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Podcast: The Hydrogen Podcast
Episode: Hydrogenβs Reality Check: Why Mega-Projects Are Collapsing
Description: In this episode of The Hydrogen Podcast, we unpack the retrenchment sweeping across the global hydrogen sector.π¨ Key Insights:Thyssenkrupp Nucera exits U.S. green hydrogen megaprojects after policy and tax credit changes.$10B+ shelved in North America as developers shift to discipline and profitability.Oilprice.com critique: why most 2020s-era hydrogen hype never materialized.Data deep dive: under 1M tonnes of low-carbon hydrogen are actually in use today vs. 97M tonnes global demand.Risks of overinvestment: stranded assets, policy whiplash, capital misallocation, and pub...