The Hydrogen Podcast

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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.

Paul Rodden

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    • Sep 15, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 12m AVG DURATION
    • 470 EPISODES


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    Latest episodes from The Hydrogen Podcast

    Hydrogen: South Africa's Grid Lifeline? A Case Study For The Rest Of The World.

    Play Episode Listen Later Sep 15, 2025 8:33 Transcription Available


    In this special episode of The Hydrogen Podcast, we go beyond the headlines with a deep-dive case study on South Africa's energy crisis—and hydrogen's role in building resilience.⚡ Key Topics CoveredGrid Reliability in Crisis: Eskom's reliance on aging coal plants, Stage 6 load shedding, and the economic fallout of outages.Hydrogen as a Solution: Long-duration storage, grid backup, and industrial resilience powered by South Africa's world-class solar & wind resources.Regional Strategies:Northern Cape: Multi-gigawatt projects like Boegoebaai targeting global hydrogen exports.Cape Town, Saldanha, Mossel Bay: Industrial ports ideal for hydrogen hubs.Johannesburg & Gauteng: Emerging hydrogen “valleys” linking transport, power, and heavy industry.Durban & Richards Bay: Maritime and industrial integration.Economic Impact: 30,000+ potential skilled jobs per year, billions in GDP, and domestic supply chains fueled by platinum group metals.Hydrogen Society Roadmap: Targets of 10 GW electrolyzers, 500,000 tonnes of annual green hydrogen, and hundreds of buses/trucks by 2030.Challenges: Infrastructure upgrades, financing gaps, water requirements, and balancing renewables with hydrogen deployment.

    Hydrogen at $110B+: Natural Hydrogen Breakthrough & Why Projects Are Failing

    Play Episode Listen Later Sep 11, 2025 8:25 Transcription Available


    In this episode of The Hydrogen Podcast, we unpack three major hydrogen headlines shaping the global energy sector:

    Plasma Recycling, Hydrogen Ferry, Scotland's Transition & BMW's 2028 Hydrogen Car

    Play Episode Listen Later Sep 8, 2025 9:01 Transcription Available


    In today's episode of The Hydrogen Podcast, we explore four transformative hydrogen stories shaping technology, transport, and energy markets worldwide:♻️ Korea's Plasma Torch BreakthroughHydrogen-powered plasma torch hits 2,000°CConverts unsorted plastic into ethylene & benzene70–90% yields with 99% purity, almost no emissionsPotential game-changer for chemical recycling by 2026⛴ San Francisco's Hydrogen Ferry “Sea Change”75-passenger fuel cell catamaran debuts in the BayZero-emission propulsion, only water vapor exhaustPublic-private partnership (Chevron, SWITCH Maritime, United Airlines)Sets precedent for scaling hydrogen ferries in U.S. waters

    Can Hydrogen Decarbonize Steel—Profitably? Utility Global's Parker Meeks Has The ANSWER!

    Play Episode Listen Later Sep 4, 2025 27:40


    Hydrogen just took a real step forward in steel. Utility Global and ArcelorMittal Brazil are collaborating on a first-of-its-kind commercial project at the Juiz de Fora plant: taking blast-furnace gas straight into Utility's H2Gen reactor to produce hydrogen and concentrate CO₂—inside an existing steelmaking footprint.In this episode, host Paul Rodden talks with Parker Meeks, President & CEO of Utility Global, about:Why steel is so hard to decarbonize—and why retrofits matterHow H2Gen handles variable, dilute blast-furnace gas and still delivers H₂The jump from ~18% CO₂ in off-gas to ~70% CO₂ at a single capture pointModular scaling from 3–15 tpd to 60–250+ tpdEconomics (targeting sub-$3/kg H₂ at scale), supply chains, and policy riskWhat this milestone signals for heavy industry and global hydrogen markets

    Fuel Cells vs. Lithium Batteries: Safety, China's Lithium Grip & Forklift Market Showdown

    Play Episode Listen Later Sep 1, 2025 9:12 Transcription Available


    Today's episode of The Hydrogen Podcast dives into one of the industry's most critical debates: hydrogen fuel cells vs. lithium batteries—from warehouses to global geopolitics.

