The Hydrogen Podcast

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.

Episodes

September 4, 2025 27 mins

Hydrogen just took a real step forward in steel. Utility Global and ArcelorMittal Brazil are collaborating on a first-of-its-kind commercial project at the Juiz de Fora plant: taking blast-furnace gas straight into Utility’s H2Gen reactor to produce hydrogen and concentrate CO₂—inside an existing steelmaking footprint.

In this episode, host Paul Rodden talks with Parker Meeks, President & CEO of Utility Global, about:

  • Why ste...
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Today’s episode of The Hydrogen Podcast dives into one of the industry’s most critical debates: hydrogen fuel cells vs. lithium batteries—from warehouses to global geopolitics.

🔋 Fuel Cells vs. Lithium Batteries

  • Efficiency breakdown: batteries (85–95%) vs. fuel cells (40–60%)
  • Refueling vs. charging: minutes vs. hours
  • Safety risks: lithium fires, thermal runaway, toxic emissions
  • Environmental footprint: mining intensity vs. green hy...
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This week’s episode of The Hydrogen Podcast takes you across North America and beyond, spotlighting where hydrogen is advancing—and where it’s hitting hard roadblocks.

🇨🇦 Canada’s Next Hydrogen Solutions

  • $5M Export Development Canada financing
  • Proprietary electrolyzer design with 40+ patents
  • Ontario’s largest onsite fueling station (650 kg/day)
  • Scaling to global contracts with proven pilot data

🇺🇸 Utah’s Coal-to-Hydrogen Tra...

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In this episode of The Hydrogen Podcast, we go deep into the latest hydrogen developments from India and the U.S.—and what they mean for the global energy future.

🌍 India’s Hydrogen Story

  • $21B Pudimadaka green hydrogen hub
  • NTPC’s Ladakh refueling station & methanol-from-CO₂ pilots
  • GAIL’s 10 MW PEM electrolyzer + gas blending trials
  • HPCL & BPCL refinery decarbonization and biomass hydrogen pilots
  • Adani’s giga-scale ambitions ...
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In this episode of The Hydrogen Podcast, we unpack the retrenchment sweeping across the global hydrogen sector.

🚨 Key Insights:

  • Thyssenkrupp Nucera exits U.S. green hydrogen megaprojects after policy and tax credit changes.
  • $10B+ shelved in North America as developers shift to discipline and profitability.
  • Oilprice.com critique: why most 2020s-era hydrogen hype never materialized.
  • Data deep dive: under 1M tonnes of low-carbon hydro...
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In this episode of The Hydrogen Podcast, we trace a global shift in hydrogen strategy—one that goes beyond net-zero headlines and dives into the new security, jobs, and supply chain realities shaping the sector.

🌍 Key Highlights:

  • America’s $1B minerals push: Why energy security is now as critical as emissions cuts.
  • France’s Lorraine Basin: White hydrogen discoveries worth up to $12B investment and 15,000 jobs.
  • Japan’s pragmatic vi...
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Today’s episode of The Hydrogen Podcast dives into three major developments reshaping hydrogen’s future:

1️⃣ Hydrogen Microgrids – From New Mexico’s solar-hydrogen hybrid serving 30,000 residents to Houston’s HyGrid systems delivering 4MW off-grid power, we explore how these systems slash costs, boost resilience, and eliminate diesel pollution.

2️⃣ Plug Power’s Project Quantum Leap – The company’s bold cost-cutting and margin turnaro...

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In this episode of The Hydrogen Podcast, Paul Rodden unpacks three game-changing stories reshaping hydrogen’s future in energy, industry, and mobility.

🔍 Here’s what we cover:

  • 📉 Air Products & Chemicals — $1.7B quarterly loss, major U.S. project exits, and a leaner, risk-managed hydrogen strategy.
  • 💸 Plug Power — ongoing losses, cash burn concerns, and a plan to hit profitability by 2026 through cost cuts and global electrol...
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In today’s episode of The Hydrogen Podcast, Paul Rodden takes us on a global tour of the hydrogen sector’s most exciting—and misunderstood—developments.

💡 From opinion columns in California to billion-dollar green hydrogen hubs in Saudi Arabia, we cut through the noise to reveal:

  • 📉 Why hydrogen isn’t “doomed” by round-trip efficiency myths
  • 🌍 The $4B Yanbu Hydrogen Hub and Saudi Arabia’s massive export play
  • 🧠 How AI data centers...
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In this episode of The Hydrogen Podcast, Paul Rodden takes a fresh look at the wave of green hydrogen project cancellations that have shaken headlines and investor confidence.

Rather than panic over missed climate targets, we dig into what really matters:

  • ✅ The 29 GW of projects stalled—and what that tells us
  • 🔋 Why hydrogen’s energy density outperforms batteries
  • 💡 The truth about hydrogen as a multi-sector energy integrator
  • 🌬️ Th...
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In today’s episode of The Hydrogen Podcast, Paul Rodden unpacks three game-changing moves shaping the hydrogen sector right now:

💼 Baker Hughes’ $13.6 Billion Acquisition of Chart Industries
What this mega-deal means for hydrogen liquefaction, cryogenics, and modular plant innovation.

🚛 Next Hydrogen’s Record-Setting Onsite Fueling Station in Ontario
How a clean hydrogen hub is cutting costs and diesel in the logistics se...

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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
 🧪 Hydro...

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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 pip...

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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 li...

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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...

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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 fo...

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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...

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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 Headst...

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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...
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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:

  1. Steam Methane Reforming (SMR) with Carbon Capture
  2. Methane Pyrolysis
  3. Natural Hydrogen
  4. Nuclear Hydrogen

🔍 We explore:

  • The carbon i...
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