The Hydrogen Podcast

By: Paul Rodden
  • Summary

  • Welcome to The Hydrogen Podcast! This show is for energy investors and analysts who want to learn about how hydrogen is driving the evolution of energy. We will drill down into the hydrogen market and discuss where capital is being deployed and where financial opportunities are developing. Learn from Paul Rodden, the hydrogen consulting expert that is on the speed dial of billionaire oil magnates and is dialed in to the advances and financial opportunities that hydrogen presents in the energy market. Inside each episode, Paul interviews thought leaders who are invested in the future of energy and driving the hydrogen market to new heights. He also shares his insights on the current opportunities and developments with complete transparency. From overall strategy, to future casting, to lessons learned, Paul will be your guide as you explore the concept of hydrogen as a fuel source, the advancements in the industry (present and future), and the economic opportunities that are available for potential investors.
    © 2025 The Hydrogen Podcast
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Episodes
  • Exclusive Interview: Plug Power CEO Andy Marsh on Green Hydrogen's Future
    Jan 13 2025

    Welcome to The Hydrogen Podcast! In this special episode, Paul Rodden sits down with Andy Marsh, the visionary CEO of Plug Power, to discuss the company’s journey and the pivotal role it’s playing in shaping the global green hydrogen economy.

    Key Topics Covered:
    🔹 Plug Power’s Evolution: From forklift fuel cells to leading green hydrogen innovation
    🔹 Green Hydrogen Milestones: Largest PEM electrolyzer plant, global expansions, and key partnerships
    🔹 Vertical Integration: How Plug Power is building a cohesive hydrogen ecosystem
    🔹 Challenges & Opportunities: Navigating supply chain complexities and political uncertainties
    🔹 Global Impact: US vs. Europe in hydrogen incentives and Plug’s global expansion strategy

    Featured Highlights:
    1️⃣ Hydrogen Ecosystem Leadership: Plug Power’s integrated approach, from production to refueling
    2️⃣ Infrastructure Expansion: Updates on plants in Georgia, Tennessee, Louisiana, and Texas
    3️⃣ DOE Loan Influence: How $1.66B funding accelerates Plug Power’s green hydrogen projects
    4️⃣ Collaborations with Industry Giants: Walmart, Amazon, BMW, and more
    5️⃣ Future Vision: Why green hydrogen is essential for a sustainable energy transition

    Why Watch This Episode:
    Andy Marsh shares candid insights into the hydrogen industry’s current state, Plug Power’s role as a leader, and the critical importance of hydrogen in achieving a sustainable energy future. Whether you're an investor, energy enthusiast, or policymaker, this is a must-watch discussion on green hydrogen's transformative potential.

    Keywords:
    Plug Power interview, Andy Marsh, green hydrogen, hydrogen economy, electrolyzers, hydrogen infrastructure, hydrogen policy, hydrogen jobs, clean energy, hydrogen fuel cells, Paul Rodden, hydrogen podcast, renewable energy, hydrogen storage, Walmart hydrogen, Amazon hydrogen, DOE hydrogen funding, Plug Power Texas, hydrogen expansion, hydrogen future, energy transition.


    "Don’t miss this deep dive into the future of green hydrogen with Plug Power CEO Andy Marsh! Subscribe to The Hydrogen Podcast for weekly expert insights and industry updates."

    Chapters:
    0:00 – Introduction
    0:41 – Andy Marsh on Plug Power’s Evolution
    3:34 – Key Milestones in Green Hydrogen
    5:14 – Creating a Cohesive Hydrogen Ecosystem
    7:13 – Challenges in Vertical Integration
    9:15 – Importance of Manufacturing Electrolyzers
    11:06 – Supply Chain Strategy
    12:50 – Political Climate & Hydrogen Momentum
    17:02 – Securing Hydrogen’s Future Amid Policy Shifts
    18:28 – Plug Power’s Resilience in a Changing Landscape
    19:31 – US vs. Europe in Green Hydrogen Incentives
    23:17 – Collaborating with Industry Giants
    28:01 – Updates on Georgia, Tennessee, and DOE Loan Plans
    29:59 – Final Thoughts: Plug Power’s Leadership Vision

    🎥 Watch Now to learn how Plug Power is transforming the hydrogen industry and leading the charge for a sustainable future! 🌍

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    32 mins
  • Texas' Blueprint for Hydrogen Leadership: Decoding the December 2024 Policy Report
    Jan 9 2025

    Welcome to The Hydrogen Podcast! Today, Paul Rodden dives deep into the December 2024 Texas Hydrogen Production Policy Council report. This groundbreaking roadmap highlights Texas' path to becoming a global leader in the hydrogen economy. Leveraging its natural resources, advanced energy infrastructure, and innovation, Texas is poised to revolutionize hydrogen production and adoption.

