🚨 The hydrogen industry is shifting—Air Liquide scales back its U.S. hydrogen hub participation, Hyzon Motors shuts down, and BMW steps in with its first hydrogen-powered truck. What does this mean for the future of hydrogen infrastructure and heavy-duty transportation? 🚛💨

In this episode of The Hydrogen Podcast, I break down: 🔹 Why Air Liquide is reducing its involvement from six hydrogen hubs to two
🔹 The impact of President Trump’s freeze on federal clean energy funding
🔹 The economic and strategic reasons behind Air Liquide’s shift
🔹 Hyzon Motors’ U.S. shutdown—what went wrong?
🔹 BMW’s new hydrogen-powered truck and why it signals growth in hydrogen trucking
🔹 The future of hydrogen infrastructure and fuel cell vehicles

Despite setbacks, hydrogen trucking is still moving forward with major industry players stepping in. Tune in for the latest insights!

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#Hydrogen #AirLiquide #Hyzon #BMW #HydrogenTrucks #Nikola #EnergyTransition #CleanEnergy #FuelCells #HydrogenEconomy #HydrogenInfrastructure #EV #Class8Trucks #HydrogenFuel #GreenHydrogen

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🔥 The Hydrogen Boom Continues! 💨 TotalEnergies & Air Liquide are making a €1 billion investment in green hydrogen projects across Europe, Morocco, and Latin America—shaping the future of clean energy. In this episode of The Hydrogen Podcast, Paul Rodden breaks down how these massive hydrogen investments are accelerating the energy transition and transforming global markets.

🔹 What You’ll Learn in This Episode:
✅ TotalEnergies & Air Liquide’s €1B Green Hydrogen Initiative – The ELYgator Project & Zeeland Hydrogen Hub
✅ Hydrogen Expansion Beyond Europe – Morocco’s Chbika Project & Latin America’s Growing Hydrogen Market
✅ Hydrogen Market Growth & Cost Reduction – How green hydrogen is becoming cost-competitive with natural gas
✅ Regulatory & Policy Drivers – The role of The European Green Deal, REPowerEU, & Carbon Border Tariffs
✅ Global Hydrogen Economy & Infrastructure Expansion – Why governments & energy giants are investing in hydrogen

🌍 Key Hydrogen Projects & Insights:

1️⃣ TotalEnergies & Air Liquide’s €1 Billion Green Hydrogen Initiative – Europe 🇪🇺

• 100 MW – 250 MW electrolyzers for industrial decarbonization & hydrogen mobility
• ELYgator Project (Rotterdam, Netherlands): 200 MW electrolyzer producing 23,000 tons of green hydrogen annually
• Zeeland Green Hydrogen Hub: 250 MW electrolyzer for refining, steel, & ammonia industries
• 500,000+ metric tons of CO₂ emissions avoided annually
• Economic impact: Over 2,500 construction jobs + hundreds of technical positions

2️⃣ TotalEnergies’ Global Hydrogen Expansion 🌎 🇲🇦

• Morocco’s Chbika Project – A green hydrogen & 200,000-ton ammonia export facility
• Cutting-edge electrolyzer & seawater desalination technology
• Strategic hydrogen export hub for Europe (EU imports 10M tons by 2030)
• Potential billions in foreign investment & job creation

3️⃣ Hydrogen Market Growth & Cost Competitiveness

• Green hydrogen production costs: Currently $4–$6 per kg → Projected $2–$3 per kg by 2030
• Hydrogen cost parity with natural gas ($2/kg = ~$14.65 per MMBtu)
• Scaling electrolyzer efficiency & hydrogen storage infrastructure
• Hydrogen fuel becoming a competitive alternative for industrial & transport sectors

4️⃣ Policy & Economic Drivers for Hydrogen Expansion 📜💰

• The European Green Deal & REPowerEU – Targeting 20M tons of hydrogen production/import by 2030
• Carbon Border Adjustment Mechanism (CBAM): Tariffs on high-carbon imports drive hydrogen adoption
• Public & Private Sector Investments – Multi-billion-dollar projects backed by EU & global energy giants

