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

On today’s episode of The Hydrogen Podcast, we dive deep into three game-changing developments across the hydrogen industry:🔹 HyTerra’s Natural Hydrogen Well in Kansas HyTerra has recorded 96.1% hydrogen purity at its Sue Duroche 3 well—one of the highest concentrations ever documented. We unpack the geological hydrogen extraction process, economic forecasts at $0.50–$1/kg, and what this means for the future of naturally occurring hydrogen.🔹 Indiana’s Push for a Regional Hydrogen Hub Lawmakers are laying the groundwork for a hydrogen production hub in northwest Indiana, leveraging grid and nuclear-powered electrolysis. With potential backing from the DOE’s $8B hydrogen hubs program, we explore the economic and environmental stakes behind this Midwest initiative.🔹 TotalEnergies’ $16 Billion Renewable Hydrogen Project in Chile We analyze one of the world’s largest green hydrogen efforts—TotalEnergies' massive wind- and solar-powered electrolysis facility aimed at producing 3 million tonnes of ammonia per year. Find out how this sets a new benchmark for global hydrogen export models.💡 This episode covers technical innovation, environmental impact, job creation, cost structures, and infrastructure scaling—whether you're investing, developing projects, or tracking hydrogen policy, this is essential listening.📧 Feedback or questions? Email us at [email protected] 🔔 Subscribe and hit the bell for the latest global hydrogen developments!#HydrogenPodcast #GeologicHydrogen #GreenHydrogen #HydrogenHub #HyTerra #TotalEnergies #RenewableHydrogen #Electrolysis #AmmoniaExport #CleanEnergy #HydrogenEconomy #EnergyTransition #FuelCellTech #HydrogenProduction #HydrogenNewsSupport the show

In today’s episode of The Hydrogen Podcast, we explore three global hydrogen strategies reshaping the clean energy landscape:🔹 Japan’s Multifaceted Hydrogen Blueprint From nuclear-powered electrolysis to liquefied hydrogen imports and heating applications, Japan is betting on a full-spectrum hydrogen economy. We break down the High Temperature Engineering Test Reactor (HTTR), hydrogen gas blending, and Suiso Frontier’s pioneering hydrogen shipping.🔹 The Global Race for White Hydrogen White hydrogen—naturally occurring underground—could be the next energy goldmine. With over 40 companies exploring reserves and major investments from players like Koloma and Bill Gates’ Breakthrough Energy, we explore the technology, potential, and slow progress in the so-called “white gold rush.”🔹 India’s Shift Toward Pink Hydrogen With green hydrogen struggling, India is pivoting to nuclear-powered electrolyzers. We compare emissions, costs, and scale potential of pink hydrogen versus solar and wind, and explore how India’s 7.5 GW nuclear fleet could become a reliable base for industrial hydrogen applications.💡 Dive in for a detailed analysis of the technical breakthroughs, job creation, economic stakes, and environmental trade-offs shaping the future of hydrogen—from Japan’s nuclear innovation to India's pink strategy and the uncharted territory of white hydrogen.📧 Feedback? Reach out at [email protected] 👍 Don’t forget to like, subscribe, and share for more cutting-edge hydrogen insights!#HydrogenPodcast #WhiteHydrogen #PinkHydrogen #JapanHydrogen #IndiaEnergyTransition #CleanEnergy #NuclearHydrogen #HydrogenEconomy #FuelCellTechnology #GreenEnergy #EnergySecurity #Decarbonization #Electrolyzers #EnergyTransitionSupport the show

