
The Hydrogen Podcast
Podcast de Paul Rodden
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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In this episode of The Hydrogen Podcast, we explore three powerful hydrogen stories making global waves: 🇮🇪 Ireland: The Irish Examiner outlines how Ireland plans to leverage 50,000 km² of offshore wind to decarbonize heavy industry, transport, and heating. With 5 GW of offshore wind by 2030 and projects like the €200M Galway Hydrogen Hub, Ireland is betting big on green hydrogen—but will the economics work? 🏴 Scotland (JCB): The Scotsman covers the debut of JCB’s hydrogen internal combustion engine at The Royal Highland Show. With a retrofit-ready 4.8L hydrogen ICE for heavy machinery, JCB is taking on diesel and battery-electric power head-on. Could this be a game-changer for construction and agriculture? 🇮🇳 India: Moneycontrol reports on Indian Oil Corporation’s plan to build India’s largest green hydrogen facility at Panipat. With 200 MW of renewables powering 27 tons of daily hydrogen output, this project is key to India’s 5 million-ton hydrogen target and clean refining future. 🔎 In this episode: * Policy-backed hydrogen strategies from Ireland, India, and Scotland * Economic analysis of electrolytic vs low-CI hydrogen * Demand challenges and internal-use strategies * Technology deep dives: PEM, alkaline, and hydrogen ICE innovation * Lessons for the U.S. from H.R.1, Baytown, and Koloma 🌍 As hydrogen accelerates worldwide, each country’s approach offers insight into how the global hydrogen economy is taking shape—from cost, to technology, to market demand. Support the show [https://buymeacoffee.com/hydrogenpodcast]

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. 🚧 The world’s largest green hydrogen plant—80% complete and located in Neom’s Oxagon hub—is aiming to be operational by late 2026. With $8.4 billion in investment and 4 GW of renewable energy, this facility will produce 600 tons of hydrogen daily, converted into 1.2 million tons of ammonia annually for global export. 🔎 Topics covered in this episode: * Key details on NGHC’s economic model, technology stack, and off-take strategy * How NGHC fits into Saudi Arabia’s Vision 2030 * Market risks and the need for more buyers * Job creation, environmental benefits, and the water-energy tradeoff * A comparison to U.S. and China’s competitive projects like ExxonMobil’s Baytown facility and Sinopec’s $690M hydrogen fund 📊 Based on data from DOE, IEA, and BloombergNEF, we analyze NGHC’s future in the global hydrogen market and whether it can compete on cost and scale. 🌍 Whether you’re in energy, infrastructure, or policy, this episode offers essential insights into one of the biggest clean energy bets in the world. Support the show [https://buymeacoffee.com/hydrogenpodcast]

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." 💡 Despite bold promises, only 6% of hydrogen projects in Northwest Europe are being implemented. Why? High costs, weak demand, and poor bankability are creating a massive gap between ambition and reality. 🔎 Here’s what we cover: * Why electrolytic hydrogen at $4–$6/kg is stalling progress * Why Europe must embrace low-CI alternatives like SMR with CCS, natural hydrogen, and methane pyrolysis * How ExxonMobil’s Baytown facility in Texas could supply low-cost hydrogen to Europe at half the price of local production * What it would take to make a true hydrogen commodity market thrive in Europe 📊 All numbers and costs are sourced from the DOE, IEA, and BloombergNEF, offering a reality-based look at hydrogen’s future. 🌍 Whether you're watching the global energy transition or planning infrastructure investments, this episode provides key insights on hydrogen economics, policy, and strategy. Support the show [https://buymeacoffee.com/hydrogenpodcast]

In this episode of The Hydrogen Podcast, we explore two major hydrogen developments reshaping the global energy landscape. 🇩🇪 Germany: Deutsche ReGas secures $127 million in EU funding to launch a major hydrogen hub in Lubmin, Germany—powered by offshore wind and connected to Europe’s hydrogen transport backbone. 🇨🇳 China: Sinopec launches a $690 million hydrogen venture capital fund, doubling down on electrolyzer innovation, FCEV infrastructure, and scale-up of low-CI hydrogen production to dominate the global market. 🇺🇸 The U.S. Response: With the repeal of the Section 45V tax credit via the “One Big, Beautiful Bill Act,” America must now focus on economics-first hydrogen—SMR with CCS, natural hydrogen, and methane pyrolysis—all producing hydrogen at $1–$2/kg. Plus, we spotlight how natural hydrogen could supercharge ammonia production in the Midwest and what public-private partnerships must do to keep pace. 📈 All cost data sourced from DOE, IEA, and BloombergNEF to provide the clearest picture of hydrogen’s economic future. 🎧 Listen now to learn: * How Germany and China are scaling hydrogen innovation * The real opportunity for the U.S. with natural hydrogen * Why ammonia production could become America’s hydrogen ace * What it will take to remain globally competitive by 2030 Support the show [https://buymeacoffee.com/hydrogenpodcast]

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. 📊 All data sourced from the U.S. DOE, IEA, and BloombergNEF. 🎧 Listen now to learn: * The 5 biggest roadblocks hydrogen still faces * How H.R.1 shifts U.S. hydrogen strategy * What production methods can scale economically * Why the Corn Belt may become a clean energy giant Subscribe and leave a review if this helped you understand the hydrogen transition better! #HydrogenPodcast #HydrogenEconomy #CleanHydrogen #NaturalHydrogen #MethanePyrolysis #SMRwithCCS #EnergyPolicy #Section45V #HydrogenProduction #MidwestHydrogen #Ammonia #Decarbonization #HydrogenNews #RobertRapier #EnergyTransition Support the show [https://buymeacoffee.com/hydrogenpodcast]
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