The Hydrogen Podcast
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...
Toyota’s Hydrogen Push, U.S.-China Race, and Spain’s $5B Hydrogen Network | Global Hydrogen Update
In 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
Today 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...
Hydrogen Innovation: Hyundai’s India FCEV Test, Electrolyzer Breakthroughs & Catalyst Tech Advancements
In 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
In 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!
Is 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$1–$...No More Talk On The Future Of Hydrogen, Let’s Focus On What Works NOW!
Tired 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...Viking's Hydrogen Cruise Ships | Hydrogen in Agriculture | Hyundai Fuel Cell Trucks in Georgia | H2 Podcast
In 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...World Hydrogen North America Recap + EU Hydrogen Funding + Fourier’s Data-Center Inspired Electrolyzer
In 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
In 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!
In 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...
