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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 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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Episodes

Mexico's $21B Green Hydrogen Investment: Game-Changer for Energy and Jobs | EPS 378

Welcome to The Hydrogen Podcast! Episode 378, In this episode of the Hydrogen Podcast, Paul Roden explores Mexico's ambitious $21 billion investment in green hydrogen projects, highlighting the country's potential to become a global leader in sustainable energy through competitive production costs and substantial job creation. He discusses the economic and technical challenges involved, emphasizing the need for coordinated efforts across government, industry, and academia to build robust infrast...

Dec 30, 202410 minSeason 2024Ep. 378

Hydrogen News Roundup: Thyssenkrupp, California Refueling, Maritime Tech & UK Subsidies | EPS377

Welcome to The Hydrogen Podcast! Episode 377, In this episode of The Hydrogen Podcast, Paul Rodden dives into a packed week of hydrogen news. Highlights include Thyssenkrupp Nucera’s adaptability to U.S. policy uncertainty, California’s $1.4 billion investment in hydrogen refueling stations, the UK’s green hydrogen subsidy mechanism, and breakthroughs in sustainable maritime technologies. Learn how these developments are shaping the global hydrogen economy and what it means for investors and ind...

Dec 26, 202412 minSeason 2024Ep. 377

Unlocking Hydrogen's Potential: Navigating U.S. and EU Investment Landscapes | EPS 376

Welcome to The Hydrogen Podcast! Episode 376, In this episode of The Hydrogen Podcast, Paul Rodden explores the U.S. Department of Energy's 2024 Hydrogen Program Plan, emphasizing key initiatives like Regional Clean Hydrogen Hubs and the Hydrogen Shot initiative aimed at reducing hydrogen costs. He also contrasts the diverging hydrogen investment landscapes in the EU and the U.S., highlighting Europe's focus on green hydrogen and the U.S.'s emphasis on blue hydrogen, while discussing the challen...

Dec 23, 202413 minSeason 2024Ep. 376

Hydrogen's Global Impact: ExxonMobil's Baytown Project & EU's Green Hydrogen Auction | EPS 375

Welcome to The Hydrogen Podcast! Episode 375, In this episode of The Hydrogen Podcast, host Paul Rodden delves into ExxonMobil's groundbreaking Baytown project, set to become the world's largest low-carbon hydrogen facility, highlighting its potential to transform industrial sectors and reinforce the U.S. as a leader in blue hydrogen production. Additionally, he explores the EU's second renewable hydrogen auction, emphasizing its role in accelerating decarbonization technologies and enhancing th...

Dec 19, 202410 minSeason 2024Ep. 375

Plug Power’s Vision: Green Hydrogen Leadership with President Sanjay Shrestha | The Hydrogen Podcast

The Hydrogen Podcast | EXCLUSIVE INTERVIEW: Sanjay Shrestha // Plug Power Join Paul Rodden on The Hydrogen Podcast for an exclusive conversation with Sanjay Shrestha, President of Plug Power. In this insightful episode, Sanjay shares Plug Power's ambitious vision for green hydrogen, their strategies to drive growth, and how they’re navigating challenges in the hydrogen industry. Discover key topics like: •Plug Power’s roadmap to profitability by 2025 •Competing globally with electrolyzer technol...

Dec 16, 202427 minSeason 2024Ep. 374

Toyota's Port Project & UK’s Bold Subsidy Plan Boost the Global Hydrogen Economy | EPS 373

Welcome to The Hydrogen Podcast! Episode 373, In this episode of The Hydrogen Podcast, Paul Rodden dives into two major developments shaping the hydrogen industry. First, Toyota's Altered Carbon Portal at the Port of Long Beach showcases how hydrogen can revolutionize port operations. Second, the UK’s groundbreaking hydrogen subsidy mechanism under its Contracts for Difference (CFD) framework is set to supercharge the hydrogen economy. Learn how these innovations are transforming logistics, poli...

Dec 12, 202411 minSeason 2024Ep. 373

US Treasury Finalizes Clean Energy Tax Credit: What 48E Means for Hydrogen Projects | EPS 372

Welcome to The Hydrogen Podcast! Episode 372, In this episode, Paul discusses the U.S. Treasury's finalized 48E tax credit rules, explaining their impact on the hydrogen economy. He highlights how the incentives lower costs, promote innovation, and drive investments in hydrogen infrastructure, setting the stage for clean energy growth. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mi...

