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The Hydrogen Podcast

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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 hydrogen market to new heights. He also shares his insights on the current opportunities and developments with complete transparency. From overall strategy, to future casting, to lessons learned, Paul will be your guide as you explore the concept of hydrogen as a fuel source, the advancements in the industry (present and future), and the economic opportunities that are available for potential investors.

Location:

United States

Description:

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 hydrogen market to new heights. He also shares his insights on the current opportunities and developments with complete transparency. From overall strategy, to future casting, to lessons learned, Paul will be your guide as you explore the concept of hydrogen as a fuel source, the advancements in the industry (present and future), and the economic opportunities that are available for potential investors.

Language:

English


Episodes
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Plug Power Surges & Germany Goes Big: A Hydrogen Wake-Up Call

7/10/2025
Welcome 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: đŸ‡ș🇾 Plug Power’s Stock Skyrockets After U.S. Tax Credit Extension đŸ‡©đŸ‡Ș Germany Unveils €3.2 Billion Plan for a 9,700-Kilometer Hydrogen Pipeline In this episode, you’ll discover: đŸ”č How the U.S. Senate’s extension of hydrogen tax credits through 2028 unlocked Plug Power’s $1.66 billion DOE loan. đŸ”č The scale and ambition behind Plug’s 500 TPD U.S. goal and its $5.5B Uzbekistan partnership. đŸ”č Germany’s plan to transport 10 million tons of hydrogen annually via its new pipeline network. đŸ”č The financial challenges Plug still faces—like negative margins and high cash burn. đŸ”č What this all means for the $200 billion global hydrogen market by 2034. 📊 Supported by data from the IEA, DOE, BloombergNEF, McKinsey, and more, we explore how infrastructure and policy are colliding to ignite the hydrogen transition. — 🎧 If you value this show, don’t forget to leave a review on Apple Podcasts, Spotify, YouTube, or wherever you listen. It makes a big difference. And as always, feel free to reach out at info@thehydrogenpodcast.com. Plug Power, Plug Power stock, hydrogen tax credits, 45V extension, US hydrogen policy, Plug Power Uzbekistan, Plug Power fuel cells, hydrogen infrastructure, Germany hydrogen pipeline, EU Hydrogen Bank, green hydrogen, hydrogen economy 2025, Plug Power financials, global hydrogen market, DOE hydrogen loan, hydrogen energy podcast, Paul Rodden, energy transition 2025, McKinsey hydrogen, BloombergNEF hydrogen, electrolysis, fuel cell vehicles, clean hydrogen, hydrogen podcast #HydrogenPodcast #PlugPower #GreenHydrogen #HydrogenEconomy #GermanyHydrogen #EnergyTransition #HydrogenNews #CleanEnergy #45VCredit #HydrogenInfrastructure #FuelCells Support the show

Duration:00:09:11

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Australia, Europe, and California Just Changed Hydrogen Forever

7/7/2025
Welcome 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 đŸ‡ȘđŸ‡ș Europe’s $2.5 Billion Hydrogen Pipeline Network đŸ‡ș🇾 California’s First Bio-Stimulated Hydrogen Trial In this episode, we explore: ✅ Australia’s bold investment in Orica’s Hunter Valley Hydrogen Hub under the Hydrogen Headstart Program, featuring a 50 MW electrolyzer and a cost of $3–$5/kg. ✅ Europe’s massive Barmar pipeline (part of the H2Med project) connecting Spain, France, and Germany, designed to deliver 2 million tons annually. ✅ The world’s first successful subsurface biohydrogen production trial in California’s San Joaquin Basin, with production costs projected under $0.50/kg. 🔬 Deep Dive: What Is Biohydrogen? We break down dark fermentation, photo-fermentation, and bio-stimulation—plus the economics, scalability, and how biohydrogen compares to SMR, pyrolysis, and electrolysis. 📊 Why It Matters Globally: From policy-backed mega-projects to microbial innovation, these stories signal new possibilities for low-carbon hydrogen production and global infrastructure development. — If you enjoy today’s show, don’t forget to hit like, subscribe, and leave a rating or comment on your favorite platform. Every bit of support helps us grow the hydrogen conversation. Stay tuned and stay inspired! hydrogen podcast, green hydrogen, biohydrogen, hydrogen infrastructure, hydrogen pipeline, H2Med project, Orica hydrogen hub, Australian hydrogen news, Engie pipeline, Barmar hydrogen, bio-stimulated hydrogen, Cemvita, Gold H2, renewable hydrogen, clean hydrogen, hydrogen news 2025, hydrogen electrolysis, hydrogen from microbes, global hydrogen economy, 45V credit, EU Hydrogen Bank, hydrogen production methods, Paul Rodden #HydrogenPodcast #CleanHydrogen #GreenHydrogen #Biohydrogen #HydrogenEconomy #AustraliaHydrogen #EuropeHydrogen #CaliforniaHydrogen #HydrogenInnovation #Electrolysis #SMR #IEA #DOE #BloombergNEF #H2Med #GoldH2 Support the show