In this episode of The Hydrogen Podcast, we cover three major hydrogen developments shaping the global clean energy race:🔹 Toyota’s Big Hydrogen Bet in North America From the launch of its Gen 3 Fuel Cell system to heavy-duty trucks and liquid hydrogen refueling stations, Toyota is going all-in on hydrogen mobility. We unpack the tech specs, costs, and scalability challenges ahead.🔹 The U.S.-China Hydrogen Race Is the U.S. falling behind? China’s massive deployment of hydrogen vehicles and refueling infrastructure dwarfs U.S. efforts—but with $7 billion in DOE funding and the 45V tax credit, the U.S. still has a shot at leadership.🔹 Spain’s National Hydrogen Network Spain is building a 2,600-km hydrogen pipeline to move 1 million tons of green hydrogen annually. We break down how this $5 billion project is making Spain a clean energy powerhouse in Europe.🎯 We explore the technical details, environmental benefits (like eliminating millions of tons of NOx/SOx), and the real economics of hydrogen at scale—from electrolyzer costs to job creation.Subscribe for insights on the global hydrogen economy, energy security, and real infrastructure that’s powering the clean transition.📧 Questions or feedback? Email: [email protected] 👍 Like & Subscribe for more hydrogen insights every week!Support the show

Today on The Hydrogen Podcast, we dive deep into Sandia National Laboratories' groundbreaking report: Exploring Geologic Hydrogen: A New Frontier for Affordable, Reliable Energy Security.🔹 What is Geologic Hydrogen? Learn about naturally occurring and stimulated hydrogen formed through serpentinization, radiolysis, and mantle degassing — and why it could reshape America's energy future.🔹 Current Research and Challenges We break down the technical hurdles: subsurface access, storage limitations, detection, and reservoir management. Plus, what the U.S. needs to do to safely scale geologic hydrogen extraction.🔹 Economic Potential and Environmental Benefits At $1–$2/kg, geologic hydrogen could slash hydrogen costs by 60–80% compared to electrolysis! Hear how it could create 5,000–10,000 jobs and power 20,000 MW of clean energy, with zero NOx, SOx, and PM2.5 emissions.🌎 We explore how geologic hydrogen could secure U.S. energy independence, decarbonize heavy industries, and power the future—including energy-hungry AI data centers.📧 Contact: [email protected] 👍 If you find this valuable, please like, subscribe, and share to stay updated on the real breakthroughs happening in hydrogen!#GeologicHydrogen #HydrogenPodcast #EnergySecurity #CleanEnergy #SandiaNationalLabs #HydrogenEconomy #BaseloadEnergy #FutureOfEnergy #NaturalHydrogen #AIDataCenters #Decarbonization #ZeroEmissions #AffordableEnergySupport the show

In this episode of The Hydrogen Podcast, we dive into three game-changing hydrogen stories:🔹 Hyundai & IndianOil Launch FCEV Trial in India Hyundai Motor India teams up with Indian Oil Corporation to test the Hyundai NEXO hydrogen fuel cell vehicle under real-world Indian conditions. What this could mean for India’s clean transport sector and how it could eliminate thousands of tons of NOx and PM2.5 emissions.🔹 Next Hydrogen Secures $5M to Advance Electrolyzer Efficiency The Canadian startup receives fresh funding to expand its PEM electrolyzer tech, aiming for 10-15% energy efficiency gains and cleaner industrial hydrogen production. We break down the numbers, energy use, and economic potential.🔹 Hyundai Invests in Pajarito Powder for Fuel Cell Materials This New Mexico-based startup is making waves in catalyst technology—cutting platinum use and boosting durability for fuel cells and electrolyzers. Hyundai’s strategic move highlights the growing importance of hydrogen materials innovation.📉 We explore the technical specs, emissions impact (NOx, SOx, PM2.5), and financials of each development. From India’s green mobility push to North America’s innovation in production and materials, hydrogen is scaling now.📧 Contact us: [email protected] 👍 Like, comment, and subscribe to stay updated with hydrogen’s rapid global evolution.#HydrogenPodcast #FuelCellVehicles #GreenHydrogen #HyundaiNEXO #HydrogenIndia #NextHydrogen #PajaritoPowder #ElectrolyzerTech #HydrogenInnovation #HydrogenEconomySupport the show

