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.
The Hydrogen Podcast
Hydrogen’s Reality Check: Why Mega-Projects Are Collapsing
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Paul Rodden
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Season 2025
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Episode 445
In this episode of The Hydrogen Podcast, we unpack the retrenchment sweeping across the global hydrogen sector.
🚨 Key Insights:
- Thyssenkrupp Nucera exits U.S. green hydrogen megaprojects after policy and tax credit changes.
- $10B+ shelved in North America as developers shift to discipline and profitability.
- Oilprice.com critique: why most 2020s-era hydrogen hype never materialized.
- Data deep dive: under 1M tonnes of low-carbon hydrogen are actually in use today vs. 97M tonnes global demand.
- Risks of overinvestment: stranded assets, policy whiplash, capital misallocation, and public trust erosion.
- The path forward: targeting steel, fertilizer, heavy industry, ports, and grid backup—not passenger cars or home heating.
Hydrogen isn’t dead—it’s maturing. The collapse of hype is forcing projects toward real markets, bankable economics, and strategic resilience.