Duration:00:10:37

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Where Hydrogen Will Boom in the U.S. by 2035

7/3/2025
Welcome 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 root? 🌍 Featured Locations & Their Strengths: Gulf Coast (Texas, Louisiana):Nebraska & Pennsylvania:Kansas & Appalachia:Illinois & New York:Texas & California:📊 We also unpack: Senate-passed H.R.1 bill45V and 45Q tax credits$400B by 2035ammonia, SAF, steel, methanol, and transportcost reduction, infrastructure needs, and policy support2050📈 Whether you're an investor, policymaker, or technologist, this episode is your roadmap to hydrogen’s U.S. deployment and market evolution. 👉 Don’t forget to catch Part 1 on the top hydrogen technologies if you missed it! Support the show

Duration:00:12:13

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Top 4 Technologies Fueling America’s Hydrogen Future by 2035 Part 1

6/30/2025
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: carbon intensity (CI)DOEIEABloombergNEFlow-CI ammoniasustainable aviation fuel (SAF)đŸ’„ Bonus: Learn how each technology plays into the $200B ammonia and $1T SAF markets by 2050. This is the definitive roadmap for tech leaders, investors, and policymakers shaping hydrogen’s role in the U.S. energy transition. 👉 Subscribe so you don’t miss Part 2, where we cover hydrogen infrastructure, regional hubs, and market deployment across the U.S. Support the show

Duration:00:10:16

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Hydrogen’s New Playbook: Data Centers, No Subsidies, and Big Partnerships

6/26/2025
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. đŸ§© Inside This Episode: 📊 With the 45V tax credit set to expire in 2026, and global competition accelerating, this episode delivers a clear blueprint for executives who want to lead—not lag—in the $1 trillion hydrogen economy by 2050. 🔧 From pilot projects in Utah to policy pivots in Washington, Irvin’s article gives the roadmap—this episode breaks it down. #HydrogenPodcast #QHydrogen #DataCenters #HydrogenEconomy #45VCredit #Electrolyzers #FuelCells #CleanEnergy #EnergyPolicy #HydrogenPartnerships #HydrogenNews #AIandEnergy #ZeroCarbonPower #BloombergNEF #DOE Support the show

Duration:00:12:25

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Trump’s Tax Bill Could Kill U.S. Hydrogen – Reuters Sounds the Alarm

6/23/2025
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. đŸ§© Inside This Episode: 💡 With hydrogen projects requiring 4–6 years just to start construction, this bill’s rushed timeline threatens to strand sunk costs and kill thousands of jobs. Can the Senate fix it in time? 🎧 Stay informed. Stay strategic. Listen now. Support the show

Duration:00:11:27

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Hydrogen on the Edge: BP Pulls Out, Plug Power Scores, Toyota Races Ahead

