No Hype, Just Hydrogen – The Real State of the Global Market

In today’s episode of The Hydrogen Podcast, we strip away the noise and focus on what’s real — the true economics, technology, and momentum defining hydrogen in 2025. Every week brings another symposium, panel, or global energy summit promising the “future of hydrogen,” but behind the photos and promises, where is the real progress? Today, we separate substance from spectacle. 💬 Topics Covered:The gap between industry events and real project deliveryScotland’s stalled hydrogen projects and what they reveal about global demand$35 billion in new low-carbon hydrogen investments — and where it’s actually landingChina’s $33B hydrogen megaprojects vs. the U.S. pivot toward blue hydrogen pragmatismWhy Europe’s regulatory hurdles are now the biggest drag on growthThe global surge in electrolyzer gigafactories and iridium-saving catalystsHow AI data centers are quietly becoming hydrogen’s most important near-term applicationThe new financial reality: follow the contracts, not the conferences 🔍 Key Takeaway: Hydrogen’s evolution mirrors every great energy revolution — hype, correction, and maturity. The noise may be louder than ever, but the work that matters is happening far from the cameras: in storage caverns, in industrial clusters, and in grid-scale deployments built to last. Support the show