Kim Hedegaard, Topsoe, on Moving Beyond the Hydrogen Hype

Kim Hedegaard, Topsoe, on Moving Beyond the Hydrogen Hype

Green hydrogen is entering a more disciplined phase—where project viability and secured offtake matter more than headline announcements.

In this episode, Kim Hedegaard, CEO of Power-to-X at Topsoe, joins Atul to discuss what it will take to scale clean fuels on commercially sound foundations.

The conversation examines how the sector is shifting toward industrial maturity—where access to competitive power, risk mitigation and capital discipline determine which projects move forward.

High-temperature electrolysis, offering between 20-30% greater efficiency, compared to other electrolyzer technologies illustrates how technology can improve economics—but bankability will ultimately define the pace of deployment.

Key topics:

  • Moving from hydrogen hype to commercial discipline
  • Offtake, risk allocation and project bankability
  • Efficiency gains in high-temperature electrolysis
  • Scaling manufacturing to reduce costs
  • Policy and regulatory drivers shaping demand

This episode builds ahead to CERAWeek 2026, March 23–27, where leaders will examine how technology, capital and policy must align to scale the next phase of the energy transition. Learn more at ceraweek.com

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Avsnitt(131)

David Rabley, Accenture, on Why AI Is a Business Strategy, Not an IT Project

David Rabley, Accenture, on Why AI Is a Business Strategy, Not an IT Project

Recorded live at CERAWeek 2026, this episode features David Rabley, Global Energy Strategy Lead at Accenture, in conversation with Atul on how energy companies are moving AI from experimentation to re...

8 Apr 19min

Morten Wierod, ABB, on the Shift from Energy Transition to Energy Expansion

Morten Wierod, ABB, on the Shift from Energy Transition to Energy Expansion

The energy transition is increasingly becoming an energy expansion, as electrification, industrial growth and AI-driven demand accelerate the need for reliable electricity. In this episode, Morten Wie...

19 Mars 24min

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17 Mars 26min

Meg Gentle, HIF Global, on Scaling E-Fuels for Aviation and Heavy Transport

Meg Gentle, HIF Global, on Scaling E-Fuels for Aviation and Heavy Transport

Low-carbon fuels could work in today's engines, pipelines and refineries—without rebuilding the entire energy system. Meg Gentle, Executive Director of the Board at HIF Global, joins Atul Arya to disc...

12 Mars 23min

José Fonrouge, Ternium, on Decarbonizing Steel in a Two-billion-ton Industry

José Fonrouge, Ternium, on Decarbonizing Steel in a Two-billion-ton Industry

Steel accounts for 9% of global greenhouse gas emissions—making it one of the most challenging sectors to decarbonize. José Fonrouge, Global Environmental Director at Ternium, joins Atul to discuss th...

10 Mars 25min

Hanna Grene, Microsoft, on Matching 100% of Global Electricity Demand with Renewables

Hanna Grene, Microsoft, on Matching 100% of Global Electricity Demand with Renewables

Microsoft has matched 100% of its annual global electricity consumption with renewable energy—contracting 40 gigawatts across 26 countries.   Hanna Grene, Global Go-to-Market and Innovation Leader fo...

26 Feb 26min

Bill Newsom, Mitsubishi Power Americas, on the Race to Deliver Power at Scale

Bill Newsom, Mitsubishi Power Americas, on the Race to Deliver Power at Scale

Heavy-duty gas turbine demand in the Americas has grown more than six-fold in five years, a clear signal that the power sector is racing to deliver new generation capacity.   Bill Newsom, President a...

24 Feb 24min

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