The Hydrogen Podcast

• Hydrogen in Hawaii, Europe's Funding Gap, and Germany’s $127M Hydrogen Hub Explained

  Today on The Hydrogen Podcast, we explore three critical stories shaping hydrogen’s future:🌴 Hawaii's Hydrogen Pilot with Liquid Carriers A new collaboration between Hawaii Gas and Ayrton Energy is testing liquid organic hydrogen carriers (LOHC) to safely store and transport hydrogen at ambient conditions. We break down how this tech could bypass high-pressure tanks and enable hydrogen integration into Hawaii’s 2045 renewable energy goals—despite high local electricity costs.🇪🇺 IEA Warns of Hydrogen Project Delays in Northwest Europe At the World Hydrogen Summit, the IEA revealed that only 6% of hydrogen projects in Northwest Europe are moving forward. We analyze the grid integration, storage bottlenecks, and investment shortfalls—and what must change to turn Europe's ambitious targets into real-world deployments.🇩🇪 Germany’s Lubmin Hydrogen Hub Gets $127M EU Grant Deutsche ReGas secures EU funding for a 200 MW electrolyzer plant in Lubmin, with plans to scale to 500 MW. Learn how this project fits into Germany’s industrial hydrogen goals, the economic hurdles of offshore wind-based electrolysis, and why regional competition could slow its impact.📊 What You’ll Learn: – How LOHC tech could solve hydrogen transport bottlenecks – Why Europe’s hydrogen market faces a “reality check” despite strong policy support – The risks and rewards of Germany’s expanding hydrogen infrastructure – Global takeaways for policy, investment, and technical scalability🎧 Subscribe for weekly hydrogen insights from the front lines of the energy transition.📩 Reach out anytime at [email protected] 👍 Like, comment & share to help grow the hydrogen conversation!#HydrogenPodcast #GreenHydrogen #HydrogenEconomy #HydrogenStorage #LOHC #Electrolyzers #HydrogenInfrastructure #HawaiiEnergy #IEA #HydrogenProjectsEurope #GermanyHydrogenHub #CleanEnergyTransition #RenewableHydrogen #HydrogenNewsSupport the show

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• Plug Power Tax Credit Risk, Hydrogen Jet Fuel Breakthrough & Nikola Auction Fallout

  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 [email protected] 👍 Like, comment & share if you find value in the episode!#HydrogenPodcast #SustainableAviationFuel #NikolaTrucks #PlugPower #HydrogenTaxCredit #HydrogenEconomy #GreenHydrogen #FCEV #SAF #HydrogenFuelCell #EnergyTransition #HydrogenInfrastructure #HydrogenMarketSupport the show

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  9:24
• Spain’s Train Crisis, Geologic Hydrogen Boom & Italy’s First Green H2 Factory Test

  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 [email protected] 👍 Please like, comment, and subscribe for more episodes every week!#HydrogenPodcast #Hydrail #GeologicHydrogen #GreenHydrogen #CleanEnergy #ItalyHydrogen #SpainHydrogenTrains #HydrogenEconomy #HydrogenTech #H2Innovation #HydrogenInvesting #HydrogenInfrastructure #Electrolyzers #HydrogenForIndustrySupport the show

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  9:47
• Plug Power’s Q1 Surge, EU’s Nuclear Delay & The U.S. Hydrogen Roadmap Revealed

  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 [email protected] 👍 Don’t forget to like, subscribe, and share to stay ahead in hydrogen!Support the show

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• ExxonMobil’s $10B Hydrogen Bet & U.S. Hydrogen Hub Uncertainty: What It All Means

  On today’s episode of The Hydrogen Podcast, we explore one of the most consequential moves in global hydrogen markets:🔹 ExxonMobil’s Game-Changing Deal with Japan’s Marubeni ExxonMobil has inked a long-term supply agreement to deliver 250,000 tonnes of low-carbon ammonia annually from its planned Baytown, Texas facility. We examine how this mega-project—powered by hydrocarbon-derived hydrogen with CCS—could become the largest of its kind globally, and what it means for ammonia exports, carbon capture economics, and hydrogen’s role in decarbonization.🔹 House Appropriations Hearing Sparks Hydrogen Hub Concerns Energy Secretary Chris Wright faced tough questions over delayed funding for hydrogen hubs like Indiana’s, potentially jeopardizing $2.2 billion in 2024 commitments. We assess the risks, timelines, and implications for U.S. hydrogen strategy as ExxonMobil’s privately funded project moves forward.🔍 Technical Spotlight We break down the full mechanics and economics of hydrocarbon-derived hydrogen with CCS—from 98% CO2 capture to ammonia conversion, including how it stacks up against green hydrogen from electrolysis.📊 Key metrics: – 1 billion cubic feet of hydrogen daily – 1 million+ tonnes of low-carbon ammonia annually – $10–12B CAPEX, $2–3/kg hydrogen cost – DOE hydrogen hub funding at risk – 45Q tax credits and private capital dynamics explained🎧 Whether you’re an investor, policymaker, or engineer, this episode delivers a complete breakdown of hydrogen’s evolving future—from Texas to Tokyo to Washington, D.C.📩 Questions or feedback? Reach out at [email protected] ✅ Like, subscribe, and share if this content helps keep you ahead in hydrogen!#HydrogenPodcast #ExxonMobil #HydrogenEconomy #CCS #BlueHydrogen #LowCarbonAmmonia #HydrogenHubs #DOE #BaytownHydrogen #EnergyTransition #HydrogenTrade #CleanEnergyPolicy #HydrogenExport #CarbonCapture #GlobalHydrogenSupport the show

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