Plug Power Surges & Germany Goes Big: A Hydrogen Wake-Up Call

Welcome back to The Hydrogen Podcast! I’m Paul Rodden, and today we’re breaking down two major hydrogen headlines that could reshape the global energy landscape:🇺🇸 Plug Power’s Stock Skyrockets After U.S. Tax Credit Extension 🇩🇪 Germany Unveils €3.2 Billion Plan for a 9,700-Kilometer Hydrogen PipelineIn this episode, you’ll discover:🔹 How the U.S. Senate’s extension of hydrogen tax credits through 2028 unlocked Plug Power’s $1.66 billion DOE loan. 🔹 The scale and ambition behind Plug’s 500 TPD U.S. goal and its $5.5B Uzbekistan partnership. 🔹 Germany’s plan to transport 10 million tons of hydrogen annually via its new pipeline network. 🔹 The financial challenges Plug still faces—like negative margins and high cash burn. 🔹 What this all means for the $200 billion global hydrogen market by 2034.📊 Supported by data from the IEA, DOE, BloombergNEF, McKinsey, and more, we explore how infrastructure and policy are colliding to ignite the hydrogen transition.—🎧 If you value this show, don’t forget to leave a review on Apple Podcasts, Spotify, YouTube, or wherever you listen. It makes a big difference. And as always, feel free to reach out at [email protected] Power, Plug Power stock, hydrogen tax credits, 45V extension, US hydrogen policy, Plug Power Uzbekistan, Plug Power fuel cells, hydrogen infrastructure, Germany hydrogen pipeline, EU Hydrogen Bank, green hydrogen, hydrogen economy 2025, Plug Power financials, global hydrogen market, DOE hydrogen loan, hydrogen energy podcast, Paul Rodden, energy transition 2025, McKinsey hydrogen, BloombergNEF hydrogen, electrolysis, fuel cell vehicles, clean hydrogen, hydrogen podcast#HydrogenPodcast #PlugPower #GreenHydrogen #HydrogenEconomy #GermanyHydrogen #EnergyTransition #HydrogenNews #CleanEnergy #45VCredit #HydrogenInfrastructure #FuelCellsSupport the show

Welcome back to The Hydrogen Podcast! I’m Paul Rodden, and today we’re diving into three global breakthroughs redefining the future of hydrogen energy:🌏 Australia’s $432 Million Green Hydrogen Bet 🇪🇺 Europe’s $2.5 Billion Hydrogen Pipeline Network 🇺🇸 California’s First Bio-Stimulated Hydrogen TrialIn this episode, we explore:✅ Australia’s bold investment in Orica’s Hunter Valley Hydrogen Hub under the Hydrogen Headstart Program, featuring a 50 MW electrolyzer and a cost of $3–$5/kg. ✅ Europe’s massive Barmar pipeline (part of the H2Med project) connecting Spain, France, and Germany, designed to deliver 2 million tons annually. ✅ The world’s first successful subsurface biohydrogen production trial in California’s San Joaquin Basin, with production costs projected under $0.50/kg.🔬 Deep Dive: What Is Biohydrogen? We break down dark fermentation, photo-fermentation, and bio-stimulation—plus the economics, scalability, and how biohydrogen compares to SMR, pyrolysis, and electrolysis.📊 Why It Matters Globally: From policy-backed mega-projects to microbial innovation, these stories signal new possibilities for low-carbon hydrogen production and global infrastructure development.—If you enjoy today’s show, don’t forget to hit like, subscribe, and leave a rating or comment on your favorite platform. Every bit of support helps us grow the hydrogen conversation. Stay tuned and stay inspired!hydrogen podcast, green hydrogen, biohydrogen, hydrogen infrastructure, hydrogen pipeline, H2Med project, Orica hydrogen hub, Australian hydrogen news, Engie pipeline, Barmar hydrogen, bio-stimulated hydrogen, Cemvita, Gold H2, renewable hydrogen, clean hydrogen, hydrogen news 2025, hydrogen electrolysis, hydrogen from microbes, global hydrogen economy, 45V credit, EU Hydrogen Bank, hydrogen production methods, Paul Rodden#HydrogenPodcast #CleanHydrogen #GreenHydrogen #Biohydrogen #HydrogenEconomy #AustraliaHydrogen #EuropeHydrogen #CaliforniaHydrogen #HydrogenInnovation #Electrolysis #SMR #IEA #DOE #BloombergNEF #H2Med #GoldH2Support the show

