The Hydrogen Podcast

• Hydrogen: South Africa’s Grid Lifeline? A Case Study For The Rest Of The World.

  In this special episode of The Hydrogen Podcast, we go beyond the headlines with a deep-dive case study on South Africa’s energy crisis—and hydrogen’s role in building resilience.⚡ Key Topics CoveredGrid Reliability in Crisis: Eskom’s reliance on aging coal plants, Stage 6 load shedding, and the economic fallout of outages.Hydrogen as a Solution: Long-duration storage, grid backup, and industrial resilience powered by South Africa’s world-class solar & wind resources.Regional Strategies:Northern Cape: Multi-gigawatt projects like Boegoebaai targeting global hydrogen exports.Cape Town, Saldanha, Mossel Bay: Industrial ports ideal for hydrogen hubs.Johannesburg & Gauteng: Emerging hydrogen “valleys” linking transport, power, and heavy industry.Durban & Richards Bay: Maritime and industrial integration.Economic Impact: 30,000+ potential skilled jobs per year, billions in GDP, and domestic supply chains fueled by platinum group metals.Hydrogen Society Roadmap: Targets of 10 GW electrolyzers, 500,000 tonnes of annual green hydrogen, and hundreds of buses/trucks by 2030.Challenges: Infrastructure upgrades, financing gaps, water requirements, and balancing renewables with hydrogen deployment.🌍 The Big Picture Hydrogen isn’t a silver bullet—but it could help South Africa transition from coal dependency toward a resilient, export-ready, renewable economy. The lesson is clear: execution and economics, not just vision, will determine success.Support the show

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• Hydrogen at $110B+: Natural Hydrogen Breakthrough & Why Projects Are Failing

  In this episode of The Hydrogen Podcast, we unpack three major hydrogen headlines shaping the global energy sector:💰 Record InvestmentsOver $110 billion committed across 500+ hydrogen projects$35 billion growth in just one year50% annual growth since 2020, but only for projects with real economics & policy support🌍 Geo-Hydrogen DiscoveryMassive hydrogen reservoir discovered near the ancient Mussau TrenchHundreds of hydrothermal “Kunlun pipes” up to 1,800m wideSuggests hydrogen reserves exist far from tectonic boundariesCould reshape future energy economics & supply security🚫 Strategic ExitsBP, Origin Energy, Air Products pull out of costly or unsupported projectsNearly 6 million tonnes/year of cancelled hydrogen capacityLessons: demand certainty, strong offtake agreements, and viable economics are non-negotiable⚖️ Key Takeaway Hydrogen is moving beyond hype into disciplined growth. The winners will be projects with solid business models, demand alignment, and resilient technology.Support the show

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• Plasma Recycling, Hydrogen Ferry, Scotland’s Transition & BMW’s 2028 Hydrogen Car

  In today’s episode of The Hydrogen Podcast, we explore four transformative hydrogen stories shaping technology, transport, and energy markets worldwide:♻️ Korea’s Plasma Torch BreakthroughHydrogen-powered plasma torch hits 2,000°CConverts unsorted plastic into ethylene & benzene70–90% yields with 99% purity, almost no emissionsPotential game-changer for chemical recycling by 2026⛴ San Francisco’s Hydrogen Ferry “Sea Change”75-passenger fuel cell catamaran debuts in the BayZero-emission propulsion, only water vapor exhaustPublic-private partnership (Chevron, SWITCH Maritime, United Airlines)Sets precedent for scaling hydrogen ferries in U.S. waters🏭 Scotland’s Grangemouth TransitionRefinery closure pivots to hydrogen hub£1.5M feasibility study: Project WillowIneos blue hydrogen + RWE’s 200–600 MW green plantAnchors jobs, skills, and Scotland’s net-zero energy strategy🚙 BMW Confirms Hydrogen EVs for 2028Series production of hydrogen-powered X5Third-gen Toyota-BMW fuel cell stack (25% smaller, more power dense)Refueling in minutes, less reliant on critical mineralsKey step toward mainstream hydrogen EV adoption⚖️ Key Takeaway Hydrogen is no longer hype—it’s being deployed across recycling, shipping, industrial regions, and automotive markets. Whether it’s cleaning up waste, replacing diesel ferries, transforming oil hubs, or redefining passenger vehicles, hydrogen is proving its scalability and impact.Support the show

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• Can Hydrogen Decarbonize Steel—Profitably? Utility Global’s Parker Meeks Has The ANSWER!