In this episode of The Hydrogen Podcast, we explore three major developments shaping the future of global hydrogen infrastructure:🔹 Louisiana’s New Hydrogen Liquefaction Plant Plug Power and Olin’s joint venture, Hidrogenii, launches a 15-ton-per-day hydrogen liquefaction facility in St. Gabriel, Louisiana—boosting U.S. hydrogen capacity and powering up to 150 heavy-duty trucks daily.🔹 Oman’s Liquid Hydrogen Export Deal with Europe A historic agreement between Oman, Germany, and the Netherlands establishes the world’s first liquid hydrogen import corridor, targeting 1 million tons/year by 2030. What this means for the global hydrogen trade.🔹 Energy Deserts Turned Into Hydrogen Hubs From Australia’s Pilbara to the Sahara and Middle East, find out how solar and wind-rich regions are becoming green hydrogen exporters, reshaping the global energy map.📊 From NOx and PM2.5 reductions to cryogenic transport and solar-driven electrolysis, we connect the dots between policy, infrastructure, and technology in the race toward a clean energy future.📧 Have feedback or want to collaborate? Email: [email protected] 👍 Like, comment, and subscribe to stay ahead of the hydrogen curve.#HydrogenPodcast #GreenHydrogen #LiquidHydrogen #PlugPower #HydrogenEconomy #EnergyTransition #HydrogenInfrastructure #HydrogenFuel #HydrogenNews #Electrolysis #OmanHydrogen #EnergyDesertsSupport the show

Is natural hydrogen the next big boom? In this episode of The Hydrogen Podcast, we cover three fascinating developments shaping the hydrogen economy—from massive new discoveries to fun, futuristic tech.🔍 What’s Inside Today’s Episode:🌍 1. Natural Hydrogen Boom? (OilPrice.com)How rainwater + rock = white hydrogenMassive underground reserves from Nebraska to France$1–$2/kg production potential = major economic upsideCould natural hydrogen rival blue and green hydrogen?🌊 2. Petronas Moves on Offshore CCS (Upstream Online)5–10 million tons of CO₂ captured annuallySupports 1 million tons/year of blue hydrogen$1–$1.5 billion CCS investment = $3–$4 billion hydrogen profitSoutheast Asia’s path to clean energy & hydrogen security🤖 3. Kawasaki’s Hydrogen-Powered Robot Horse (MSN)A rideable robot horse powered by hydrogen fuel cells20 hours of runtime, zero emissions, rugged terrain capabilitiesPerfect for scenic rides, disaster response, or ag-techUses a 1-kg metal hydride tank—no NOx, SOx, or PM2.5!💬 Key Takeaway:While we focus on massive infrastructure and energy systems, don’t overlook the frontier of innovation—from natural hydrogen drilling to hydrogen-powered robotics. The hydrogen future isn’t just coming… it’s already here.📈 Whether it’s new supply, smart carbon capture, or surprisingly cool applications, hydrogen continues to prove its versatility across the energy landscape.✅ Don’t Forget:If you enjoy the show, please like, subscribe, and drop a review on: Apple Podcasts | Spotify | Google | YouTube📩 Got feedback or want to be featured? Email me: [email protected] the show

