India’s Hydrogen Revolution vs. Wall Street’s Harsh Reality
Update: 2025-08-25
Description
In this episode of The Hydrogen Podcast, we go deep into the latest hydrogen developments from India and the U.S.—and what they mean for the global energy future.
🌍 India’s Hydrogen Story
- $21B Pudimadaka green hydrogen hub
- NTPC’s Ladakh refueling station & methanol-from-CO₂ pilots
- GAIL’s 10 MW PEM electrolyzer + gas blending trials
- HPCL & BPCL refinery decarbonization and biomass hydrogen pilots
- Adani’s giga-scale ambitions backed by renewables
🇺🇸 U.S. Public Projects
- Hydrogen buses, trucks, and transit fleets deployed at scale
- NYSERDA’s $11M R&D funding across storage, healthcare, maritime, and distribution
- California’s $1.85B Lancaster Clean Energy Center (22,000 TPA green H₂)
- Gulf Coast mega-projects reshaping industrial hydrogen
📉 Wall Street Reality Check
- Plug Power: 11% YOY revenue growth, but gross losses of $73M
- Stock down 55% from highs, 29% YTD
- Analysts cautious: recurring cash burn, subsidy dependence, unproven business model
- Core business still reliant on Amazon, Home Depot, Walmart
⚖️ Key Lessons:
- Hydrogen must be deployed where it’s technically superior & economically justified
- Industrial hubs, transport, fertilizer, and grid backup offer the strongest returns
- Market corrections = discipline, not weakness
- Real projects are moving forward, but hype-driven ventures won’t survive
Hydrogen’s next decade will be won by execution, economics, and clear demand—not headlines.
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