Hydrogen at $110B+: Natural Hydrogen Breakthrough & Why Projects Are Failing
Sep 11, 2025•8 min•Season 2025Ep. 452
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Episode description
In this episode of The Hydrogen Podcast, we unpack three major hydrogen headlines shaping the global energy sector:
💰 Record Investments
- Over $110 billion committed across 500+ hydrogen projects
- $35 billion growth in just one year
- 50% annual growth since 2020, but only for projects with real economics & policy support
🌍 Geo-Hydrogen Discovery
- Massive hydrogen reservoir discovered near the ancient Mussau Trench
- Hundreds of hydrothermal “Kunlun pipes” up to 1,800m wide
- Suggests hydrogen reserves exist far from tectonic boundaries
- Could reshape future energy economics & supply security
🚫 Strategic Exits
- BP, Origin Energy, Air Products pull out of costly or unsupported projects
- Nearly 6 million tonnes/year of cancelled hydrogen capacity
- Lessons: demand certainty, strong offtake agreements, and viable economics are non-negotiable
⚖️ Key Takeaway
Hydrogen is moving beyond hype into disciplined growth. The winners will be projects with solid business models, demand alignment, and resilient technology.
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