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The Hydrogen Podcast

Paul Rodden
The Hydrogen Podcast
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  • No More Talk On The Future Of Hydrogen, Let’s Focus On What Works NOW!
    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.🎯 Main Focus: Let’s stop talking about hydrogen’s future. Let’s start using what works today.🔥 What’s Inside This Episode:🧪 1. Most Practical Hydrogen Production: SMR + CCSEfficient & scalable at 65-75%Produces hydrogen at $1.50–$2/kg (before credits)Near-zero NOx, SOx, and PM2.5 emissions$60–$70M profit for a 100-MW plant with 20,000 tons/year🛢️ 2. Storage That Works: TOL/MCH (LOHC)6.2 wt% H2 stored safely in liquid formNo need for cryogenics or compression$150–$200M for a 10,000-ton systemPerfect for regions without salt caverns or H2 pipelines🏭 3. Real-World Use Cases: Steel & AmmoniaSteel: Hydrogen DRI replaces coal, slashing CO2 by 90%Ammonia: 13M tons annually in U.S.—ready for blue hydrogen nowMarine fuel potential: zero NOx/SOx, 5M tons reduction possibleThese applications are already operating or in pilots📊 Feasible, Profitable, Scalable$6–$7B investment yields $800M in profits5,000 new jobs8M tons of emissions eliminated annuallyPotential to capture 60% of the $500B hydrogen market by 2030🧠 Why It Matters: While some push photocatalysis and gigawatt electrolysis, we need to scale what’s viable today: ✅ Blue Hydrogen ✅ LOHCs ✅ Steel & AmmoniaDon't let perfect be the enemy of progress.💬 “Let’s keep researching—but let’s deploy the tech that works now.” If you’re serious about building a real hydrogen economy, this episode is for you.📩 Got thoughts? Email us: [email protected] 👍 Like, comment, and subscribe to support the mission of realistic, impactful hydrogen adoption.🎧 New episodes every week. Stay informed. Stay grounded. Stay ready.Support the show
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  • Viking's Hydrogen Cruise Ships | Hydrogen in Agriculture | Hyundai Fuel Cell Trucks in Georgia | H2 Podcast
    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.🌎 What’s inside today’s show:🛳️ 1. Viking’s World-First Hydrogen-Powered Cruise ShipsViking Libra debuts in 2026 with zero-emission hydrogen fuel cellsPowered by a 6-MW system, storing 50 tons of liquid hydrogenFuel cell derivatives: ammonia and methanol explored for maritimeEconomic outlook: $400M ship cost, 10-12% IRR, global market to hit $10B by 2030🚜 2. Hydrogen in U.S. Agriculture & Energy SecurityFuel cell tractors & hydrogen-fed ammonia can slash 1.3M tons of NOx emissionsBlue hydrogen via SMR+CCS fuels 13M tons of annual U.S. ammonia demandHydrogen strategy can reduce diesel imports & improve rural air qualityMarket impact: Agriculture could be a $5B slice of the $50B U.S. hydrogen market by 2030🚚 3. Hyundai’s Fuel Cell Trucks Hit Georgia’s RoadsBenore Logistics & Hyundai deploy 14 XCIENT hydrogen trucks180-kW fuel cell, 250-mile range, 100 kg/day hydrogen usageSavannah & Atlanta hubs fueled by 1-MW electrolyzersEnvironmental benefits: 7,000 tons of NOx eliminated annuallyChallenges: refueling infrastructure + fuel costs remain hurdles📊 Economic Snapshot Across All Segments:Viking’s fleet value boosted by 16%, eyeing 5% of $10B maritime H2 marketAgriculture: $1B in health savings by cutting diesel particulatesGeorgia: 14 hydrogen trucks add $20M+ to state economyEach case illustrates hydrogen’s versatility and growing return on investment🌍 Whether you're in maritime, agtech, logistics, or clean energy finance, this episode is packed with actionable insights and real-world momentum behind the hydrogen revolution.📩 Got thoughts or feedback? Email us at [email protected] 👍 Please leave a review and share this episode if it brought you value!🎧 New episodes every week. Subscribe for expert coverage of the hydrogen economy.#HydrogenPodcast #HydrogenCruiseShip #VikingLibra #HydrogenTractors #BlueHydrogen #AmmoniaFuel #HydrogenFuelCellTruck #HyundaiXCIENT #BenoreLogistics #Agritech #CleanEnergy #HeavyDutyTransport #MaritimeDecarbonization #HydrogenEconomy #FuelCellVehicles #H2Infrastructure #HydrogenStorage #ZeroEmissions #HydrogenNews #EnergyTransition #NetZeroSupport the show
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  • World Hydrogen North America Recap + EU Hydrogen Funding + Fourier’s Data-Center Inspired Electrolyzer
    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.