6/19/2025
In today’s episode of The Hydrogen Podcast, we explore three pivotal stories shaping the global hydrogen landscape: 🇬🇧 UK – BP Cancels ÂŁ2B 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. đŸ‡ș🇾 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 strengthens Plug’s order book—but does it fix their financial woes? đŸ‡ŻđŸ‡” Japan/France – Toyota’s Hydrogen Race Car: Car and Driver reports that Toyota plans to run its GR H2 Racing Concept at Le Mans in 2026. This hydrogen ICE-powered race car could redefine high-performance motorsport and push hydrogen tech into the spotlight. 📊 In This Episode: Whether it's the collapse of a major project, a breakthrough deal, or a high-octane showcase, hydrogen's future is being shaped by bold moves and tough challenges. Support the show

Duration:00:09:47

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3 Big Hydrogen Wins: Ireland’s Push, JCB’s Breakthrough, and India’s Mega Project

6/16/2025
In this episode of The Hydrogen Podcast, we explore three powerful hydrogen stories making global waves: 🇼đŸ‡Ș Ireland: The Irish Examiner outlines how Ireland plans to leverage 50,000 kmÂČ 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 diesel and battery-electric power head-on. Could this be a game-changer for construction and agriculture? 🇼🇳 India: Moneycontrol reports on Indian Oil Corporation’s plan to build India’s largest green hydrogen facility at Panipat. With 200 MW of renewables powering 27 tons of daily hydrogen output, this project is key to India’s 5 million-ton hydrogen target and clean refining future. 🔎 In this episode: 🌍 As hydrogen accelerates worldwide, each country’s approach offers insight into how the global hydrogen economy is taking shape—from cost, to technology, to market demand. Support the show

Duration:00:09:52

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Saudi Arabia’s $8.4 Billion Hydrogen Bet – Will Neom Dominate the Market?

6/12/2025
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: U.S. and China’s competitive projects📊 Based on data from DOE, IEA, and BloombergNEF, we analyze NGHC’s future in the global hydrogen market and whether it can compete on cost and scale. 🌍 Whether you’re in energy, infrastructure, or policy, this episode offers essential insights into one of the biggest clean energy bets in the world. Support the show

Duration:00:09:49

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Europe’s Green Hydrogen Dream Is Failing – Can U.S. Exports Save It?

6/9/2025
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: low-CI alternativeslow-cost hydrogen to Europe📊 All numbers and costs are sourced from the DOE, IEA, and BloombergNEF, offering a reality-based look at hydrogen’s future. 🌍 Whether you're watching the global energy transition or planning infrastructure investments, this episode provides key insights on hydrogen economics, policy, and strategy. Support the show

Duration:00:11:32

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Germany, China, and the Race for Hydrogen Supremacy – Is the U.S. Falling Behind?

6/5/2025
In this episode of The Hydrogen Podcast, we explore two major hydrogen developments reshaping the global energy landscape. đŸ‡©đŸ‡Ș 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. đŸ‡ș🇾 The U.S. Response: With the repeal of the Section 45V tax credit via the “One Big, Beautiful Bill Act,” America must now focus on economics-first hydrogen—SMR with CCS, natural hydrogen, and methane pyrolysis—all producing hydrogen at $1–$2/kg. Plus, we spotlight how natural hydrogen could supercharge ammonia production in the Midwest and what public-private partnerships must do to keep pace. 📈 All cost data sourced from DOE, IEA, and BloombergNEF to provide the clearest picture of hydrogen’s economic future. 🎧 Listen now to learn: Support the show

Duration:00:10:06

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The Truth Behind Hydrogen’s Big Promise – What Went Wrong and What Comes Next

6/2/2025
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 repeal of the Section 45V tax credit might actually push the industry forward and how the Midwest could emerge as the next hydrogen hub by powering ammonia production with natural hydrogen at $0.50–$1/kg. 📊 All data sourced from the U.S. DOE, IEA, and BloombergNEF. 🎧 Listen now to learn: Subscribe and leave a review if this helped you understand the hydrogen transition better! #HydrogenPodcast #HydrogenEconomy #CleanHydrogen #NaturalHydrogen #MethanePyrolysis #SMRwithCCS #EnergyPolicy #Section45V #HydrogenProduction #MidwestHydrogen #Ammonia #Decarbonization #HydrogenNews #RobertRapier #EnergyTransition Support the show