    Hydrogen's Turning Point: Canada Scales Up, Utah Goes 100% H₂, & Air Products Pulls Out

    Play Episode Listen Later Aug 28, 2025 8:41


    This week's episode of The Hydrogen Podcast takes you across North America and beyond, spotlighting where hydrogen is advancing—and where it's hitting hard roadblocks.

    India's Hydrogen Revolution vs. Wall Street's Harsh Reality

    Play Episode Listen Later Aug 25, 2025 11:29


    In this episode of The Hydrogen Podcast, we go deep into the latest hydrogen developments from India and the U.S.—and what they mean for the global energy future.

    Hydrogen's Reality Check: Why Mega-Projects Are Collapsing

    Play Episode Listen Later Aug 21, 2025 7:33


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

    Hydrogen's New Reality: Minerals, White Hydrogen, and the Shift Beyond “Green”

    Play Episode Listen Later Aug 18, 2025 10:32 Transcription Available


    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.

    Hydrogen Microgrids, Plug Power's Turnaround & Military Fuel Cells – Game-Changing Moves

    Play Episode Listen Later Aug 14, 2025 9:55 Transcription Available


    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.

    Hydrogen Power Moves: Air Products' Pivot, Plug Power's Struggle, & GM–Hyundai's $2.4B Alliance

    Play Episode Listen Later Aug 11, 2025 8:45 Transcription Available


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

    Hydrogen's Turning Point: Global Projects, AI Data Centers, and Industry Deals Uncovered

    Play Episode Listen Later Aug 7, 2025 12:54 Transcription Available


    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.

    Why Hydrogen Is More Than Carbon: What Project Cancellations Are Missing

    Play Episode Listen Later Aug 4, 2025 9:05 Transcription Available


    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

    Baker Hughes Buys Chart, Next Hydrogen Breaks Records, and Plug Power's 2027 Outlook

    Play Episode Listen Later Jul 31, 2025 9:30 Transcription Available


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

    Can Hydrogen Power the AI Boom? Inside Oracle & Bloom's Bold Data Center Play

    Play Episode Listen Later Jul 28, 2025 11:32


    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:

    Europe Delays Hydrogen Pipelines While Volvo Reinvents the Engine—With Hydrogen

    Play Episode Listen Later Jul 24, 2025 9:04 Transcription Available


    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:

    Stellantis Exits Hydrogen—But Toyota, BMW, and New Tech Say It's Just Beginning

    Play Episode Listen Later Jul 21, 2025 8:36 Transcription Available


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

    $5B Chevron Project, Tata Steel Hydrogen Breakthrough, & Nucera's Bold Forecast

    Play Episode Listen Later Jul 17, 2025 10:49


    In today's episode of The Hydrogen Podcast, host Paul Rodden dives into three massive stories shaping the hydrogen landscape across energy, industry, and technology:

    Waste-to-Hydrogen, $10B UK Deal, and Plug's Big Win – Hydrogen Is Heating Up

    Play Episode Listen Later Jul 14, 2025 7:59 Transcription Available


    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

    Plug Power Surges & Germany Goes Big: A Hydrogen Wake-Up Call

    Play Episode Listen Later Jul 10, 2025 9:11 Transcription Available


    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:

    Australia, Europe, and California Just Changed Hydrogen Forever

    Play Episode Listen Later Jul 7, 2025 10:37 Transcription Available


    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:

    Where Hydrogen Will Boom in the U.S. by 2035

    Play Episode Listen Later Jul 3, 2025 12:13 Transcription Available


    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?

    Top 4 Technologies Fueling America's Hydrogen Future by 2035 Part 1

    Play Episode Listen Later Jun 30, 2025 10:16 Transcription Available


    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:

    Hydrogen's New Playbook: Data Centers, No Subsidies, and Big Partnerships

    Play Episode Listen Later Jun 26, 2025 12:25 Transcription Available


    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.

    Trump's Tax Bill Could Kill U.S. Hydrogen – Reuters Sounds the Alarm

    Play Episode Listen Later Jun 23, 2025 11:27 Transcription Available


    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.”

