Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Paul Rodden. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Rodden or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Hydrogen at $110B+: Natural Hydrogen Breakthrough & Why Projects Are Failing

8:25
 
Share
 

Manage episode 505700003 series 2903330
Content provided by Paul Rodden. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Rodden or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 year
  • 50% annual growth since 2020, but only for projects with real economics & policy support

🌍 Geo-Hydrogen Discovery

  • Massive hydrogen reservoir discovered near the ancient Mussau Trench
  • Hundreds of hydrothermal “Kunlun pipes” up to 1,800m wide
  • Suggests hydrogen reserves exist far from tectonic boundaries
  • Could reshape future energy economics & supply security

🚫 Strategic Exits

  • BP, Origin Energy, Air Products pull out of costly or unsupported projects
  • Nearly 6 million tonnes/year of cancelled hydrogen capacity
  • Lessons: demand certainty, strong offtake agreements, and viable economics are non-negotiable

⚖️ Key Takeaway
Hydrogen is moving beyond hype into disciplined growth. The winners will be projects with solid business models, demand alignment, and resilient technology.

Support the show

  continue reading

476 episodes

Artwork
iconShare
 
Manage episode 505700003 series 2903330
Content provided by Paul Rodden. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Rodden or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 year
  • 50% annual growth since 2020, but only for projects with real economics & policy support

🌍 Geo-Hydrogen Discovery

  • Massive hydrogen reservoir discovered near the ancient Mussau Trench
  • Hundreds of hydrothermal “Kunlun pipes” up to 1,800m wide
  • Suggests hydrogen reserves exist far from tectonic boundaries
  • Could reshape future energy economics & supply security

🚫 Strategic Exits

  • BP, Origin Energy, Air Products pull out of costly or unsupported projects
  • Nearly 6 million tonnes/year of cancelled hydrogen capacity
  • Lessons: demand certainty, strong offtake agreements, and viable economics are non-negotiable

⚖️ Key Takeaway
Hydrogen is moving beyond hype into disciplined growth. The winners will be projects with solid business models, demand alignment, and resilient technology.

Support the show

  continue reading

476 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play