Episodios

  • Waste-to-Hydrogen, $10B UK Deal, and Plug’s Big Win – Hydrogen Is Heating Up
    Jul 14 2025

    In today’s episode of The Hydrogen Podcast, Paul Rodden covers three powerful developments reshaping the hydrogen economy:

    ♻️ Raven SR’s Revolutionary Waste-to-Hydrogen Tech
    🇬🇧 UK & Japan’s $10 Billion Hydrogen Investment Deal
    🔗 Plug Power’s Strategic Supply Chain Expansion

    We break down:

    ✅ How Raven SR’s non-combustion steam reforming hits 95% cold gas efficiency
    ✅ What the UK’s £7.5B deal with Sumitomo means for hydrogen and offshore wind
    ✅ Why Plug Power’s extended hydrogen supply contract could stabilize pricing and drive growth
    ✅ The economics behind waste-to-H2 vs. electrolysis
    ✅ The emerging global trend of replacing hydrocarbons across the hydrogen value chain

    From landfills to liquid hydrogen and megaproject investments, this episode connects the dots on how innovation, capital, and infrastructure are aligning to accelerate the energy transition.

    📈 Whether you’re in hydrogen, renewables, logistics, or policy—this one’s packed with insights.

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    8 m
  • Plug Power Surges & Germany Goes Big: A Hydrogen Wake-Up Call
    Jul 10 2025

    Welcome back to The Hydrogen Podcast! I’m Paul Rodden, and today we’re breaking down two major hydrogen headlines that could reshape the global energy landscape:

    🇺🇸 Plug Power’s Stock Skyrockets After U.S. Tax Credit Extension
    🇩🇪 Germany Unveils €3.2 Billion Plan for a 9,700-Kilometer Hydrogen Pipeline

    In this episode, you’ll discover:

    🔹 How the U.S. Senate’s extension of hydrogen tax credits through 2028 unlocked Plug Power’s $1.66 billion DOE loan.
    🔹 The scale and ambition behind Plug’s 500 TPD U.S. goal and its $5.5B Uzbekistan partnership.
    🔹 Germany’s plan to transport 10 million tons of hydrogen annually via its new pipeline network.
    🔹 The financial challenges Plug still faces—like negative margins and high cash burn.
    🔹 What this all means for the $200 billion global hydrogen market by 2034.

    📊 Supported by data from the IEA, DOE, BloombergNEF, McKinsey, and more, we explore how infrastructure and policy are colliding to ignite the hydrogen transition.

    🎧 If you value this show, don’t forget to leave a review on Apple Podcasts, Spotify, YouTube, or wherever you listen. It makes a big difference. And as always, feel free to reach out at info@thehydrogenpodcast.com.


    Plug Power, Plug Power stock, hydrogen tax credits, 45V extension, US hydrogen policy, Plug Power Uzbekistan, Plug Power fuel cells, hydrogen infrastructure, Germany hydrogen pipeline, EU Hydrogen Bank, green hydrogen, hydrogen economy 2025, Plug Power financials, global hydrogen market, DOE hydrogen loan, hydrogen energy podcast, Paul Rodden, energy transition 2025, McKinsey hydrogen, BloombergNEF hydrogen, electrolysis, fuel cell vehicles, clean hydrogen, hydrogen podcast


    #HydrogenPodcast #PlugPower #GreenHydrogen #HydrogenEconomy #GermanyHydrogen #EnergyTransition #HydrogenNews #CleanEnergy #45VCredit #HydrogenInfrastructure #FuelCells

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    9 m
  • Australia, Europe, and California Just Changed Hydrogen Forever
    Jul 7 2025

    Welcome back to The Hydrogen Podcast! I’m Paul Rodden, and today we’re diving into three global breakthroughs redefining the future of hydrogen energy:

    🌏 Australia’s $432 Million Green Hydrogen Bet
    🇪🇺 Europe’s $2.5 Billion Hydrogen Pipeline Network
    🇺🇸 California’s First Bio-Stimulated Hydrogen Trial

    In this episode, we explore:

    ✅ Australia’s bold investment in Orica’s Hunter Valley Hydrogen Hub under the Hydrogen Headstart Program, featuring a 50 MW electrolyzer and a cost of $3–$5/kg.
    ✅ Europe’s massive Barmar pipeline (part of the H2Med project) connecting Spain, France, and Germany, designed to deliver 2 million tons annually.
    ✅ The world’s first successful subsurface biohydrogen production trial in California’s San Joaquin Basin, with production costs projected under $0.50/kg.

