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The Hydrogen Podcast

The Hydrogen Podcast

De: 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.© 2025 The Hydrogen Podcast Ciencia Ciencias Geológicas Economía Finanzas Personales Historia Natural Naturaleza y Ecología
Episodios
  • Plug Power Tax Credit Risk, Hydrogen Jet Fuel Breakthrough & Nikola Auction Fallout
    May 22 2025

    Today on The Hydrogen Podcast, we dive into three stories shaping the future of hydrogen:

    ✈️ Hydrogen Jet Fuel Takes Off with Power-to-Liquids SAF
    Forbes reports on a game-changing collaboration between Electric Hydrogen and Twelve to create sustainable aviation fuel (SAF) using clean hydrogen and captured CO₂. We examine the power-to-liquids technology, cost hurdles, and how this could transform aviation's 2% global emissions footprint.

    🚚 Nikola’s Hydrogen Trucks Auctioned Off Amid Financial Struggles
    Nikola’s once-promising hydrogen trucks are hitting the auction block. We break down the technical specs, hydrogen fueling infrastructure challenges, and why high costs and a weak resale market are putting serious pressure on FCEV truck adoption in the U.S.

    ⚠️ Plug Power Faces Tax Credit Crisis
    Seeking Alpha highlights how potential changes to the 45V hydrogen production tax credit could hurt Plug Power’s revenue. We dig into how emissions rules tied to grid electricity may disqualify some of Plug’s plants—and what that means for the company’s market position and future projects.

    🔍 What You’ll Learn:
    – The tech and economics behind hydrogen-derived SAF
    – What Nikola’s auction says about the real state of hydrogen trucking
    – How Plug Power’s reliance on tax incentives shapes its risk profile
    – Broader takeaways for investors, policymakers, and the hydrogen industry

    🎧 Subscribe for weekly deep dives and expert commentary on the biggest stories in hydrogen.

    📩 Send feedback or questions to info@thehydrogenpodcast.com
    👍 Like, comment & share if you find value in the episode!


    #HydrogenPodcast #SustainableAviationFuel #NikolaTrucks #PlugPower #HydrogenTaxCredit #HydrogenEconomy #GreenHydrogen #FCEV #SAF #HydrogenFuelCell #EnergyTransition #HydrogenInfrastructure #HydrogenMarket

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    9 m
  • Spain’s Train Crisis, Geologic Hydrogen Boom & Italy’s First Green H2 Factory Test
    May 19 2025

    Today on The Hydrogen Podcast, we unpack three major hydrogen developments transforming global energy:

    🚄 Spain’s Train Blackout Sparks Interest in Hydrail
    Spain’s recent nationwide rail outage exposed the fragility of grid-dependent transportation. Enter hydrail—hydrogen-powered trains offering grid-independent, emission-free mobility. We explore Spain’s push for high-speed hydrail, Talgo’s cutting-edge train, and the economic case for transitioning from overhead electrification.

    🌍 Geological Hydrogen: A Natural Resource Revolution?
    A growing body of research and field results from Koloma and HyTerra suggests geologic hydrogen could be the world’s cleanest and cheapest energy source. We analyze the tech, the economics (production costs as low as $0.50/kg), and the geopolitical implications of a naturally occurring hydrogen supply.

    🏭 Italy’s First Industrial Green Hydrogen Trial
    In Sardinia, Italgas and Edison Energia will supply up to 20% green hydrogen blend to power a dairy plant—Italy’s first industrial-scale H2 test. We break down the clean tech powering this initiative, its cost structure, and what it means for Europe’s hydrogen transition in food and chemicals.

    📊 What You’ll Learn:
    – Why hydrail could redefine transport in Europe and Asia
    – The untapped power of geological hydrogen reserves
    – How Italy’s small-scale H2 trial could spark industrial change
    – Key investment signals and tech insights across the H2 value chain
    – Policy tensions shaping the hydrogen market (tariffs, subsidies, infrastructure)

    🎧 Tune in for expert-level breakdowns and high-impact insights on where hydrogen is headed next.

    📩 Feedback or questions? Reach out at info@thehydrogenpodcast.com
    👍 Please like, comment, and subscribe for more episodes every week!

    #HydrogenPodcast #Hydrail #GeologicHydrogen #GreenHydrogen #CleanEnergy #ItalyHydrogen #SpainHydrogenTrains #HydrogenEconomy #HydrogenTech #H2Innovation #HydrogenInvesting #HydrogenInfrastructure #Electrolyzers #HydrogenForIndustry

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    10 m
  • Plug Power’s Q1 Surge, EU’s Nuclear Delay & The U.S. Hydrogen Roadmap Revealed
    May 15 2025

    On today’s episode of The Hydrogen Podcast, we dive into three major stories reshaping the global hydrogen landscape:

    🔹 Plug Power's Q1 2025 Earnings & New Liquefaction Milestone
    Plug Power reports an 11% YoY revenue jump and commissions a 15-ton-per-day hydrogen liquefaction plant in Louisiana, scaling U.S. hydrogen supply. We break down the financials—including a $525M credit line and margin recovery—and explore what the 3 GW Australia deal means for global electrolyzer markets.

    🔹 EU Delays Nuclear Hydrogen Classification to 2028
    A new draft from the European Commission postpones labeling nuclear hydrogen as a low-carbon fuel. We unpack the technical, economic, and policy implications of this decision and how it could splinter Europe’s hydrogen market between pro-nuclear and pro-renewables states.

    🔹 Unleashing U.S. Hydrogen Potential: RealClearEnergy’s Vision
    A new article calls for the U.S. to embrace diverse hydrogen production methods—from CCS to geological and nuclear-powered electrolysis—to outpace China and lead the global hydrogen economy. We assess production costs, scalability, emissions profiles, and the policy levers that could make or break American leadership.

    📊 Topics Covered:
    – Plug Power’s Q1 earnings & Project Quantum Leap
    – Liquid hydrogen supply chain and tech details
    – EU hydrogen policy & nuclear vs renewables debate
    – Baytown, HyTerra, and Prairie Island as models for U.S. growth
    – Economic insights across multiple production methods
    – Global hydrogen trade, costs, and job creation impacts

    💡 Whether you’re tracking the hydrogen market, investing in energy tech, or navigating the policy landscape—this episode is your deep dive into what matters most right now.

    📬 Questions or feedback? Reach us at info@thehydrogenpodcast.com
    👍 Don’t forget to like, subscribe, and share to stay ahead in hydrogen!

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    12 m
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Paul Rodden is a pro at delivering up-to-date news on the exploding global hydrogen market and providing informed, concise guidance on impacts to the market, the industry, and the hydrogen fuel movement. His reports are a wealth of vital knowledge and direction for this burgeoning industry and his prescient thoughts on each of the topics provide a roadmap for investors. Excellent body of work and podcast!

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