We discuss the progress being made in the early stages of the global infrastructure rollout and the EU and US policy framework that is helping to fast-track this. Skeptics about the use of hydrogen often point to a lack of customer demand for hydrogen as a feedstock for fuel as a sign that hydrogen is nothing more than a solution looking for a problem. While advocates are overreaching with the belief that hydrogen is the solution to most of our clean energy requirements, large-scale infrastructure will be required before industries can commercially adopt hydrogen as a replacement for fossil fuels in heat generation. While this is a natural starting point for the industry, offtake agreements, new customers, and therefore profits and cashflow are many years away.
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Claire Behar is the Chief Commercial Officer at Hy Stor Energy, a renewable hydrogen and hydrogen storage company headquartered in Jackson, Mississippi. Mark Selby is the Chief Innovation Officer at Ceres, where he provides leadership for the innovation of technologies beyond the company's portfolio. Zach Steele is the Co-Head of Fusion Fuel, a company that has created a modular integrated solar-to-hydrogen generator. Richard Hulf is the Managing Partner at HydrogenOne, the first London-listed hydrogen fund investing in clean hydrogen.
