Hydrogen Power Moves: Air Products’ Pivot, Plug Power’s Struggle, & GM–Hyundai’s $2.4B Alliance

In this episode of The Hydrogen Podcast, Paul Rodden unpacks three game-changing stories reshaping hydrogen’s future in energy, industry, and mobility.

🔍 Here’s what we cover:

• 📉 Air Products & Chemicals — $1.7B quarterly loss, major U.S. project exits, and a leaner, risk-managed hydrogen strategy.
• 💸 Plug Power — ongoing losses, cash burn concerns, and a plan to hit profitability by 2026 through cost cuts and global electrolyzer deals.
• 🚚 GM & Hyundai Partnership — $2.4B investment in next-gen electric and hydrogen vehicles, including a U.S.-built BrightDrop van and four Latin American platforms.

💡 From financial pivots to bold collaborations, these stories reveal the hard economics driving hydrogen adoption—where strategic discipline, technological integration, and partnerships decide who thrives.

Whether it’s industrial gas giants, high-risk innovators, or automakers retooling for a hydrogen future, the lesson is clear: scale, cost control, and market fit are everything.

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