The Hydrogen Podcast

Plug Power Tax Credit Risk, Hydrogen Jet Fuel Breakthrough & Nikola Auction Fallout


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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 emissions footprint.

🚚 Nikola’s Hydrogen Trucks Auctioned Off Amid Financial Struggles
Nikola’s once-promising hydrogen trucks are hitting the auction block. We break down the technical specs, hydrogen fueling infrastructure challenges, and why high costs and a weak resale market are putting serious pressure on FCEV truck adoption in the U.S.

⚠️ Plug Power Faces Tax Credit Crisis
Seeking Alpha highlights how potential changes to the 45V hydrogen production tax credit could hurt Plug Power’s revenue. We dig into how emissions rules tied to grid electricity may disqualify some of Plug’s plants—and what that means for the company’s market position and future projects.

🔍 What You’ll Learn:
 – The tech and economics behind hydrogen-derived SAF
 – What Nikola’s auction says about the real state of hydrogen trucking
 – How Plug Power’s reliance on tax incentives shapes its risk profile
 – Broader takeaways for investors, policymakers, and the hydrogen industry

🎧 Subscribe for weekly deep dives and expert commentary on the biggest stories in hydrogen.

📩 Send feedback or questions to [email protected]
 👍 Like, comment & share if you find value in the episode!


#HydrogenPodcast #SustainableAviationFuel #NikolaTrucks #PlugPower #HydrogenTaxCredit #HydrogenEconomy #GreenHydrogen #FCEV #SAF #HydrogenFuelCell #EnergyTransition #HydrogenInfrastructure #HydrogenMarket

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The Hydrogen PodcastBy Paul Rodden

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