Welcome to The Hydrogen Podcast! I’m Paul Rodden, and this is Part 2 of our deep-dive series on building the U.S. hydrogen economy by 2035.In Part 1, we broke down the top technologies: SMR with CCS, methane pyrolysis, natural hydrogen, and nuclear hydrogen. Now in Part 2, we answer the critical question: Where will the U.S. hydrogen economy take root?🌍 Featured Locations & Their Strengths:Gulf Coast (Texas, Louisiana): SMR with CCS, industrial clusters, CCS-ready geologyNebraska & Pennsylvania: Methane pyrolysis hubs with gas access and carbon marketsKansas & Appalachia: Natural hydrogen drilling sites near chemical clustersIllinois & New York: Nuclear-powered electrolysis with grid stabilityTexas & California: Green hydrogen from wind/solar near transport and SAF markets📊 We also unpack:Impacts of the Senate-passed H.R.1 bill, including updates to 45V and 45Q tax creditsU.S. hydrogen market forecasts: $186B in 2024 to $400B by 2035Offtake demand for ammonia, SAF, steel, methanol, and transportGreen hydrogen’s cost reduction, infrastructure needs, and policy support on the road to 2050📈 Whether you're an investor, policymaker, or technologist, this episode is your roadmap to hydrogen’s U.S. deployment and market evolution.👉 Don’t forget to catch Part 1 on the top hydrogen technologies if you missed it!Support the show

Welcome to The Hydrogen Podcast! I’m Paul Rodden, and today kicks off Part 1 of our special two-part series on building the U.S. hydrogen economy by 2035. In this episode, we break down the four core hydrogen production technologies shaping America’s clean energy strategy:🚀 Featured Technologies:Steam Methane Reforming (SMR) with Carbon CaptureMethane PyrolysisNatural HydrogenNuclear Hydrogen🔍 We explore:The carbon intensity (CI) and scalability of each pathwayReal-world project examples like ExxonMobil’s Baytown plant and Monolith’s plasma pyrolysis pilotTech innovation from Aurora Hydrogen and Koloma’s natural H2 drillingCost analysis based on data from the DOE, IEA, and BloombergNEFThe economic impact of 45V and 45Q tax credits under H.R.1High-value hydrogen derivatives like low-CI ammonia and sustainable aviation fuel (SAF)💥 Bonus: Learn how each technology plays into the $200B ammonia and $1T SAF markets by 2050.This is the definitive roadmap for tech leaders, investors, and policymakers shaping hydrogen’s role in the U.S. energy transition.👉 Subscribe so you don’t miss Part 2, where we cover hydrogen infrastructure, regional hubs, and market deployment across the U.S.Support the show

In this episode of The Hydrogen Podcast, we unpack a powerful Forbes article titled “From Gridlock to Green Light: Three Focus Areas for Hydrogen Energy Executives” (June 13, 2025) by Whitaker Irvin Jr., CEO of Q Hydrogen.💡 The Message? 2025 is a make-or-break year—and hydrogen leaders need a new playbook.🧩 Inside This Episode:How data centers could become hydrogen’s breakout market, powering AI with zero-carbon fuelWhy “subsidy-agnostic” economics are essential in the post-H.R.1 landscapeHow strategic partnerships—like ABB, Fluor & Topsoe’s $400M electrolyzer alliance—are key to scaleWhat the U.S. can learn from Europe’s Hydrogen Bank and China’s hydrogen mega-projectsThe role of behind-the-meter hydrogen, modular electrolyzers, and R&D priorities📊 With the 45V tax credit set to expire in 2026, and global competition accelerating, this episode delivers a clear blueprint for executives who want to lead—not lag—in the $1 trillion hydrogen economy by 2050.🔧 From pilot projects in Utah to policy pivots in Washington, Irvin’s article gives the roadmap—this episode breaks it down.#HydrogenPodcast #QHydrogen #DataCenters #HydrogenEconomy #45VCredit #Electrolyzers #FuelCells #CleanEnergy #EnergyPolicy #HydrogenPartnerships #HydrogenNews #AIandEnergy #ZeroCarbonPower #BloombergNEF #DOESupport the show

In this special episode of The Hydrogen Podcast, we break down the June 17 Reuters article, “Trump Tax Bill Risks Exodus of Clean Hydrogen Investment.”📉 What’s happening? The “One Big, Beautiful Bill Act” (H.R.1), passed by the House, slashes the 45V tax credit timeline—forcing clean hydrogen projects to break ground by January 1, 2026, not 2033. That’s a seven-year cliff that could derail billions in investment.🧩 Inside This Episode:The economic stakes for U.S. hydrogen developers, from HIF Global to Plug PowerHow the loss of the 45V credit could shift hydrogen dominance to China and the EUThe role of 45Q in propping up SMR with CCS—but at what cost to electrolysis?The politics behind the bill and how 250+ companies are fighting backWhat this means for jobs in Texas, Georgia, and other GOP-led hydrogen hubsGlobal contrast: Europe’s Hydrogen Bank and China’s massive hydrogen scale-upWhat happens next—and what U.S. hydrogen needs to stay competitive💡 With hydrogen projects requiring 4–6 years just to start construction, this bill’s rushed timeline threatens to strand sunk costs and kill thousands of jobs. Can the Senate fix it in time?🎧 Stay informed. Stay strategic. Listen now.Support the show