    Hydrogen on the Edge: BP Pulls Out, Plug Power Scores, Toyota Races Ahead

    Play Episode Listen Later Jun 19, 2025 9:47 Transcription Available


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

    3 Big Hydrogen Wins: Ireland's Push, JCB's Breakthrough, and India's Mega Project

    Play Episode Listen Later Jun 16, 2025 9:52 Transcription Available


    In this episode of The Hydrogen Podcast, we explore three powerful hydrogen stories making global waves:

    Saudi Arabia's $8.4 Billion Hydrogen Bet – Will Neom Dominate the Market?

    Play Episode Listen Later Jun 12, 2025 9:49 Transcription Available


    In today's episode of The Hydrogen Podcast, we dive into Newsweek's June 2025 article on the Neom Green Hydrogen Company (NGHC), the heart of Saudi Arabia's bold $500 billion Neom megaproject.

    Europe's Green Hydrogen Dream Is Failing – Can U.S. Exports Save It?

    Play Episode Listen Later Jun 9, 2025 11:32 Transcription Available


    In this episode of The Hydrogen Podcast, we unpack the sobering truths from Oilprice.com's May 2025 article, "Green Hydrogen Faces Reality Check in Europe."

    Germany, China, and the Race for Hydrogen Supremacy – Is the U.S. Falling Behind?

    Play Episode Listen Later Jun 5, 2025 10:06 Transcription Available


    In this episode of The Hydrogen Podcast, we explore two major hydrogen developments reshaping the global energy landscape.

    The Truth Behind Hydrogen's Big Promise – What Went Wrong and What Comes Next

    Play Episode Listen Later Jun 2, 2025 10:22 Transcription Available


    In this episode of The Hydrogen Podcast, we unpack the Forbes article “What Happened to the Hydrogen Economy?” by Robert Rapier and break down the five reasons hydrogen hasn't revolutionized the energy sector—yet.From the broken promises of Bush-era policy to the economics of modern hydrogen production, we explore what went wrong, and more importantly, what's next.We spotlight low-cost, low-carbon intensity (CI) hydrogen production methods—steam methane reforming (SMR) with carbon capture, natural hydrogen, and methane pyrolysis—that could finally build a demand-driven U.S. hydrogen economy.We also reveal why the repeal of the Section 45V tax credit might actually push the industry forward and how the Midwest could emerge as the next hydrogen hub by powering ammonia production with natural hydrogen at $0.50–$1/kg.

    Will This New U.S. Bill Kill Green Hydrogen? What H.R.1 Means for America's Hydrogen Future

    Play Episode Listen Later May 29, 2025 10:59 Transcription Available


    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.

    Hydrogen in Hawaii, Europe's Funding Gap, and Germany's $127M Hydrogen Hub Explained

    Play Episode Listen Later May 26, 2025 9:13 Transcription Available


    Today on The Hydrogen Podcast, we explore three critical stories shaping hydrogen's future:

    Plug Power Tax Credit Risk, Hydrogen Jet Fuel Breakthrough & Nikola Auction Fallout

    Play Episode Listen Later May 22, 2025 9:24


    Today on The Hydrogen Podcast, we dive into three stories shaping the future of hydrogen:✈️ Hydrogen Jet Fuel Takes Off with Power-to-Liquids SAF Forbes reports on a game-changing collaboration between Electric Hydrogen and Twelve to create sustainable aviation fuel (SAF) using clean hydrogen and captured CO₂. We examine the power-to-liquids technology, cost hurdles, and how this could transform aviation's 2% global emissions footprint.

    Spain's Train Crisis, Geologic Hydrogen Boom & Italy's First Green H2 Factory Test

    Play Episode Listen Later May 19, 2025 9:47


    Today on The Hydrogen Podcast, we unpack three major hydrogen developments transforming global energy:

    Plug Power's Q1 Surge, EU's Nuclear Delay & The U.S. Hydrogen Roadmap Revealed

    Play Episode Listen Later May 15, 2025 12:14 Transcription Available


    On today's episode of The Hydrogen Podcast, we dive into three major stories reshaping the global hydrogen landscape:

    ExxonMobil's $10B Hydrogen Bet & U.S. Hydrogen Hub Uncertainty: What It All Means

    Play Episode Listen Later May 12, 2025 10:08 Transcription Available


    On today's episode of The Hydrogen Podcast, we explore one of the most consequential moves in global hydrogen markets:

