Will This New U.S. Bill Kill Green Hydrogen? What H.R.1 Means for America’s Hydrogen Future

The Hydrogen Podcast

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6d ago 10:59

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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 production
The repeal of the Section 45V Clean Hydrogen Production Tax Credit and what it means for projects like Plug Power, Air Products, and Clean Hydrogen Works
The new focus on Section 45Q for carbon capture—and how ExxonMobil’s Baytown hydrogen hub could thrive under the new rules
The shifting competitiveness of electrolytic hydrogen, and why its future may now rest on R&D and cost innovation

💼 Economic Takeaways:

Hydrogen from SMR+CCS, natural hydrogen, and pyrolysis costs $1–$2/kg—half the cost of electrolysis
Potential loss of $50B in hydrogen investments due to the short 60-day construction window for 45V eligibility
Plug Power’s market cap could drop $500M; Air Products’ and CF Industries’ projects are now at risk
But ExxonMobil’s Baytown plant could make $500M/year in CCS tax credits under 45Q

📈 Whether you're a policymaker, investor, or energy professional, this episode is your definitive guide to understanding the real market implications of H.R.1.

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