    🔬 Deep Dive: What Is Biohydrogen?
    We break down dark fermentation, photo-fermentation, and bio-stimulation—plus the economics, scalability, and how biohydrogen compares to SMR, pyrolysis, and electrolysis.

    📊 Why It Matters Globally:
    From policy-backed mega-projects to microbial innovation, these stories signal new possibilities for low-carbon hydrogen production and global infrastructure development.

    If you enjoy today’s show, don’t forget to hit like, subscribe, and leave a rating or comment on your favorite platform. Every bit of support helps us grow the hydrogen conversation. Stay tuned and stay inspired!


    hydrogen podcast, green hydrogen, biohydrogen, hydrogen infrastructure, hydrogen pipeline, H2Med project, Orica hydrogen hub, Australian hydrogen news, Engie pipeline, Barmar hydrogen, bio-stimulated hydrogen, Cemvita, Gold H2, renewable hydrogen, clean hydrogen, hydrogen news 2025, hydrogen electrolysis, hydrogen from microbes, global hydrogen economy, 45V credit, EU Hydrogen Bank, hydrogen production methods, Paul Rodden


    #HydrogenPodcast #CleanHydrogen #GreenHydrogen #Biohydrogen #HydrogenEconomy #AustraliaHydrogen #EuropeHydrogen #CaliforniaHydrogen #HydrogenInnovation #Electrolysis #SMR #IEA #DOE #BloombergNEF #H2Med #GoldH2

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    11 m
  • Where Hydrogen Will Boom in the U.S. by 2035
    Jul 3 2025

    Welcome to The Hydrogen Podcast! I’m Paul Rodden, and this is Part 2 of our deep-dive series on building the U.S. hydrogen economy by 2035.

    In Part 1, we broke down the top technologies: SMR with CCS, methane pyrolysis, natural hydrogen, and nuclear hydrogen.
    Now in Part 2, we answer the critical question: Where will the U.S. hydrogen economy take root?

    🌍 Featured Locations & Their Strengths:

    • Gulf Coast (Texas, Louisiana): SMR with CCS, industrial clusters, CCS-ready geology
    • Nebraska & Pennsylvania: Methane pyrolysis hubs with gas access and carbon markets
    • Kansas & Appalachia: Natural hydrogen drilling sites near chemical clusters
    • Illinois & New York: Nuclear-powered electrolysis with grid stability
    • Texas & California: Green hydrogen from wind/solar near transport and SAF markets

    📊 We also unpack:

    • Impacts of the Senate-passed H.R.1 bill, including updates to 45V and 45Q tax credits
    • U.S. hydrogen market forecasts: $186B in 2024 to $400B by 2035
    • Offtake demand for ammonia, SAF, steel, methanol, and transport
    • Green hydrogen’s cost reduction, infrastructure needs, and policy support on the road to 2050

    📈 Whether you're an investor, policymaker, or technologist, this episode is your roadmap to hydrogen’s U.S. deployment and market evolution.

    👉 Don’t forget to catch Part 1 on the top hydrogen technologies if you missed it!

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    12 m
  • Top 4 Technologies Fueling America’s Hydrogen Future by 2035 Part 1
    Jun 30 2025

    Welcome to The Hydrogen Podcast! I’m Paul Rodden, and today kicks off Part 1 of our special two-part series on building the U.S. hydrogen economy by 2035. In this episode, we break down the four core hydrogen production technologies shaping America’s clean energy strategy:

    🚀 Featured Technologies:

    1. Steam Methane Reforming (SMR) with Carbon Capture
    2. Methane Pyrolysis
    3. Natural Hydrogen
    4. Nuclear Hydrogen

    🔍 We explore:

    • The carbon intensity (CI) and scalability of each pathway
    • Real-world project examples like ExxonMobil’s Baytown plant and Monolith’s plasma pyrolysis pilot
    • Tech innovation from Aurora Hydrogen and Koloma’s natural H2 drilling
    • Cost analysis based on data from the DOE, IEA, and BloombergNEF
    • The economic impact of 45V and 45Q tax credits under H.R.1
    • High-value hydrogen derivatives like low-CI ammonia and sustainable aviation fuel (SAF)

    💥 Bonus: Learn how each technology plays into the $200B ammonia and $1T SAF markets by 2050.

    This is the definitive roadmap for tech leaders, investors, and policymakers shaping hydrogen’s role in the U.S. energy transition.

    👉 Subscribe so you don’t miss Part 2, where we cover hydrogen infrastructure, regional hubs, and market deployment across the U.S.

