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 Turning Point: Canada Scales Up, Utah Goes 100% H₂, & Air Products Pulls Out
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Paul Rodden
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Season 2025
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Episode 447
This week’s episode of The Hydrogen Podcast takes you across North America and beyond, spotlighting where hydrogen is advancing—and where it’s hitting hard roadblocks.
🇨🇦 Canada’s Next Hydrogen Solutions
- $5M Export Development Canada financing
- Proprietary electrolyzer design with 40+ patents
- Ontario’s largest onsite fueling station (650 kg/day)
- Scaling to global contracts with proven pilot data
🇺🇸 Utah’s Coal-to-Hydrogen Transition
- Intermountain Power Project: first grid-scale plant transitioning to 100% hydrogen by 2045
- 300 GWh seasonal hydrogen storage in salt caverns
- 1,200 jobs created, Siemens synchronous condensers + transmission upgrades
- Blueprint for coal-to-clean transitions across the U.S.
💧 Blue Hydrogen’s U.S. Momentum
- Gulf Coast projects nearing FID by year-end
- Economics driven by CCS + industrial clusters (refining, fertilizer, chemicals)
- ExxonMobil, Shell, and Air Liquide at the forefront
- Market-ready vs. subsidy-dependent projects
🚨 Air Products Exits Texas Project
- $4B, 200 t/day AES venture canceled
- CEO cites no offtake and immature market conditions
- Pivot to blue hydrogen & NEOM Saudi mega-project
- Signals the end of speculative “build it and they will come” models
🚀 Liquid Hydrogen Tank Breakthroughs
- Advanced insulation, safety, and boil-off mitigation
- Cost savings projected at $100M annually in logistics
- Aviation, shipping, and trucking sectors poised to benefit
- Critical step in making hydrogen transportable at scale
⚖️ Takeaway: Hydrogen is moving into its pragmatic phase—where integration, demand, and technology matter more than hype. Canada and Utah show hydrogen’s growth path, while Air Products’ Texas exit and blue hydrogen’s rise highlight market discipline.