The Hydrogen Podcast

• Saudi Arabia’s $8.4 Billion Hydrogen Bet – Will Neom Dominate the Market?

  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

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• Europe’s Green Hydrogen Dream Is Failing – Can U.S. Exports Save It?

  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

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• Germany, China, and the Race for Hydrogen Supremacy – Is the U.S. Falling Behind?

  In this episode of The Hydrogen Podcast, we explore two major hydrogen developments reshaping the global energy landscape.🇩🇪 Germany: Deutsche ReGas secures $127 million in EU funding to launch a major hydrogen hub in Lubmin, Germany—powered by offshore wind and connected to Europe’s hydrogen transport backbone.🇨🇳 China: Sinopec launches a $690 million hydrogen venture capital fund, doubling down on electrolyzer innovation, FCEV infrastructure, and scale-up of low-CI hydrogen production to dominate the global market.🇺🇸 The U.S. Response: With the repeal of the Section 45V tax credit via the “One Big, Beautiful Bill Act,” America must now focus on economics-first hydrogen—SMR with CCS, natural hydrogen, and methane pyrolysis—all producing hydrogen at $1–$2/kg.Plus, we spotlight how natural hydrogen could supercharge ammonia production in the Midwest and what public-private partnerships must do to keep pace.📈 All cost data sourced from DOE, IEA, and BloombergNEF to provide the clearest picture of hydrogen’s economic future.🎧 Listen now to learn:How Germany and China are scaling hydrogen innovationThe real opportunity for the U.S. with natural hydrogenWhy ammonia production could become America’s hydrogen aceWhat it will take to remain globally competitive by 2030Support the show

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• The Truth Behind Hydrogen’s Big Promise – What Went Wrong and What Comes Next

  In this episode of The Hydrogen Podcast, we unpack the Forbes article “What Happened to the Hydrogen Economy?” by Robert Rapier and break down the five reasons hydrogen hasn’t revolutionized the energy sector—yet.From the broken promises of Bush-era policy to the economics of modern hydrogen production, we explore what went wrong, and more importantly, what’s next.We spotlight low-cost, low-carbon intensity (CI) hydrogen production methods—steam methane reforming (SMR) with carbon capture, natural hydrogen, and methane pyrolysis—that could finally build a demand-driven U.S. hydrogen economy.We also reveal why the repeal of the Section 45V tax credit might actually push the industry forward and how the Midwest could emerge as the next hydrogen hub by powering ammonia production with natural hydrogen at $0.50–$1/kg.📊 All data sourced from the U.S. DOE, IEA, and BloombergNEF.🎧 Listen now to learn:The 5 biggest roadblocks hydrogen still facesHow H.R.1 shifts U.S. hydrogen strategyWhat production methods can scale economicallyWhy the Corn Belt may become a clean energy giantSubscribe and leave a review if this helped you understand the hydrogen transition better!#HydrogenPodcast #HydrogenEconomy #CleanHydrogen #NaturalHydrogen #MethanePyrolysis #SMRwithCCS #EnergyPolicy #Section45V #HydrogenProduction #MidwestHydrogen #Ammonia #Decarbonization #HydrogenNews #RobertRapier #EnergyTransitionSupport the show

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• Will This New U.S. Bill Kill Green Hydrogen? What H.R.1 Means for America’s Hydrogen Future

  In today’s episode of The Hydrogen Podcast, we break down the biggest legislative shift in the U.S. hydrogen industry to date—the House-passed “One Big, Beautiful Bill Act” (H.R.1)—and how it could transform the economics of hydrogen production.🧪 Key Topics Covered:Why steam methane reforming with CCS, natural hydrogen, and methane pyrolysis may dominate U.S. hydrogen productionThe repeal of the Section 45V Clean Hydrogen Production Tax Credit and what it means for projects like Plug Power, Air Products, and Clean Hydrogen WorksThe new focus on Section 45Q for carbon capture—and how ExxonMobil’s Baytown hydrogen hub could thrive under the new rulesThe shifting competitiveness of electrolytic hydrogen, and why its future may now rest on R&D and cost innovation💼 Economic Takeaways:Hydrogen from SMR+CCS, natural hydrogen, and pyrolysis costs $1–$2/kg—half the cost of electrolysisPotential loss of $50B in hydrogen investments due to the short 60-day construction window for 45V eligibilityPlug Power’s market cap could drop $500M; Air Products’ and CF Industries’ projects are now at riskBut ExxonMobil’s Baytown plant could make $500M/year in CCS tax credits under 45Q📈 Whether you're a policymaker, investor, or energy professional, this episode is your definitive guide to understanding the real market implications of H.R.1.👉 Like, subscribe, and hit the bell to stay ahead of the hydrogen curve. 📩 Email us at [email protected] for feedback or questions!#HydrogenPodcast #GreenHydrogen #BlueHydrogen #HydrogenEconomy #HydrogenPolicy #Section45V #Section45Q #CarbonCapture #NaturalHydrogen #MethanePyrolysis #ExxonMobilHydrogen #PlugPower #AirProducts #CleanHydrogen #HydrogenLegislation #HydrogenInvestmentSupport the show

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