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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

Can Hydrogen Power the AI Boom? Inside Oracle & Bloom’s Bold Data Center Play

Data centers are the digital world’s beating heart—and they’re hungry for power. With energy demand soaring from AI, cloud services, and high-performance computing, traditional grid infrastructure is struggling to keep up. Enter hydrogen. In this episode of The Hydrogen Podcast , host Paul Rodden dives deep into: 💻 The true scale of data center energy needs ⚡ Why grid connection delays are stalling digital progress 🧪 Hydrogen’s rise as a behind-the-fence solution 🤝 The groundbreaking partners...

Jul 28, 202512 minSeason 2025Ep. 438

Europe Delays Hydrogen Pipelines While Volvo Reinvents the Engine—With Hydrogen

In this episode of The Hydrogen Podcast , host Paul Rodden unpacks two major stories that reveal the tension—and opportunity—in hydrogen’s global rollout: 🇪🇺 Europe’s Hydrogen Infrastructure Faces Multi-Year Delays 🇸🇪 Volvo Brings Back the Internal Combustion Engine—Fueled by Hydrogen You’ll learn: 🔹 Why Europe’s €340B hydrogen vision is stalling amid red tape and regulatory chaos 🔹 What the delay of H2Med and other pipelines means for the global hydrogen economy 🔹 How Volvo’s hydrogen-IC...

Jul 24, 20259 minSeason 2025Ep. 437

Stellantis Exits Hydrogen—But Toyota, BMW, and New Tech Say It’s Just Beginning

In this episode of The Hydrogen Podcast , Paul Rodden explores the real future of hydrogen in transportation —beyond the headlines. 🚫 Why Stellantis is abandoning hydrogen vehicle development 🚗 How Toyota, BMW, and Hyundai are doubling down on fuel cell mobility 🧪 New hydrogen sources: Natural Hydrogen, Methane Pyrolysis, and Nuclear H₂ 🚚 Why hydrogen still dominates the future of heavy-duty transport 🌍 The lifecycle economics and environmental case vs. batteries We’ll break down: ✅ The inf...

Jul 21, 20259 minSeason 2025Ep. 436

$5B Chevron Project, Tata Steel Hydrogen Breakthrough, & Nucera's Bold Forecast

In today’s episode of The Hydrogen Podcast , host Paul Rodden dives into three massive stories shaping the hydrogen landscape across energy, industry, and technology: 🌎 Chevron’s $5 Billion Blue Hydrogen Project in Texas 🇮🇳 Tata Steel & PyroGenesis Turn Coke-Oven Gas Into Clean Hydrogen 🇩🇪 Thyssenkrupp Nucera Upgrades Forecast Amid Surging Hydrogen Demand Here’s what you’ll learn: 🔹 How Chevron is leveraging the IRA’s 45V tax credit and the HyVelocity Hub to create a hydrogen and ammon...

Jul 17, 202511 minSeason 2025Ep. 435

Waste-to-Hydrogen, $10B UK Deal, and Plug’s Big Win – Hydrogen Is Heating Up

In today’s episode of The Hydrogen Podcast , Paul Rodden covers three powerful developments reshaping the hydrogen economy: ♻️ Raven SR’s Revolutionary Waste-to-Hydrogen Tech 🇬🇧 UK & Japan’s $10 Billion Hydrogen Investment Deal 🔗 Plug Power’s Strategic Supply Chain Expansion We break down: ✅ How Raven SR’s non-combustion steam reforming hits 95% cold gas efficiency ✅ What the UK’s £7.5B deal with Sumitomo means for hydrogen and offshore wind ✅ Why Plug Power’s extended hydrogen supply con...

Jul 14, 20258 minSeason 2025Ep. 434

Plug Power Surges & Germany Goes Big: A Hydrogen Wake-Up Call

Welcome back to The Hydrogen Podcast ! I’m Paul Rodden, and today we’re breaking down two major hydrogen headlines that could reshape the global energy landscape: 🇺🇸 Plug Power’s Stock Skyrockets After U.S. Tax Credit Extension 🇩🇪 Germany Unveils €3.2 Billion Plan for a 9,700-Kilometer Hydrogen Pipeline In this episode, you’ll discover: 🔹 How the U.S. Senate’s extension of hydrogen tax credits through 2028 unlocked Plug Power’s $1.66 billion DOE loan. 🔹 The scale and ambition behind Plug’s...

Jul 10, 20259 minSeason 2025Ep. 433

Australia, Europe, and California Just Changed Hydrogen Forever

Welcome back to The Hydrogen Podcast ! I’m Paul Rodden, and today we’re diving into three global breakthroughs redefining the future of hydrogen energy: 🌏 Australia’s $432 Million Green Hydrogen Bet 🇪🇺 Europe’s $2.5 Billion Hydrogen Pipeline Network 🇺🇸 California’s First Bio-Stimulated Hydrogen Trial In this episode, we explore: ✅ Australia’s bold investment in Orica’s Hunter Valley Hydrogen Hub under the Hydrogen Headstart Program, featuring a 50 MW electrolyzer and a cost of $3–$5/kg. ✅ E...

