabricators Partnership ⚡ – Scaling PEM electrolyzer production in the U.S., cutting costs & boosting domestic hydrogen supply.
✅ Texas’ Hydrogen Water Study 💧 – Examining hydrogen’s water impact & proving Texas can triple production without stressing resources.
✅ Mongolia’s Hydrogen Megaprojects 🌍 – Tapping into 2.6 terawatts of renewable energy to become a global green hydrogen leader exporting to China & beyond.<...
Hydrogen’s Future: Shell’s Mega Green H2 Project, Honda’s Fuel Cell Breakthrough & Germany’s Electrolyzer Push!
Mar 10, 2025The hydrogen revolution is accelerating! In this episode of The Hydrogen Podcast, I dive into three MAJOR developments shaping the industry:
✅ Shell’s Holland Hydrogen 1 Project 🌍 – A massive 200MW electrolyzer producing 60,000 kg of green hydrogen daily in the Netherlands.
✅ Honda’s Next-Gen Fuel Cell Breakthrough 🚗 – Cutting fuel cell costs by 50% while improving power density. Game-changer for hydrogen trucks & fleets!
✅ HydrogenPro’s Electrolyzer Deployment in Germany ⚡ – Scaling up hydrogen production to meet Germany’s 10-million-ton H2 target by 2030.
✅ Hydrogen’s Economic Future 💰 – How cost...
India’s First Hydrogen Truck Trials + Spain’s $4B Hydrogen Plan | Game-Changing Fuel Cell Breakthrough!
Mar 06, 2025Hydrogen trucking and infrastructure are evolving FAST! In this episode of The Hydrogen Podcast, I break down:
✅ Tata Motors’ Hydrogen Truck Trials – India’s first Class 8 fuel cell trucks hit the road, a major step in decarbonizing freight.
✅ Spain’s Enagas Invests €4 Billion – Hydrogen infrastructure expansion with H2Med pipeline & fueling stations.
✅ Fuel Cell Cost Breakthrough – Nanotech at the University of Chicago could slash fuel cell costs by 30-40%.
✅ Hydrogen Market Economics – How India’s $12B truck market, Spain’s $200M fueling revenue, and fuel cell cost cuts create a $50B global o...
Green Hydrogen Setbacks: What’s Next? The Future of Clean Hydrogen Explained
Mar 03, 2025📉 Green hydrogen has hit roadblocks—high costs, infrastructure delays, and supply chain issues have led to major project cancellations. But does this mean hydrogen’s future is in jeopardy? Not so fast. In this episode of The Hydrogen Podcast, I break down:
✅ Why green hydrogen costs remain high ($4–$6/kg vs. $1–$2/kg for gray/blue hydrogen)
✅ Recent green hydrogen project cancellations—Air Products, SAF production & more
✅ Regions where green hydrogen still makes sense (Australia, Spain, North Africa, Middle East)
✅ Low-cost hydrogen alternatives: Blue hydrogen, natural...
BP & Rio Tinto Bet BIG on Natural Hydrogen! Is This the Future of Clean Energy?
Feb 27, 2025🚨 BP is making history! The oil supermajor just became the first to invest in natural hydrogen (geologic/white hydrogen) through Snowfox Discovery, alongside Rio Tinto and Oxford Science Enterprises. This game-changing shift could disrupt the entire hydrogen economy, offering cheaper, scalable, and infrastructure-ready hydrogen that competes with fossil fuels.
🌍 In this episode of The Hydrogen Podcast, I break down:
✅ Why BP and Rio Tinto are betting on natural hydrogen
✅ How natural hydrogen could cost as low as $0.50/k...
Air Liquide Scales Back Hydrogen Hubs | Hyzon Shuts Down | BMW’s Hydrogen Truck Breakthrough
Feb 24, 2025🚨 The hydrogen industry is shifting—Air Liquide scales back its U.S. hydrogen hub participation, Hyzon Motors shuts down, and BMW steps in with its first hydrogen-powered truck. What does this mean for the future of hydrogen infrastructure and heavy-duty transportation? 🚛💨
In this episode of The Hydrogen Podcast, I break down: 🔹 Why Air Liquide is reducing its involvement from six hydrogen hubs to two
🔹 The impact of President Trump’s freeze on federal clean energy funding
🔹 The economic and strategic reasons behind Air Liquide’s shift
🔹 Hyzon Motors’ U.S. shutdown—what went wrong?
