Hydrogen Business & End Uses
Stage A, Hydrogen and its inputs. Level 1 of 10.
What hydrogen is bought for today by refining, ammonia, methanol and heat users, and what each end use demands of a supplier.
120 chapters · 11 modules · every chapter one 8 to 10 minute explainer · builds on: nothing: this is the entry point
One chapter is one idea taken to the point of use
Each chapter covers one idea to the point where you can use it, and comes two ways: a narrated explainer, and a deep dive audio discussion of around thirty minutes that works the same material at depth.
Self-paced throughout, and the same chapters can be taught as a cohort. Chapters run in order: each one assumes only what the chapters before it taught, and capability belonging to a later course is named and deferred rather than half-covered.
11 modules · 120 chapters
Open any module for its full chapter list, in teaching order.
M0 The Hydrogen Business That Already Has Customers Ch 1-10
- The Hydrogen Market That Already Has Customers
- Hydrogen Is an Industrial Input Before It Is a Fuel
- Captive Supply, Merchant Supply and Who Holds a Purchase Decision
- By-Product Hydrogen and the Seller Who Never Set Out to Sell It
- The Words a Hydrogen Commercial Team Uses
- Why Nobody Quotes a Single Hydrogen Price
- Four Questions That Qualify Any Hydrogen Enquiry
- Why an Announcement Is Not a Customer
- The Four Demand Families This Course Works Through
- A Week in a Hydrogen Commercial Seat
M1 The Incumbent Supply a New Seller Must Displace Ch 11-21
- The Industrial Gas Business and How It Sells Hydrogen
- On-Site Generation Inside the Customer's Fence
- Over-the-Fence Supply From a Neighbouring Plant
- Merchant Pipeline Networks and What Connection Buys
- Tube Trailers and the Small Industrial Customer
- Liquid Hydrogen Delivery and the Customers It Reaches
- Chlor-Alkali Plants as Hydrogen Sellers
- Steam Crackers, Coke Ovens and Other Side Streams
- Steam Methane Reforming as the Reference a Buyer Already Holds
- What an Existing Supply Contract Tells a New Entrant
- Why Industrial Buyers Change Supplier Slowly
M2 Refining: What a Refinery Buys Hydrogen For Ch 22-33
- What a Refinery Actually Does With Hydrogen
- Hydrotreating and the Sulphur Specification Behind It
- Hydrocracking and the Refinery Whose Balance It Dominates
- The Refinery Hydrogen Balance as a Commercial Document
- Catalytic Reforming and the Hydrogen a Refinery Makes by Accident
- Make-Up and Recycle Gas, and Why the Distinction Matters
- Purity and Pressure at the Refinery Fence
- Continuity: Why a Refinery Cannot Tolerate an Interruption
- Turnarounds, Outages and the Volume Profile They Create
- Renewable Fuel Units Inside a Refinery and the Hydrogen They Need
- Why a Refinery Buyer Raises Carbon Intensity at All
- What a Refinery Demands of a Hydrogen Supplier
M3 Ammonia: What an Ammonia Plant Buys Hydrogen For Ch 34-44
- Ammonia Synthesis and the Hydrogen It Consumes Outright
- The Haber-Bosch Loop and What It Needs Delivered
- Why an Ammonia Plant Usually Makes Its Own Hydrogen
- Retrofit or Greenfield: Two Different Ammonia Customers
- Turndown: Why an Ammonia Loop Dislikes a Variable Feed
- The Fertiliser Customer Standing Behind the Ammonia Plant
- Urea, Nitric Acid and the Products Ammonia Becomes
- Industrial Ammonia Users Who Are Not Farmers
- The Existing Merchant Ammonia Trade a New Supply Meets
- Why Some Ammonia Buyers Ask for Evidence and Others Do Not
- What an Ammonia Producer Demands of a Hydrogen Supplier
M4 Methanol and the Chemical Buyers Ch 45-55
- Methanol Synthesis and the Hydrogen It Takes In
- Where the Carbon for Methanol Comes From, Commercially
- Methanol's Observable Price and What It Does to a Seller
- Formaldehyde, Acetic Acid and the Chain Behind Methanol
- Methanol-to-Olefins and the Petrochemical Buyer
- Hydrogen Peroxide and the Pulp, Textile and Water Buyers
- Hydrogenation in Food, Oleochemicals and Fine Chemicals
- Float Glass, Electronics and the Protective Atmosphere Buyers
- Metals Annealing and Heat Treatment Customers
