In today’s episode of The Hydrogen Podcast, we break down the biggest legislative shift in the U.S. hydrogen industry to date—the House-passed “One Big, Beautiful Bill Act” (H.R.1)—and how it could transform the economics of hydrogen production.

🧪 Key Topics Covered:

• Why steam methane reforming with CCS, natural hydrogen, and methane pyrolysis may dominate U.S. hydrogen production
• The repeal of the Section 45V Clean Hydrogen Production Tax Credit and what it means for projects like Plug Power, Air Products, and Clean Hydrogen Works
• The new focus on Section 45Q for carbon capture—and how ExxonMobil’s Baytown hydrogen hub could thrive under the new rules
• The shifting competitiveness of electrolytic hydrogen, and why its future may now rest on R&D and cost innovation

💼 Economic Takeaways:

• Hydrogen from SMR+CCS, natural hydrogen, and pyrolysis costs $1–$2/kg—half the cost of electrolysis
• Potential loss of $50B in hydrogen investments due to the short 60-day construction window for 45V eligibility
• Plug Power’s market cap could drop $500M; Air Products’ and CF Industries’ projects are now at risk
• But ExxonMobil’s Baytown plant could make $500M/year in CCS tax credits under 45Q

📈 Whether you're a policymaker, investor, or energy professional, this episode is your definitive guide to understanding the real market implications of H.R.1.

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