Duration:00:10:22

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

5/29/2025
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. đŸ§Ș Key Topics Covered: steam methane reforming with CCSnatural hydrogenmethane pyrolysisSection 45V Clean Hydrogen Production Tax CreditPlug PowerAir ProductsClean Hydrogen WorksSection 45QBaytown hydrogen hubelectrolytic hydrogenđŸ’Œ Economic Takeaways: half the cost of electrolysis$500M/year📈 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. 👉 Like, subscribe, and hit the bell to stay ahead of the hydrogen curve. đŸ“© Email us at info@thehydrogenpodcast.com for feedback or questions! #HydrogenPodcast #GreenHydrogen #BlueHydrogen #HydrogenEconomy #HydrogenPolicy #Section45V #Section45Q #CarbonCapture #NaturalHydrogen #MethanePyrolysis #ExxonMobilHydrogen #PlugPower #AirProducts #CleanHydrogen #HydrogenLegislation #HydrogenInvestment Support the show

Duration:00:10:59

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Hydrogen in Hawaii, Europe's Funding Gap, and Germany’s $127M Hydrogen Hub Explained

5/26/2025
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. đŸ‡ȘđŸ‡ș IEA Warns of Hydrogen Project Delays in Northwest Europe At the World Hydrogen Summit, the IEA revealed that only 6% of hydrogen projects in Northwest Europe are moving forward. We analyze the grid integration, storage bottlenecks, and investment shortfalls—and what must change to turn Europe's ambitious targets into real-world deployments. đŸ‡©đŸ‡Ș Germany’s Lubmin Hydrogen Hub Gets $127M EU Grant Deutsche ReGas secures EU funding for a 200 MW electrolyzer plant in Lubmin, with plans to scale to 500 MW. Learn how this project fits into Germany’s industrial hydrogen goals, the economic hurdles of offshore wind-based electrolysis, and why regional competition could slow its impact. 📊 What You’ll Learn: – How LOHC tech could solve hydrogen transport bottlenecks – Why Europe’s hydrogen market faces a “reality check” despite strong policy support – The risks and rewards of Germany’s expanding hydrogen infrastructure – Global takeaways for policy, investment, and technical scalability 🎧 Subscribe for weekly hydrogen insights from the front lines of the energy transition. đŸ“© Reach out anytime at info@thehydrogenpodcast.com 👍 Like, comment & share to help grow the hydrogen conversation! #HydrogenPodcast #GreenHydrogen #HydrogenEconomy #HydrogenStorage #LOHC #Electrolyzers #HydrogenInfrastructure #HawaiiEnergy #IEA #HydrogenProjectsEurope #GermanyHydrogenHub #CleanEnergyTransition #RenewableHydrogen #HydrogenNews Support the show

Duration:00:09:13

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Plug Power Tax Credit Risk, Hydrogen Jet Fuel Breakthrough & Nikola Auction Fallout

5/22/2025
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 the technical specs, hydrogen fueling infrastructure challenges, and why high costs and a weak resale market are putting serious pressure on FCEV truck adoption in the U.S. ⚠ Plug Power Faces Tax Credit Crisis Seeking Alpha highlights how potential changes to the 45V hydrogen production tax credit could hurt Plug Power’s revenue. We dig into how emissions rules tied to grid electricity may disqualify some of Plug’s plants—and what that means for the company’s market position and future projects. 🔍 What You’ll Learn: – The tech and economics behind hydrogen-derived SAF – What Nikola’s auction says about the real state of hydrogen trucking – How Plug Power’s reliance on tax incentives shapes its risk profile – Broader takeaways for investors, policymakers, and the hydrogen industry 🎧 Subscribe for weekly deep dives and expert commentary on the biggest stories in hydrogen. đŸ“© Send feedback or questions to info@thehydrogenpodcast.com 👍 Like, comment & share if you find value in the episode! #HydrogenPodcast #SustainableAviationFuel #NikolaTrucks #PlugPower #HydrogenTaxCredit #HydrogenEconomy #GreenHydrogen #FCEV #SAF #HydrogenFuelCell #EnergyTransition #HydrogenInfrastructure #HydrogenMarket Support the show