  Hydrogen just took a real step forward in steel. Utility Global and ArcelorMittal Brazil are collaborating on a first-of-its-kind commercial project at the Juiz de Fora plant: taking blast-furnace gas straight into Utility’s H2Gen reactor to produce hydrogen and concentrate CO₂—inside an existing steelmaking footprint.In this episode, host Paul Rodden talks with Parker Meeks, President & CEO of Utility Global, about:Why steel is so hard to decarbonize—and why retrofits matterHow H2Gen handles variable, dilute blast-furnace gas and still delivers H₂The jump from ~18% CO₂ in off-gas to ~70% CO₂ at a single capture pointModular scaling from 3–15 tpd to 60–250+ tpdEconomics (targeting sub-$3/kg H₂ at scale), supply chains, and policy riskWhat this milestone signals for heavy industry and global hydrogen markets🎧 Subscribe for more conversations at the intersection of energy, innovation, and economics. 🔗 Press release link will be in the show notes. 👤 Guest: Parker Meeks, Utility Global (previously led major energy-transition efforts across industry). 👤 Host: Paul Rodden, The Hydrogen Podcast — the place for grounded hydrogen finance & strategy.Chapters (placeholder times—update after upload): 00:00 Intro & why this project matters 01:05 Steel’s decarb challenge (blast furnaces & realities) 03:20 The Brazil project: scope, site, and partners 05:10 Flare gas → hydrogen: footprint & uniqueness 06:45 H2Gen explained (reactor, cells, steam electrolysis) 09:00 Handling variable blast-furnace gas (turn-down / hot-standby) 11:10 From ~18% to ~70% CO₂: enabling lower-cost capture 13:05 Modular scale: 3–15 tpd → 60–250+ tpd 15:30 Economics & supply chain (sub-$3/kg target, no “unobtanium”) 18:00 Why Brazil? Signals for LatAm & Asia (JP/KR/IN) 20:10 Roadmap: steel, then biogas-to-mobility projects 22:00 Risks, tariffs, and doing it without subsidies 24:10 Investor takeaway: from concept to competitive reality 25:30 Closing & where this goes nextCTA: If this helped, please Subscribe, tap Like, and share with a colleague in steel or heavy industry.Disclaimer: This content is for information only, not investment advice.Support the show

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• Fuel Cells vs. Lithium Batteries: Safety, China’s Lithium Grip & Forklift Market Showdown

  Today’s episode of The Hydrogen Podcast dives into one of the industry’s most critical debates: hydrogen fuel cells vs. lithium batteries—from warehouses to global geopolitics.🔋 Fuel Cells vs. Lithium BatteriesEfficiency breakdown: batteries (85–95%) vs. fuel cells (40–60%)Refueling vs. charging: minutes vs. hoursSafety risks: lithium fires, thermal runaway, toxic emissionsEnvironmental footprint: mining intensity vs. green hydrogen pathways🌏 China’s Lithium DominanceControls ~60% of processing and 80% of chemical productionOwns major stakes in lithium supply across Chile, Argentina & AustraliaPrice volatility: lithium swings drive EV and storage costsWestern counter-strategy: local mining, recycling, and subsidies🚛 Forklifts: The Real-World BattlegroundGlobal hydrogen forklift market to hit $422M by 2025Hydrogen advantages: instant refueling, 24/7 uptime, longer lifespanLithium challenges: long charging, cold-climate degradation, fire riskCase studies: Toyota, Hyster-Yale, Linde leading fuel cell adoptionPorts, warehouses, airports & logistics hubs choosing hydrogen for productivity + sustainability⚖️ Key Takeaway: Lithium batteries dominate consumer devices and short-duration storage, but their dependence on China and safety concerns make them risky for heavy-duty sectors. Hydrogen fuel cells, despite upfront costs, are proving superior in forklifts, logistics, and industrial fleets—where uptime, safety, and independence matter most.Support the show

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