The Hydrogen Podcast
The Hydrogen Podcast
Paul Rodden
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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.
Why Hydrogen Is More Than Carbon: What Project Cancellations Are Missing
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, SO...
Aug 4
9 min
Baker Hughes Buys Chart, Next Hydrogen Breaks Records, and Plug Power’s 2027 Outlook
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 Outlo...
Jul 31
9 min
Can Hydrogen Power the AI Boom? Inside Oracle & Bloom’s Bold Data Center Play
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 ground...
Jul 28
11 min
Europe Delays Hydrogen Pipelines While Volvo Reinvents the Engine—With Hydrogen
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 hyd...
Jul 24
9 min
Stellantis Exits Hydrogen—But Toyota, BMW, and New Tech Say It’s Just Beginning
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 inf...
Jul 21
8 min
$5B Chevron Project, Tata Steel Hydrogen Breakthrough, & Nucera's Bold Forecast
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: 🌎 Chevron’s $5 Billion Blue Hydrogen Project in Texas 🇮🇳 Tata Steel & PyroGenesis Turn Coke-Oven Gas Into Clean Hydrogen 🇩🇪 Thyssenkrupp Nucera Upgrades Forecast Amid Surging Hydrogen Demand Here’s what you’ll learn: 🔹 How Chevron is leveraging the IRA’s 45V tax credit and the HyVelocity Hub to create a hydrogen and ammonia...
Jul 17
10 min
Waste-to-Hydrogen, $10B UK Deal, and Plug’s Big Win – Hydrogen Is Heating Up
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 hydrog...
Jul 14
7 min
Plug Power Surges & Germany Goes Big: A Hydrogen Wake-Up Call
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 Plu...
Jul 10
9 min
Australia, Europe, and California Just Changed Hydrogen Forever
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. &nbs...
Jul 7
10 min
Where Hydrogen Will Boom in the U.S. by 2035
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 geologyNebraska &amp...
Jul 3
12 min
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