Plug Power’s Q1 Surge, EU’s Nuclear Delay & The U.S. Hydrogen Roadmap Revealed

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 what the 3 GW Australia deal means for global electrolyzer markets.

🔹 EU Delays Nuclear Hydrogen Classification to 2028
A new draft from the European Commission postpones labeling nuclear hydrogen as a low-carbon fuel. We unpack the technical, economic, and policy implications of this decision and how it could splinter Europe’s hydrogen market between pro-nuclear and pro-renewables states.

🔹 Unleashing U.S. Hydrogen Potential: RealClearEnergy’s Vision
A new article calls for the U.S. to embrace diverse hydrogen production methods—from CCS to geological and nuclear-powered electrolysis—to outpace China and lead the global hydrogen economy. We assess production costs, scalability, emissions profiles, and the policy levers that could make or break American leadership.

📊 Topics Covered:
 – Plug Power’s Q1 earnings & Project Quantum Leap
 – Liquid hydrogen supply chain and tech details
 – EU hydrogen policy & nuclear vs renewables debate
 – Baytown, HyTerra, and Prairie Island as models for U.S. growth
 – Economic insights across multiple production methods
 – Global hydrogen trade, costs, and job creation impacts

💡 Whether you’re tracking the hydrogen market, investing in energy tech, or navigating the policy landscape—this episode is your deep dive into what matters most right now.

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