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...
Hydrogen: South Africa’s Grid Lifeline? A Case Study For The Rest Of The World.
In 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...Hydrogen at $110B+: Natural Hydrogen Breakthrough & Why Projects Are Failing
In 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...Plasma Recycling, Hydrogen Ferry, Scotland’s Transition & BMW’s 2028 Hydrogen Car
In 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...Can Hydrogen Decarbonize Steel—Profitably? Utility Global’s Parker Meeks Has The ANSWER!
Hydrogen 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...Fuel Cells vs. Lithium Batteries: Safety, China’s Lithium Grip & Forklift Market Showdown
Today’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...Hydrogen’s Turning Point: Canada Scales Up, Utah Goes 100% H₂, & Air Products Pulls Out
This 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’...
India’s Hydrogen Revolution vs. Wall Street’s Harsh Reality
In 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’...Hydrogen’s Reality Check: Why Mega-Projects Are Collapsing
In 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...Hydrogen’s New Reality: Minerals, White Hydrogen, and the Shift Beyond “Green”
In 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...Hydrogen Microgrids, Plug Power’s Turnaround & Military Fuel Cells – Game-Changing Moves
Today’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...
Hydrogen Power Moves: Air Products’ Pivot, Plug Power’s Struggle, & GM–Hyundai’s $2.4B Alliance
In 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...
Hydrogen’s Turning Point: Global Projects, AI Data Centers, and Industry Deals Uncovered
In 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...
Why Hydrogen Is More Than Carbon: What Project Cancellations Are Missing
In 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...Baker Hughes Buys Chart, Next Hydrogen Breaks Records, and Plug Power’s 2027 Outlook
In 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
Data 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
In 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
In 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
In 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
In 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
Welcome 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
Welcome 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
Welcome 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...Top 4 Technologies Fueling America’s Hydrogen Future by 2035 Part 1
Welcome 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...Hydrogen’s New Playbook: Data Centers, No Subsidies, and Big Partnerships
In 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...Trump’s Tax Bill Could Kill U.S. Hydrogen – Reuters Sounds the Alarm
In 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...Hydrogen on the Edge: BP Pulls Out, Plug Power Scores, Toyota Races Ahead
In 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
In 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...
Saudi Arabia’s $8.4 Billion Hydrogen Bet – Will Neom Dominate the Market?
In 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...Europe’s Green Hydrogen Dream Is Failing – Can U.S. Exports Save It?
In 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...Germany, China, and the Race for Hydrogen Supremacy – Is the U.S. Falling Behind?
In 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...
The Truth Behind Hydrogen’s Big Promise – What Went Wrong and What Comes Next
In 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...
Will This New U.S. Bill Kill Green Hydrogen? What H.R.1 Means for America’s Hydrogen Future
In 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...Hydrogen in Hawaii, Europe's Funding Gap, and Germany’s $127M Hydrogen Hub Explained
Today 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
Today 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
Today 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
On 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
On 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...
HyTerra’s 96% Hydrogen Breakthrough, Indiana Hub Plans, & Chile’s $16B Hydrogen Megaproject
On 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
In 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
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...
