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.
India’s Hydrogen Revolution vs. Wall Street’s Harsh Reality
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. 🌍 India’s Hydrogen Story $21B Pudimadaka green hydrogen hubNTPC’s Ladakh refueling station & methanol-from-CO₂ pilotsGAIL’s 10 MW PEM electrolyzer + gas blending trialsHPCL & BPCL refinery decarbonization and biomass hydrogen pilotsAdani’s giga-scale ambitions backed by renewables🇺🇸 U.S. Public Projects Hydrogen buses, truck...
Aug 25
11 min
Hydrogen’s Reality Check: Why Mega-Projects Are Collapsing
In this episode of The Hydrogen Podcast, we unpack the retrenchment sweeping across the global hydrogen sector. 🚨 Key Insights: Thyssenkrupp Nucera exits U.S. green hydrogen megaprojects after policy and tax credit changes.$10B+ shelved in North America as developers shift to discipline and profitability.Oilprice.com critique: why most 2020s-era hydrogen hype never materialized.Data deep dive: under 1M tonnes of low-carbon hydrogen are actually in use today vs. 97M tonnes global demand.Risks ...
Aug 21
7 min
Hydrogen’s New Reality: Minerals, White Hydrogen, and the Shift Beyond “Green”
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. 🌍 Key Highlights: America’s $1B minerals push: Why energy security is now as critical as emissions cuts.France’s Lorraine Basin: White hydrogen discoveries worth up to $12B investment and 15,000 jobs.Japan’s pragmatic vision: Balancing climate goals with reliability in a $100B nationa...
Aug 18
10 min
Hydrogen Microgrids, Plug Power’s Turnaround & Military Fuel Cells – Game-Changing Moves
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 ...
Aug 14
9 min
Hydrogen Power Moves: Air Products’ Pivot, Plug Power’s Struggle, & GM–Hyundai’s $2.4B Alliance
In this episode of The Hydrogen Podcast, Paul Rodden unpacks three game-changing stories reshaping hydrogen’s future in energy, industry, and mobility. 🔍 Here’s what we cover: 📉 Air Products & Chemicals — $1.7B quarterly loss, major U.S. project exits, and a leaner, risk-managed hydrogen strategy.💸 Plug Power — ongoing losses, cash burn concerns, and a plan to hit profitability by 2026 through cost cuts and global electrolyzer deals.🚚 GM & Hyundai Partnership — $2.4B investment in nex...
Aug 11
8 min
Hydrogen’s Turning Point: Global Projects, AI Data Centers, and Industry Deals Uncovered
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. 💡 From opinion columns in California to billion-dollar green hydrogen hubs in Saudi Arabia, we cut through the noise to reveal: 📉 Why hydrogen isn’t “doomed” by round-trip efficiency myths🌍 The $4B Yanbu Hydrogen Hub and Saudi Arabia’s massive export play🧠 How AI data centers are using hydrogen for 99.999% uptime🏭 Kimberly-Clark’s $160M hydro...
Aug 7
12 min
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
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