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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.
416 Episodes
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The hydrogen revolution is accelerating! In this episode of The Hydrogen Podcast, I dive into three MAJOR developments shaping the industry: ✅ Shell’s Holland Hydrogen 1 Project 🌍 – A massive 200MW electrolyzer producing 60,000 kg of green hydrogen daily in the Netherlands. ✅ Honda’s Next-Gen Fuel Cell Breakthrough 🚗 – Cutting fuel cell costs by 50% while improving power density. Game-changer for hydrogen trucks & fleets! ✅ HydrogenPro’s Electrolyzer Deployment in Germany ⚡ – Scaling up...
Hydrogen trucking and infrastructure are evolving FAST! In this episode of The Hydrogen Podcast, I break down: ✅ Tata Motors’ Hydrogen Truck Trials – India’s first Class 8 fuel cell trucks hit the road, a major step in decarbonizing freight. ✅ Spain’s Enagas Invests €4 Billion – Hydrogen infrastructure expansion with H2Med pipeline & fueling stations. ✅ Fuel Cell Cost Breakthrough – Nanotech at the University of Chicago could slash fuel cell costs by 30-40%. ✅ Hydrogen M...
📉 Green hydrogen has hit roadblocks—high costs, infrastructure delays, and supply chain issues have led to major project cancellations. But does this mean hydrogen’s future is in jeopardy? Not so fast. In this episode of The Hydrogen Podcast, I break down: ✅ Why green hydrogen costs remain high ($4–$6/kg vs. $1–$2/kg for gray/blue hydrogen) ✅ Recent green hydrogen project cancellations—Air Products, SAF production & more ✅ Regions where green hydrogen still makes sense (Australia, Spain, ...
🚨 BP is making history! The oil supermajor just became the first to invest in natural hydrogen (geologic/white hydrogen) through Snowfox Discovery, alongside Rio Tinto and Oxford Science Enterprises. This game-changing shift could disrupt the entire hydrogen economy, offering cheaper, scalable, and infrastructure-ready hydrogen that competes with fossil fuels. 🌍 In this episode of The Hydrogen Podcast, I break down: ✅ Why BP and Rio Tinto are betting on natural hydrogen ✅ How natural hydrogen...
🚨 The hydrogen industry is shifting—Air Liquide scales back its U.S. hydrogen hub participation, Hyzon Motors shuts down, and BMW steps in with its first hydrogen-powered truck. What does this mean for the future of hydrogen infrastructure and heavy-duty transportation? 🚛💨 In this episode of The Hydrogen Podcast, I break down: 🔹 Why Air Liquide is reducing its involvement from six hydrogen hubs to two 🔹 The impact of President Trump’s freeze on federal clean energy funding 🔹 The economic and ...
🔥 The Hydrogen Boom Continues! 💨 TotalEnergies & Air Liquide are making a €1 billion investment in green hydrogen projects across Europe, Morocco, and Latin America—shaping the future of clean energy. In this episode of The Hydrogen Podcast, Paul Rodden breaks down how these massive hydrogen investments are accelerating the energy transition and transforming global markets. 🔹 What You’ll Learn in This Episode: ✅ TotalEnergies & Air Liquide’s €1B Green Hydrogen Initiative – The ELYgato...
Inside 3 Major Hydrogen Projects Driving Global Expansion Welcome to The Hydrogen Podcast! In today’s episode, Paul Rodden takes a deep dive into three game-changing hydrogen projects that highlight the global push for clean hydrogen production, storage, and distribution. These initiatives are setting the stage for the next phase of the hydrogen economy by leveraging cutting-edge electrolyzer technology, international collaborations, and large-scale investments. 🔹 What You’ll Lear...
Hydrogen vs. Battery Trucks: Which Will Dominate Long-Haul Freight? Welcome to The Hydrogen Podcast! 🎙️ Today, Paul Rodden takes on one of the most hotly debated topics in transportation: Will Class 8 trucks be powered by hydrogen or batteries? A recent Forbes article claims hydrogen has already failed—but is that really true? In this episode, we challenge that assumption by analyzing fuel cell electric vehicles (FCEVs), hydrogen internal combustion engines (H2-ICEs), and battery-electr...
🚀 Hydrogen’s Global Expansion: EU Procurement, Nuclear Hydrogen & Hydrogen Trucking Corridors! 🌍 Welcome to The Hydrogen Podcast! 🎙️ In today’s episode, host Paul Rodden explores major global hydrogen developments reshaping the industry. From Europe’s centralized hydrogen procurement to South Korea’s nuclear-powered hydrogen, Georgia’s $33M hydrogen truck refueling station, UK’s methane pyrolysis innovation, and Australia’s hydrogen-powered commercial fleets, this episode is packed with g...
🚀 Hydrogen's Next Big Leap: ExxonMobil, Methane Pyrolysis & Aviation Breakthroughs! ✈️ Welcome to The Hydrogen Podcast! 🎙️ In this episode, host Paul Rodden dives into the latest corporate strategies, breakthrough hydrogen technologies, and public policies reshaping the industry. From ExxonMobil’s pivot to blue hydrogen to Seattle’s methane pyrolysis innovation, Pennsylvania’s hydrogen power plan, and the future of hydrogen-powered aviation, this episode covers the critical shifts impacti...
