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PODCAST

The Hydrogen Podcast

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

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All Episodes

9:13

Hydrogen in Hawaii, Europe's Funding Gap, and...

The Hydrogen Podcast ·

2025/05/26

Today on The Hydrogen Podcast, we explore three critical stories shaping hydrogen’s future:🌴 Hawaii's Hydrogen Pilot with Liquid Carriers A new collaboration between Hawaii Gas and Ayrton Energy is testing liquid organic hydrogen carriers (LOHC) to safely store and transport hydrogen at ambient conditions. We break down how this tech could bypass high-pressure tanks and enable hydrogen integration into Hawaii’s 2045 renewable energy goals—despite high local electricity costs.🇪🇺 IEA Warns of

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9:24

Plug Power Tax Credit Risk, Hydrogen Jet Fuel...

The Hydrogen Podcast ·

2025/05/22

Today on The Hydrogen Podcast, we dive into three stories shaping the future of hydrogen:✈️ Hydrogen Jet Fuel Takes Off with Power-to-Liquids SAF Forbes reports on a game-changing collaboration between Electric Hydrogen and Twelve to create sustainable aviation fuel (SAF) using clean hydrogen and captured CO₂. We examine the power-to-liquids technology, cost hurdles, and how this could transform aviation's 2% global emissions footprint.🚚 Nikola’s Hydrogen Trucks Auctioned Off Amid Financial

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9:47

Spain’s Train Crisis, Geologic Hydrogen Boom &...

The Hydrogen Podcast ·

2025/05/19

Today on The Hydrogen Podcast, we unpack three major hydrogen developments transforming global energy:🚄 Spain’s Train Blackout Sparks Interest in Hydrail Spain’s recent nationwide rail outage exposed the fragility of grid-dependent transportation. Enter hydrail—hydrogen-powered trains offering grid-independent, emission-free mobility. We explore Spain’s push for high-speed hydrail, Talgo’s cutting-edge train, and the economic case for transitioning from overhead electrification.🌍 Geological

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12:14

Plug Power’s Q1 Surge, EU’s Nuclear Delay & The U.S....

The Hydrogen Podcast ·

2025/05/15

On today’s episode of The Hydrogen Podcast, we dive into three major stories reshaping the global hydrogen landscape:🔹 Plug Power's Q1 2025 Earnings & New Liquefaction Milestone Plug Power reports an 11% YoY revenue jump and commissions a 15-ton-per-day hydrogen liquefaction plant in Louisiana, scaling U.S. hydrogen supply. We break down the financials—including a $525M credit line and margin recovery—and explore what the 3 GW Australia deal means for global electrolyzer markets.🔹 EU

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10:08

ExxonMobil’s $10B Hydrogen Bet & U.S. Hydrogen Hub...

The Hydrogen Podcast ·

2025/05/12

On today’s episode of The Hydrogen Podcast, we explore one of the most consequential moves in global hydrogen markets:🔹 ExxonMobil’s Game-Changing Deal with Japan’s Marubeni ExxonMobil has inked a long-term supply agreement to deliver 250,000 tonnes of low-carbon ammonia annually from its planned Baytown, Texas facility. We examine how this mega-project—powered by hydrocarbon-derived hydrogen with CCS—could become the largest of its kind globally, and what it means for ammonia exports, carbon

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11:34

HyTerra’s 96% Hydrogen Breakthrough, Indiana Hub...

The Hydrogen Podcast ·

2025/05/08

On today’s episode of The Hydrogen Podcast, we dive deep into three game-changing developments across the hydrogen industry:🔹 HyTerra’s Natural Hydrogen Well in Kansas HyTerra has recorded 96.1% hydrogen purity at its Sue Duroche 3 well—one of the highest concentrations ever documented. We unpack the geological hydrogen extraction process, economic forecasts at $0.50–$1/kg, and what this means for the future of naturally occurring hydrogen.🔹 Indiana’s Push for a Regional Hydrogen Hub Lawmakers are

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12:51

Japan’s Hydrogen Playbook, The White Gold Rush, and...

The Hydrogen Podcast ·

2025/05/05

In today’s episode of The Hydrogen Podcast, we explore three global hydrogen strategies reshaping the clean energy landscape:🔹 Japan’s Multifaceted Hydrogen Blueprint From nuclear-powered electrolysis to liquefied hydrogen imports and heating applications, Japan is betting on a full-spectrum hydrogen economy. We break down the High Temperature Engineering Test Reactor (HTTR), hydrogen gas blending, and Suiso Frontier’s pioneering hydrogen shipping.🔹 The Global Race for White Hydrogen White

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9:37

Toyota’s Hydrogen Push, U.S.-China Race, and Spain’s...

