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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

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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12:15

Morocco’s $32.5B Hydrogen Bet, Natural Hydrogen in...

The Hydrogen Podcast ·

2025/03/17

The hydrogen revolution is here! In this episode of The Hydrogen Podcast, I break down THREE major developments shaping the future of hydrogen:✅ Morocco’s $32.5B Green Hydrogen Mega-Project 🌍 – Positioned as Europe’s top hydrogen supplier, with costs as low as $1.50/kg by 2030! ✅ MAX Power’s Natural Hydrogen Exploration in Canada 🇨🇦 – Could "white hydrogen" be the cheapest, most scalable hydrogen source yet? ✅ EVs vs. Hydrogen: The Transportation Debate 🚛 – Why hydrogen outperforms

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11:39

The Hydrogen Podcast: US Electrolyzer Expansion,...

The Hydrogen Podcast ·

2025/03/13

The hydrogen revolution is advancing fast! In today’s episode of The Hydrogen Podcast, I break down three MAJOR developments shaping the industry’s future:✅ Electric Hydrogen & Titan Metal Fabricators Partnership ⚡ – Scaling PEM electrolyzer production in the U.S., cutting costs & boosting domestic hydrogen supply. ✅ Texas’ Hydrogen Water Study 💧 – Examining hydrogen’s water impact & proving Texas can triple production without stressing resources. ✅ Mongolia’s Hydrogen Megaprojects 🌍 –

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11:47

Hydrogen’s Future: Shell’s Mega Green H2 Project,...

The Hydrogen Podcast ·

2025/03/10

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

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10:03

India’s First Hydrogen Truck Trials + Spain’s $4B...

The Hydrogen Podcast ·

2025/03/06

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 Market Economics – How

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11:17

Green Hydrogen Setbacks: What’s Next? The Future of...

The Hydrogen Podcast ·

2025/03/03

📉 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, North

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10:35

BP & Rio Tinto Bet BIG on Natural Hydrogen! Is This...

The Hydrogen Podcast ·

2025/02/27

🚨 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 could

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9:35

Air Liquide Scales Back Hydrogen Hubs | Hyzon Shuts...

The Hydrogen Podcast ·

2025/02/24

🚨 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

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10:18

TotalEnergies & Air Liquide’s €1B Hydrogen Investment...

The Hydrogen Podcast ·

2025/02/20

🔥 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 ELYgator

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11:02

BP’s Green Hydrogen Projects & U.S.-Japan Hydrogen...

The Hydrogen Podcast ·

2025/02/17

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 Learn in This

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14:27

Hydrogen vs. Battery Trucks: The Future of Freight |...

The Hydrogen Podcast ·

2025/02/13

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-electric trucks

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11:13

Global Hydrogen Boom: EU’s Strategy, Nuclear-Powered...

The Hydrogen Podcast ·

2025/02/10

🚀 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

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11:25

ExxonMobil, Methane Pyrolysis & Hydrogen Jet Fuel:...

The Hydrogen Podcast ·

2025/02/06

🚀 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

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41:30

INTERVIEW: Inside Honeywell’s Hydrogen Vision:...

The Hydrogen Podcast ·

2025/02/03

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

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10:18

Hydrogen in Ports: Transforming Logistics, Trade &...

The Hydrogen Podcast ·

2025/01/30

🚢 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 key

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9:30

Can the U.S. Lead the Global Hydrogen Race? National...

The Hydrogen Podcast ·

2025/01/27

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🔹 Natural

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10:18

Unleashing American Energy: Impacts on Hydrogen |...

The Hydrogen Podcast ·

2025/01/23

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 new

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