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.
💬 If you enjoyed this episode, please leave a review on Apple, Spotify, or YouTube.
📩 Questions or guest ideas? Reach us at [email protected]
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