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The Hydrogen Podcast

Podcast The Hydrogen Podcast
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...

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5 de 411
  • TotalEnergies & Air Liquide’s €1B Hydrogen Investment | Global Hydrogen Expansion in Europe & Beyond
    🔥 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 mobilityELYgator Project (Rotterdam, Netherlands): 200 MW electrolyzer producing 23,000 tons of green hydrogen annuallyZeeland Green Hydrogen Hub: 250 MW electrolyzer for refining, steel, & ammonia industries500,000+ metric tons of CO₂ emissions avoided annuallyEconomic impact: Over 2,500 construction jobs + hundreds of technical positions2️⃣ TotalEnergies’ Global Hydrogen Expansion 🌎 🇲🇦Morocco’s Chbika Project – A green hydrogen & 200,000-ton ammonia export facilityCutting-edge electrolyzer & seawater desalination technologyStrategic hydrogen export hub for Europe (EU imports 10M tons by 2030)Potential billions in foreign investment & job creation3️⃣ Hydrogen Market Growth & Cost CompetitivenessGreen hydrogen production costs: Currently $4–$6 per kg → Projected $2–$3 per kg by 2030Hydrogen cost parity with natural gas ($2/kg = ~$14.65 per MMBtu)Scaling electrolyzer efficiency & hydrogen storage infrastructureHydrogen fuel becoming a competitive alternative for industrial & transport sectors4️⃣ Policy & Economic Drivers for Hydrogen Expansion 📜💰The European Green Deal & REPowerEU – Targeting 20M tons of hydrogen production/import by 2030Carbon Border Adjustment Mechanism (CBAM): Tariffs on high-carbon imports drive hydrogen adoptionPublic & Private Sector Investments – Multi-billion-dollar projects backed by EU & global energy giants📌 Chapters for Easy Navigation:0:00 – Introduction1:30 – TotalEnergies & Air Liquide’s €1B Hydrogen Initiative5:40 – ELYgator Project & Zeeland Hydrogen Hub (Europe)9:10 – TotalEnergies’ Green Hydrogen Expansion in Morocco12:25 – Hydrogen Cost Competitiveness & Market Growth16:45 – Regulatory & Policy Support for Hydrogen Adoption20:10 – Future of the Global Hydrogen Economy🎧 Listen Now and stay informed on the future of hydrogen energy & investments! 🚀⚡Support the show
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  • BP’s Green Hydrogen Projects & U.S.-Japan Hydrogen Partnership | Global Hydrogen Expansion
    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 yearSupports BP’s refining operations, replacing fossil-based hydrogen with carbon-free hydrogenEconomic impact: German government incentives, hydrogen storage & transport infrastructure expansionIntegration with renewables: Wind & solar-powered electrolysis for stable hydrogen production2️⃣ U.S.-Japan Hydrogen Partnership 🌎 🇺🇸 🇯🇵Aims to establish a global hydrogen supply chain, leveraging U.S. renewable energy and Japan’s hydrogen technologyKey focus: Advancing Liquid Organic Hydrogen Carriers (LOHCs) & ammonia-based hydrogen carriersPipeline retrofits, hydrogen liquefaction & international trade agreements to accelerate hydrogen adoptionInvestment impact: Billions in private sector funding for hydrogen production, fuel cells & transportation3️⃣ BP & Iberdrola’s Green Hydrogen Project – Spain 🇪🇸20 MW electrolyzer (Phase 1), scalable to multi-GW capacity using Spain’s low-cost wind & solar powerHydrogen for industrial use, heavy transport & European export (Germany, France & the Netherlands)Ammonia conversion & hydrogen pipelines for cost-effective hydrogen distributionPublic & 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,"Want to stay ahead in the hydrogen industry? Subscribe to The Hydrogen Podcast for expert insights on the future of energy!"Chapters for Easy Navigation:0:00 – Introduction1:20 – BP’s Lingen Green Hydrogen Project (Germany)5:10 – U.S.-Japan Hydrogen Partnership: Global Hydrogen Supply Chain9:45 – BP & Iberdrola’s Green Hydrogen Expansion in Spain14:20 – Hydrogen Infrastructure & Economic Impact18:00 – Future of Global Hydrogen Trade & Market Growth🎧 Listen Now and stay informed on the future of hydrogen innovation! ⚡💨Support the show
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  • Hydrogen vs. Battery Trucks: The Future of Freight | Fuel Cells, H2-ICE & Tesla Semi Compared
