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