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    10 m
  • Hydrogen’s New Playbook: Data Centers, No Subsidies, and Big Partnerships
    Jun 26 2025

    In this episode of The Hydrogen Podcast, we unpack a powerful Forbes article titled “From Gridlock to Green Light: Three Focus Areas for Hydrogen Energy Executives” (June 13, 2025) by Whitaker Irvin Jr., CEO of Q Hydrogen.

    💡 The Message? 2025 is a make-or-break year—and hydrogen leaders need a new playbook.

    🧩 Inside This Episode:

    • How data centers could become hydrogen’s breakout market, powering AI with zero-carbon fuel
    • Why “subsidy-agnostic” economics are essential in the post-H.R.1 landscape
    • How strategic partnerships—like ABB, Fluor & Topsoe’s $400M electrolyzer alliance—are key to scale
    • What the U.S. can learn from Europe’s Hydrogen Bank and China’s hydrogen mega-projects
    • The role of behind-the-meter hydrogen, modular electrolyzers, and R&D priorities

    📊 With the 45V tax credit set to expire in 2026, and global competition accelerating, this episode delivers a clear blueprint for executives who want to lead—not lag—in the $1 trillion hydrogen economy by 2050.

    🔧 From pilot projects in Utah to policy pivots in Washington, Irvin’s article gives the roadmap—this episode breaks it down.


    #HydrogenPodcast #QHydrogen #DataCenters #HydrogenEconomy #45VCredit #Electrolyzers #FuelCells #CleanEnergy #EnergyPolicy #HydrogenPartnerships #HydrogenNews #AIandEnergy #ZeroCarbonPower #BloombergNEF #DOE

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    12 m
  • Trump’s Tax Bill Could Kill U.S. Hydrogen – Reuters Sounds the Alarm
    Jun 23 2025

    In this special episode of The Hydrogen Podcast, we break down the June 17 Reuters article, “Trump Tax Bill Risks Exodus of Clean Hydrogen Investment.”

    📉 What’s happening? The “One Big, Beautiful Bill Act” (H.R.1), passed by the House, slashes the 45V tax credit timeline—forcing clean hydrogen projects to break ground by January 1, 2026, not 2033. That’s a seven-year cliff that could derail billions in investment.

    🧩 Inside This Episode:

    • The economic stakes for U.S. hydrogen developers, from HIF Global to Plug Power
    • How the loss of the 45V credit could shift hydrogen dominance to China and the EU
    • The role of 45Q in propping up SMR with CCS—but at what cost to electrolysis?
    • The politics behind the bill and how 250+ companies are fighting back
    • What this means for jobs in Texas, Georgia, and other GOP-led hydrogen hubs
    • Global contrast: Europe’s Hydrogen Bank and China’s massive hydrogen scale-up
    • What happens next—and what U.S. hydrogen needs to stay competitive

    💡 With hydrogen projects requiring 4–6 years just to start construction, this bill’s rushed timeline threatens to strand sunk costs and kill thousands of jobs. Can the Senate fix it in time?

    🎧 Stay informed. Stay strategic. Listen now.

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    11 m
  • Hydrogen on the Edge: BP Pulls Out, Plug Power Scores, Toyota Races Ahead
    Jun 19 2025

    In today’s episode of The Hydrogen Podcast, we explore three pivotal stories shaping the global hydrogen landscape:

    🇬🇧 UK – BP Cancels £2B HyGreen Teesside Project:
    A June 13 Yahoo News report reveals that BP has scrapped its massive green hydrogen project in the UK due to sluggish subsidy negotiations. This move highlights the UK’s policy delays and threatens its 10 GW hydrogen target for 2030.

    🇺🇸 U.S. – Plug Power Lands a Major Deal:
    According to The Motley Fool, Plug Power secured a 25 MW PEM electrolyzer contract with a European customer. This $20–30 million deal strengthens Plug’s order book—but does it fix their financial woes?

    🇯🇵 Japan/France – Toyota’s Hydrogen Race Car:
    Car and Driver reports that Toyota plans to run its GR H2 Racing Concept at Le Mans in 2026. This hydrogen ICE-powered race car could redefine high-performance motorsport and push hydrogen tech into the spotlight.

    📊 In This Episode:

    • The economics of $4–$6/kg electrolytic hydrogen vs. low-CI alternatives
    • Policy uncertainty and its impact on bankability
    • Plug Power’s growth and risks
    • Toyota’s hydrogen racing ambitions and global FCV implications
    • Why infrastructure and low-CI hydrogen are key to market growth

    Whether it's the collapse of a major project, a breakthrough deal, or a high-octane showcase, hydrogen's future is being shaped by bold moves and tough challenges.

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    10 m