📌 Chapters for Easy Navigation:
0:00 – Introduction
1:30 – TotalEnergies & Air Liquide’s €1B Hydrogen Initiative
5:40 – ELYgator Project & Zeeland Hydrogen Hub (Europe)
9:10 – TotalEnergies’ Green Hydrogen Expansion in Morocco
12:25 – Hydrogen Cost Competitiveness & Market Growth
16:45 – Regulatory & Policy Support for Hydrogen Adoption
20:10 – Future of the Global Hydrogen Economy

🎧 Listen Now and stay informed on the future of hydrogen energy & investments! 🚀⚡

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Inside 3 Major Hydrogen Projects Driving Global Expansion

Welcome to The Hydrogen Podcast! In today’s episode, Paul Rodden takes a deep dive into three game-changing hydrogen projects that highlight the global push for clean hydrogen production, storage, and distribution. These initiatives are setting the stage for the next phase of the hydrogen economy by leveraging cutting-edge electrolyzer technology, international collaborations, and large-scale investments.

🔹 What You’ll Learn in This Episode:
✅ BP’s Lingen Green Hydrogen Project (Germany): Industrial-scale PEM electrolysis & refining applications
✅ U.S.-Japan Hydrogen Partnership: Advancing hydrogen storage, LOHCs & global supply chains
✅ BP & Iberdrola’s Spanish Green Hydrogen Initiative: Large-scale hydrogen production for Europe
✅ Economic & Infrastructure Impact: Job creation, industrial adoption & export strategies
✅ How These Projects Shape the Global Hydrogen Market

🌍 Key Hydrogen Projects & Insights:

1️⃣ BP’s Lingen Green Hydrogen Project – Germany 🇩🇪

• 100 MW PEM electrolyzer (Accelera by Cummins) producing thousands of tons of green hydrogen per year
• Supports BP’s refining operations, replacing fossil-based hydrogen with carbon-free hydrogen
• Economic impact: German government incentives, hydrogen storage & transport infrastructure expansion
• Integration with renewables: Wind & solar-powered electrolysis for stable hydrogen production

2️⃣ U.S.-Japan Hydrogen Partnership 🌎 🇺🇸 🇯🇵

• Aims to establish a global hydrogen supply chain, leveraging U.S. renewable energy and Japan’s hydrogen technology
• Key focus: Advancing Liquid Organic Hydrogen Carriers (LOHCs) & ammonia-based hydrogen carriers
• Pipeline retrofits, hydrogen liquefaction & international trade agreements to accelerate hydrogen adoption
• Investment impact: Billions in private sector funding for hydrogen production, fuel cells & transportation

3️⃣ BP & Iberdrola’s Green Hydrogen Project – Spain 🇪🇸

• 20 MW electrolyzer (Phase 1), scalable to multi-GW capacity using Spain’s low-cost wind & solar power
• Hydrogen for industrial use, heavy transport & European export (Germany, France & the Netherlands)
• Ammonia conversion & hydrogen pipelines for cost-effective hydrogen distribution
• Public & private investment support: EU hydrogen incentives & Spain’s National Hydrogen Strategy

🔎 Keywords:
Hydrogen energy, BP green hydrogen, hydrogen supply chain, hydrogen economy, electrolyzer technology, Lingen hydrogen project, U.S.-Japan hydrogen partnership, Iberdrola hydrogen project, hydrogen fuel, LOHCs, ammonia hydrogen transport, global hydrogen investments, renewable hydrogen, hydrogen storage solutions,

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Chapters for Easy Navigation:
0:00 – Introduction
1:20 – BP’s Lingen Green Hydrogen Project (Germany)
5:10 – U.S.-Japan Hydrogen Partnership: Global Hydrogen Supply Chain
9:45 – BP & Iberdrola’s Green Hydrogen Expansion in Spain
14:20 – Hydrogen Infrastructure & Economic Impact
18:00 – Future of Global Hydrogen Trade & Market Growth

🎧 Listen Now and stay informed on the future of hydrogen innovation! ⚡💨

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