ExxonMobil’s $10B Hydrogen Bet & U.S. Hydrogen Hub Uncertainty: What It All Means

The Hydrogen Podcast

On today’s episode of The Hydrogen Podcast, we explore one of the most consequential moves in global hydrogen markets:

🔹 ExxonMobil’s Game-Changing Deal with Japan’s Marubeni
ExxonMobil has inked a long-term supply agreement to deliver 250,000 tonnes of low-carbon ammonia annually from its planned Baytown, Texas facility. We examine how this mega-project—powered by hydrocarbon-derived hydrogen with CCS—could become the largest of its kind globally, and what it means for ammonia exports, carbon capture economics, and hydrogen’s role in decarbonization.

🔹 House Appropriations Hearing Sparks Hydrogen Hub Concerns
Energy Secretary Chris Wright faced tough questions over delayed funding for hydrogen hubs like Indiana’s, potentially jeopardizing $2.2 billion in 2024 commitments. We assess the risks, timelines, and implications for U.S. hydrogen strategy as ExxonMobil’s privately funded project moves forward.

🔍 Technical Spotlight
We break down the full mechanics and economics of hydrocarbon-derived hydrogen with CCS—from 98% CO2 capture to ammonia conversion, including how it stacks up against green hydrogen from electrolysis.

📊 Key metrics:
– 1 billion cubic feet of hydrogen daily
– 1 million+ tonnes of low-carbon ammonia annually
– $10–12B CAPEX, $2–3/kg hydrogen cost
– DOE hydrogen hub funding at risk
– 45Q tax credits and private capital dynamics explained

🎧 Whether you’re an investor, policymaker, or engineer, this episode delivers a complete breakdown of hydrogen’s evolving future—from Texas to Tokyo to Washington, D.C.

📩 Questions or feedback? Reach out at [email protected]
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