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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

No More Talk On The Future Of Hydrogen, Let’s Focus On What Works NOW!

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 + CCS Efficient & scalable at 65-75% Produces hydrogen at $1.50–$2/kg (before credits) Near-zero NOx, SOx, a...

Apr 14, 202513 minSeason 2025Ep. 408

Viking's Hydrogen Cruise Ships | Hydrogen in Agriculture | Hyundai Fuel Cell Trucks in Georgia | H2 Podcast

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 Ships Viking Libra debuts in 2026 with zero-emission hydrogen fuel cells Powered by a 6-MW system, storing 50 tons of liquid hydrogen Fuel cell derivatives: ammonia and methanol explored for maritime Economic outlook: $400M ship c...

Apr 10, 202512 minSeason 2025Ep. 407

World Hydrogen North America Recap + EU Hydrogen Funding + Fourier’s Data-Center Inspired Electrolyzer

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 ...

Apr 07, 202510 minSeason 2025Ep. 406

DOE Hydrogen Shake-Up: Why Natural Gas-Based Hubs Are Critical for U.S. Energy Security & Health

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 infr...

Apr 03, 202512 minSeason 2025Ep. 405

Bosch's Hydrogen Breakthroughs, $50B Texas H2-Powered Data Center, & France’s $92B Hydrogen Goldmine!

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 ...

Mar 31, 202512 minSeason 2025Ep. 404

Aramco’s Big Blue Hydrogen Bet + Next Hydrogen & Sungrow Team Up + Coca-Cola’s H2 Vending Machines!

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 P...

Mar 27, 202513 minSeason 2025Ep. 403

$814M Aussie Green H2 Boost + U.S. Energy Dominance via Hydrogen + Invenergy’s First H2 Plant!

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 inc...

Mar 24, 202513 minSeason 2025Ep. 402

THP-401: Republicans Back Hydrogen Tax Credits + RWE & TotalEnergies’ $1.35B Green H2 Deal!

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, pr...

Mar 20, 202511 minSeason 2025Ep. 401

Morocco’s $32.5B Hydrogen Bet, Natural Hydrogen in Canada & EV vs. H2 Showdown!

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 batter...

Mar 17, 202512 minSeason 2025Ep. 400

The Hydrogen Podcast: US Electrolyzer Expansion, Texas Water Study & Mongolia’s $600B H2 Potential!

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 Megaprojec...

Mar 13, 202512 minSeason 2025Ep. 399

Hydrogen’s Future: Shell’s Mega Green H2 Project, Honda’s Fuel Cell Breakthrough & Germany’s Electrolyzer Push!

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 h...

Mar 10, 202512 minSeason 2025Ep. 398

India’s First Hydrogen Truck Trials + Spain’s $4B Hydrogen Plan | Game-Changing Fuel Cell Breakthrough!

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 – Ho...

Mar 06, 202510 minSeason 2025Ep. 397

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

📉 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,...

Mar 03, 202511 minSeason 2025Ep. 396

BP & Rio Tinto Bet BIG on Natural Hydrogen! Is This the Future of Clean Energy?

🚨 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...

Feb 27, 202511 minSeason 2025Ep. 395

Air Liquide Scales Back Hydrogen Hubs | Hyzon Shuts Down | BMW’s Hydrogen Truck Breakthrough

🚨 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 ...

Feb 24, 202510 minSeason 2025Ep. 394

TotalEnergies & Air Liquide’s €1B Hydrogen Investment | Global Hydrogen Expansion in Europe & Beyond

🔥 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 ELYga...

Feb 20, 202510 minSeason 2025Ep. 393

BP’s Green Hydrogen Projects & U.S.-Japan Hydrogen Partnership | Global Hydrogen Expansion

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 Epi...

Feb 17, 202511 minSeason 2025Ep. 392

Hydrogen vs. Battery Trucks: The Future of Freight | Fuel Cells, H2-ICE & Tesla Semi Compared

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 tr...

Feb 13, 202514 minSeason 2025Ep. 391

Global Hydrogen Boom: EU’s Strategy, Nuclear-Powered Hydrogen & $33M Truck Corridor | Hydrogen Podcast

🚀 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 w...

Feb 10, 202511 minSeason 2025Ep. 390

ExxonMobil, Methane Pyrolysis & Hydrogen Jet Fuel: The Future of Hydrogen | The Hydrogen Podcast

🚀 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 impa...

Feb 06, 202511 minSeason 2025Ep. 389

INTERVIEW: Inside Honeywell’s Hydrogen Vision: Innovations, Challenges, and Future Plans | The Hydrogen Podcast

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 futur...

