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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 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...
In today’s episode of The Hydrogen Podcast, Paul Rodden takes us on a global tour of the hydrogen sector’s most exciting—and misunderstood—developments. 💡 From opinion columns in California to billion-dollar green hydrogen hubs in Saudi Arabia, we cut through the noise to reveal: 📉 Why hydrogen isn’t “doomed” by round-trip efficiency myths🌍 The $4B Yanbu Hydrogen Hub and Saudi Arabia’s massive export play🧠 How AI data centers are using hydrogen for 99.999% uptime🏭 Kimberly-Clark’s $160M hydro...
In this episode of The Hydrogen Podcast, Paul Rodden takes a fresh look at the wave of green hydrogen project cancellations that have shaken headlines and investor confidence. Rather than panic over missed climate targets, we dig into what really matters: ✅ The 29 GW of projects stalled—and what that tells us🔋 Why hydrogen’s energy density outperforms batteries💡 The truth about hydrogen as a multi-sector energy integrator🌬️ The health and economic benefits no one is talking about—like NOx, SO...
In today’s episode of The Hydrogen Podcast, Paul Rodden unpacks three game-changing moves shaping the hydrogen sector right now: 💼 Baker Hughes’ $13.6 Billion Acquisition of Chart Industries What this mega-deal means for hydrogen liquefaction, cryogenics, and modular plant innovation. 🚛 Next Hydrogen’s Record-Setting Onsite Fueling Station in Ontario How a clean hydrogen hub is cutting costs and diesel in the logistics sector—at less than $5/kg fuel delivered. 📈 Plug Power’s Strategic Outlo...
Data centers are the digital world’s beating heart—and they’re hungry for power. With energy demand soaring from AI, cloud services, and high-performance computing, traditional grid infrastructure is struggling to keep up. Enter hydrogen. In this episode of The Hydrogen Podcast, host Paul Rodden dives deep into: 💻 The true scale of data center energy needs ⚡ Why grid connection delays are stalling digital progress 🧪 Hydrogen’s rise as a behind-the-fence solution 🤝 The ground...
In this episode of The Hydrogen Podcast, host Paul Rodden unpacks two major stories that reveal the tension—and opportunity—in hydrogen’s global rollout: 🇪🇺 Europe’s Hydrogen Infrastructure Faces Multi-Year Delays 🇸🇪 Volvo Brings Back the Internal Combustion Engine—Fueled by Hydrogen You’ll learn: 🔹 Why Europe’s €340B hydrogen vision is stalling amid red tape and regulatory chaos 🔹 What the delay of H2Med and other pipelines means for the global hydrogen economy 🔹 How Volvo’s hyd...
In this episode of The Hydrogen Podcast, Paul Rodden explores the real future of hydrogen in transportation—beyond the headlines. 🚫 Why Stellantis is abandoning hydrogen vehicle development 🚗 How Toyota, BMW, and Hyundai are doubling down on fuel cell mobility 🧪 New hydrogen sources: Natural Hydrogen, Methane Pyrolysis, and Nuclear H₂ 🚚 Why hydrogen still dominates the future of heavy-duty transport 🌍 The lifecycle economics and environmental case vs. batteries We’ll break down: ✅ The inf...
In today’s episode of The Hydrogen Podcast, host Paul Rodden dives into three massive stories shaping the hydrogen landscape across energy, industry, and technology: 🌎 Chevron’s $5 Billion Blue Hydrogen Project in Texas 🇮🇳 Tata Steel & PyroGenesis Turn Coke-Oven Gas Into Clean Hydrogen 🇩🇪 Thyssenkrupp Nucera Upgrades Forecast Amid Surging Hydrogen Demand Here’s what you’ll learn: 🔹 How Chevron is leveraging the IRA’s 45V tax credit and the HyVelocity Hub to create a hydrogen and ammonia...
In today’s episode of The Hydrogen Podcast, Paul Rodden covers three powerful developments reshaping the hydrogen economy: ♻️ Raven SR’s Revolutionary Waste-to-Hydrogen Tech 🇬🇧 UK & Japan’s $10 Billion Hydrogen Investment Deal 🔗 Plug Power’s Strategic Supply Chain Expansion We break down: ✅ How Raven SR’s non-combustion steam reforming hits 95% cold gas efficiency ✅ What the UK’s £7.5B deal with Sumitomo means for hydrogen and offshore wind ✅ Why Plug Power’s extended hydrog...
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: 🇺🇸 Plug Power’s Stock Skyrockets After U.S. Tax Credit Extension 🇩🇪 Germany Unveils €3.2 Billion Plan for a 9,700-Kilometer Hydrogen Pipeline In this episode, you’ll discover: 🔹 How the U.S. Senate’s extension of hydrogen tax credits through 2028 unlocked Plug Power’s $1.66 billion DOE loan. 🔹 The scale and ambition behind Plu...
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 🇪🇺 Europe’s $2.5 Billion Hydrogen Pipeline Network 🇺🇸 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. &nbs...
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): SMR with CCS, industrial clusters, CCS-ready geologyNebraska &...
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