    Hydrogen vs. Battery Trucks: Which Will Dominate Long-Haul Freight? Welcome to The Hydrogen Podcast! 🎙️ Today, Paul Rodden takes on one of the most hotly debated topics in transportation: Will Class 8 trucks be powered by hydrogen or batteries? A recent Forbes article claims hydrogen has already failed—but is that really true? In this episode, we challenge that assumption by analyzing fuel cell electric vehicles (FCEVs), hydrogen internal combustion engines (H2-ICEs), and battery-electric trucks (BEVs) in terms of range, payload capacity, refueling, infrastructure, and economic viability.🔹 What You’ll Learn in This Episode:✅ Energy Density & Range: Hydrogen vs. Batteries for long-haul trucking✅ Payload Capacity: How weight impacts fleet revenue✅ Refueling & Infrastructure: Hydrogen fueling vs. megawatt-scale charging✅ Economic Viability: Hydrogen fuel cost projections & total cost of ownership (TCO)✅ H2-ICE Trucks: A faster transition to hydrogen for fleets?Key Insights & Comparisons:1️⃣ Hydrogen vs. Battery Truck Range & Performance:Tesla Semi: 300-500 miles (lower with heavy loads & extreme temperatures)Volvo FH Hydrogen Fuel Cell Truck: 600-1,000 miles per refuelingH2-ICE Trucks (Cummins, Toyota): Diesel-like power & torque with near-zero emissionsHydrogen energy density: 33.3 kWh/kg vs. 0.25-0.30 kWh/kg for lithium-ion batteriesRefueling time: Hydrogen 10-15 minutes vs. BEV charging 1-4+ hours2️⃣ Payload Capacity & Weight Considerations:BEV trucks require 5,000-8,000 lb battery packs, reducing cargo capacityHydrogen fuel cell trucks use lightweight compressed tanks, maximizing payloadH2-ICE trucks use existing diesel engine platforms for a lighter, familiar designFleet profitability: More cargo per trip = higher revenue per mile3️⃣ Refueling & Infrastructure Challenges:Battery-Electric Trucks:Require megawatt-scale chargers placing extreme demand on gridsDowntime for charging reduces fleet utilization ratesHydrogen Fueling Stations:Being deployed by Shell, Air Liquide, TotalEnergies along freight corridorsRefueling mirrors diesel, requiring no major workflow changes for fleetsH2-ICE Trucks:Can utilize modified diesel refueling stations, reducing infrastructure costs4️⃣ Economic Viability & Market Trends:Hydrogen fuel price: $6-$10/kg (2025), projected to fall below $3/kg by 2030Hydrogen fuel cost per mile: $0.50-$0.80, approaching diesel parityHydrogen truck price: $300K-$450K, projected under $250K by 2030Major adopters: Amazon, Walmart, Maersk, UPS investing in hydrogen truckingEU & US billions in hydrogen trucking incentives & infrastructure expansion📌 Chapters for Easy Navigation:0:00 – Introduction1:30 – Hydrogen vs. Battery Truck Range & Performance5:10 – Payload Capacity & Fleet Economics8:45 – Hydrogen Fueling vs. BEV Charging Infrastructure12:15 – Hydrogen Trucking Economics & Cost Projections16:00 – H2-ICE Trucks: A Faster Path to Hydrogen Adoption?18:45 – Future Outlook: Will Hydrogen Dominate Trucking?Support the show
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  • Global Hydrogen Boom: EU’s Strategy, Nuclear-Powered Hydrogen & $33M Truck Corridor | Hydrogen Podcast
    🚀 Hydrogen’s Global Expansion: EU Procurement, Nuclear Hydrogen & Hydrogen Trucking Corridors! 🌍Welcome to The Hydrogen Podcast! 🎙️ In today’s episode, host Paul Rodden explores major global hydrogen developments reshaping the industry. From Europe’s centralized hydrogen procurement to South Korea’s nuclear-powered hydrogen, Georgia’s $33M hydrogen truck refueling station, UK’s methane pyrolysis innovation, and Australia’s hydrogen-powered commercial fleets, this episode is packed with game-changing insights!🔹 What You’ll Learn in This Episode:✅ EU’s Centralized Hydrogen Procurement: Bulk buying strategy & impact on global trade✅ UK’s Methane Pyrolysis Tech: CO₂-free hydrogen production & graphene-based carbon storage✅ Georgia’s $33M Hydrogen Truck Station: A step toward a nationwide hydrogen corridor✅ South Korea’s Nuclear Hydrogen Breakthrough: How nuclear power makes hydrogen production cheaper✅ Australia’s Hydrogen Commercial Vehicles: How fleets are shifting to zero-emission fuel🌍 Featured Topics & Insights:1️⃣ EU’s Hydrogen Strategy:Joint procurement to lower hydrogen costsEurope’s 20M ton hydrogen demand & reliance on importsEconomic & policy implications for global hydrogen trade2️⃣ UK’s Carbon-Free Hydrogen Innovation (Levidian):Methane pyrolysis: Turning natural gas into solid carbon & hydrogenCost advantage: $1.50-$2/kg vs. $4-$6/kg for green hydrogenIndustrial applications for graphene-based carbon storage3️⃣ Georgia’s $33M Hydrogen Truck Refueling Station:Part