Course 04 of 20 · Hydrogen Desk Academy

Cost Structures & Delivered Costs

Stage A, Hydrogen and its inputs. Level 2 of 10.

Assembling a delivered cost stack per pathway from capital, power, conversion, storage and transport inputs, and testing it for sensitivity.

124 chapters · 11 modules · every chapter one 8 to 10 minute explainer · builds on: Course 02, Course 03

Enrol or enquire See the 124 chapters
How a chapter is delivered

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.

Curriculum

11 modules · 124 chapters

Open any module for its full chapter list, in teaching order.

M0 What a Delivered Cost Stack Has to Answer Ch 1-11
  1. The Question a Hydrogen Cost Stack Is Built to Answer
  2. The Delivered Kilogram as the Unit Everything Divides By
  3. Why No Input May Enter Without a Source and a Date
  4. Labelling a Worked Figure as Illustrative and Meaning It
  5. Whose Seat the Stack Is Built From
  6. Cost to Produce, Cost to Supply and Price: Three Different Numbers
  7. Taking the Power Contract as Already Signed
  8. Pathway, Not Plant: What Gets Costed
  9. The Rule Against Assuming the Market Arrives
  10. Reading Someone Else's Number Before Believing It
  11. The Order the Stack Is Built In
M1 Capital Cost and the Utilisation It Is Spread Over Ch 12-23
  1. Capital as a Cost Line Rather Than a Headline
  2. What Sits Inside an Installed Cost and What Vendors Leave Out
  3. Annualising Capital Without Pre-empting the Finance Course
  4. The Load Factor as the Most Powerful Lever on Capital Per Kilogram
  5. Why Cheap Hours and High Utilisation Pull Against Each Other
  6. Rated Capacity, Nameplate and the Output You Can Actually Sell
  7. Stack Degradation and the Replacement Reserve It Creates
  8. The Capital Charge Period Against the Offtake Term
  9. Does Building Bigger Lower the Unit Cost? The Scale Argument
  10. Development Cost, Contingency and the Money Spent Before Production
  11. Decommissioning and End-of-Life Provision in the Stack
  12. The Capital Block Closed on One Illustrative Page
M2 The Electricity Line Ch 24-34
  1. Why Electricity Usually Dominates an Electrolytic Stack
  2. Specific Energy Consumption as the Bridge From Megawatt Hours to Kilograms
  3. Sourcing a Consumption Figure Instead of Quoting One
  4. Balance of Plant Load the Cell Stack Does Not Show
  5. Turning a Contracted Power Cost Into a Cost Per Kilogram
  6. Blended Power Cost When Several Sources Feed One Electrolyser
  7. Hours Lost to Curtailment as Forgone Kilograms, Not a Power Cost
  8. Non-Energy Electricity Charges That Stay With the Kilogram
  9. Hourly Matching Rules as a Cost, Not a Compliance Item
  10. A Power Price That Is Not a Single Number
  11. The Electricity Block Added to the Sheet
M3 The Rest of the Plant Gate Cost Ch 35-45
  1. Water as an Input Line and a Treatment Plant
  2. Water Scarcity and the Cost of Sourcing It Somewhere Difficult
  3. Fixed Operating Cost and the Staff a Plant Needs
  4. Insurance, Rates and the Charges a Site Carries Annually
  5. Oxygen as a Credit Line and the Conditions for Claiming It
  6. Waste Heat Recovery and Whether It Ever Earns Anything
  7. The Grid Connection Charge and When It Lands
  8. Land, Access and the Cost of Being Somewhere Specific
  9. Which Gate Costs Scale With Output and Which Do Not
  10. Emissions Charges on a Production Site, Named by Scheme
  11. The Plant Gate Cost Closed on One Illustrative Sheet
M4 The Reformer-With-Capture Pathway Ch 46-56
  1. Why a Second Pathway Must Be Costed on the Same Template
  2. Natural Gas Consumption Per Kilogram and the Hub It Is Priced At
  3. Gas Price Exposure Running Straight Into a Hydrogen Cost
  4. The Capture Unit as Capital, Energy and Reduced Output
  5. Capture Rate as a Commercial Variable, Not an Engineering One
  6. The Carbon Transport and Storage Fee as a Contracted Line
  7. Residual Emissions and the Charge They Still Attract
  8. Upstream Methane and the Boundary Argument Around It
  9. Utilisation on a Reformer Pathway Behaves Differently
  10. By-Product Steam and Export Credits on a Reformer
  11. The Reformer Pathway Closed Against the Electrolytic One
M5 Conditioning the Product Before It Moves Ch 57-66
  1. Pressure Is a Cost, and the End Use Sets It
  2. Compression Energy Per Kilogram and Why It Is Not Linear
