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

December 12, 2024 11 mins

Welcome to The Hydrogen Podcast!

Episode 373, In this episode of The Hydrogen Podcast, Paul Rodden dives into two major developments shaping the hydrogen industry. First, Toyota's Altered Carbon Portal at the Port of Long Beach showcases how hydrogen can revolutionize port operations. Second, the UK’s groundbreaking hydrogen subsidy mechanism under its Contracts for Difference (CFD) framework is set to supercharge the...

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Welcome to The Hydrogen Podcast!

Episode 372, In this episode, Paul discusses the U.S. Treasury's finalized 48E tax credit rules, explaining their impact on the hydrogen economy. He highlights how the incentives lower costs, promote innovation, and drive investments in hydrogen infrastructure, setting the stage for clean energy growth.


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Welcome to The Hydrogen Podcast!

Episode 371, In this episode, Paul discusses Europe's hydrogen challenges, emphasizing the need to embrace blue hydrogen and other scalable technologies to drive down costs and accelerate infrastructure development. He also highlights how a balanced approach can lay the groundwork for a successful green hydrogen future.


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Welcome to The Hydrogen Podcast!

Episode 370, In this episode, Paul explores Hazer Group's groundbreaking hydrogen and graphite production process, discussing its potential to revolutionize the industry. He also examines Germany's hydrogen ambitions, its challenges in private investment, and its competition with Spain and the Netherlands for European leadership in hydrogen.


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Welcome to The Hydrogen Podcast!

Episode 369, In this episode, Paul examines the implications of a second Trump term on the U.S. hydrogen economy, including the challenges for green hydrogen projects and federal incentives. He discusses the potential paths forward for hydrogen to thrive despite policy shifts, emphasizing global and private sector support.


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Welcome to The Hydrogen Podcast!

Episode 368, In this episode, Paul covers the DOE’s $2.2 billion funding for Gulf Coast and Midwest hydrogen hubs, highlighting their potential to drive decarbonization and create thousands of jobs. He also previews Hydrogen North America 2024, detailing must-see panels and presentations shaping the future of hydrogen.


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Welcome to The Hydrogen Podcast!

Episode 367, In this episode, Paul interviews Dr. Eugene McKenna, Senior VP of Hydrogen and Sustainable Technologies at Johnson Matthey. They discuss the evolution of hydrogen infrastructure, Johnson Matthey’s innovative approaches to clean hydrogen production, and the policies needed to scale hydrogen for industrial and energy sectors globally.


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Welcome to The Hydrogen Podcast!

Episode 366, In this episode, Paul explores Ecolectro's innovative AEM electrolyzer technology and its potential to transform green hydrogen production. With cost reductions, sustainable materials, and modular designs, Ecolectro aims to bring affordable hydrogen solutions to hard-to-decarbonize sectors, marking a major step toward carbon neutrality.


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Welcome to The Hydrogen Podcast!

Episode 365, In this episode, Paul discusses what’s propelling the hydrogen economy forward, focusing on key projects like ExxonMobil’s Baytown plant and groundbreaking initiatives across Europe. He explores how massive investments, advanced technologies, and a global shift towards low-carbon hydrogen are transforming hydrogen into a pivotal energy source.


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Welcome to The Hydrogen Podcast!

Episode 364, In this episode, Paul discusses new advancements in converting waste into green hydrogen, exploring how catalysts can transform materials like plastic into valuable fuel. He also examines what a second Trump term could mean for the future of hydrogen in the U.S. and globally, including potential shifts in hydrogen policy and infrastructure investment.


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Special Interview Series - Lynn Energy - In this insightful interview, Paul Rodden sits down with Tommy Lynn and Patrick Nelson of Lynn Energy to discuss their hands-on role in advancing hydrogen infrastructure. Lynn Energy's extensive experience in designing and engineering control systems, safety protocols, and supply chain management makes them a standout partner in the hydrogen industry. From working with emerging hydrogen...

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Welcome to The Hydrogen Podcast!

Episode 362, In this episode, Paul dives into the Curonian Research report on Air Products, analyzing the risks and rewards of investing in their clean hydrogen projects. He discusses the execution challenges in scaling green hydrogen, including technological maturity, supply chain constraints, and regulatory factors, providing a comprehensive look at what investors should consider when eva...

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Episode 361, In this episode, Paul explores the potential for capturing methane from mining operations as a way to fuel hydrogen production and support the hydrogen economy. He examines how methane capture could not only curb emissions but also repurpose waste gas for industrial hydrogen use, advancing both decarbonization and energy resilience goals in sectors like mining.


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Welcome to The Hydrogen Podcast!

Episode 360, In this episode, Paul explores the future of the U.S. hydrogen economy in light of a potential political shift. He examines the impact of bipartisan support, industry investments, and how key decisions regarding the Inflation Reduction Act may shape the trajectory of hydrogen in the U.S., especially in high-stakes sectors like oil and gas.


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Welcome to The Hydrogen Podcast!

Episode 359, Keppel buys big into liquid hydrogen to power their Singapore data centers, Germany looks to invest huge in their hydrogen backbone infrastructure, and Toyota develops a new hydrogen canister with applications far beyond transportation. I'll go over all of this and give my thoughts on today's hydrogen podcast.


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Episode 358, In this episode, Paul discusses the proposed 60-mile hydrogen pipeline in the UK, which could play a key role in decarbonizing heavy industries. He also examines the financial risks Air Products is facing with its ambitious green hydrogen investments, raising questions about the balance between ESG goals and economic stability.


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Welcome to The Hydrogen Podcast!

Episode 357, In this episode, Paul discusses the development of a green steel plant in Minnesota, supported by DOE funding, and the Electric Power Research Institute's real-world findings from hydrogen-natural gas blending demonstration projects. He explores how these projects are shaping the future of hydrogen safety, decarbonization, and clean energy transitions.


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Welcome to The Hydrogen Podcast!

Episode 356, In this episode, Paul discusses Schneider Electric's insights on ensuring safety and profitability in hydrogen processing, as well as Saudi Arabia's multibillion-dollar investment in hydrogen development. He explores how innovative technologies like digital twins and safety systems are shaping the future of hydrogen, alongside Saudi Arabia's strategic push into g...

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Welcome to The Hydrogen Podcast!

Special Interview Series - William Smith / Infinity Fuel Cell and Hydrogen - In this special interview, Paul discusses Infinity Fuel Cell’s groundbreaking projects with NASA and the U.S. Navy, including uncrewed underwater vehicles and lunar fuel cell systems. He explores how their fuel cell technology is revolutionizing power solutions for critical military and space applications. Give it ...

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Welcome to The Hydrogen Podcast!

In episode 354, In this episode, Paul discusses Northern New Mexico's groundbreaking green hydrogen project using reclaimed water from a Superfund site, and how investors should evaluate hydrogen opportunities. He provides insight into assessing climate impacts, supply-demand guarantees, and long-term investment returns in the evolving hydrogen market.


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