Welcome to The Hydrogen Podcast! 🎙️ Join host Paul Rodden as he dives deep into Honeywell’s groundbreaking contributions to the hydrogen economy with special guest Bryan Glover, Chief Technology Officer and Growth Officer at Honeywell Energy and Sustainability Solutions. With over 35 years of expertise, Bryan shares how Honeywell is pushing the boundaries of hydrogen innovation to drive the energy transition. Key Topics Discussed: 🔹 Honeywell's Hydrogen Vision: Technologies shaping the future...
🚢 Hydrogen at Ports: A Game Changer for Global Trade & Energy! 🌍 Welcome to The Hydrogen Podcast! 🎙️ In this episode, host Paul Rodden explores how hydrogen is revolutionizing port operations—from fueling trucks and ships to powering data centers and manufacturing hubs. Ports are not just trade gateways but emerging hydrogen hubs, attracting billions in investment, creating jobs, and reshaping logistics. 🚀 What You’ll Learn in This Episode: 🔹 Houston’s $25M Hydrogen Refueling Station: A k...
Welcome to The Hydrogen Podcast! 🚀 In this episode, Paul Rodden breaks down the United States’ position in the global hydrogen race following the recent National Energy Emergency declaration. With an estimated 6.2 trillion tons of natural hydrogen reserves and the potential for economic transformation, how can the U.S. harness this untapped energy source to outpace Europe and Asia? Key Topics Covered: 🔹 National Energy Emergency: Implications for hydrogen development and infrastructure 🔹 Natu...
Welcome to The Hydrogen Podcast! In today’s episode, Paul Rodden breaks down the Unleashing American Energy Executive Order and its profound implications for the hydrogen economy. This major policy shift emphasizes domestic hydrocarbon production, streamlined permitting for energy projects, and critical infrastructure development—presenting both opportunities and challenges for green, blue, and turquoise hydrogen production. Key Topics Covered: 🔹 Policy Breakdown: Unpacking the White House’s ...
Welcome to The Hydrogen Podcast! Today, Paul Rodden interviews Bill Newsom, President and CEO of Mitsubishi Power Americas, to explore Mitsubishi’s transformative role in the hydrogen economy and its commitment to the energy transition. Key Topics Discussed: 🔹 Mitsubishi’s Investments: Hydrogen production, storage, and decarbonization strategies 🔹 ACES Delta Project: World-leading hydrogen production and storage initiative in Utah 🔹 Hydrogen Production Innovations: Scaling technologies like ...
Welcome to The Hydrogen Podcast! In this episode, Paul Rodden explores hydrogen’s transformative role in green steel production, a critical step toward reducing global carbon emissions. Steel production contributes approximately 8% of global CO2 emissions annually, but hydrogen is emerging as a powerful solution to decarbonize this essential industry. Key Topics Discussed: 🔹 Why Green Steel Matters: The case for replacing coal with hydrogen in steelmaking 🔹 Thyssenkrupp’s $3 Billion Initiativ...
Welcome to The Hydrogen Podcast! In this special episode, Paul Rodden sits down with Andy Marsh, the visionary CEO of Plug Power, to discuss the company’s journey and the pivotal role it’s playing in shaping the global green hydrogen economy. Key Topics Covered: 🔹 Plug Power’s Evolution: From forklift fuel cells to leading green hydrogen innovation 🔹 Green Hydrogen Milestones: Largest PEM electrolyzer plant, global expansions, and key partnerships 🔹 Vertical Integration: How Plug Power is bui...
Welcome to The Hydrogen Podcast! Today, Paul Rodden dives deep into the December 2024 Texas Hydrogen Production Policy Council report. This groundbreaking roadmap highlights Texas' path to becoming a global leader in the hydrogen economy. Leveraging its natural resources, advanced energy infrastructure, and innovation, Texas is poised to revolutionize hydrogen production and adoption. Key Topics Covered: 🔹 Texas' Hydrogen Landscape: Current capabilities in gray, blue, and green hydrogen produ...
In today’s Hydrogen Podcast, we explore the groundbreaking final regulations for the 45V Clean Hydrogen Tax Credit and Section 48 Energy Investment Credit announced by the U.S. Treasury. These policies could redefine the hydrogen landscape in the U.S. and beyond, accelerating the transition to clean energy. Topics Covered: 🔹 What is Section 45V? The tax credit incentivizing clean hydrogen production 🔹 Life Cycle Emissions: How the GREET model ensures transparency and accountability 🔹 Section ...
Welcome to The Hydrogen Podcast! Episode 378, In this episode of the Hydrogen Podcast, Paul Roden explores Mexico's ambitious $21 billion investment in green hydrogen projects, highlighting the country's potential to become a global leader in sustainable energy through competitive production costs and substantial job creation. He discusses the economic and technical challenges involved, emphasizing the need for coordinated efforts across government, industry, and academia to build robust inf...
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