Feb 03, 202542 minSeason 2025Ep. 388

Hydrogen in Ports: Transforming Logistics, Trade & Energy | The Hydrogen Podcast

🚢 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 Statio...

Jan 30, 202510 minSeason 2025Ep. 387

Can the U.S. Lead the Global Hydrogen Race? National Energy Emergency & Natural Hydrogen | Hydrogen Podcast

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 🔹 Na...

Jan 27, 202510 minSeason 2025Ep. 386

Unleashing American Energy: Impacts on Hydrogen | Plug Power, Exxon, Chevron | The Hydrogen Podcast

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 n...

Jan 23, 202510 minSeason 2025Ep. 385

Hydrogen Interview: Bill Newsom, CEO of Mitsubishi Power Americas, on Scaling Clean Energy Solution

Welcome to The Hydrogen Podcast! Today, Paul Rodden interviews Bill Newsom, President and CEO of Mitsubishi Power Americas, to explore Mitsubishi’s transformative role in the hydrogen economy and its commitment to the energy transition. Key Topics Discussed: 🔹 Mitsubishi’s Investments: Hydrogen production, storage, and decarbonization strategies 🔹 ACES Delta Project: World-leading hydrogen production and storage initiative in Utah 🔹 Hydrogen Production Innovations: Scaling technologies like a...

Jan 20, 202523 minSeason 2025Ep. 383

Hydrogen in Green Steel: Thyssenkrupp & Australia's Decarbonization Innovations | The Hydrogen Podcast

Welcome to The Hydrogen Podcast ! In this episode, Paul Rodden explores hydrogen’s transformative role in green steel production , a critical step toward reducing global carbon emissions. Steel production contributes approximately 8% of global CO2 emissions annually , but hydrogen is emerging as a powerful solution to decarbonize this essential industry. Key Topics Discussed: 🔹 Why Green Steel Matters: The case for replacing coal with hydrogen in steelmaking 🔹 Thyssenkrupp’s $3 Billion Initiat...

Jan 16, 202510 minSeason 2025Ep. 383

Exclusive Interview: Plug Power CEO Andy Marsh on Green Hydrogen's Future

Welcome to The Hydrogen Podcast ! In this special episode, Paul Rodden sits down with Andy Marsh , the visionary CEO of Plug Power , to discuss the company’s journey and the pivotal role it’s playing in shaping the global green hydrogen economy. Key Topics Covered: 🔹 Plug Power’s Evolution: From forklift fuel cells to leading green hydrogen innovation 🔹 Green Hydrogen Milestones: Largest PEM electrolyzer plant, global expansions, and key partnerships 🔹 Vertical Integration: How Plug Power is ...

Jan 13, 202532 minSeason 2025Ep. 382

Texas' Blueprint for Hydrogen Leadership: Decoding the December 2024 Policy Report

Welcome to The Hydrogen Podcast ! Today, Paul Rodden dives deep into the December 2024 Texas Hydrogen Production Policy Council report. This groundbreaking roadmap highlights Texas' path to becoming a global leader in the hydrogen economy . Leveraging its natural resources, advanced energy infrastructure, and innovation, Texas is poised to revolutionize hydrogen production and adoption. Key Topics Covered: 🔹 Texas' Hydrogen Landscape: Current capabilities in gray, blue, and green hydrogen produ...

Jan 09, 202511 minSeason 2025Ep. 381

Hydrogen Tax Credit 45V Finalized: What It Means for Clean Energy & Hydrogen Adoption | EPS 380

In today’s Hydrogen Podcast , we explore the groundbreaking final regulations for the 45V Clean Hydrogen Tax Credit and Section 48 Energy Investment Credit announced by the U.S. Treasury. These policies could redefine the hydrogen landscape in the U.S. and beyond, accelerating the transition to clean energy. Topics Covered: 🔹 What is Section 45V? The tax credit incentivizing clean hydrogen production 🔹 Life Cycle Emissions: How the GREET model ensures transparency and accountability 🔹 Section...

Jan 06, 202512 minSeason 2025Ep. 380

Hydrogen Truck Breaks World Record & The #1 Driver Of Hydrogen Success In 2025 | EPS 379

Welcome to The Hydrogen Podcast! Episode 379, In this episode of The Hydrogen Podcast, we explore the U.S. Department of Energy’s groundbreaking achievement: a hydrogen-powered truck that traveled 1,806 miles on a single refueling! This milestone not only highlights hydrogen’s potential to revolutionize long-haul trucking but also showcases its versatility across industries like automotive, public transit, aviation, and even data centers. Thank you for listening and I hope you enjoy the podcast....

Jan 02, 202510 min
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