    HyTerra's 96% Hydrogen Breakthrough, Indiana Hub Plans, & Chile's $16B Hydrogen Megaproject

    Play Episode Listen Later May 8, 2025 11:34 Transcription Available


    On today's episode of The Hydrogen Podcast, we dive deep into three game-changing developments across the hydrogen industry:

    Japan's Hydrogen Playbook, The White Gold Rush, and India's Pink Pivot | Global Hydrogen Breakdown

    Play Episode Listen Later May 5, 2025 12:51 Transcription Available


    In today's episode of The Hydrogen Podcast, we explore three global hydrogen strategies reshaping the clean energy landscape:

    Toyota's Hydrogen Push, U.S.-China Race, and Spain's $5B Hydrogen Network | Global Hydrogen Update

    Play Episode Listen Later May 1, 2025 9:37 Transcription Available


    In this episode of The Hydrogen Podcast, we cover three major hydrogen developments shaping the global clean energy race:

    Geologic Hydrogen: America's Untapped Energy Goldmine? | Sandia Report Breakdown

    Play Episode Listen Later Apr 28, 2025 9:41


    Today on The Hydrogen Podcast, we dive deep into Sandia National Laboratories' groundbreaking report: Exploring Geologic Hydrogen: A New Frontier for Affordable, Reliable Energy Security.

    Hydrogen Innovation: Hyundai's India FCEV Test, Electrolyzer Breakthroughs & Catalyst Tech Advancements

    Play Episode Listen Later Apr 24, 2025 9:23 Transcription Available


    In this episode of The Hydrogen Podcast, we dive into three game-changing hydrogen stories:

    Hydrogen Breakthroughs: Plug's U.S. Liquefaction Plant, Oman-EU Corridor & Turning Deserts into Energy Giants

    Play Episode Listen Later Apr 21, 2025 9:53 Transcription Available


    Natural Hydrogen Gold Rush? | Petronas CCS Breakthrough + Kawasaki's Hydrogen Robot Horse!

    Play Episode Listen Later Apr 17, 2025 9:41 Transcription Available


    Is natural hydrogen the next big boom? In this episode of The Hydrogen Podcast, we cover three fascinating developments shaping the hydrogen economy—from massive new discoveries to fun, futuristic tech.

    No More Talk On The Future Of Hydrogen, Let's Focus On What Works NOW!

    Play Episode Listen Later Apr 14, 2025 13:17


    Tired of the hydrogen hype? So are we. In this episode of The Hydrogen Podcast, recorded after World Hydrogen North America, we're putting the spotlight back on what's feasible now—not what might work in 10 years.

    Viking's Hydrogen Cruise Ships | Hydrogen in Agriculture | Hyundai Fuel Cell Trucks in Georgia | H2 Podcast

    Play Episode Listen Later Apr 10, 2025 11:39


    In this episode of The Hydrogen Podcast, we dive into three groundbreaking hydrogen developments reshaping maritime travel, agriculture, and heavy-duty transport in the U.S. and abroad.

    World Hydrogen North America Recap + EU Hydrogen Funding + Fourier's Data-Center Inspired Electrolyzer

    Play Episode Listen Later Apr 7, 2025 9:50 Transcription Available


    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.

    DOE Hydrogen Shake-Up: Why Natural Gas-Based Hubs Are Critical for U.S. Energy Security & Health

    Play Episode Listen Later Apr 3, 2025 11:42 Transcription Available


    Bosch's Hydrogen Breakthroughs, $50B Texas H2-Powered Data Center, & France's $92B Hydrogen Goldmine!

    Play Episode Listen Later Mar 31, 2025 11:43 Transcription Available


    Aramco's Big Blue Hydrogen Bet + Next Hydrogen & Sungrow Team Up + Coca-Cola's H2 Vending Machines!

    Play Episode Listen Later Mar 27, 2025 13:26 Transcription Available


    $814M Aussie Green H2 Boost + U.S. Energy Dominance via Hydrogen + Invenergy's First H2 Plant!

    Play Episode Listen Later Mar 24, 2025 12:50 Transcription Available


    Huge momentum in the hydrogen industry! In this episode of The Hydrogen Podcast, I unpack three major developments redefining the global hydrogen landscape:

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