🔹 BMW’s new hydrogen-powere...
TotalEnergies & Air Liquide’s €1B Hydrogen Investment | Global Hydrogen Expansion in Europe & Beyond
Feb 20, 2025🔥 The Hydrogen Boom Continues! 💨 TotalEnergies & Air Liquide are making a €1 billion investment in green hydrogen projects across Europe, Morocco, and Latin America—shaping the future of clean energy. In this episode of The Hydrogen Podcast, Paul Rodden breaks down how these massive hydrogen investments are accelerating the energy transition and transforming global markets.
🔹 What You’ll Learn in This Episode:
✅ TotalEnergies & Air Liquide’s €1B Green Hydrogen Initiative – The ELYgator Project & Zeeland Hydrogen Hub
✅ Hydrogen Expansion Beyond Europe – Mo...
BP’s Green Hydrogen Projects & U.S.-Japan Hydrogen Partnership | Global Hydrogen Expansion
Feb 17, 2025Inside 3 Major Hydrogen Projects Driving Global Expansion
Welcome to The Hydrogen Podcast! In today’s episode, Paul Rodden takes a deep dive into three game-changing hydrogen projects that highlight the global push for clean hydrogen production, storage, and distribution. These initiatives are setting the stage for the next phase of the hydrogen economy by leveraging cutting-edge electrolyzer technology, international collaborations, and large-scale investments.
🔹 What You’ll Learn in This Episode:
✅ BP’s Lingen Green Hydrogen Project (Germany): Industrial-scale PEM electrolysis & refining appl...
Hydrogen vs. Battery Trucks: The Future of Freight | Fuel Cells, H2-ICE & Tesla Semi Compared
Feb 13, 2025Hydrogen vs. Battery Trucks: Which Will Dominate Long-Haul Freight?
Welcome to The Hydrogen Podcast! 🎙️ Today, Paul Rodden takes on one of the most hotly debated topics in transportation: Will Class 8 trucks be powered by hydrogen or batteries? A recent Forbes article claims hydrogen has already failed—but is that really true? In this episode, we challenge that assumption by analyzing fuel cell electric vehicles (FCEVs), hydrogen internal combustion engines (H2-ICEs), and battery-electric trucks (BEVs) in terms of range, payload capacity...
Duration: 00:14:27Global Hydrogen Boom: EU’s Strategy, Nuclear-Powered Hydrogen & $33M Truck Corridor | Hydrogen Podcast
Feb 10, 2025🚀 Hydrogen’s Global Expansion: EU Procurement, Nuclear Hydrogen & Hydrogen Trucking Corridors! 🌍
Welcome to The Hydrogen Podcast! 🎙️ In today’s episode, host Paul Rodden explores major global hydrogen developments reshaping the industry. From Europe’s centralized hydrogen procurement to South Korea’s nuclear-powered hydrogen, Georgia’s $33M hydrogen truck refueling station, UK’s methane pyrolysis innovation, and Australia’s hydrogen-powered commercial fleets, this episode is packed with game-changing insights!
🔹 What You’ll Learn in This Episode:
✅ EU’s Centralized Hydrogen Procur...
ExxonMobil, Methane Pyrolysis & Hydrogen Jet Fuel: The Future of Hydrogen | The Hydrogen Podcast
Feb 06, 2025🚀 Hydrogen's Next Big Leap: ExxonMobil, Methane Pyrolysis & Aviation Breakthroughs! ✈️
Welcome to The Hydrogen Podcast! 🎙️ In this episode, host Paul Rodden dives into the latest corporate strategies, breakthrough hydrogen technologies, and public policies reshaping the industry. From ExxonMobil’s pivot to blue hydrogen to Seattle’s methane pyrolysis innovation, Pennsylvania’s hydrogen power plan, and the future of hydrogen-powered aviation, this episode covers the critical shifts impacting the energy transition.
