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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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Today marks the end of an incredible chapter. After five years, The Hydrogen Podcast signs off with one final episode—a deep reflection on the lessons, people, and progress that defined half a decade of global hydrogen evolution. From the early policy excitement to the hard economics of project delivery, host Paul Rodden takes listeners through the milestones, the missteps, and the breakthroughs that shaped both the show and the hydrogen market itself. 💬 In This Episode: The Early Days: Explo...
In this week’s episode of The Hydrogen Podcast, Paul Rodden explores three major stories that define hydrogen’s next phase — profit discipline, integrated scale, and global ambition. 💼 1️⃣ Plug Power’s Financial Pivot Plug Power just delivered its most revealing investor call yet. While revenue missed expectations, the company beat earnings estimates and unveiled a bold new strategy: $275 million capital unlocked via asset sales and cash optimization.A decisive shift toward profitable, high-...
In this episode of The Hydrogen Podcast, Paul Rodden highlights three powerful stories proving that hydrogen’s progress is driven by innovation, economics, and real-world execution. From the U.S. Midwest to Northern Europe to high-tech drone applications, the hydrogen industry is showing tangible momentum. 🇺🇸 Ohio’s Hydrogen Grit Even as federal hydrogen funding faces political turbulence, Ohio’s hydrogen economy keeps expanding. At the Ohio Fuel Cell and Hydrogen Coalition, Bill Whittenber...
In today’s episode of The Hydrogen Podcast, Paul Rodden breaks down the German Federal Court of Auditors’ explosive new report calling for a “reality check” on Germany’s national hydrogen strategy. This assessment isn’t just about Germany—it’s a warning and a roadmap for every country investing billions in clean hydrogen. 🇩🇪 The Stakes: Germany has pledged over €7 billion for 2024–2025 to build a world-class hydrogen economy—funding green hydrogen production, imports, pipelines, and industri...
In this episode of The Hydrogen Podcast, we dive into the real mechanics of the hydrogen economy — not the hype, but the contracts that make it all work. Drawing on the latest data from the August 2025 Oxford Institute for Energy Studies report, Paul Rodden breaks down how offtake agreements are defining the future of hydrogen finance, investment, and market credibility. 📄 What You’ll Learn: 💼 What are hydrogen offtake agreements (H2SPAs)? The backbone of every bankable hydrogen project.How ...
In today’s episode of The Hydrogen Podcast, we take a data-driven look at the global hydrogen economy—what’s working, what’s not, and which production routes will dominate through 2035. No hype, no spin—just economics, technology, and real-world traction. 🌍 Global Market Snapshot: 2025 hydrogen market value: $200 billion and growing 8–12% annually.95% of hydrogen still comes from hydrocarbons, mainly steam methane reforming (SMR) without capture.Electrolysis represents just 5% of global outpu...
In this episode of The Hydrogen Podcast, we unpack three pivotal stories shaping hydrogen’s next chapter—from major logistics partnerships and cost-slashing tech breakthroughs to a data-driven look at plant safety and reliability. 🚛 Daimler Truck, Kawasaki, & Hamburg Port: Building the Supply Chain Daimler is teaming up with Kawasaki Heavy Industries and the Hamburg Port Authority to bring liquid hydrogen imports to life. This isn’t another concept—it’s a real-world push to connect globa...
This week on The Hydrogen Podcast, we cut through the noise to break down the week’s biggest hydrogen headlines—from Europe’s momentum and Asia’s acceleration to America’s funding setbacks. The message is clear: the future of hydrogen belongs to projects built on economic strength and operational discipline. 🇪🇺 Europe’s Hydrogen Surge: Plug Power delivers on the H2CAST project and secures another 35 tons of industrial hydrogen contracts.RWE and TotalEnergies land €500 million for a 100 MW gre...
In today’s episode of The Hydrogen Podcast, we dig deep into three powerful headlines that tell one truth: hydrogen’s future won’t be won by hype or engineering brilliance—it’ll be decided by economics. 🇬🇧 Port Talbot’s £750M Hydrogen Gamble Wales is betting big on a new £750 million hydrogen production and research hub, promising over 2,000 jobs and a blueprint for industrial transformation. But can it compete on cost? We’ll break down what makes—or breaks—hydrogen mega-projects: offtake ce...
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...
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