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 energ ...
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Paul Rodden Podcasts
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The Real Economics of Hydrogen – Who’s Winning, What’s Working & What’s Next
12:51
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12:51In today’s episode of The Hydrogen Podcast, we take a data-driven look at the global hydrogen economy—what’s working, what’s not, and which production routes will dominate through 2035. No hype, no spin—just economics, technology, and real-world traction. 🌍 Global Market Snapshot: 2025 hydrogen market value: $200 billion and growing 8–12% annually.…
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Hydrogen’s Real Progress – Daimler’s Supply Push, Catalyst Breakthroughs & Plant Safety Lessons
7:50
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7:50In 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 Industri…
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Global Hydrogen Shake-Up: Funding Cuts, Breakthrough Projects & the Economics That Matter
7:39
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7:39This 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 d…
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Follow the Money – Hydrogen’s Economics, Industry Power Plays, and What Really Wins
10:42
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10:42In 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 a…
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No Hype, Just Hydrogen – The Real State of the Global Market
7:54
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7:54In 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 separ…
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The Hydrogen Podcast: Hydrogen's Aviation Breakthroughs, Policy Whiplash, and The Investor Rebound
11:24
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11:24In 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 fue…
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After the $8B Climate Cuts: Where Does Hydrogen Go Next?
12:09
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12:09In 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 states How thes…
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$8 Billion in U.S. Climate Cuts: How It Shakes Hydrogen’s Global Future
7:26
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7:26In 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 Californi…
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The Hydrogen Podcast: Large-Scale Hydrogen—Technical Wins, Market Hurdles, and Green Steel Strategies
9:46
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9:46In 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…
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Hydrogen’s Reality Check: Why Green Projects Collapsed & What’s Next
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10:54In 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’…
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Plug Power’s Georgia Breakthrough & Hydrogen Data Centers: What It Really Means
9:46
9:46
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9:46In 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 …
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The Real Health Benefits of Hydrogen: Air Pollution, Public Policy & Industry
10:28
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10:28In 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: Fuel Cell Electric Vehicles…
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Texas E-Fuels Breakthrough: Advanced U.S. Electrolyzers & Global Hydrogen Trends
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9:29In 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 f…
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Hydrogen: South Africa’s Grid Lifeline? A Case Study For The Rest Of The World.
8:33
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8:33In 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…
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Hydrogen at $110B+: Natural Hydrogen Breakthrough & Why Projects Are Failing
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8:25In 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 year 50% annual growth since 2020, but only for projects with real economics & policy support 🌍 Geo-Hydrogen Discovery Massi…
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Plasma Recycling, Hydrogen Ferry, Scotland’s Transition & BMW’s 2028 Hydrogen Car
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9:01In 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°C Converts unsorted plastic into ethylene & benzene 70–90% yields with 99% purity, almost no emissions Potential game-c…
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Can Hydrogen Decarbonize Steel—Profitably? Utility Global’s Parker Meeks Has The ANSWER!