The Hydrogen Podcast ·

2025/05/01

In this episode of The Hydrogen Podcast, we cover three major hydrogen developments shaping the global clean energy race:🔹 Toyota’s Big Hydrogen Bet in North America From the launch of its Gen 3 Fuel Cell system to heavy-duty trucks and liquid hydrogen refueling stations, Toyota is going all-in on hydrogen mobility. We unpack the tech specs, costs, and scalability challenges ahead.🔹 The U.S.-China Hydrogen Race Is the U.S. falling behind? China’s massive deployment of hydrogen vehicles and

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9:41

Geologic Hydrogen: America’s Untapped Energy...

The Hydrogen Podcast ·

2025/04/28

Today on The Hydrogen Podcast, we dive deep into Sandia National Laboratories' groundbreaking report: Exploring Geologic Hydrogen: A New Frontier for Affordable, Reliable Energy Security.🔹 What is Geologic Hydrogen? Learn about naturally occurring and stimulated hydrogen formed through serpentinization, radiolysis, and mantle degassing — and why it could reshape America's energy future.🔹 Current Research and Challenges We break down the technical hurdles: subsurface access, storage

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9:23

Hydrogen Innovation: Hyundai’s India FCEV Test,...

The Hydrogen Podcast ·

2025/04/24

In this episode of The Hydrogen Podcast, we dive into three game-changing hydrogen stories:🔹 Hyundai & IndianOil Launch FCEV Trial in India Hyundai Motor India teams up with Indian Oil Corporation to test the Hyundai NEXO hydrogen fuel cell vehicle under real-world Indian conditions. What this could mean for India’s clean transport sector and how it could eliminate thousands of tons of NOx and PM2.5 emissions.🔹 Next Hydrogen Secures $5M to Advance Electrolyzer Efficiency The Canadian startup

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9:53

Hydrogen Breakthroughs: Plug's U.S. Liquefaction...

The Hydrogen Podcast ·

2025/04/21

In this episode of The Hydrogen Podcast, we explore three major developments shaping the future of global hydrogen infrastructure:🔹 Louisiana’s New Hydrogen Liquefaction Plant Plug Power and Olin’s joint venture, Hidrogenii, launches a 15-ton-per-day hydrogen liquefaction facility in St. Gabriel, Louisiana—boosting U.S. hydrogen capacity and powering up to 150 heavy-duty trucks daily.🔹 Oman’s Liquid Hydrogen Export Deal with Europe A historic agreement between Oman, Germany, and the Netherlands

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9:41

Natural Hydrogen Gold Rush? | Petronas CCS...

The Hydrogen Podcast ·

2025/04/17

Is natural hydrogen the next big boom? In this episode of The Hydrogen Podcast, we cover three fascinating developments shaping the hydrogen economy—from massive new discoveries to fun, futuristic tech.🔍 What’s Inside Today’s Episode:🌍 1. Natural Hydrogen Boom? (OilPrice.com)How rainwater + rock = white hydrogenMassive underground reserves from Nebraska to France$1–$2/kg production potential = major economic upsideCould natural hydrogen rival blue and green hydrogen?🌊 2. Petronas Moves on

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13:17

No More Talk On The Future Of Hydrogen, Let’s Focus...

The Hydrogen Podcast ·

2025/04/14

Tired of the hydrogen hype? So are we. In this episode of The Hydrogen Podcast, recorded after World Hydrogen North America, we’re putting the spotlight back on what’s feasible now—not what might work in 10 years.🎯 Main Focus: Let’s stop talking about hydrogen’s future. Let’s start using what works today.🔥 What’s Inside This Episode:🧪 1. Most Practical Hydrogen Production: SMR + CCSEfficient & scalable at 65-75%Produces hydrogen at $1.50–$2/kg (before credits)Near-zero NOx, SOx, and PM2.5

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11:39

Viking's Hydrogen Cruise Ships | Hydrogen in...

