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 energ ...
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Paul Rodden Podcasts

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Trump’s Tax Bill Could Kill U.S. Hydrogen – Reuters Sounds the Alarm
11:27
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11:27In 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. …
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Hydrogen on the Edge: BP Pulls Out, Plug Power Scores, Toyota Races Ahead
9:47
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9:47In 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 a…
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3 Big Hydrogen Wins: Ireland’s Push, JCB’s Breakthrough, and India’s Mega Project
9:52
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9:52In 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 …
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Saudi Arabia’s $8.4 Billion Hydrogen Bet – Will Neom Dominate the Market?
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9:49In 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 inves…
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Europe’s Green Hydrogen Dream Is Failing – Can U.S. Exports Save It?
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11:32In 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 a…
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Germany, China, and the Race for Hydrogen Supremacy – Is the U.S. Falling Behind?
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10:06In 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 m…
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The Truth Behind Hydrogen’s Big Promise – What Went Wrong and What Comes Next
10:22
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10:22In 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 importa…
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Will This New U.S. Bill Kill Green Hydrogen? What H.R.1 Means for America’s Hydrogen Future
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10:59In 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 …
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Hydrogen in Hawaii, Europe's Funding Gap, and Germany’s $127M Hydrogen Hub Explained
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9:13Today 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 …
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Plug Power Tax Credit Risk, Hydrogen Jet Fuel Breakthrough & Nikola Auction Fallout
9:24
9:24
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9:24Today 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 techn…
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Spain’s Train Crisis, Geologic Hydrogen Boom & Italy’s First Green H2 Factory Test
9:47
9:47
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9:47Today 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 S…
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Plug Power’s Q1 Surge, EU’s Nuclear Delay & The U.S. Hydrogen Roadmap Revealed
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12:14On 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 finan…
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ExxonMobil’s $10B Hydrogen Bet & U.S. Hydrogen Hub Uncertainty: What It All Means
10:08
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10:08On 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-p…
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HyTerra’s 96% Hydrogen Breakthrough, Indiana Hub Plans, & Chile’s $16B Hydrogen Megaproject
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11:34On 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, economi…
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Japan’s Hydrogen Playbook, The White Gold Rush, and India’s Pink Pivot | Global Hydrogen Breakdown
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12:51In 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 Eng…
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Toyota’s Hydrogen Push, U.S.-China Race, and Spain’s $5B Hydrogen Network | Global Hydrogen Update
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9:37In 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…
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Geologic Hydrogen: America’s Untapped Energy Goldmine? | Sandia Report Breakdown
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9:41Today 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 i…
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Hydrogen Innovation: Hyundai’s India FCEV Test, Electrolyzer Breakthroughs & Catalyst Tech Advancements
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9:23In 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 …
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Hydrogen Breakthroughs: Plug's U.S. Liquefaction Plant, Oman-EU Corridor & Turning Deserts into Energy Giants
9:53
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9:53In 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 power…
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Natural Hydrogen Gold Rush? | Petronas CCS Breakthrough + Kawasaki’s Hydrogen Robot Horse!
9:41
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9:41Is 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…
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No More Talk On The Future Of Hydrogen, Let’s Focus On What Works NOW!
13:17
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13:17Tired 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 Pr…
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Viking's Hydrogen Cruise Ships | Hydrogen in Agriculture | Hyundai Fuel Cell Trucks in Georgia | H2 Podcast
11:39
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11:39In 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…
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World Hydrogen North America Recap + EU Hydrogen Funding + Fourier’s Data-Center Inspired Electrolyzer
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9:50In 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 Hyd…
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DOE Hydrogen Shake-Up: Why Natural Gas-Based Hubs Are Critical for U.S. Energy Security & Health
11:42
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11:42In 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 stra…
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Bosch's Hydrogen Breakthroughs, $50B Texas H2-Powered Data Center, & France’s $92B Hydrogen Goldmine!
11:43
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11:43In 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 ✅ Effi…
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Aramco’s Big Blue Hydrogen Bet + Next Hydrogen & Sungrow Team Up + Coca-Cola’s H2 Vending Machines!