Dec 09, 20248 minSeason 2024Ep. 372

EPS 371: Why Europe Must Embrace All Hydrogen Technologies for a Sustainable Future

Welcome to The Hydrogen Podcast! Episode 371, In this episode, Paul discusses Europe's hydrogen challenges, emphasizing the need to embrace blue hydrogen and other scalable technologies to drive down costs and accelerate infrastructure development. He also highlights how a balanced approach can lay the groundwork for a successful green hydrogen future. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, i...

Dec 05, 202412 minSeason 2024Ep. 371

Has Hazer Group Cracked Hydrogen & Graphite? Will Germany Stay Europe's Hydrogen Leader?

Welcome to The Hydrogen Podcast! Episode 370, In this episode, Paul explores Hazer Group's groundbreaking hydrogen and graphite production process, discussing its potential to revolutionize the industry. He also examines Germany's hydrogen ambitions, its challenges in private investment, and its competition with Spain and the Netherlands for European leadership in hydrogen. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with ...

Dec 02, 202412 minSeason 2024Ep. 370

Trump's Impact on Green Hydrogen: What's Next for the Industry Under a New Administration?

Welcome to The Hydrogen Podcast! Episode 369, In this episode, Paul examines the implications of a second Trump term on the U.S. hydrogen economy, including the challenges for green hydrogen projects and federal incentives. He discusses the potential paths forward for hydrogen to thrive despite policy shifts, emphasizing global and private sector support. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also...

Nov 28, 202412 minSeason 2024Ep. 369

2 New US Hydrogen Hubs Get $2.2B in Funding & Hydrogen North America 2024 Preview | Hydrogen Podcast

Welcome to The Hydrogen Podcast! Episode 368, In this episode, Paul covers the DOE’s $2.2 billion funding for Gulf Coast and Midwest hydrogen hubs, highlighting their potential to drive decarbonization and create thousands of jobs. He also previews Hydrogen North America 2024, detailing must-see panels and presentations shaping the future of hydrogen. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if...

Nov 25, 202413 minSeason 2024Ep. 368

INTERVIEW- Hydrogen's Future: Dr McKenna's Insights from Johnson Matthey on Global H2 Infrastructure

Welcome to The Hydrogen Podcast! Episode 367, In this episode, Paul interviews Dr. Eugene McKenna, Senior VP of Hydrogen and Sustainable Technologies at Johnson Matthey. They discuss the evolution of hydrogen infrastructure, Johnson Matthey’s innovative approaches to clean hydrogen production, and the policies needed to scale hydrogen for industrial and energy sectors globally. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com w...

Nov 21, 202442 minSeason 2024Ep. 367

Revolutionizing Green Hydrogen: Ecolectro's Breakthrough AEM Electrolyzer Technology | THP 366

Welcome to The Hydrogen Podcast! Episode 366, In this episode, Paul explores Ecolectro's innovative AEM electrolyzer technology and its potential to transform green hydrogen production. With cost reductions, sustainable materials, and modular designs, Ecolectro aims to bring affordable hydrogen solutions to hard-to-decarbonize sectors, marking a major step toward carbon neutrality. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.c...

Nov 18, 202412 minSeason 2024Ep. 366

What's Driving the Hydrogen Boom? Major Projects & Global Investment Insights | THP E365

Welcome to The Hydrogen Podcast! Episode 365, In this episode, Paul discusses what’s propelling the hydrogen economy forward, focusing on key projects like ExxonMobil’s Baytown plant and groundbreaking initiatives across Europe. He explores how massive investments, advanced technologies, and a global shift towards low-carbon hydrogen are transforming hydrogen into a pivotal energy source. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpo...

Nov 14, 202412 minSeason 2024Ep. 365

How Will Trump’s Second Term Impact Hydrogen? and New Waste-to-Green Hydrogen Innovations.

Welcome to The Hydrogen Podcast! Episode 364, In this episode, Paul discusses new advancements in converting waste into green hydrogen, exploring how catalysts can transform materials like plastic into valuable fuel. He also examines what a second Trump term could mean for the future of hydrogen in the U.S. and globally, including potential shifts in hydrogen policy and infrastructure investment. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehy...