Duration:00:09:24

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Spain’s Train Crisis, Geologic Hydrogen Boom & Italy’s First Green H2 Factory Test

5/19/2025
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 suggests geologic hydrogen could be the world’s cleanest and cheapest energy source. We analyze the tech, the economics (production costs as low as $0.50/kg), and the geopolitical implications of a naturally occurring hydrogen supply. 🏭 Italy’s First Industrial Green Hydrogen Trial In Sardinia, Italgas and Edison Energia will supply up to 20% green hydrogen blend to power a dairy plant—Italy’s first industrial-scale H2 test. We break down the clean tech powering this initiative, its cost structure, and what it means for Europe’s hydrogen transition in food and chemicals. 📊 What You’ll Learn: – Why hydrail could redefine transport in Europe and Asia – The untapped power of geological hydrogen reserves – How Italy’s small-scale H2 trial could spark industrial change – Key investment signals and tech insights across the H2 value chain – Policy tensions shaping the hydrogen market (tariffs, subsidies, infrastructure) 🎧 Tune in for expert-level breakdowns and high-impact insights on where hydrogen is headed next. đŸ“© Feedback or questions? Reach out at info@thehydrogenpodcast.com 👍 Please like, comment, and subscribe for more episodes every week! #HydrogenPodcast #Hydrail #GeologicHydrogen #GreenHydrogen #CleanEnergy #ItalyHydrogen #SpainHydrogenTrains #HydrogenEconomy #HydrogenTech #H2Innovation #HydrogenInvesting #HydrogenInfrastructure #Electrolyzers #HydrogenForIndustry Support the show

Duration:00:09:47

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Plug Power’s Q1 Surge, EU’s Nuclear Delay & The U.S. Hydrogen Roadmap Revealed

5/15/2025
On today’s episode of The Hydrogen Podcast, we dive into three major stories reshaping the global hydrogen landscape: đŸ”č 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. đŸ”č EU Delays Nuclear Hydrogen Classification to 2028 A new draft from the European Commission postpones labeling nuclear hydrogen as a low-carbon fuel. We unpack the technical, economic, and policy implications of this decision and how it could splinter Europe’s hydrogen market between pro-nuclear and pro-renewables states. đŸ”č Unleashing U.S. Hydrogen Potential: RealClearEnergy’s Vision A new article calls for the U.S. to embrace diverse hydrogen production methods—from CCS to geological and nuclear-powered electrolysis—to outpace China and lead the global hydrogen economy. We assess production costs, scalability, emissions profiles, and the policy levers that could make or break American leadership. 📊 Topics Covered: – Plug Power’s Q1 earnings & Project Quantum Leap – Liquid hydrogen supply chain and tech details – EU hydrogen policy & nuclear vs renewables debate – Baytown, HyTerra, and Prairie Island as models for U.S. growth – Economic insights across multiple production methods – Global hydrogen trade, costs, and job creation impacts 💡 Whether you’re tracking the hydrogen market, investing in energy tech, or navigating the policy landscape—this episode is your deep dive into what matters most right now. 📬 Questions or feedback? Reach us at info@thehydrogenpodcast.com 👍 Don’t forget to like, subscribe, and share to stay ahead in hydrogen! Support the show

Duration:00:12:14

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ExxonMobil’s $10B Hydrogen Bet & U.S. Hydrogen Hub Uncertainty: What It All Means