🔹 What You’ll Learn in This Episode:
✅ ExxonMobil’s $17B Hydro...
INTERVIEW: Inside Honeywell’s Hydrogen Vision: Innovations, Challenges, and Future Plans | The Hydrogen Podcast
Feb 03, 2025Welcome to The Hydrogen Podcast! 🎙️ Join host Paul Rodden as he dives deep into Honeywell’s groundbreaking contributions to the hydrogen economy with special guest Bryan Glover, Chief Technology Officer and Growth Officer at Honeywell Energy and Sustainability Solutions. With over 35 years of expertise, Bryan shares how Honeywell is pushing the boundaries of hydrogen innovation to drive the energy transition.
Key Topics Discussed:
🔹 Honeywell's Hydrogen Vision: Technologies shaping the future of clean energy
🔹 Industries Driving Hydrogen Demand: Refining, petrochemicals, ammonia, and more
🔹 Key Innovations: Carbon capture...
Hydrogen in Ports: Transforming Logistics, Trade & Energy | The Hydrogen Podcast
Jan 30, 2025🚢 Hydrogen at Ports: A Game Changer for Global Trade & Energy! 🌍
Welcome to The Hydrogen Podcast! 🎙️ In this episode, host Paul Rodden explores how hydrogen is revolutionizing port operations—from fueling trucks and ships to powering data centers and manufacturing hubs. Ports are not just trade gateways but emerging hydrogen hubs, attracting billions in investment, creating jobs, and reshaping logistics.
🚀 What You’ll Learn in This Episode:
🔹 Houston’s $25M Hydrogen Refueling Station: A key milestone in the Gulf Coast hydrogen network<...
Can the U.S. Lead the Global Hydrogen Race? National Energy Emergency & Natural Hydrogen | Hydrogen Podcast
Jan 27, 2025Welcome to The Hydrogen Podcast! 🚀 In this episode, Paul Rodden breaks down the United States’ position in the global hydrogen race following the recent National Energy Emergency declaration. With an estimated 6.2 trillion tons of natural hydrogen reserves and the potential for economic transformation, how can the U.S. harness this untapped energy source to outpace Europe and Asia?
Key Topics Covered:
🔹 National Energy Emergency: Implications for hydrogen development and infrastructure
🔹 Natural Hydrogen Reserves: How 6.2 trillion tons could revolutionize the U.S. energy economy
🔹 Global Compari...
Unleashing American Energy: Impacts on Hydrogen | Plug Power, Exxon, Chevron | The Hydrogen Podcast
Jan 23, 2025Welcome to The Hydrogen Podcast! In today’s episode, Paul Rodden breaks down the Unleashing American Energy Executive Order and its profound implications for the hydrogen economy. This major policy shift emphasizes domestic hydrocarbon production, streamlined permitting for energy projects, and critical infrastructure development—presenting both opportunities and challenges for green, blue, and turquoise hydrogen production.
Key Topics Covered:
🔹 Policy Breakdown: Unpacking the White House’s new directive and its focus on energy security and hydrocarbons
🔹 Plug Power’s Strategy: How Plug Power could adapt its green hydrogen goals...
Hydrogen Interview: Bill Newsom, CEO of Mitsubishi Power Americas, on Scaling Clean Energy Solution
Jan 20, 2025Welcome to The Hydrogen Podcast! Today, Paul Rodden interviews Bill Newsom, President and CEO of Mitsubishi Power Americas, to explore Mitsubishi’s transformative role in the hydrogen economy and its commitment to the energy transition.
Key Topics Discussed:
🔹 Mitsubishi’s Investments: Hydrogen production, storage, and decarbonization strategies
🔹 ACES Delta Project: World-leading hydrogen production and storage initiative in Utah
🔹 Hydrogen Production Innovations: Scaling technologies like alkaline, AEM, pyrolysis, and solid oxide electrolyzers
🔹 Policy and Market Alignment: How global and U.S. policies are shaping hydrogen's future
🔹 Blending Hydrogen: Retrofitting gas turbines for 20-50% hydrogen utilizatio...
