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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

8:22

The Hydrogen Podcast: The Final Episode — 5 Years of...

The Hydrogen Podcast ·

2025/11/17

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: Exploring the

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6:57

Plug Power’s Pivot, NEOM’s Progress, and China’s...

The Hydrogen Podcast ·

2025/11/13

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-return

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10:51

Hydrogen’s Real-World Wins — Ohio, Denmark &...

The Hydrogen Podcast ·

2025/11/10

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 Whittenberger made

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9:17

Germany’s Hydrogen Reality Check — What the Audit...

The Hydrogen Podcast ·

2025/11/06

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 industrial

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11:31

Inside the Deals Powering Hydrogen — The Truth About...

The Hydrogen Podcast ·

2025/11/03

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 these

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12:51

The Real Economics of Hydrogen – Who’s Winning,...

The Hydrogen Podcast ·

2025/10/30

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 output—but

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7:50

Hydrogen’s Real Progress – Daimler’s Supply Push,...

The Hydrogen Podcast ·

2025/10/27

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 global

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7:39

Global Hydrogen Shake-Up: Funding Cuts, Breakthrough...

The Hydrogen Podcast ·

2025/10/23

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 green

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10:42

Follow the Money – Hydrogen’s Economics, Industry...

The Hydrogen Podcast ·

2025/10/20

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

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7:54

No Hype, Just Hydrogen – The Real State of the Global...

The Hydrogen Podcast ·

2025/10/16

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 what they

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11:24

The Hydrogen Podcast: Hydrogen's Aviation...

The Hydrogen Podcast ·

2025/10/13

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. Hydrogen

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12:09

After the $8B Climate Cuts: Where Does Hydrogen Go Next?

The Hydrogen Podcast ·

2025/10/09

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 emerging

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7:26

$8 Billion in U.S. Climate Cuts: How It Shakes...

The Hydrogen Podcast ·

2025/10/06

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 cuts

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9:46

The Hydrogen Podcast: Large-Scale Hydrogen—Technical...

The Hydrogen Podcast ·

2025/10/02

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

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10:54

Hydrogen’s Reality Check: Why Green Projects...

The Hydrogen Podcast ·

2025/09/29

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 hydrogen

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9:46

Plug Power’s Georgia Breakthrough & Hydrogen Data...

The Hydrogen Podcast ·

2025/09/25

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

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10:28

The Real Health Benefits of Hydrogen: Air Pollution,...

The Hydrogen Podcast ·

2025/09/22

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 breakthroughs

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9:29

Texas E-Fuels Breakthrough: Advanced U.S....

The Hydrogen Podcast ·

2025/09/18

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 25%—and

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8:33

Hydrogen: South Africa’s Grid Lifeline? A Case Study...

The Hydrogen Podcast ·

2025/09/15

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 CoveredGrid 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:Northern

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8:25

Hydrogen at $110B+: Natural Hydrogen Breakthrough &...

The Hydrogen Podcast ·

2025/09/11

In this episode of The Hydrogen Podcast, we unpack three major hydrogen headlines shaping the global energy sector:💰 Record InvestmentsOver $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 DiscoveryMassive hydrogen reservoir discovered near the ancient Mussau TrenchHundreds of hydrothermal “Kunlun pipes” up to 1,800m wideSuggests hydrogen reserves exist

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