After the $8B Climate Cuts: Where Does Hydrogen Go Next?
Update: 2025-10-09
Description
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 states
- How these policy shifts reshape the balance between green hydrogen and low-carbon alternatives
- Why natural hydrogen, methane pyrolysis, and SMR with CCS are emerging as the new commercial frontrunners
- How global leaders—from Europe to Asia to Australia—are adapting with pragmatic, market-driven hydrogen strategies
💡 Key Takeaways:
- Natural hydrogen can deliver ultra-low-cost, zero-CO₂ fuel ($0.50–$1.50/kg) without relying on renewables or water-intensive electrolysis.
- Methane pyrolysis splits methane into hydrogen and solid carbon, achieving $1.50–$2.50/kg costs and producing valuable carbon black and graphite.
- SMR with CCS remains vital for industrial-scale, low-carbon hydrogen production where infrastructure already exists.
- U.S. and global policymakers must pivot toward demand creation, binding offtake, and market stability instead of political promises.
- Hydrogen’s air-quality benefits—reducing NOX, SOX, and PM2.5—remain a cornerstone of its economic and health value.
🌎 Globally, these lessons are reshaping hydrogen strategies:
Europe focuses on enforceable auctions and steel clusters.
Asia doubles down on mobility and energy security.
Australia leans into flexible hydrogen export and green steel.
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