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...
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...
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...
Aramco’s Big Blue Hydrogen Bet + Next Hydrogen & Sungrow Team Up + Coca-Cola’s H2 Vending Machines!
In 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!
Huge 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!
The 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...
Morocco’s $32.5B Hydrogen Bet, Natural Hydrogen in Canada & EV vs. H2 Showdown!
The 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...
The Hydrogen Podcast: US Electrolyzer Expansion, Texas Water Study & Mongolia’s $600B H2 Potential!
The 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!
The 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!
Hydrogen 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
📉 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?
🚨 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
🚨 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
🔥 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
Inside 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
Hydrogen 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...
