Hydrogen Power Moves: Air Products’ Pivot, Plug Power’s Struggle, & GM–Hyundai’s $2.4B Alliance
In this episode of The Hydrogen Podcast, Paul Rodden unpacks three game-changing stories reshaping hydrogen’s future in energy, industry, and mobility.🔍 Here’s what we cover:📉 Air Products & Chemicals — $1.7B quarterly loss, major U.S. project exits, and a leaner, risk-managed hydrogen strategy.💸 Plug Power — ongoing losses, cash burn concerns, and a plan to hit profitability by 2026 through cost cuts and global electrolyzer deals.🚚 GM & Hyundai Partnership — $2.4B investment in next-gen electric and hydrogen vehicles, including a U.S.-built BrightDrop van and four Latin American platforms.💡 From financial pivots to bold collaborations, these stories reveal the hard economics driving hydrogen adoption—where strategic discipline, technological integration, and partnerships decide who thrives.Whether it’s industrial gas giants, high-risk innovators, or automakers retooling for a hydrogen future, the lesson is clear: scale, cost control, and market fit are everything.Support the show
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8:45
Hydrogen’s Turning Point: Global Projects, AI Data Centers, and Industry Deals Uncovered
In today’s episode of The Hydrogen Podcast, Paul Rodden takes us on a global tour of the hydrogen sector’s most exciting—and misunderstood—developments.💡 From opinion columns in California to billion-dollar green hydrogen hubs in Saudi Arabia, we cut through the noise to reveal:📉 Why hydrogen isn’t “doomed” by round-trip efficiency myths🌍 The $4B Yanbu Hydrogen Hub and Saudi Arabia’s massive export play🧠 How AI data centers are using hydrogen for 99.999% uptime🏭 Kimberly-Clark’s $160M hydrogen deal and what it means for industrial energy💬 Public pushback vs. real-world economics: Where hydrogen is quietly winningWe explore where hydrogen delivers unmatched value, flexibility, and resilience—not just as an emissions solution, but as a core component of the modern energy ecosystem.Whether it’s long-duration storage, industrial steam, off-grid data centers, or energy security, hydrogen is proving its case with real dollars, real deployments, and real results.This isn’t just another green dream—it's a grounded, global energy strategy in motion.Support the show
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12:54
Why Hydrogen Is More Than Carbon: What Project Cancellations Are Missing
In this episode of The Hydrogen Podcast, Paul Rodden takes a fresh look at the wave of green hydrogen project cancellations that have shaken headlines and investor confidence.Rather than panic over missed climate targets, we dig into what really matters:✅ The 29 GW of projects stalled—and what that tells us🔋 Why hydrogen’s energy density outperforms batteries💡 The truth about hydrogen as a multi-sector energy integrator🌬️ The health and economic benefits no one is talking about—like NOx, SOx, and PM2.5 reductions💰 Why smart deployment beats megaproject hype, and where the ROI is actually strongestFrom Singapore to Germany to the American Midwest, we explore examples of smart, scalable hydrogen strategies that are delivering value today—not just in emissions avoided, but in real-world health and energy benefits.Let’s shift the narrative—from fear of failure to a better understanding of hydrogen’s true role in our energy future.Support the show
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9:05
Baker Hughes Buys Chart, Next Hydrogen Breaks Records, and Plug Power’s 2027 Outlook
In today’s episode of The Hydrogen Podcast, Paul Rodden unpacks three game-changing moves shaping the hydrogen sector right now:💼 Baker Hughes’ $13.6 Billion Acquisition of Chart Industries What this mega-deal means for hydrogen liquefaction, cryogenics, and modular plant innovation.🚛 Next Hydrogen’s Record-Setting Onsite Fueling Station in Ontario How a clean hydrogen hub is cutting costs and diesel in the logistics sector—at less than $5/kg fuel delivered.📈 Plug Power’s Strategic Outlook to 2027 From GenEco electrolyzers to hydrogen production scale-up, can Plug finally cross the profitability line?This episode connects the dots between M&A, cutting-edge tech, and the economics of scale in hydrogen infrastructure, giving investors and industry watchers a full-spectrum update.Support the show
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Can Hydrogen Power the AI Boom? Inside Oracle & Bloom’s Bold Data Center Play
Data centers are the digital world’s beating heart—and they’re hungry for power. With energy demand soaring from AI, cloud services, and high-performance computing, traditional grid infrastructure is struggling to keep up. Enter hydrogen.In this episode of The Hydrogen Podcast, host Paul Rodden dives deep into:💻 The true scale of data center energy needs ⚡ Why grid connection delays are stalling digital progress 🧪 Hydrogen’s rise as a behind-the-fence solution 🤝 The groundbreaking partnership between Bloom Energy and Oracle 🌎 How fuel cell tech can provide clean, scalable, water-free power 📉 The economics, emissions, and uptime advantages of hydrogen over traditional grid powerThis episode connects the dots between digital infrastructure, clean energy innovation, and the real-world deployment of hydrogen in one of the most energy-hungry sectors of the economy.🎯 If you want to understand how hydrogen can power the AI revolution—this is the episode to watch.Support the show
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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