of a U.S. hydrogen trucking corridorFast refueling (700 bar / 10,000 PSI) for heavy-duty vehiclesBacked by Nikola, Toyota, Hyundai & major freight companies4️⃣ South Korea’s Nuclear-Powered Hydrogen:High-temperature electrolysis for stable, cost-effective hydrogenCosts as low as $1.50/kg vs. $4-$6/kg for renewables$3.9B investment into hydrogen infrastructure by 20355️⃣ Australia’s Hydrogen Truck Expansion:350-700 bar fuel tanks with 500-mile rangesCost-per-mile (50-75 cents for hydrogen vs. 40-60 cents for diesel)Path to cost parity with diesel by 2035🔎 Keywords:EU hydrogen procurement, nuclear hydrogen, Georgia hydrogen truck refueling, methane pyrolysis hydrogen, Australia hydrogen trucks, green hydrogen, blue hydrogen, South Korea hydrogen, hydrogen trucking, Levidian methane pyrolysis, The Hydrogen Podcast, Paul Rodden.📢 Call to Action:"Stay ahead in the hydrogen economy! Subscribe to The Hydrogen Podcast for expert insights on the latest hydrogen breakthroughs!"📌 Chapters for Easy Navigation:0:00 – Introduction1:20 – EU’s Centralized Hydrogen Procurement & Trade Impact5:00 – UK’s Methane Pyrolysis Breakthrough & Industrial Applications8:30 – Georgia’s $33M Hydrogen Trucking Corridor & Logistics12:00 – South Korea’s Nuclear-Powered Hydrogen Revolution15:30 – Australia’s Hydrogen Truck Expansion & Cost Projections18:00 – How These Developments Shape the Future of Hydrogen🎧 Listen Now and stay informed on the global hydrogen revolution & investment opportunities!Support the show
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  • ExxonMobil, Methane Pyrolysis & Hydrogen Jet Fuel: The Future of Hydrogen | The Hydrogen Podcast
    🚀 Hydrogen's Next Big Leap: ExxonMobil, Methane Pyrolysis & Aviation Breakthroughs! ✈️Welcome to The Hydrogen Podcast! 🎙️ In this episode, host Paul Rodden dives into the latest corporate strategies, breakthrough hydrogen technologies, and public policies reshaping the industry. From ExxonMobil’s pivot to blue hydrogen to Seattle’s methane pyrolysis innovation, Pennsylvania’s hydrogen power plan, and the future of hydrogen-powered aviation, this episode covers the critical shifts impacting the energy transition.🔹 What You’ll Learn in This Episode:✅ ExxonMobil’s $17B Hydrogen Plan: Blue hydrogen, CCS, and competition with BP, Shell & TotalEnergies✅ Seattle’s Methane Pyrolysis Tech: Solid carbon byproduct & low-cost hydrogen production✅ Pennsylvania’s Hydrogen Power Plant Strategy: New subsidies & fast-tracked investment✅ Hydrogen-Powered Aviation: LOHC jet fuel & its impact on commercial flight✅ Economic & Policy Considerations: Hydrogen costs, infrastructure challenges & investment trends🌍 Featured Topics & Insights:1️⃣ ExxonMobil’s Hydrogen Strategy:$17B investment in CCS & blue hydrogenBaytown, TX project: 1B cubic feet/day of hydrogen by 2028How it stacks up against BP, Shell & TotalEnergies2️⃣ Seattle’s Methane Pyrolysis Project:Partnering with utilities to test carbon-free hydrogenPotential for $2/kg hydrogen vs. $4-$6/kg green hydrogen3️⃣ Pennsylvania’s Hydrogen Push:$3B in new investment & 20,000 jobs projectedRegional hydrogen hub status & industrial growth4️⃣ Hydrogen Jet Fuel Revolution:Liquid Organic Hydrogen Carriers (LOHCs) – hydrogen storage at room tempPotential to reshape aviation with efficient hydrogen fuel systems🔎 Keywords:ExxonMobil hydrogen, blue hydrogen, methane pyrolysis, Pennsylvania hydrogen hub, LOHC jet fuel, green hydrogen, aviation hydrogen, hydrogen fuel, hydrogen aviation, ExxonMobil CCS, Shell hydrogen, BP hydrogen, The Hydrogen Podcast, Paul Rodden.📢 Call to Action:"Want to stay ahead of the hydrogen revolution? Subscribe to The Hydrogen Podcast for expert insights on the future of clean energy!"📌 Chapters for Easy Navigation:0:00 – Introduction1:20 – ExxonMobil’s $17B Hydrogen Plan & Energy Transition5:10 – Seattle’s Methane Pyrolysis Technology & Economic Impact8:30 – Pennsylvania’s Hydrogen Power Plant Investment & Job Creation12:00 – Hydrogen-Powered Aviation: LOHC Jet Fuel & Future of Flight16:30 – Comparing Hydrogen Production Costs & Global Investment Trends20:00 – Final Thoughts on Hydrogen’s Role in Energy & Aviation🎧 Listen Now and stay informed on the future of hydrogen in energy, industry & aviation!Support the show
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Sobre The Hydrogen Podcast

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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