    Key Topics Covered:
    🔹 Texas' Hydrogen Landscape: Current capabilities in gray, blue, and green hydrogen production
    🔹 Economic Impact: Job creation, export potential, and economic diversification
    🔹 Infrastructure Development: Expanding pipelines, CCS technologies, and storage solutions
    🔹 Regulatory Frameworks: Safety standards, permitting processes, and hydrogen-specific policies
    🔹 Technical Innovations: Electrolysis efficiency, CCS advancements, and next-gen fuel cells
    🔹 Political Dynamics: Bipartisan strategies, federal collaboration, and global trade opportunities

    Featured Highlights:
    1️⃣ Hydrogen as an Economic Driver: Creating jobs and meeting 20% of global hydrogen demand by 2050
    2️⃣ Strategic Infrastructure: Leveraging Texas’ 900-mile hydrogen pipeline network and salt cavern storage
    3️⃣ Renewable Synergy: Integrating electrolysis with Texas' leading wind and solar power capacity
    4️⃣ Global Competitiveness: Positioning Texas as a key exporter for hydrogen-based products

    Why Watch This Episode:
    Discover how Texas is laying the groundwork to dominate the hydrogen sector while tackling the challenges of cost, infrastructure, and regulation. This podcast is a must-listen for energy professionals, policymakers, and investors looking to understand the future of hydrogen in Texas and beyond.

    Keywords:
    Texas hydrogen, hydrogen economy, hydrogen production, blue hydrogen, green hydrogen, hydrogen policy, Texas energy infrastructure, CCS technology, hydrogen pipelines, hydrogen jobs, hydrogen exports, Paul Rodden, hydrogen podcast, renewable energy, hydrogen roadmap, hydrogen innovation, hydrogen political strategy, Texas hydrogen policy council.


    "Texas is shaping the global hydrogen future—don’t miss this in-depth analysis of the state's ambitious policy report! Subscribe to The Hydrogen Podcast for weekly insights into hydrogen innovations and industry updates."

    Chapters:
    0:00 – Introduction
    1:20 – Texas: A Hydrogen Powerhouse
    3:30 – Regulatory Recommendations for Hydrogen Safety
    6:10 – Economic Opportunities: Jobs & Exports
    8:50 – Infrastructure Development: Pipelines & Storage
    12:20 – Technical Innovations: Electrolysis & CCS
    14:50 – Political & Global Dynamics in Hydrogen Leadership
    17:00 – Texas' Strategic Role in the Hydrogen Economy

    🎥 Watch Now to uncover how Texas plans to dominate the hydrogen economy and lead the global energy transition! 🌍

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    11 mins
  • Hydrogen Tax Credit 45V Finalized: What It Means for Clean Energy & Hydrogen Adoption | EPS 380
    Jan 6 2025

    In today’s Hydrogen Podcast, we explore the groundbreaking final regulations for the 45V Clean Hydrogen Tax Credit and Section 48 Energy Investment Credit announced by the U.S. Treasury. These policies could redefine the hydrogen landscape in the U.S. and beyond, accelerating the transition to clean energy.

    Topics Covered:
    🔹 What is Section 45V? The tax credit incentivizing clean hydrogen production
    🔹 Life Cycle Emissions: How the GREET model ensures transparency and accountability
    🔹 Section 48 Benefits: Boosting clean energy infrastructure development
    🔹 Economic Impact: Unlocking billions in investments and creating over 700,000 jobs by 2030
    🔹 Global Leadership: How these policies position the U.S. in the $300B hydrogen market
    🔹 Challenges: Compliance, innovation hurdles, and smaller producer support

    Key Highlights:
    1️⃣ Up to $3/kg credit for hydrogen production meeting strict emissions benchmarks
    2️⃣ Hourly matching of renewable energy for hydrogen electrolysis—a global first
    3️⃣ Flexible pathways for retrofitting existing facilities for clean hydrogen
    4️⃣ Export opportunities for hydrogen and hydrogen-derived fuels like ammonia

    Why It Matters:
    The 45V and Section 48 policies aren’t just about tax breaks—they’re a bold step towards decarbonization, energy independence, and global leadership in clean hydrogen. These regulations pave the way for innovation, scale, and sustainable economic growth.

    Keywords:
    Hydrogen 45V tax credit, clean hydrogen, Section 48 energy credit, green hydrogen, renewable energy integration, hydrogen economy, hydrogen regulations, GREET model, U.S. hydrogen leadership, decarbonization policy, hydrogen podcast, Paul Rodden, Inflation Reduction Act, hydrogen job creation, energy storage technologies.


    "Don’t miss this deep dive into how 45V and Section 48 are revolutionizing the hydrogen industry! Subscribe to The Hydrogen Podcast for weekly insights into hydrogen’s pivotal role in clean energy transformation."

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    12 mins

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Informative, meaningful, relevant

Paul Rodden is a pro at delivering up-to-date news on the exploding global hydrogen market and providing informed, concise guidance on impacts to the market, the industry, and the hydrogen fuel movement. His reports are a wealth of vital knowledge and direction for this burgeoning industry and his prescient thoughts on each of the topics provide a roadmap for investors. Excellent body of work and podcast!

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