Nov 11, 202411 minSeason 2024Ep. 364

[INTERVIEW] How Specialized Players Make Big Impacts in Hydrogen. Lynn Energy's Role in U.S. Hydrogen Infrastructure

Special Interview Series - Lynn Energy - In this insightful interview, Paul Rodden sits down with Tommy Lynn and Patrick Nelson of Lynn Energy to discuss their hands-on role in advancing hydrogen infrastructure. Lynn Energy's extensive experience in designing and engineering control systems, safety protocols, and supply chain management makes them a standout partner in the hydrogen industry. From working with emerging hydrogen technologies to managing complex projects, they share how their backg...

Nov 07, 202429 minSeason 2024Ep. 363

Is Air Products Truly a Safe Bet for Hydrogen Investments? | EPS 362

Welcome to The Hydrogen Podcast! Episode 362, In this episode, Paul dives into the Curonian Research report on Air Products, analyzing the risks and rewards of investing in their clean hydrogen projects. He discusses the execution challenges in scaling green hydrogen, including technological maturity, supply chain constraints, and regulatory factors, providing a comprehensive look at what investors should consider when evaluating Air Products as a potential low-risk hydrogen investment. Thank yo...

Nov 04, 202412 minSeason 2024Ep. 362

Can Capturing Methane Leaks Drive the Hydrogen Economy?

Welcome to The Hydrogen Podcast! Episode 361, In this episode, Paul explores the potential for capturing methane from mining operations as a way to fuel hydrogen production and support the hydrogen economy. He examines how methane capture could not only curb emissions but also repurpose waste gas for industrial hydrogen use, advancing both decarbonization and energy resilience goals in sectors like mining. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at ...

Oct 31, 202412 minSeason 2024Ep. 361

Can the U.S. Hydrogen Economy Survive a Political Shift? Insights for 2024 Election

Welcome to The Hydrogen Podcast! Episode 360, In this episode, Paul explores the future of the U.S. hydrogen economy in light of a potential political shift. He examines the impact of bipartisan support, industry investments, and how key decisions regarding the Inflation Reduction Act may shape the trajectory of hydrogen in the U.S., especially in high-stakes sectors like oil and gas. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcas...

Oct 28, 202411 minSeason 2024Ep. 360

Keppel’s Hydrogen Move for Data Centers, Germany’s Hydrogen Backbone, & Toyota’s Game-Changing Canister

Welcome to The Hydrogen Podcast! Episode 359, Keppel buys big into liquid hydrogen to power their Singapore data centers, Germany looks to invest huge in their hydrogen backbone infrastructure, and Toyota develops a new hydrogen canister with applications far beyond transportation. I'll go over all of this and give my thoughts on today's hydrogen podcast. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also...

Oct 24, 202412 minSeason 2024Ep. 359

New Hydrogen Pipeline to Decarbonize UK Industry & Air Products’ Green Hydrogen Risks

Welcome to The Hydrogen Podcast! Episode 358, In this episode, Paul discusses the proposed 60-mile hydrogen pipeline in the UK, which could play a key role in decarbonizing heavy industries. He also examines the financial risks Air Products is facing with its ambitious green hydrogen investments, raising questions about the balance between ESG goals and economic stability. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with a...

Oct 21, 202412 minSeason 2024Ep. 358

Green Steel in Minnesota & Hydrogen Blending Safety Results from EPRI Projects | Hydrogen Podcast

Welcome to The Hydrogen Podcast! Episode 357, In this episode, Paul discusses the development of a green steel plant in Minnesota, supported by DOE funding, and the Electric Power Research Institute's real-world findings from hydrogen-natural gas blending demonstration projects. He explores how these projects are shaping the future of hydrogen safety, decarbonization, and clean energy transitions. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@theh...

Oct 17, 202411 minSeason 2024Ep. 357

Schneider Electric on Hydrogen Safety & Saudi Arabia's Massive Hydrogen Investment | Hydrogen Podcast

Welcome to The Hydrogen Podcast! Episode 356, In this episode, Paul discusses Schneider Electric's insights on ensuring safety and profitability in hydrogen processing, as well as Saudi Arabia's multibillion-dollar investment in hydrogen development. He explores how innovative technologies like digital twins and safety systems are shaping the future of hydrogen, alongside Saudi Arabia's strategic push into green and blue hydrogen. Thank you for listening and I hope you enjoy the podcast. Please ...

