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 Investments Over $110 billion committed across 500+ hydrogen projects $35 billion growth in just one year 50% annual growth since 2020, but only for projects with real economics & policy support 🌍 Geo-Hydrogen Discovery Massive hydrogen reservoir discovered near the ancient Mussau Trench Hundreds of hydrothermal “Kunlun pipes” up to 1,800m wide Suggests hydrogen reserves exist far from tectonic boundaries Could reshape future energy economics & supply security 🚫 Strategic Exits BP, Origin Energy, Air Products pull out of costly or unsupported projects Nearly 6 million tonnes/year of cancelled hydrogen capacity Lessons: 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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Hydrogen at $110B+: Natural Hydrogen Breakthrough & Why Projects Are Failing is an episode from The Hydrogen Podcast by Paul Rodden.

This episode is 8:25 long.

This episode was published on Sep 11, 2025.

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