🔥 Here’s what’s in today’s episode:🛠 1. Recap: World Hydrogen North America Conference (Houston) 🎙 Paul chaired the B Stream on Low Carbon Hydrogen and Infrastructure and moderated a top-tier panel on financing hydrogen with leaders from Hy24 and Citi 💬 Highlights include:ExxonMobil’s Chris Duffy on blue hydrogen at scaleMarion Luc and Polo Gomez on the investment outlookShoutouts to Paul Browning, Lucy Rankin, Charlotte Griffiths, and the entire S&P Global team🇪🇺 2. EU Launches €600 Million Hydrogen & CCS Infrastructure Fund ✅ Supports 3–5 large-scale cross-border projects ✅ Focus on hydrogen pipelines, 100-MW electrolyzers, and CO₂ storage ✅ IRR of 15–20% with EU capex credits ✅ Adds 500–1,000 jobs per project and supports EU’s 20 GW hydrogen target🧠 3. Fourier’s Modular Electrolyzer Inspired by Data Centers ⚙️ Compact 1-MW systems in two server racks ⚡ Powered by retrofitted data center infrastructure 💰 $6–$7/kg hydrogen cost (down from $13–$14/kg) 💵 20–25% IRR with small industrial footprint 🌱 Targets pharma, ceramics, petrochem, and airline manufacturing use cases📈 Global Impact Recap:ExxonMobil: $1.8B blue hydrogen project = $3B revenueEU Projects: $660M = $16–$20M revenue across 3–5 projectsFourier: $18.5M in funding = $5–$6M in projected profitJob Creation: Over 2,000 jobs combinedWhether you're in policy, project finance, electrolyzer R&D, or logistics, this episode connects the dots between strategy, scale, and innovation in the hydrogen economy.🎧 Listen to what’s next—and stay tuned for our next episode, diving into hydrogen’s role in maritime decarbonization.💬 If you enjoyed this episode, please leave a review on Apple, Spotify, or YouTube. 📩 Questions or guest ideas? Reach us at [email protected]#Hydrogen #WorldHydrogenNorthAmerica #HydrogenPodcast #GreenHydrogen #BlueHydrogen #Electrolyzers #HydrogenInnovation #Fourier #EUHydrogen #CCS #HydrogenFunding #SustainableEnergy #HydrogenEconomy #NetZero #EnergyInfrastructure #CleanTech #EnergyTransitionSupport the show
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  • DOE Hydrogen Shake-Up: Why Natural Gas-Based Hubs Are Critical for U.S. Energy Security & Health
    In this episode of The Hydrogen Podcast, we break down a high-stakes development in U.S. hydrogen policy:📰 Politico reports the Department of Energy may cut funding for 4 of 7 hydrogen hubs—mostly in blue states—while preserving hubs in red states like Texas and Louisiana. The move sparks bipartisan concern but could reshape the U.S. hydrogen strategy around blue hydrogen from natural gas.We cover three crucial angles:💥 1. Why Blue Hydrogen is the Right Market Builder ✅ Uses existing infrastructure & natural gas reserves ✅ Costs just $1.50–$2.00/kg vs. $3–$4/kg for green hydrogen ✅ Displaces diesel emissions that cause 30,000 premature deaths/year ✅ Cuts harmful NOx, SOx, and PM2.5 particulates ✅ SMR + CCS = 1–2 kg CO2e/kg H₂ (vs. 10 kg for gray hydrogen)📈 2. The Economic Upside ✅ $100–$150 million in profit per 200,000 tons/year ✅ $6.5–$13 billion saved in health costs ✅ 140,000+ jobs projected by 2030 ✅ 25% IRR with 45Q and 45V tax credits ✅ Exports to Europe could rival LNG revenue🛡️ 3. Boosting U.S. Energy Security ✅ Cuts diesel imports by 130 million gallons/year ✅ Strengthens grid resilience with hydrogen pipelines + salt cavern storage ✅ Protects critical infrastructure from particulate corrosion ✅ Reduces fertilizer import dependence via ammonia integrationThis isn't just about emissions—it's about economic strength, public health, and national security. Tune in for the full breakdown of what this shift means for the future of hydrogen in America.📩 Questions? Contact: [email protected] 💬 Subscribe for weekly analysis and clean energy deep dives.#Hydrogen #BlueHydrogen #DOE #EnergyPolicy #USHydrogen #HydrogenHub #NaturalGas #EnergySecurity #AirPollution #45Q #45V #CleanTech #HydrogenPodcast #SMR #CarbonCapture #HydrogenEconomy #BipartisanEnergyPolicySupport the show
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  • Bosch's Hydrogen Breakthroughs, $50B Texas H2-Powered Data Center, & France’s $92B Hydrogen Goldmine!
    In this episode of The Hydrogen Podcast, we break down three massive hydrogen breakthroughs from around the world:💧 1. Bosch Unveils Hydrogen Tech at Hannover Messe 2025 ✅ Hybrion PEM electrolyzers producing 552 tons/year ✅ CryoPump for 10-minute truck refueling & 70% fuel savings ✅ $5B revenue target by 2030 – Bosch goes all-in on hydrogen ✅ Efficiency: 80-85%, 30-bar operation, ultrapure water systems💻 2. Texas Builds World’s Largest Green-Powered Data Center ✅ 10 GW campus by Switch & Dell – fully powered by renewables + green hydrogen ✅ 2 GW electrolysis producing 350,000+ tons H2/year ✅ $50B project cost, $26B/year in revenue, 20% IRR ✅ Hydrogen storage in salt caverns, powering backup with 7 TWh/year🌍 3. France Discovers $92 Billion Natural Hydrogen Reserve ✅ 250 million tons of white hydrogen in Lorraine ✅ 5–20 million tons/year extraction potential ✅ $60B in annual revenue at $3/kg with $0.50–$1/kg production cost ✅ Game-changer for Europe’s clean energy future & hydrogen exportsThese stories highlight hydrogen's growing role across industrial tech, AI infrastructure, and clean energy leadership.🎧 Stay tuned for detailed efficiency metrics, financials, CO2 savings, and job creation tied to each development.📩 Feedback? Questions? Contact us: [email protected] 💬 Subscribe for weekly insights and industry deep dives!#Hydrogen #GreenHydrogen #WhiteHydrogen #Electrolysis #DataCenters #Bosch #TexasHydrogen #FranceHydrogen #NaturalHydrogen #HannoverMesse #CryoPump #FuelCells #EnergyStorage #AIInfrastructure #HydrogenPodcast #CleanTech #H2RevolutionSupport the show
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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.
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