In this episode of The Hydrogen Podcast, we unpack the retrenchment sweeping across the global hydrogen sector.

🚨 Key Insights:

• Thyssenkrupp Nucera exits U.S. green hydrogen megaprojects after policy and tax credit changes.
• $10B+ shelved in North America as developers shift to discipline and profitability.
• Oilprice.com critique: why most 2020s-era hydrogen hype never materialized.
• Data deep dive: under 1M tonnes of low-carbon hydrogen are actually in use today vs. 97M tonnes global demand.
• Risks of overinvestment: stranded assets, policy whiplash, capital misallocation, and public trust erosion.
• The path forward: targeting steel, fertilizer, heavy industry, ports, and grid backup—not passenger cars or home heating.

Hydrogen isn’t dead—it’s maturing. The collapse of hype is forcing projects toward real markets, bankable economics, and strategic resilience.

Support the show

In this episode of The Hydrogen Podcast, we trace a global shift in hydrogen strategy—one that goes beyond net-zero headlines and dives into the new security, jobs, and supply chain realities shaping the sector.

🌍 Key Highlights:

• America’s $1B minerals push: Why energy security is now as critical as emissions cuts.
• France’s Lorraine Basin: White hydrogen discoveries worth up to $12B investment and 15,000 jobs.
• Japan’s pragmatic vision: Balancing climate goals with reliability in a $100B national plan.
• Germany’s hydrogen backbone: €19B pipeline megaprojects and underground storage for resilience.
• Global white hydrogen boom: Exploration up 300% since 2023, with ExxonMobil, BHP, and TotalEnergies entering the race.
• The economics: Why blue and turquoise hydrogen are outpacing paused green projects, and why natural hydrogen could soon be $1/kg—the cheapest hydrogen fuel in the world.

This isn’t the end of green hydrogen—but it’s clear that a multi-color, onshore, security-first hydrogen strategy is the future.

Support the show

Today’s episode of The Hydrogen Podcast dives into three major developments reshaping hydrogen’s future:

1️⃣ Hydrogen Microgrids – From New Mexico’s solar-hydrogen hybrid serving 30,000 residents to Houston’s HyGrid systems delivering 4MW off-grid power, we explore how these systems slash costs, boost resilience, and eliminate diesel pollution.

2️⃣ Plug Power’s Project Quantum Leap – The company’s bold cost-cutting and margin turnaround efforts, their $700M revenue forecast, and the critical push toward profitability in a $150B global market.

3️⃣ Military Fuel Cell Adoption – The U.S. Marine Corps’ hydrogen-powered tactical units delivering silent, long-duration field power while cutting operational costs and logistics risks.

We connect the economic data, technology breakthroughs, and market trends shaping the hydrogen sector right now—revealing not just what’s happening, but what it means for industry, communities, and defense.

📩 Email: [email protected]
📱 Follow on LinkedIn: linkedin.com/company/the-hydrogen-podcast
🎧 Listen on Apple, Spotify, Google & YouTube

Support the show

In this episode of The Hydrogen Podcast, Paul Rodden unpacks three game-changing stories reshaping hydrogen’s future in energy, industry, and mobility.

🔍 Here’s what we cover:

• 📉 Air Products & Chemicals — $1.7B quarterly loss, major U.S. project exits, and a leaner, risk-managed hydrogen strategy.
• 💸 Plug Power — ongoing losses, cash burn concerns, and a plan to hit profitability by 2026 through cost cuts and global electrolyzer deals.
• 🚚 GM & Hyundai Partnership — $2.4B investment in next-gen electric and hydrogen vehicles, including a U.S.-built BrightDrop van and four Latin American platforms.

💡 From financial pivots to bold collaborations, these stories reveal the hard economics driving hydrogen adoption—where strategic discipline, technological integration, and partnerships decide who thrives.

Whether it’s industrial gas giants, high-risk innovators, or automakers retooling for a hydrogen future, the lesson is clear: scale, cost control, and market fit are everything.

Support the show

In today’s episode of The Hydrogen Podcast, Paul Rodden takes us on a global tour of the hydrogen sector’s most exciting—and misunderstood—developments.

💡 From opinion columns in California to billion-dollar green hydrogen hubs in Saudi Arabia, we cut through the noise to reveal:

• 📉 Why hydrogen isn’t “doomed” by round-trip efficiency myths
• 🌍 The $4B Yanbu Hydrogen Hub and Saudi Arabia’s massive export play
• 🧠 How AI data centers are using hydrogen for 99.999% uptime
• 🏭 Kimberly-Clark’s $160M hydrogen deal and what it means for industrial energy
• 💬 Public pushback vs. real-world economics: Where hydrogen is quietly winning

We explore where hydrogen delivers unmatched value, flexibility, and resilience—not just as an emissions solution, but as a core component of the modern energy ecosystem.

Whether it’s long-duration storage, industrial steam, off-grid data centers, or energy security, hydrogen is proving its case with real dollars, real deployments, and real results.

