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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.
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In 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 separate substance from spectacle. 💬 Topics Covered: The gap between industry events and real project deliveryScotland’s stalled hydrogen projects and w...
In 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 fuel. With 10x the power density of conventional motors and near-zero electrical resistance, this innovation could redefine aviation decarbonization....
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 statesHow these policy shifts reshape the balance between green hydrogen and low-carbon alternativesWhy natural hydrogen, methane pyrolysis, and SMR with CCS are ...
In 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 California’s ARCHES hydrogen hub — a cornerstone project expected to unlock $10 billion in private capital and over 200,000 jobs. 💥 Why It Matters These c...
In 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, efficiency, and local impact. 🇳🇦 RWE Walks Away from Namibia’s $10B Hydrogen Project – Europe’s big export hopes took a blow as RWE pulled out of...
In 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’t compete, and why more than $10 billion in projects disappeared in just 18 months. ⚡ Next-Gen Tech Takes the Stage Methane pyrolysis and natural...
In 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 consistently—supplying giants like Walmart, Amazon, and Home Depot. But what do the numbers mean financially, and how close is Plug to real profita...
In 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 (FCEVs): Zero tailpipe emissions, immediate health benefits in ports and urban corridors.Hydrogen Internal Combustion Engines (H2ICE): New breakt...
In 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 for efficiency and cost reduction, proudly manufactured in America. 🔹 IEA’s Revised Outlook – Why the forecast for 2030 clean hydrogen was cut by ...
In 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: Long-duration storage, grid backup, and industrial resilience powered by South Africa’s world-class solar & wind resources.Regional Strategies...
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 year50% annual growth since 2020, but only for projects with real economics & policy support🌍 Geo-Hydrogen Discovery Massive hydrogen reservoir discovered near the ancient Mussau TrenchHundreds of hydrothermal “Kunlun pipes” up to 1,800m wideSuggests hydrogen reserves...
In 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°CConverts unsorted plastic into ethylene & benzene70–90% yields with 99% purity, almost no emissionsPotential game-changer for chemical recycling by 2026⛴ San Francisco’s Hydrogen Ferry “Sea Change” 75-passenger fuel cell catamaran debuts in the BayZero-emission...
Hydrogen 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 Rodden talks with Parker Meeks, President & CEO of Utility Global, about: Why steel is so hard to decarbonize—and why retrofits matterHow H2Gen h...
Today’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. hoursSafety risks: lithium fires, thermal runaway, toxic emissionsEnvironmental footprint: mining intensity vs. green hydrogen pathways🌏 China’s Lithium Dominance Controls ~60% of proce...
This 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 financingProprietary electrolyzer design with 40+ patentsOntario’s largest onsite fueling station (650 kg/day)Scaling to global contracts with proven pilot data🇺🇸 Utah’s Coal-to-Hydrogen Transition Intermountain Power Project: first grid-scale plant transitioning...
In 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 hubNTPC’s Ladakh refueling station & methanol-from-CO₂ pilotsGAIL’s 10 MW PEM electrolyzer + gas blending trialsHPCL & BPCL refinery decarbonization and biomass hydrogen pilotsAdani’s giga-scale ambitions backed by renewables🇺🇸 U.S. Public Projects Hydrogen buses, truck...
In 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 hydrogen hype never materialized.Data deep dive: under 1M tonnes of low-carbon hydrogen are actually in use today vs. 97M tonnes global demand.Risks ...
In 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 hydrogen discoveries worth up to $12B investment and 15,000 jobs.Japan’s pragmatic vision: Balancing climate goals with reliability in a $100B nationa...
Today’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 Plug Power’s Project Quantum Leap – The company’s bold cost-cutting and margin turnaround efforts, their $700M revenue forecast, and the critical ...
In 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, and a plan to hit profitability by 2026 through cost cuts and global electrolyzer deals.🚚 GM & Hyundai Partnership — $2.4B investment in nex...
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