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
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...
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 i...
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 “subs...
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 Epi...
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 ...
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 ...
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 d...
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...
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, FCE...
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...
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 Prod...
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 rene...
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 emiss...
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...
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 wha...
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...
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 occu...
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 pionee...
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...
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 Challe...
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