This isn’t just another green dream—it's a grounded, global energy strategy in motion.

Support the show

In this episode of The Hydrogen Podcast, Paul Rodden takes a fresh look at the wave of green hydrogen project cancellations that have shaken headlines and investor confidence.

Rather than panic over missed climate targets, we dig into what really matters:

• ✅ The 29 GW of projects stalled—and what that tells us
• 🔋 Why hydrogen’s energy density outperforms batteries
• 💡 The truth about hydrogen as a multi-sector energy integrator
• 🌬️ The health and economic benefits no one is talking about—like NOx, SOx, and PM2.5 reductions
• 💰 Why smart deployment beats megaproject hype, and where the ROI is actually strongest

From Singapore to Germany to the American Midwest, we explore examples of smart, scalable hydrogen strategies that are delivering value today—not just in emissions avoided, but in real-world health and energy benefits.

Let’s shift the narrative—from fear of failure to a better understanding of hydrogen’s true role in our energy future.

Support the show

In today’s episode of The Hydrogen Podcast, Paul Rodden unpacks three game-changing moves shaping the hydrogen sector right now:

💼 Baker Hughes’ $13.6 Billion Acquisition of Chart Industries
What this mega-deal means for hydrogen liquefaction, cryogenics, and modular plant innovation.

🚛 Next Hydrogen’s Record-Setting Onsite Fueling Station in Ontario
How a clean hydrogen hub is cutting costs and diesel in the logistics sector—at less than $5/kg fuel delivered.

📈 Plug Power’s Strategic Outlook to 2027
From GenEco electrolyzers to hydrogen production scale-up, can Plug finally cross the profitability line?

This episode connects the dots between M&A, cutting-edge tech, and the economics of scale in hydrogen infrastructure, giving investors and industry watchers a full-spectrum update.

Support the show

Data centers are the digital world’s beating heart—and they’re hungry for power. With energy demand soaring from AI, cloud services, and high-performance computing, traditional grid infrastructure is struggling to keep up. Enter hydrogen.

In this episode of The Hydrogen Podcast, host Paul Rodden dives deep into:

💻 The true scale of data center energy needs
 ⚡ Why grid connection delays are stalling digital progress
 🧪 Hydrogen’s rise as a behind-the-fence solution
 🤝 The groundbreaking partnership between Bloom Energy and Oracle
🌎 How fuel cell tech can provide clean, scalable, water-free power
📉 The economics, emissions, and uptime advantages of hydrogen over traditional grid power

This episode connects the dots between digital infrastructure, clean energy innovation, and the real-world deployment of hydrogen in one of the most energy-hungry sectors of the economy.

🎯 If you want to understand how hydrogen can power the AI revolution—this is the episode to watch.

Support the show

In this episode of The Hydrogen Podcast, host Paul Rodden unpacks two major stories that reveal the tension—and opportunity—in hydrogen’s global rollout:

🇪🇺 Europe’s Hydrogen Infrastructure Faces Multi-Year Delays
🇸🇪 Volvo Brings Back the Internal Combustion Engine—Fueled by Hydrogen

You’ll learn:

🔹 Why Europe’s €340B hydrogen vision is stalling amid red tape and regulatory chaos
 🔹 What the delay of H2Med and other pipelines means for the global hydrogen economy
 🔹 How Volvo’s hydrogen-ICE engine slashes CO₂-equivalent emissions by 98%
 🔹 Why this approach may be the cheapest and fastest route to hydrogen-powered mobility
🔹 How legacy manufacturing infrastructure is getting a second life—with zero-carbon fuel

We break down the economic, regulatory, and technical crosswinds shaping hydrogen’s future in mobility and infrastructure—revealing where the true bottlenecks lie, and who might leap ahead as global hydrogen leadership is up for grabs.

Support the show

In this episode of The Hydrogen Podcast, Paul Rodden explores the real future of hydrogen in transportation—beyond the headlines.

🚫 Why Stellantis is abandoning hydrogen vehicle development
🚗 How Toyota, BMW, and Hyundai are doubling down on fuel cell mobility
🧪 New hydrogen sources: Natural Hydrogen, Methane Pyrolysis, and Nuclear H₂
🚚 Why hydrogen still dominates the future of heavy-duty transport
🌍 The lifecycle economics and environmental case vs. batteries

We’ll break down:

✅ The infrastructure and incentive gaps stalling hydrogen vehicle rollout
 ✅ How BMW’s iX5 and Toyota’s Mirai point to fuel cell resilience
 ✅ Why new hydrogen production methods could be cleaner and cheaper than batteries
✅ The economic argument for scaling hydrogen in trucking, buses, and fleet transport
✅ The role of geopolitics and resource scarcity in shaping the next mobility era

As lithium, cobalt, and nickel demand soar, could hydrogen offer a more sustainable, flexible future for global transport?

This episode offers a full-spectrum look at the tech, policy, and economics driving mobility beyond hydrocarbons.

Support the show