Jul 07, 202511 minSeason 2025Ep. 432

Where Hydrogen Will Boom in the U.S. by 2035

Welcome to The Hydrogen Podcast ! I’m Paul Rodden, and this is Part 2 of our deep-dive series on building the U.S. hydrogen economy by 2035. In Part 1 , we broke down the top technologies: SMR with CCS, methane pyrolysis, natural hydrogen, and nuclear hydrogen. Now in Part 2 , we answer the critical question: Where will the U.S. hydrogen economy take root? 🌍 Featured Locations & Their Strengths: Gulf Coast (Texas, Louisiana): SMR with CCS, industrial clusters, CCS-ready geology Nebraska &am...

Jul 03, 202512 minSeason 2025Ep. 431

Top 4 Technologies Fueling America’s Hydrogen Future by 2035 Part 1

Welcome to The Hydrogen Podcast ! I’m Paul Rodden, and today kicks off Part 1 of our special two-part series on building the U.S. hydrogen economy by 2035. In this episode, we break down the four core hydrogen production technologies shaping America’s clean energy strategy: 🚀 Featured Technologies: Steam Methane Reforming (SMR) with Carbon Capture Methane Pyrolysis Natural Hydrogen Nuclear Hydrogen 🔍 We explore: The carbon intensity (CI) and scalability of each pathway Real-world project examp...

Jun 30, 202510 minSeason 2025Ep. 430

Hydrogen’s New Playbook: Data Centers, No Subsidies, and Big Partnerships

In this episode of The Hydrogen Podcast , we unpack a powerful Forbes article titled “From Gridlock to Green Light: Three Focus Areas for Hydrogen Energy Executives” (June 13, 2025) by Whitaker Irvin Jr., CEO of Q Hydrogen. 💡 The Message? 2025 is a make-or-break year—and hydrogen leaders need a new playbook. 🧩 Inside This Episode: How data centers could become hydrogen’s breakout market, powering AI with zero-carbon fuel Why “subsidy-agnostic” economics are essential in the post-H.R.1 landscap...

Jun 26, 202512 minSeason 2025Ep. 429

Trump’s Tax Bill Could Kill U.S. Hydrogen – Reuters Sounds the Alarm

In this special episode of The Hydrogen Podcast , we break down the June 17 Reuters article, “Trump Tax Bill Risks Exodus of Clean Hydrogen Investment.” 📉 What’s happening? The “One Big, Beautiful Bill Act” (H.R.1), passed by the House, slashes the 45V tax credit timeline—forcing clean hydrogen projects to break ground by January 1, 2026 , not 2033. That’s a seven-year cliff that could derail billions in investment. 🧩 Inside This Episode: The economic stakes for U.S. hydrogen developers, from ...

Jun 23, 202511 minSeason 2025Ep. 428

Hydrogen on the Edge: BP Pulls Out, Plug Power Scores, Toyota Races Ahead

In today’s episode of The Hydrogen Podcast , we explore three pivotal stories shaping the global hydrogen landscape: 🇬🇧 UK – BP Cancels £2B HyGreen Teesside Project: A June 13 Yahoo News report reveals that BP has scrapped its massive green hydrogen project in the UK due to sluggish subsidy negotiations. This move highlights the UK’s policy delays and threatens its 10 GW hydrogen target for 2030. 🇺🇸 U.S. – Plug Power Lands a Major Deal: According to The Motley Fool, Plug Power secured a 25 M...

Jun 19, 202510 minSeason 2025Ep. 427

3 Big Hydrogen Wins: Ireland’s Push, JCB’s Breakthrough, and India’s Mega Project

In this episode of The Hydrogen Podcast, we explore three powerful hydrogen stories making global waves: 🇮🇪 Ireland: The Irish Examiner outlines how Ireland plans to leverage 50,000 km² of offshore wind to decarbonize heavy industry, transport, and heating. With 5 GW of offshore wind by 2030 and projects like the €200M Galway Hydrogen Hub, Ireland is betting big on green hydrogen—but will the economics work? 🏴 Scotland (JCB): The Scotsman covers the debut of JCB’s hydrogen internal combustion...

Jun 16, 202510 minSeason 2025Ep. 426

Saudi Arabia’s $8.4 Billion Hydrogen Bet – Will Neom Dominate the Market?

In today’s episode of The Hydrogen Podcast, we dive into Newsweek’s June 2025 article on the Neom Green Hydrogen Company (NGHC), the heart of Saudi Arabia’s bold $500 billion Neom megaproject. 🚧 The world’s largest green hydrogen plant—80% complete and located in Neom’s Oxagon hub—is aiming to be operational by late 2026. With $8.4 billion in investment and 4 GW of renewable energy, this facility will produce 600 tons of hydrogen daily, converted into 1.2 million tons of ammonia annually for gl...

Jun 12, 202510 minSeason 2025Ep. 425

Europe’s Green Hydrogen Dream Is Failing – Can U.S. Exports Save It?