  3. Compressor Capital, Spares and the Duty Cycle It Runs
  4. Purification to the Grade the Buyer Specified
  5. Liquefaction as the Most Expensive Conditioning Step
  6. Minimum Scale and Why Small Liquefaction Costs More Per Kilogram
  7. Metering, Sampling and the Cost of Proving Quantity
  8. Losses in Conditioning and the Denominator Again
  9. Choosing a Delivery State Before Costing Anything Downstream
  10. The Conditioning Block Added to Both Pathways
M6 Storage as a Cost Line Ch 67-76
  1. Why Storage Appears in a Cost Stack at All
  2. Sizing Storage From the Mismatch, Not From a Rule of Thumb
  3. Pressure Vessels and the Cost of Storing a Light Gas
  4. Salt Cavern Storage and the Geology That Decides Availability
  5. Cushion Volume and the Zero Recovery the Stack Assumes
  6. Boil-Off From Liquid Storage as a Daily Loss Line
  7. Holding Cost: The Money Tied Up in Inventory
  8. Linepack and Whether It Substitutes for a Store
  9. The Trade Between Storage and Oversized Production
  10. The Storage Block Added, and What It Does to the Figure
M7 Moving the Product to the Customer Gate Ch 77-88
  1. Transport Enters the Stack as a Tariff, Not a Subject
  2. Distance Adds: Reading a Pipeline Tariff Into Cost Per Kilogram
  3. A New Hydrogen Pipeline Against a Repurposed Gas One
  4. Tube Trailers and the Small Mass Each Load Carries
  5. Liquid Road Tankers and the Trade Against Liquefaction Cost
  6. Loading, Unloading and the Time a Vehicle Is Not Moving
  7. Rail and Barge Movement Where the Geography Allows
  8. Transport Losses and Boil-Off on the Road
  9. Minimum Volumes and the Cost of a Partly Filled Movement
  10. On-Site Production as the Zero-Transport Case
  11. The Customer Gate and Where the Seller's Cost Stops
  12. The Transport Block Added and Two Routes Compared
M8 Carrier Conversion and Reconversion as Cost Lines Ch 89-99
  1. Why a Carrier Is Chosen and What It Costs to Choose One
  2. Ammonia Synthesis as a Cost Line on the Hydrogen Stack
  3. Air Separation and the Nitrogen the Loop Needs
  4. Cracking Ammonia Back and the Energy It Returns Less Of
  5. When the Buyer Wants Ammonia and No Cracking Is Needed
  6. Liquid Organic Carriers and the Fluid You Must Send Back
  7. Methanol as a Carrier and Its Carbon Input Cost
  8. Shipping a Carrier: the Freight Line Taken as Given
  9. The Compounding Energy Penalty Across a Carrier Chain
  10. Comparing Three Delivery Forms to One Industrial Buyer
  11. Why a Carrier Route Can Be Right and Still Lose
M9 Assembling, Comparing and Sensitivity Testing Ch 100-112
  1. The One-Page Delivered Cost Sheet
  2. Ordering the Lines So the Sheet Can Be Read
  3. A Staleness Rule for Every Class of Input
  4. Quotation, Tariff, Guarantee or Guess: Grading Each Input
  5. Which Input Actually Moves the Answer
  6. Sensitivity to the Electricity Price, With Its Direction Stated
  7. Sensitivity to Utilisation and Why It Cuts Both Ways
  8. Sensitivity to the Capital Charge Assumption
  9. Sensitivity to Distance and the Delivery Form Chosen
  10. Correlated Inputs and Why Moving One at a Time Misleads
  11. Reporting a Range Instead of a Point
  12. The Breakeven Input Level a Target Cost Implies
  13. Reconciling Two Stacks for the Same Project
M10 The Cost Reduction Argument, a Worked Pathway and the Limits Ch 113-124
  1. The Learning Rate Argument and Its Assumptions
  2. Which Lines a Volume Effect Could Reach, and Which Resist It
  3. The Case Where Volumes Stay Small and Costs Do Not Fall
  4. Supply Chain Tightness Pushing Equipment Cost the Other Way
  5. Policy Support Named and Then Left to Its Owners
  6. A Worked Pathway End to End, Part One: The Facts and the Boundary
  7. A Worked Pathway End to End, Part Two: Filling Every Line
  8. A Worked Pathway End to End, Part Three: Testing and Choosing
  9. Presenting a Delivered Cost to People Who Will Attack It
  10. Maintaining a Cost Sheet as a Living Document
  11. What a Delivered Cost Stack Cannot Tell You
  12. Handing the Delivered Cost Sheet to the Courses That Need It

The brochure gives each of these 124 chapters a paragraph on what it covers and what you can do once you have worked through it.

This is course 4 of twenty

It stands alone, and it is also the entry point to the Hydrogen Desk Academy pathway.

Enrol or enquire See the whole pathway