5/12/2025
On today’s episode of The Hydrogen Podcast, we explore one of the most consequential moves in global hydrogen markets: đŸ”č 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. đŸ”č House Appropriations Hearing Sparks Hydrogen Hub Concerns Energy Secretary Chris Wright faced tough questions over delayed funding for hydrogen hubs like Indiana’s, potentially jeopardizing $2.2 billion in 2024 commitments. We assess the risks, timelines, and implications for U.S. hydrogen strategy as ExxonMobil’s privately funded project moves forward. 🔍 Technical Spotlight We break down the full mechanics and economics of hydrocarbon-derived hydrogen with CCS—from 98% CO2 capture to ammonia conversion, including how it stacks up against green hydrogen from electrolysis. 📊 Key metrics: – 1 billion cubic feet of hydrogen daily – 1 million+ tonnes of low-carbon ammonia annually – $10–12B CAPEX, $2–3/kg hydrogen cost – DOE hydrogen hub funding at risk – 45Q tax credits and private capital dynamics explained 🎧 Whether you’re an investor, policymaker, or engineer, this episode delivers a complete breakdown of hydrogen’s evolving future—from Texas to Tokyo to Washington, D.C. đŸ“© Questions or feedback? Reach out at info@thehydrogenpodcast.com ✅ Like, subscribe, and share if this content helps keep you ahead in hydrogen! #HydrogenPodcast #ExxonMobil #HydrogenEconomy #CCS #BlueHydrogen #LowCarbonAmmonia #HydrogenHubs #DOE #BaytownHydrogen #EnergyTransition #HydrogenTrade #CleanEnergyPolicy #HydrogenExport #CarbonCapture #GlobalHydrogen Support the show

Duration:00:10:08

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HyTerra’s 96% Hydrogen Breakthrough, Indiana Hub Plans, & Chile’s $16B Hydrogen Megaproject

5/8/2025
On today’s episode of The Hydrogen Podcast, we dive deep into three game-changing developments across the hydrogen industry: đŸ”č 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. đŸ”č Indiana’s Push for a Regional Hydrogen Hub Lawmakers are laying the groundwork for a hydrogen production hub in northwest Indiana, leveraging grid and nuclear-powered electrolysis. With potential backing from the DOE’s $8B hydrogen hubs program, we explore the economic and environmental stakes behind this Midwest initiative. đŸ”č TotalEnergies’ $16 Billion Renewable Hydrogen Project in Chile We analyze one of the world’s largest green hydrogen efforts—TotalEnergies' massive wind- and solar-powered electrolysis facility aimed at producing 3 million tonnes of ammonia per year. Find out how this sets a new benchmark for global hydrogen export models. 💡 This episode covers technical innovation, environmental impact, job creation, cost structures, and infrastructure scaling—whether you're investing, developing projects, or tracking hydrogen policy, this is essential listening. 📧 Feedback or questions? Email us at info@thehydrogenpodcast.com 🔔 Subscribe and hit the bell for the latest global hydrogen developments! #HydrogenPodcast #GeologicHydrogen #GreenHydrogen #HydrogenHub #HyTerra #TotalEnergies #RenewableHydrogen #Electrolysis #AmmoniaExport #CleanEnergy #HydrogenEconomy #EnergyTransition #FuelCellTech #HydrogenProduction #HydrogenNews Support the show

Duration:00:11:34

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Japan’s Hydrogen Playbook, The White Gold Rush, and India’s Pink Pivot | Global Hydrogen Breakdown

5/5/2025
In today’s episode of The Hydrogen Podcast, we explore three global hydrogen strategies reshaping the clean energy landscape: đŸ”č 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. đŸ”č 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 like Koloma and Bill Gates’ Breakthrough Energy, we explore the technology, potential, and slow progress in the so-called “white gold rush.” đŸ”č India’s Shift Toward Pink Hydrogen With green hydrogen struggling, India is pivoting to nuclear-powered electrolyzers. We compare emissions, costs, and scale potential of pink hydrogen versus solar and wind, and explore how India’s 7.5 GW nuclear fleet could become a reliable base for industrial hydrogen applications. 💡 Dive in for a detailed analysis of the technical breakthroughs, job creation, economic stakes, and environmental trade-offs shaping the future of hydrogen—from Japan’s nuclear innovation to India's pink strategy and the uncharted territory of white hydrogen. 📧 Feedback? Reach out at info@thehydrogepodcast.com 👍 Don’t forget to like, subscribe, and share for more cutting-edge hydrogen insights! #HydrogenPodcast #WhiteHydrogen #PinkHydrogen #JapanHydrogen #IndiaEnergyTransition #CleanEnergy #NuclearHydrogen #HydrogenEconomy #FuelCellTechnology #GreenEnergy #EnergySecurity #Decarbonization #Electrolyzers #EnergyTransition Support the show

Duration:00:12:51