In today’s episode of The Hydrogen Podcast, we explore three pivotal stories shaping the global hydrogen landscape:🇬🇧 UK – BP Cancels £2B HyGreen Teesside Project: A June 13 Yahoo News report reveals that BP has scrapped its massive green hydrogen project in the UK due to sluggish subsidy negotiations. This move highlights the UK’s policy delays and threatens its 10 GW hydrogen target for 2030.🇺🇸 U.S. – Plug Power Lands a Major Deal: According to The Motley Fool, Plug Power secured a 25 MW PEM electrolyzer contract with a European customer. This $20–30 million deal strengthens Plug’s order book—but does it fix their financial woes?🇯🇵 Japan/France – Toyota’s Hydrogen Race Car: Car and Driver reports that Toyota plans to run its GR H2 Racing Concept at Le Mans in 2026. This hydrogen ICE-powered race car could redefine high-performance motorsport and push hydrogen tech into the spotlight.📊 In This Episode:The economics of $4–$6/kg electrolytic hydrogen vs. low-CI alternativesPolicy uncertainty and its impact on bankabilityPlug Power’s growth and risksToyota’s hydrogen racing ambitions and global FCV implicationsWhy infrastructure and low-CI hydrogen are key to market growthWhether it's the collapse of a major project, a breakthrough deal, or a high-octane showcase, hydrogen's future is being shaped by bold moves and tough challenges.Support the show

In this episode of The Hydrogen Podcast, we explore three powerful hydrogen stories making global waves:🇮🇪 Ireland: The Irish Examiner outlines how Ireland plans to leverage 50,000 km² of offshore wind to decarbonize heavy industry, transport, and heating. With 5 GW of offshore wind by 2030 and projects like the €200M Galway Hydrogen Hub, Ireland is betting big on green hydrogen—but will the economics work?🏴 Scotland (JCB): The Scotsman covers the debut of JCB’s hydrogen internal combustion engine at The Royal Highland Show. With a retrofit-ready 4.8L hydrogen ICE for heavy machinery, JCB is taking on diesel and battery-electric power head-on. Could this be a game-changer for construction and agriculture?🇮🇳 India: Moneycontrol reports on Indian Oil Corporation’s plan to build India’s largest green hydrogen facility at Panipat. With 200 MW of renewables powering 27 tons of daily hydrogen output, this project is key to India’s 5 million-ton hydrogen target and clean refining future.🔎 In this episode:Policy-backed hydrogen strategies from Ireland, India, and ScotlandEconomic analysis of electrolytic vs low-CI hydrogenDemand challenges and internal-use strategiesTechnology deep dives: PEM, alkaline, and hydrogen ICE innovationLessons for the U.S. from H.R.1, Baytown, and Koloma🌍 As hydrogen accelerates worldwide, each country’s approach offers insight into how the global hydrogen economy is taking shape—from cost, to technology, to market demand.Support the show

In today’s episode of The Hydrogen Podcast, we dive into Newsweek’s June 2025 article on the Neom Green Hydrogen Company (NGHC), the heart of Saudi Arabia’s bold $500 billion Neom megaproject.🚧 The world’s largest green hydrogen plant—80% complete and located in Neom’s Oxagon hub—is aiming to be operational by late 2026. With $8.4 billion in investment and 4 GW of renewable energy, this facility will produce 600 tons of hydrogen daily, converted into 1.2 million tons of ammonia annually for global export.🔎 Topics covered in this episode:Key details on NGHC’s economic model, technology stack, and off-take strategyHow NGHC fits into Saudi Arabia’s Vision 2030Market risks and the need for more buyersJob creation, environmental benefits, and the water-energy tradeoffA comparison to U.S. and China’s competitive projects like ExxonMobil’s Baytown facility and Sinopec’s $690M hydrogen fund📊 Based on data from DOE, IEA, and BloombergNEF, we analyze NGHC’s future in the global hydrogen market and whether it can compete on cost and scale.🌍 Whether you’re in energy, infrastructure, or policy, this episode offers essential insights into one of the biggest clean energy bets in the world.Support the show

In this episode of The Hydrogen Podcast, we unpack the sobering truths from Oilprice.com's May 2025 article, "Green Hydrogen Faces Reality Check in Europe."💡 Despite bold promises, only 6% of hydrogen projects in Northwest Europe are being implemented. Why? High costs, weak demand, and poor bankability are creating a massive gap between ambition and reality.🔎 Here’s what we cover:Why electrolytic hydrogen at $4–$6/kg is stalling progressWhy Europe must embrace low-CI alternatives like SMR with CCS, natural hydrogen, and methane pyrolysisHow ExxonMobil’s Baytown facility in Texas could supply low-cost hydrogen to Europe at half the price of local productionWhat it would take to make a true hydrogen commodity market thrive in Europe📊 All numbers and costs are sourced from the DOE, IEA, and BloombergNEF, offering a reality-based look at hydrogen’s future.🌍 Whether you're watching the global energy transition or planning infrastructure investments, this episode provides key insights on hydrogen economics, policy, and strategy.Support the show