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13:26In 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 100,00…
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$814M Aussie Green H2 Boost + U.S. Energy Dominance via Hydrogen + Invenergy’s First H2 Plant!
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12:50Huge 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 …
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THP-401: Republicans Back Hydrogen Tax Credits + RWE & TotalEnergies’ $1.35B Green H2 Deal!
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11:08The 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. ✅ RW…
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Morocco’s $32.5B Hydrogen Bet, Natural Hydrogen in Canada & EV vs. H2 Showdown!
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12:15The 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…
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The Hydrogen Podcast: US Electrolyzer Expansion, Texas Water Study & Mongolia’s $600B H2 Potential!
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11:39The 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 💧 …
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Hydrogen’s Future: Shell’s Mega Green H2 Project, Honda’s Fuel Cell Breakthrough & Germany’s Electrolyzer Push!
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11:47The 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…
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India’s First Hydrogen Truck Trials + Spain’s $4B Hydrogen Plan | Game-Changing Fuel Cell Breakthrough!
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10:03Hydrogen 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 statio…
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Green Hydrogen Setbacks: What’s Next? The Future of Clean Hydrogen Explained
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11:17📉 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) ✅ Recen…
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BP & Rio Tinto Bet BIG on Natural Hydrogen! Is This the Future of Clean Energy?
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10:35🚨 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 f…
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Air Liquide Scales Back Hydrogen Hubs | Hyzon Shuts Down | BMW’s Hydrogen Truck Breakthrough
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9:35🚨 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 …
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TotalEnergies & Air Liquide’s €1B Hydrogen Investment | Global Hydrogen Expansion in Europe & Beyond
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10:18🔥 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 tr…
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BP’s Green Hydrogen Projects & U.S.-Japan Hydrogen Partnership | Global Hydrogen Expansion
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11:02Inside 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 ec…
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Hydrogen vs. Battery Trucks: The Future of Freight | Fuel Cells, H2-ICE & Tesla Semi Compared
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14:27Hydrogen 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 c…
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Global Hydrogen Boom: EU’s Strategy, Nuclear-Powered Hydrogen & $33M Truck Corridor | Hydrogen Podcast
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11:13🚀 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 hydroge…
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ExxonMobil, Methane Pyrolysis & Hydrogen Jet Fuel: The Future of Hydrogen | The Hydrogen Podcast
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11:25🚀 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 pyrolys…
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INTERVIEW: Inside Honeywell’s Hydrogen Vision: Innovations, Challenges, and Future Plans | The Hydrogen Podcast
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41:30Welcome 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 bou…
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Hydrogen in Ports: Transforming Logistics, Trade & Energy | The Hydrogen Podcast
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10:18🚢 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 billio…
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Can the U.S. Lead the Global Hydrogen Race? National Energy Emergency & Natural Hydrogen | Hydrogen Podcast
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9:30Welcome 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 …
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Unleashing American Energy: Impacts on Hydrogen | Plug Power, Exxon, Chevron | The Hydrogen Podcast
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10:18Welcome 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 op…
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Hydrogen Interview: Bill Newsom, CEO of Mitsubishi Power Americas, on Scaling Clean Energy Solution
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23:18Welcome 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 🔹 …
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Hydrogen in Green Steel: Thyssenkrupp & Australia's Decarbonization Innovations | The Hydrogen Podcast
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9:30Welcome 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 indust…
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Exclusive Interview: Plug Power CEO Andy Marsh on Green Hydrogen's Future
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31:50Welcome 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…
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Texas' Blueprint for Hydrogen Leadership: Decoding the December 2024 Policy Report
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10:36Welcome 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 revolution…
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Hydrogen Tax Credit 45V Finalized: What It Means for Clean Energy & Hydrogen Adoption | EPS 380
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12:27In 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? Th…
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Hydrogen Truck Breaks World Record & The #1 Driver Of Hydrogen Success In 2025 | EPS 379
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10:15Welcome 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 ver…
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