Tired of the hydrogen hype? So are we. In this episode of The Hydrogen Podcast, recorded after World Hydrogen North America, we’re putting the spotlight back on what’s feasible now—not what might work in 10 years.🎯 Main Focus: Let’s stop talking about hydrogen’s future. Let’s start using what works today.🔥 What’s Inside This Episode:🧪 1. Most Practical Hydrogen Production: SMR + CCSEfficient & scalable at 65-75%Produces hydrogen at $1.50–$2/kg (before credits)Near-zero NOx, SOx, and PM2.5 emissions$60–$70M profit for a 100-MW plant with 20,000 tons/year🛢️ 2. Storage That Works: TOL/MCH (LOHC)6.2 wt% H2 stored safely in liquid formNo need for cryogenics or compression$150–$200M for a 10,000-ton systemPerfect for regions without salt caverns or H2 pipelines🏭 3. Real-World Use Cases: Steel & AmmoniaSteel: Hydrogen DRI replaces coal, slashing CO2 by 90%Ammonia: 13M tons annually in U.S.—ready for blue hydrogen nowMarine fuel potential: zero NOx/SOx, 5M tons reduction possibleThese applications are already operating or in pilots📊 Feasible, Profitable, Scalable$6–$7B investment yields $800M in profits5,000 new jobs8M tons of emissions eliminated annuallyPotential to capture 60% of the $500B hydrogen market by 2030🧠 Why It Matters: While some push photocatalysis and gigawatt electrolysis, we need to scale what’s viable today: ✅ Blue Hydrogen ✅ LOHCs ✅ Steel & AmmoniaDon't let perfect be the enemy of progress.💬 “Let’s keep researching—but let’s deploy the tech that works now.” If you’re serious about building a real hydrogen economy, this episode is for you.📩 Got thoughts? Email us: [email protected] 👍 Like, comment, and subscribe to support the mission of realistic, impactful hydrogen adoption.🎧 New episodes every week. Stay informed. Stay grounded. Stay ready.Support the show

In this episode of The Hydrogen Podcast, we dive into three groundbreaking hydrogen developments reshaping maritime travel, agriculture, and heavy-duty transport in the U.S. and abroad.🌎 What’s inside today’s show:🛳️ 1. Viking’s World-First Hydrogen-Powered Cruise ShipsViking Libra debuts in 2026 with zero-emission hydrogen fuel cellsPowered by a 6-MW system, storing 50 tons of liquid hydrogenFuel cell derivatives: ammonia and methanol explored for maritimeEconomic outlook: $400M ship cost, 10-12% IRR, global market to hit $10B by 2030🚜 2. Hydrogen in U.S. Agriculture & Energy SecurityFuel cell tractors & hydrogen-fed ammonia can slash 1.3M tons of NOx emissionsBlue hydrogen via SMR+CCS fuels 13M tons of annual U.S. ammonia demandHydrogen strategy can reduce diesel imports & improve rural air qualityMarket impact: Agriculture could be a $5B slice of the $50B U.S. hydrogen market by 2030🚚 3. Hyundai’s Fuel Cell Trucks Hit Georgia’s RoadsBenore Logistics & Hyundai deploy 14 XCIENT hydrogen trucks180-kW fuel cell, 250-mile range, 100 kg/day hydrogen usageSavannah & Atlanta hubs fueled by 1-MW electrolyzersEnvironmental benefits: 7,000 tons of NOx eliminated annuallyChallenges: refueling infrastructure + fuel costs remain hurdles📊 Economic Snapshot Across All Segments:Viking’s fleet value boosted by 16%, eyeing 5% of $10B maritime H2 marketAgriculture: $1B in health savings by cutting diesel particulatesGeorgia: 14 hydrogen trucks add $20M+ to state economyEach case illustrates hydrogen’s versatility and growing return on investment🌍 Whether you're in maritime, agtech, logistics, or clean energy finance, this episode is packed with actionable insights and real-world momentum behind the hydrogen revolution.📩 Got thoughts or feedback? Email us at [email protected] 👍 Please leave a review and share this episode if it brought you value!🎧 New episodes every week. Subscribe for expert coverage of the hydrogen economy.#HydrogenPodcast #HydrogenCruiseShip #VikingLibra #HydrogenTractors #BlueHydrogen #AmmoniaFuel #HydrogenFuelCellTruck #HyundaiXCIENT #BenoreLogistics #Agritech #CleanEnergy #HeavyDutyTransport #MaritimeDecarbonization #HydrogenEconomy #FuelCellVehicles #H2Infrastructure #HydrogenStorage #ZeroEmissions #HydrogenNews #EnergyTransition #NetZeroSupport the show