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.
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.