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27:40Hydrogen 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 Ro…
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Fuel Cells vs. Lithium Batteries: Safety, China’s Lithium Grip & Forklift Market Showdown
9:12
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9:12Today’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. hours Safety risks: lithium fires, th…
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Hydrogen’s Turning Point: Canada Scales Up, Utah Goes 100% H₂, & Air Products Pulls Out
8:41
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8:41This 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 financing Proprietary electrolyzer design with 40+ patents Ontario’s largest onsite fueling station (650 kg/day) Sca…
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India’s Hydrogen Revolution vs. Wall Street’s Harsh Reality
11:29
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11:29In 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 hub NTPC’s Ladakh refueling station & methanol-from-CO₂ pilots GAIL’s 10 MW PEM electrolyzer + gas blending trials HPCL & BPCL refi…
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Hydrogen’s Reality Check: Why Mega-Projects Are Collapsing
7:33
7:33
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7:33In 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 …
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Hydrogen’s New Reality: Minerals, White Hydrogen, and the Shift Beyond “Green”
10:32
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10:32In 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 hy…
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Hydrogen Microgrids, Plug Power’s Turnaround & Military Fuel Cells – Game-Changing Moves
9:55
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9:55Today’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…
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Hydrogen Power Moves: Air Products’ Pivot, Plug Power’s Struggle, & GM–Hyundai’s $2.4B Alliance
8:45
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8:45In 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, …
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Hydrogen’s Turning Point: Global Projects, AI Data Centers, and Industry Deals Uncovered
12:54
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12:54In 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 $4…
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Why Hydrogen Is More Than Carbon: What Project Cancellations Are Missing
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9:05In 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 outperf…
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Baker Hughes Buys Chart, Next Hydrogen Breaks Records, and Plug Power’s 2027 Outlook
9:30
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9:30In 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 Ontar…
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Can Hydrogen Power the AI Boom? Inside Oracle & Bloom’s Bold Data Center Play
11:32
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11:32Data 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 ener…
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Europe Delays Hydrogen Pipelines While Volvo Reinvents the Engine—With Hydrogen
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9:04In 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 am…
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Stellantis Exits Hydrogen—But Toyota, BMW, and New Tech Say It’s Just Beginning
8:36
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8:36In 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 hydroge…
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$5B Chevron Project, Tata Steel Hydrogen Breakthrough, & Nucera's Bold Forecast
10:49
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10:49In 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 …
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Waste-to-Hydrogen, $10B UK Deal, and Plug’s Big Win – Hydrogen Is Heating Up
7:59
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7:59In 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% col…
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Plug Power Surges & Germany Goes Big: A Hydrogen Wake-Up Call
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9:11Welcome 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.…
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Australia, Europe, and California Just Changed Hydrogen Forever
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10:37Welcome 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 i…
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Where Hydrogen Will Boom in the U.S. by 2035
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12:13Welcome 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 …
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Top 4 Technologies Fueling America’s Hydrogen Future by 2035 Part 1
10:16
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10:16Welcome 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 Capture M…
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Hydrogen’s New Playbook: Data Centers, No Subsidies, and Big Partnerships
12:25
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12:25In 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 c…
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Trump’s Tax Bill Could Kill U.S. Hydrogen – Reuters Sounds the Alarm
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11:27In 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. …
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Hydrogen on the Edge: BP Pulls Out, Plug Power Scores, Toyota Races Ahead
9:47
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9:47In 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 a…
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3 Big Hydrogen Wins: Ireland’s Push, JCB’s Breakthrough, and India’s Mega Project
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9:52In 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 …
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Saudi Arabia’s $8.4 Billion Hydrogen Bet – Will Neom Dominate the Market?
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9:49In 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 inves…
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Europe’s Green Hydrogen Dream Is Failing – Can U.S. Exports Save It?
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11:32In 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 a…
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Germany, China, and the Race for Hydrogen Supremacy – Is the U.S. Falling Behind?
10:06
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10:06In 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 m…
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The Truth Behind Hydrogen’s Big Promise – What Went Wrong and What Comes Next
10:22
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10:22In 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 importa…
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Will This New U.S. Bill Kill Green Hydrogen? What H.R.1 Means for America’s Hydrogen Future
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10:59In 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 …
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Hydrogen in Hawaii, Europe's Funding Gap, and Germany’s $127M Hydrogen Hub Explained
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9:13Today 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 …
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Plug Power Tax Credit Risk, Hydrogen Jet Fuel Breakthrough & Nikola Auction Fallout
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9:24Today 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 techn…
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Spain’s Train Crisis, Geologic Hydrogen Boom & Italy’s First Green H2 Factory Test
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9:47Today 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 S…
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Plug Power’s Q1 Surge, EU’s Nuclear Delay & The U.S. Hydrogen Roadmap Revealed
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12:14On 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 finan…
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ExxonMobil’s $10B Hydrogen Bet & U.S. Hydrogen Hub Uncertainty: What It All Means
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10:08On 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-p…
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