In this episode of The Hydrogen Podcast, we unpack the sobering truths from Oilprice.com's May 2025 article, "Green Hydrogen Faces Reality Check in Europe." 💡 Despite bold promises, only 6% of hydrogen projects in Northwest Europe are being implemented. Why? High costs, weak demand, and poor bankability are creating a massive gap between ambition and reality. 🔎 Here’s what we cover: Why electrolytic hydrogen at $4–$6/kg is stalling progress Why Europe must embrace low-CI alternatives like SMR ...

Jun 09, 202512 minSeason 2025Ep. 424

Germany, China, and the Race for Hydrogen Supremacy – Is the U.S. Falling Behind?

In this episode of The Hydrogen Podcast, we explore two major hydrogen developments reshaping the global energy landscape. 🇩🇪 Germany : Deutsche ReGas secures $127 million in EU funding to launch a major hydrogen hub in Lubmin, Germany—powered by offshore wind and connected to Europe’s hydrogen transport backbone. 🇨🇳 China : Sinopec launches a $690 million hydrogen venture capital fund, doubling down on electrolyzer innovation, FCEV infrastructure, and scale-up of low-CI hydrogen production ...

Jun 05, 202510 minSeason 2025Ep. 423

The Truth Behind Hydrogen’s Big Promise – What Went Wrong and What Comes Next

In this episode of The Hydrogen Podcast, we unpack the Forbes article “What Happened to the Hydrogen Economy?” by Robert Rapier and break down the five reasons hydrogen hasn’t revolutionized the energy sector—yet. From the broken promises of Bush-era policy to the economics of modern hydrogen production, we explore what went wrong, and more importantly, what’s next. We spotlight low-cost, low-carbon intensity (CI) hydrogen production methods—steam methane reforming (SMR) with carbon capture, nat...

Jun 02, 202510 minSeason 2025Ep. 422

Will This New U.S. Bill Kill Green Hydrogen? What H.R.1 Means for America’s Hydrogen Future

In today’s episode of The Hydrogen Podcast , we break down the biggest legislative shift in the U.S. hydrogen industry to date— the House-passed “One Big, Beautiful Bill Act” (H.R.1) —and how it could transform the economics of hydrogen production. 🧪 Key Topics Covered: Why steam methane reforming with CCS , natural hydrogen , and methane pyrolysis may dominate U.S. hydrogen production The repeal of the Section 45V Clean Hydrogen Production Tax Credit and what it means for projects like Plug Po...

May 29, 202511 minSeason 2025Ep. 421

Hydrogen in Hawaii, Europe's Funding Gap, and Germany’s $127M Hydrogen Hub Explained

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 o...

May 26, 20259 minSeason 2025Ep. 420

Plug Power Tax Credit Risk, Hydrogen Jet Fuel Breakthrough & Nikola Auction Fallout

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...

May 22, 20259 minSeason 2025Ep. 419

Spain’s Train Crisis, Geologic Hydrogen Boom & Italy’s First Green H2 Factory Test

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. 🌍 Geologic...

May 19, 202510 minSeason 2025Ep. 418

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

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 D...

May 15, 202512 minSeason 2025Ep. 417

ExxonMobil’s $10B Hydrogen Bet & U.S. Hydrogen Hub Uncertainty: What It All Means

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, carbo...

May 12, 202510 minSeason 2025Ep. 416

HyTerra’s 96% Hydrogen Breakthrough, Indiana Hub Plans, & Chile’s $16B Hydrogen Megaproject

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 Lawmak...

May 08, 202512 minSeason 2025Ep. 415

Japan’s Hydrogen Playbook, The White Gold Rush, and India’s Pink Pivot | Global Hydrogen Breakdown

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 ...

May 05, 202513 minSeason 2025Ep. 414

Toyota’s Hydrogen Push, U.S.-China Race, and Spain’s $5B Hydrogen Network | Global Hydrogen Update

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 ...

May 01, 202510 minSeason 2025Ep. 413

Geologic Hydrogen: America’s Untapped Energy Goldmine? | Sandia Report Breakdown

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 limitat...

Apr 28, 202510 minSeason 2025Ep. 412

Hydrogen Innovation: Hyundai’s India FCEV Test, Electrolyzer Breakthroughs & Catalyst Tech Advancements

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 st...

Apr 24, 20259 minSeason 2025Ep. 411

Hydrogen Breakthroughs: Plug's U.S. Liquefaction Plant, Oman-EU Corridor & Turning Deserts into Energy Giants

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 Netherl...

Apr 21, 202510 minSeason 2025Ep. 410

Natural Hydrogen Gold Rush? | Petronas CCS Breakthrough + Kawasaki’s Hydrogen Robot Horse!

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 hydrogen Massive underground reserves from Nebraska to France $1–$2/kg production potential = major economic upside Could natural hydrogen rival blue and green hydrogen? 🌊 2. Petronas Move...

Apr 17, 202510 minSeason 2025Ep. 409
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