World Hydrogen North America Recap + EU Hydrogen Funding + Fourier’s Data-Center Inspired Electrolyzer

In this episode of The Hydrogen Podcast, we take a global tour of hydrogen innovation and policy—from the conference floor in Houston to funding announcements in Europe and startup breakthroughs in the U.S.

🔥 Here’s what’s in today’s episode:

🛠 1. Recap: World Hydrogen North America Conference (Houston)
🎙 Paul chaired the B Stream on Low Carbon Hydrogen and Infrastructure and moderated a top-tier panel on financing hydrogen with leaders from Hy24 and Citi
💬 Highlights include:

• ExxonMobil’s Chris Duffy on blue hydrogen at scale
• Marion Luc and Polo Gomez on the investment outlook
• Shoutouts to Paul Browning, Lucy Rankin, Charlotte Griffiths, and the entire S&P Global team

🇪🇺 2. EU Launches €600 Million Hydrogen & CCS Infrastructure Fund
✅ Supports 3–5 large-scale cross-border projects
✅ Focus on hydrogen pipelines, 100-MW electrolyzers, and CO₂ storage
✅ IRR of 15–20% with EU capex credits
✅ Adds 500–1,000 jobs per project and supports EU’s 20 GW hydrogen target

🧠 3. Fourier’s Modular Electrolyzer Inspired by Data Centers
⚙️ Compact 1-MW systems in two server racks
⚡ Powered by retrofitted data center infrastructure
💰 $6–$7/kg hydrogen cost (down from $13–$14/kg)
💵 20–25% IRR with small industrial footprint
🌱 Targets pharma, ceramics, petrochem, and airline manufacturing use cases

📈 Global Impact Recap:

• ExxonMobil: $1.8B blue hydrogen project = $3B revenue
• EU Projects: $660M = $16–$20M revenue across 3–5 projects
• Fourier: $18.5M in funding = $5–$6M in projected profit
• Job Creation: Over 2,000 jobs combined

Whether you're in policy, project finance, electrolyzer R&D, or logistics, this episode connects the dots between strategy, scale, and innovation in the hydrogen economy.

🎧 Listen to what’s next—and stay tuned for our next episode, diving into hydrogen’s role in maritime decarbonization.

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 📩 Questions or guest ideas? Reach us at [e-mail]

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