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After the $8B Climate Cuts: Where Does Hydrogen Go Next?
Manage episode 512563102 series 2903330
In 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 these policy shifts reshape the balance between green hydrogen and low-carbon alternatives
- Why natural hydrogen, methane pyrolysis, and SMR with CCS are emerging as the new commercial frontrunners
- How global leaders—from Europe to Asia to Australia—are adapting with pragmatic, market-driven hydrogen strategies
💡 Key Takeaways:
- Natural hydrogen can deliver ultra-low-cost, zero-CO₂ fuel ($0.50–$1.50/kg) without relying on renewables or water-intensive electrolysis.
- Methane pyrolysis splits methane into hydrogen and solid carbon, achieving $1.50–$2.50/kg costs and producing valuable carbon black and graphite.
- SMR with CCS remains vital for industrial-scale, low-carbon hydrogen production where infrastructure already exists.
- U.S. and global policymakers must pivot toward demand creation, binding offtake, and market stability instead of political promises.
- Hydrogen’s air-quality benefits—reducing NOX, SOX, and PM2.5—remain a cornerstone of its economic and health value.
🌎 Globally, these lessons are reshaping hydrogen strategies:
Europe focuses on enforceable auctions and steel clusters.
Asia doubles down on mobility and energy security.
Australia leans into flexible hydrogen export and green steel.
477 episodes
Manage episode 512563102 series 2903330
In 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 these policy shifts reshape the balance between green hydrogen and low-carbon alternatives
- Why natural hydrogen, methane pyrolysis, and SMR with CCS are emerging as the new commercial frontrunners
- How global leaders—from Europe to Asia to Australia—are adapting with pragmatic, market-driven hydrogen strategies
💡 Key Takeaways:
- Natural hydrogen can deliver ultra-low-cost, zero-CO₂ fuel ($0.50–$1.50/kg) without relying on renewables or water-intensive electrolysis.
- Methane pyrolysis splits methane into hydrogen and solid carbon, achieving $1.50–$2.50/kg costs and producing valuable carbon black and graphite.
- SMR with CCS remains vital for industrial-scale, low-carbon hydrogen production where infrastructure already exists.
- U.S. and global policymakers must pivot toward demand creation, binding offtake, and market stability instead of political promises.
- Hydrogen’s air-quality benefits—reducing NOX, SOX, and PM2.5—remain a cornerstone of its economic and health value.
🌎 Globally, these lessons are reshaping hydrogen strategies:
Europe focuses on enforceable auctions and steel clusters.
Asia doubles down on mobility and energy security.
Australia leans into flexible hydrogen export and green steel.
477 episodes
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