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 & Pennsylvania: Methane pyrolysis hubs with gas access and carbon marketsKansas & Appalachia: Natural hydrogen drilling sites near chemical clustersIllinois & New York: Nuclear-powered electrolysis with grid stabilityTexas & California: Green hydrogen from wind/solar near transport and SAF markets📊 We also unpack:Impacts of the Senate-passed H.R.1 bill, including updates to 45V and 45Q tax creditsU.S. hydrogen market forecasts: $186B in 2024 to $400B by 2035Offtake demand for ammonia, SAF, steel, methanol, and transportGreen hydrogen’s cost reduction, infrastructure needs, and policy support on the road to 2050📈 Whether you're an investor, policymaker, or technologist, this episode is your roadmap to hydrogen’s U.S. deployment and market evolution.👉 Don’t forget to catch Part 1 on the top hydrogen technologies if you missed it!Support the show
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12:13
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12:13
Top 4 Technologies Fueling America’s Hydrogen Future by 2035 Part 1
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:🚀 Featured Technologies:Steam Methane Reforming (SMR) with Carbon CaptureMethane PyrolysisNatural HydrogenNuclear Hydrogen🔍 We explore:The carbon intensity (CI) and scalability of each pathwayReal-world project examples like ExxonMobil’s Baytown plant and Monolith’s plasma pyrolysis pilotTech innovation from Aurora Hydrogen and Koloma’s natural H2 drillingCost analysis based on data from the DOE, IEA, and BloombergNEFThe economic impact of 45V and 45Q tax credits under H.R.1High-value hydrogen derivatives like low-CI ammonia and sustainable aviation fuel (SAF)💥 Bonus: Learn how each technology plays into the $200B ammonia and $1T SAF markets by 2050.This is the definitive roadmap for tech leaders, investors, and policymakers shaping hydrogen’s role in the U.S. energy transition.👉 Subscribe so you don’t miss Part 2, where we cover hydrogen infrastructure, regional hubs, and market deployment across the U.S.Support the show
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10:16
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10:16
Hydrogen’s New Playbook: Data Centers, No Subsidies, and Big Partnerships
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.💡 The Message? 2025 is a make-or-break year—and hydrogen leaders need a new playbook.🧩 Inside This Episode:How data centers could become hydrogen’s breakout market, powering AI with zero-carbon fuelWhy “subsidy-agnostic” economics are essential in the post-H.R.1 landscapeHow strategic partnerships—like ABB, Fluor & Topsoe’s $400M electrolyzer alliance—are key to scaleWhat the U.S. can learn from Europe’s Hydrogen Bank and China’s hydrogen mega-projectsThe role of behind-the-meter hydrogen, modular electrolyzers, and R&D priorities📊 With the 45V tax credit set to expire in 2026, and global competition accelerating, this episode delivers a clear blueprint for executives who want to lead—not lag—in the $1 trillion hydrogen economy by 2050.🔧 From pilot projects in Utah to policy pivots in Washington, Irvin’s article gives the roadmap—this episode breaks it down.#HydrogenPodcast #QHydrogen #DataCenters #HydrogenEconomy #45VCredit #Electrolyzers #FuelCells #CleanEnergy #EnergyPolicy #HydrogenPartnerships #HydrogenNews #AIandEnergy #ZeroCarbonPower #BloombergNEF #DOESupport the show
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12:25
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12:25
Trump’s Tax Bill Could Kill U.S. Hydrogen – Reuters Sounds the Alarm
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.”📉 What’s happening? The “One Big, Beautiful Bill Act” (H.R.1), passed by the House, slashes the 45V tax credit timeline—forcing clean hydrogen projects to break ground by January 1, 2026, not 2033. That’s a seven-year cliff that could derail billions in investment.🧩 Inside This Episode:The economic stakes for U.S. hydrogen developers, from HIF Global to Plug PowerHow the loss of the 45V credit could shift hydrogen dominance to China and the EUThe role of 45Q in propping up SMR with CCS—but at what cost to electrolysis?The politics behind the bill and how 250+ companies are fighting backWhat this means for jobs in Texas, Georgia, and other GOP-led hydrogen hubsGlobal contrast: Europe’s Hydrogen Bank and China’s massive hydrogen scale-upWhat happens next—and what U.S. hydrogen needs to stay competitive💡 With hydrogen projects requiring 4–6 years just to start construction, this bill’s rushed timeline threatens to strand sunk costs and kill thousands of jobs. Can the Senate fix it in time?🎧 Stay informed. Stay strategic. Listen now.Support the show
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11:27
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11:27
Hydrogen on the Edge: BP Pulls Out, Plug Power Scores, Toyota Races Ahead
In today’s episode of The Hydrogen Podcast, we explore three pivotal stories shaping the global hydrogen landscape:🇬🇧 UK – BP Cancels £2B HyGreen Teesside Project: A June 13 Yahoo News report reveals that BP has scrapped its massive green hydrogen project in the UK due to sluggish subsidy negotiations. This move highlights the UK’s policy delays and threatens its 10 GW hydrogen target for 2030.🇺🇸 U.S. – Plug Power Lands a Major Deal: According to The Motley Fool, Plug Power secured a 25 MW PEM electrolyzer contract with a European customer. This $20–30 million deal strengthens Plug’s order book—but does it fix their financial woes?🇯🇵 Japan/France – Toyota’s Hydrogen Race Car: Car and Driver reports that Toyota plans to run its GR H2 Racing Concept at Le Mans in 2026. This hydrogen ICE-powered race car could redefine high-performance motorsport and push hydrogen tech into the spotlight.📊 In This Episode:The economics of $4–$6/kg electrolytic hydrogen vs. low-CI alternativesPolicy uncertainty and its impact on bankabilityPlug Power’s growth and risksToyota’s hydrogen racing ambitions and global FCV implicationsWhy infrastructure and low-CI hydrogen are key to market growthWhether it's the collapse of a major project, a breakthrough deal, or a high-octane showcase, hydrogen's future is being shaped by bold moves and tough challenges.Support the show
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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