Oct 14, 202411 minSeason 2024Ep. 356

[INTERVIEW] Infinity Fuel Cell’s Innovative NASA & Navy Projects: Hydrogen Powering Space & Underwater Tech

Welcome to The Hydrogen Podcast! Special Interview Series - William Smith / Infinity Fuel Cell and Hydrogen - In this special interview, Paul discusses Infinity Fuel Cell’s groundbreaking projects with NASA and the U.S. Navy, including uncrewed underwater vehicles and lunar fuel cell systems. He explores how their fuel cell technology is revolutionizing power solutions for critical military and space applications. Give it a listen now. Thank you for listening and I hope you enjoy the podcast. Pl...

Oct 10, 202422 minSeason 2024Ep. 355

New Mexico’s Unique Green Hydrogen Project & Key Investor Insights for Hydrogen Opportunities

Welcome to The Hydrogen Podcast! In episode 354, In this episode, Paul discusses Northern New Mexico's groundbreaking green hydrogen project using reclaimed water from a Superfund site, and how investors should evaluate hydrogen opportunities. He provides insight into assessing climate impacts, supply-demand guarantees, and long-term investment returns in the evolving hydrogen market. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcas...

Oct 07, 202413 minSeason 2024Ep. 354

ECL's Hydrogen-Powered AI Data Centers & EU's Move Against Chinese Electrolyzers | Hydrogen Podcast

Welcome to The Hydrogen Podcast! In episode 353, In this episode, Paul discusses ECL's groundbreaking hydrogen-powered AI data center project and the EU's new rules limiting Chinese electrolyzer imports. He examines the implications for the hydrogen industry, data center sustainability, and Europe's renewable energy supply chain. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind sub...

Oct 03, 202412 minSeason 2024Ep. 353

Will Plug Power Survive? Examining Hydrogen's Short Term Viability | Hydrogen Podcast

Welcome to The Hydrogen Podcast! In episode 352, In this episode, Paul discusses whether Plug Power will remain a major player in hydrogen over the next three years. He examines the challenges facing the hydrogen industry, including cost, infrastructure, and long-term business strategies, while highlighting the need for innovation and strategic investments. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Al...

Sep 30, 202413 minSeason 2024Ep. 352

Shell Hydrogen Project Exits Norway , US 45V Turmoil, Eastern Europe Hydrogen Valley | Hydrogen Podcast

Welcome to The Hydrogen Podcast! In episode 351, In this episode, Paul discusses Shell and Equinor's exit from hydrogen projects in Norway, the ongoing regulatory challenges of the US 45V tax credits, and the promising development of the North Adriatic Hydrogen Valley in Eastern Europe. He explores how these events shape the future of global hydrogen deployment. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any question...

Sep 26, 202412 minSeason 2024Ep. 351

How to Overcome Hydrogen Misperceptions: Insights from Bramble Energy | Hydrogen Podcast

Welcome to The Hydrogen Podcast! In episode 350, In this episode, Paul discusses misperceptions surrounding hydrogen, drawing insights from a Forbes article by Vidal Bharath. He shares strategies to overcome these challenges, highlighting the importance of education, data, partnerships, and supportive policies to unlock hydrogen’s potential in the global energy landscape. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with an...

Sep 23, 202412 minSeason 2024Ep. 350

HYZON Starts 200kW Fuel Cell Truck Production, Green Hydrogen Partnership in Finland, $1.13B VivoPower Merger!

Welcome to The Hydrogen Podcast! In episode 349, Hyzon announces a major milestone with their 200 kilowatt single stack fuel cell. A finished Power Company adds hydrogen to their mix, and a billion dollar merger could signal the future of hydrogen hypercars. I'll go over all of this and give my thoughts on today's hydrogen podcast. Thank you for listening and I hope you enjoy the podcast. Please feel free to email me at info@thehydrogenpodcast.com with any questions. Also, if you wouldn't mind s...

Sep 19, 202411 minSeason 2024Ep. 349
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