The Hydrogen Podcast ·

2025/04/10

In this episode of The Hydrogen Podcast, we dive into three groundbreaking hydrogen developments reshaping maritime travel, agriculture, and heavy-duty transport in the U.S. and abroad.🌎 What’s inside today’s show:🛳️ 1. Viking’s World-First Hydrogen-Powered Cruise ShipsViking Libra debuts in 2026 with zero-emission hydrogen fuel cellsPowered by a 6-MW system, storing 50 tons of liquid hydrogenFuel cell derivatives: ammonia and methanol explored for maritimeEconomic outlook: $400M ship cost, 10-12%

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9:50

World Hydrogen North America Recap + EU Hydrogen...

The Hydrogen Podcast ·

2025/04/07

In this episode of The Hydrogen Podcast, we take a global tour of hydrogen innovation and policy—from the conference floor in Houston to funding announcements in Europe and startup breakthroughs in the U.S.🔥 Here’s what’s in today’s episode:🛠 1. Recap: World Hydrogen North America Conference (Houston) 🎙 Paul chaired the B Stream on Low Carbon Hydrogen and Infrastructure and moderated a top-tier panel on financing hydrogen with leaders from Hy24 and Citi 💬 Highlights include:ExxonMobil’s Chris

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11:42

DOE Hydrogen Shake-Up: Why Natural Gas-Based Hubs Are...

The Hydrogen Podcast ·

2025/04/03

In this episode of The Hydrogen Podcast, we break down a high-stakes development in U.S. hydrogen policy:📰 Politico reports the Department of Energy may cut funding for 4 of 7 hydrogen hubs—mostly in blue states—while preserving hubs in red states like Texas and Louisiana. The move sparks bipartisan concern but could reshape the U.S. hydrogen strategy around blue hydrogen from natural gas.We cover three crucial angles:💥 1. Why Blue Hydrogen is the Right Market Builder ✅ Uses existing

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11:43

Bosch's Hydrogen Breakthroughs, $50B Texas H2-Powered...

The Hydrogen Podcast ·

2025/03/31

In this episode of The Hydrogen Podcast, we break down three massive hydrogen breakthroughs from around the world:💧 1. Bosch Unveils Hydrogen Tech at Hannover Messe 2025 ✅ Hybrion PEM electrolyzers producing 552 tons/year ✅ CryoPump for 10-minute truck refueling & 70% fuel savings ✅ $5B revenue target by 2030 – Bosch goes all-in on hydrogen ✅ Efficiency: 80-85%, 30-bar operation, ultrapure water systems💻 2. Texas Builds World’s Largest Green-Powered Data Center ✅ 10 GW campus by Switch &

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13:26

Aramco’s Big Blue Hydrogen Bet + Next Hydrogen &...

The Hydrogen Podcast ·

2025/03/27

In this episode of The Hydrogen Podcast, we dive into three powerful stories shaping the global hydrogen economy:🛢️ Aramco Acquires 50% Stake in Blue Hydrogen JV with Air Products Qudra ✅ Jubail-based blue hydrogen production with CCS ✅ SMR technology + CO₂ sequestration targeting 1-2 kg CO₂e/kg ✅ $200M–$300M investment for 50% stake, up to 100,000 tons/year potential ✅ Key step in Saudi Vision 2030 to decarbonize refining and chemicals🔋 Next Hydrogen & Sungrow Hydrogen Form Strategic

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12:50

$814M Aussie Green H2 Boost + U.S. Energy Dominance...

The Hydrogen Podcast ·

2025/03/24

Huge momentum in the hydrogen industry! In this episode of The Hydrogen Podcast, I unpack three major developments redefining the global hydrogen landscape:🇦🇺 Western Australia’s A$814 Million Green Hydrogen Investment ✅ 2 GW wind + solar powering 1.5 GW of PEM electrolysis ✅ Targeting 300,000 tons/year of green hydrogen ✅ $2B–$3B total cost with $900M/year revenue potential🇺🇸 Hydrogen as a Strategic Tool for U.S. Energy Dominance ✅ RealClearEnergy highlights hydrogen’s role under the incoming

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11:08

THP-401: Republicans Back Hydrogen Tax Credits + RWE...

The Hydrogen Podcast ·

2025/03/20

The hydrogen economy is accelerating! In this episode of The Hydrogen Podcast, I dive into two major developments shaping the future of hydrogen:✅ GOP Support for Clean Energy Tax Credits 🏛️ – 21 House Republicans push to preserve Inflation Reduction Act (IRA) incentives, ensuring hydrogen remains cost-competitive with diesel and natural gas. ✅ RWE & TotalEnergies Sign Germany’s Largest Hydrogen Offtake Deal 🇩🇪 – A 15-year agreement for 30,000 metric tons of green hydrogen annually, proving

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478 results

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