Hydrogen in Green Steel: Thyssenkrupp & Australia's Decarbonization Innovations | The Hydrogen Podcast
Jan 16, 2025Welcome to The Hydrogen Podcast! In this episode, Paul Rodden explores hydrogen’s transformative role in green steel production, a critical step toward reducing global carbon emissions. Steel production contributes approximately 8% of global CO2 emissions annually, but hydrogen is emerging as a powerful solution to decarbonize this essential industry.
Key Topics Discussed:
🔹 Why Green Steel Matters: The case for replacing coal with hydrogen in steelmaking
🔹 Thyssenkrupp’s $3 Billion Initiative: Hydrogen integration and its impact on emissions reduction
🔹 Australia’s Electric Smelting Furnace Project: Pioneering r...
Exclusive Interview: Plug Power CEO Andy Marsh on Green Hydrogen's Future
Jan 13, 2025Welcome to The Hydrogen Podcast! In this special episode, Paul Rodden sits down with Andy Marsh, the visionary CEO of Plug Power, to discuss the company’s journey and the pivotal role it’s playing in shaping the global green hydrogen economy.
Key Topics Covered:
🔹 Plug Power’s Evolution: From forklift fuel cells to leading green hydrogen innovation
🔹 Green Hydrogen Milestones: Largest PEM electrolyzer plant, global expansions, and key partnerships
🔹 Vertical Integration: How Plug Power is building a cohesive hydrogen ecosystem
🔹 Challenges & Opp...
Texas' Blueprint for Hydrogen Leadership: Decoding the December 2024 Policy Report
Jan 09, 2025Welcome to The Hydrogen Podcast! Today, Paul Rodden dives deep into the December 2024 Texas Hydrogen Production Policy Council report. This groundbreaking roadmap highlights Texas' path to becoming a global leader in the hydrogen economy. Leveraging its natural resources, advanced energy infrastructure, and innovation, Texas is poised to revolutionize hydrogen production and adoption.
Key Topics Covered:
🔹 Texas' Hydrogen Landscape: Current capabilities in gray, blue, and green hydrogen production
🔹 Economic Impact: Job creation, export potential, and economic diversification
🔹 Infrastructure Development: Expanding pipelines, CCS technologies, and stora...
Hydrogen Tax Credit 45V Finalized: What It Means for Clean Energy & Hydrogen Adoption | EPS 380
Jan 06, 2025In today’s Hydrogen Podcast, we explore the groundbreaking final regulations for the 45V Clean Hydrogen Tax Credit and Section 48 Energy Investment Credit announced by the U.S. Treasury. These policies could redefine the hydrogen landscape in the U.S. and beyond, accelerating the transition to clean energy.
Topics Covered:
🔹 What is Section 45V? The tax credit incentivizing clean hydrogen production
🔹 Life Cycle Emissions: How the GREET model ensures transparency and accountability
🔹 Section 48 Benefits: Boosting clean energy infrastructure development
🔹 Economic Impact: Un...
Hydrogen Truck Breaks World Record & The #1 Driver Of Hydrogen Success In 2025 | EPS 379
Jan 02, 2025Welcome to The Hydrogen Podcast!
Episode 379, In this episode of The Hydrogen Podcast, we explore the U.S. Department of Energy’s groundbreaking achievement: a hydrogen-powered truck that traveled 1,806 miles on a single refueling! This milestone not only highlights hydrogen’s potential to revolutionize long-haul trucking but also showcases its versatility across industries like automotive, public transit, aviation, and even data centers.
Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind subscribing to my podc...
Mexico's $21B Green Hydrogen Investment: Game-Changer for Energy and Jobs | EPS 378
Dec 30, 2024Welcome to The Hydrogen Podcast!
Episode 378, In this episode of the Hydrogen Podcast, Paul Roden explores Mexico's ambitious $21 billion investment in green hydrogen projects, highlighting the country's potential to become a global leader in sustainable energy through competitive production costs and substantial job creation. He discusses the economic and technical challenges involved, emphasizing the need for coordinated efforts across government, industry, and academia to build robust infrastructure and supportive regulatory frameworks.
Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any...
Hydrogen News Roundup: Thyssenkrupp, California Refueling, Maritime Tech & UK Subsidies | EPS377
Dec 26, 2024Welcome to The Hydrogen Podcast!
Episode 377, In this episode of The Hydrogen Podcast, Paul Rodden dives into a packed week of hydrogen news. Highlights include Thyssenkrupp Nucera’s adaptability to U.S. policy uncertainty, California’s $1.4 billion investment in hydrogen refueling stations, the UK’s green hydrogen subsidy mechanism, and breakthroughs in sustainable maritime technologies. Learn how these developments are shaping the global hydrogen economy and what it means for investors and industry stakeholders.
Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com wi...
Unlocking Hydrogen's Potential: Navigating U.S. and EU Investment Landscapes | EPS 376
Dec 23, 2024Welcome to The Hydrogen Podcast!
Episode 376, In this episode of The Hydrogen Podcast, Paul Rodden explores the U.S. Department of Energy's 2024 Hydrogen Program Plan, emphasizing key initiatives like Regional Clean Hydrogen Hubs and the Hydrogen Shot initiative aimed at reducing hydrogen costs. He also contrasts the diverging hydrogen investment landscapes in the EU and the U.S., highlighting Europe's focus on green hydrogen and the U.S.'s emphasis on blue hydrogen, while discussing the challenges and opportunities for investors navigating these markets.
Thank you for listening and I hope you enjoy the...
Hydrogen's Global Impact: ExxonMobil's Baytown Project & EU's Green Hydrogen Auction | EPS 375
Dec 19, 2024Welcome to The Hydrogen Podcast!
Episode 375, In this episode of The Hydrogen Podcast, host Paul Rodden delves into ExxonMobil's groundbreaking Baytown project, set to become the world's largest low-carbon hydrogen facility, highlighting its potential to transform industrial sectors and reinforce the U.S. as a leader in blue hydrogen production. Additionally, he explores the EU's second renewable hydrogen auction, emphasizing its role in accelerating decarbonization technologies and enhancing the region's leadership in the global hydrogen market.
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Plug Power’s Vision: Green Hydrogen Leadership with President Sanjay Shrestha | The Hydrogen Podcast
Dec 16, 2024The Hydrogen Podcast | EXCLUSIVE INTERVIEW: Sanjay Shrestha // Plug Power
Join Paul Rodden on The Hydrogen Podcast for an exclusive conversation with Sanjay Shrestha, President of Plug Power. In this insightful episode, Sanjay shares Plug Power's ambitious vision for green hydrogen, their strategies to drive growth, and how they’re navigating challenges in the hydrogen industry.
Discover key topics like:
•Plug Power’s roadmap to profitability by 2025
•Competing globally with electrolyzer technology
•The impact of U.S. policies on the hydrogen market
•Exciting advancements in hydrogen infrastructure and partnerships
Don't miss th...
Toyota's Port Project & UK’s Bold Subsidy Plan Boost the Global Hydrogen Economy | EPS 373
Dec 12, 2024Welcome to The Hydrogen Podcast!
Episode 373, In this episode of The Hydrogen Podcast, Paul Rodden dives into two major developments shaping the hydrogen industry. First, Toyota's Altered Carbon Portal at the Port of Long Beach showcases how hydrogen can revolutionize port operations. Second, the UK’s groundbreaking hydrogen subsidy mechanism under its Contracts for Difference (CFD) framework is set to supercharge the hydrogen economy. Learn how these innovations are transforming logistics, policy, and global adoption of hydrogen as a clean energy solution.
Thank you for listening and I hope you enjoy the podcast. Please feel fr...
US Treasury Finalizes Clean Energy Tax Credit: What 48E Means for Hydrogen Projects | EPS 372
Dec 09, 2024Welcome to The Hydrogen Podcast!
Episode 372, In this episode, Paul discusses the U.S. Treasury's finalized 48E tax credit rules, explaining their impact on the hydrogen economy. He highlights how the incentives lower costs, promote innovation, and drive investments in hydrogen infrastructure, setting the stage for clean energy growth.
Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind subscribing to my podcast using your preferred platform... I would greatly appreciate it.
Respectfully,
EPS 371: Why Europe Must Embrace All Hydrogen Technologies for a Sustainable Future
Dec 05, 2024Welcome to The Hydrogen Podcast!
Episode 371, In this episode, Paul discusses Europe's hydrogen challenges, emphasizing the need to embrace blue hydrogen and other scalable technologies to drive down costs and accelerate infrastructure development. He also highlights how a balanced approach can lay the groundwork for a successful green hydrogen future.
Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind subscribing to my podcast using your preferred platform... I would greatly appreciate it.
R...
Has Hazer Group Cracked Hydrogen & Graphite? Will Germany Stay Europe's Hydrogen Leader?
Dec 02, 2024Welcome to The Hydrogen Podcast!
Episode 370, In this episode, Paul explores Hazer Group's groundbreaking hydrogen and graphite production process, discussing its potential to revolutionize the industry. He also examines Germany's hydrogen ambitions, its challenges in private investment, and its competition with Spain and the Netherlands for European leadership in hydrogen.
Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind subscribing to my podcast using your preferred platform... I would greatly appreciate it.
R...
Trump's Impact on Green Hydrogen: What's Next for the Industry Under a New Administration?
Nov 28, 2024Welcome to The Hydrogen Podcast!
Episode 369, In this episode, Paul examines the implications of a second Trump term on the U.S. hydrogen economy, including the challenges for green hydrogen projects and federal incentives. He discusses the potential paths forward for hydrogen to thrive despite policy shifts, emphasizing global and private sector support.
Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind subscribing to my podcast using your preferred platform... I would greatly appreciate...
2 New US Hydrogen Hubs Get $2.2B in Funding & Hydrogen North America 2024 Preview | Hydrogen Podcast
Nov 25, 2024Welcome to The Hydrogen Podcast!
Episode 368, In this episode, Paul covers the DOE’s $2.2 billion funding for Gulf Coast and Midwest hydrogen hubs, highlighting their potential to drive decarbonization and create thousands of jobs. He also previews Hydrogen North America 2024, detailing must-see panels and presentations shaping the future of hydrogen.
Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind subscribing to my podcast using your preferred platform... I would greatly appreciate it.
Res...
INTERVIEW- Hydrogen's Future: Dr McKenna's Insights from Johnson Matthey on Global H2 Infrastructure
Nov 21, 2024Welcome to The Hydrogen Podcast!
Episode 367, In this episode, Paul interviews Dr. Eugene McKenna, Senior VP of Hydrogen and Sustainable Technologies at Johnson Matthey. They discuss the evolution of hydrogen infrastructure, Johnson Matthey’s innovative approaches to clean hydrogen production, and the policies needed to scale hydrogen for industrial and energy sectors globally.
Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind subscribing to my podcast using your preferred platform... I would greatly appreciate it...
Revolutionizing Green Hydrogen: Ecolectro's Breakthrough AEM Electrolyzer Technology | THP 366
Nov 18, 2024Welcome to The Hydrogen Podcast!
Episode 366, In this episode, Paul explores Ecolectro's innovative AEM electrolyzer technology and its potential to transform green hydrogen production. With cost reductions, sustainable materials, and modular designs, Ecolectro aims to bring affordable hydrogen solutions to hard-to-decarbonize sectors, marking a major step toward carbon neutrality.
Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind subscribing to my podcast using your preferred platform... I would greatly appreciate it.
Respectfully,
What's Driving the Hydrogen Boom? Major Projects & Global Investment Insights | THP E365
Nov 14, 2024Welcome to The Hydrogen Podcast!
Episode 365, In this episode, Paul discusses what’s propelling the hydrogen economy forward, focusing on key projects like ExxonMobil’s Baytown plant and groundbreaking initiatives across Europe. He explores how massive investments, advanced technologies, and a global shift towards low-carbon hydrogen are transforming hydrogen into a pivotal energy source.
Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind subscribing to my podcast using your preferred platform... I would greatly appr...