- Why Small High-Purity Customers Repay Disproportionate Attention
- What a Chemical Buyer Demands of a Hydrogen Supplier
M5 Industrial Heat and the Furnace Buyer Ch 56-66
- Burning Hydrogen for Heat Is a Different Business
- What Makes an Industrial Furnace Hard to Convert
- Glass and Ceramics: Where Product Quality Sits in the Flame
- Cement and Lime: Where the Emissions Are Not From the Fuel
- Steel Reheating and Rolling Mill Furnaces
- Blending Hydrogen Into an Existing Fuel Gas Supply
- Nitrogen Oxides and the Permit Question a Heat Buyer Asks
- Why a Heat Buyer Compares Delivered Energy, Not Kilograms
- The Site Safety Case a Heat Conversion Requires
- The Electrification Comparison and Its Assumptions
- What an Industrial Heat Buyer Demands of a Supplier
M6 The Requirement Dimensions, Compared Across Buyers Ch 67-78
- Reliability Is the First Question and Usually the Last
- Pressure at the Delivery Point and Who Pays for Compression
- Flow Profile: Steady, Shaped or Interrupted
- Ramp Rates and the Buyer Who Cannot Follow a Supply
- Back-Up Supply and the Question of Who Holds the Spare
- Metering and Custody Transfer as the Point Money Changes Hands
- Supplier Qualification and the Audit a New Entrant Must Pass
- Site Access, Permits and the Land Under the Connection
- Safety, Insurance and the Buyer's Own Risk Committee
- Who Inside the Buyer Actually Decides
- Comparing the Four Demand Families Side by Side
- The Requirement a Seller Cannot Meet and Should Decline
M7 Reading the Demand That Exists Ch 79-88
- Where the Hydrogen Consumption Actually Is
- Industrial Clusters and Why Demand Arrives in Clumps
- The Anchor Customer Problem
- Reading a Buyer's Hydrogen Balance From Outside
- Demand Aggregation Claims and How to Test One
- Substitution Inside a Site Before Anyone Buys Anything
- Regional Differences in Who Buys and Why
- Seasonality in Hydrogen Demand and Where It Comes From
- The Difference Between a Short Market and an Expensive One
- A Demand Map Built Without Any Market Projection
M8 Who Has a Decision, and Whose Money It Is Ch 89-98
- The Captive Producer Who Could Become a Buyer
- Tolling: Selling a Service Rather Than a Molecule
- Who Signs: Site, Division or Group
- The Trader, the Aggregator and the Industrial Gas Reseller
- Public Buyers, Utilities and Procurement Rules
- The Buyer Who Is Also a Competitor
- Creditworthiness in Sectors With Cyclical Margins
- The Difference Between a Buyer and a Partner
- How a Hydrogen Enquiry Usually Arrives
- A Qualification Call, Worked Through
M9 Demand That Is Argued About Rather Than Observed Ch 99-110
- Separating Observed Demand From Argued Demand
- The Direct Reduced Iron Argument and Its Assumptions
- The Heavy Road Transport Argument and Its Assumptions
- Forklifts and Captive Fleets: A Mobility Use With Paying Customers
- The Power Generation Co-Firing Argument and Its Assumptions
- The Long-Duration Storage Argument and Its Assumptions
- The Building Heat Argument and Its Assumptions
- Marine Fuel Demand and the Assumptions Behind It
- The Aviation Fuel Argument and Where It Meets This Desk
- Why Two Experienced Practitioners Reach Opposite Conclusions
- What Would Have to Be True for a Contested Use to Convert
- How a Seller Should Treat an Argued Use Commercially
M10 Putting the End Uses to Work Ch 111-120
- A Refinery Enquiry Worked End to End
- An Ammonia Retrofit Enquiry Worked End to End
- A Glassworks Heat Conversion Enquiry Worked End to End
- Three Enquiries, One Limited Supply: Choosing Between Them
- The Demand Brief a Commercial Team Hands to Engineering
- Reading an Offtake Enquiry Before You Can Draft One
- The Mistakes New Entrants Make About Hydrogen Demand
- What Knowing the End Uses Cannot Tell You
- Why This Subject's Numbers Move Under You
- Where Each Later Course Picks This Up
The brochure gives each of these 120 chapters a paragraph on what it covers and what you can do once you have worked through it.
This is course 1 of twenty
It stands alone, and it is also the entry point to the Hydrogen Desk Academy pathway.