Course 05 of 20 · Hydrogen Desk Academy

Policy & Market Maturity

Stage B, Policy, certification and offtake. Level 3 of 10.

Reading policy and regulatory instruments, and assessing how immature and illiquid the market actually is, including the case where it does not develop as projected.

122 chapters · 11 modules · every chapter one 8 to 10 minute explainer · builds on: Course 01, Course 02, Course 04

Enrol or enquire See the 122 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 · 122 chapters

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

M0 Policy, Promises and the Market That May Not Arrive Ch 1-10
  1. Why a Hydrogen Desk Reads Policy Before Price
  2. The Developer's Seat and the Offtaker's Seat
  3. Mechanism Is Teachable, Settings Are Not
  4. Target, Obligation and Ambition Are Not Synonyms
  5. A Memorandum of Understanding Is Not a Contract
  6. An Announced Project and a Financed One
  7. A Pipeline Figure and a Delivered Tonne
  8. Immaturity and Illiquidity Are Separate Problems
  9. How an Honest Case Differs From an Optimistic One
  10. The Order This Reading Is Taught In
M1 The Instrument Stack and Its Legal Weight Ch 11-21
  1. Primary Legislation and What It Can and Cannot Fix
  2. Delegated Instruments Carry the Detail
  3. Guidance, Notices and an Administrator's Discretion
  4. Strategies and Roadmaps as Statements of Intent
  5. A Consultation Document Read as an Early Warning
  6. Settled, Proposed or Lapsed: Checking Status
  7. Reading the Review Clause and the Expiry Date
  8. Grandfathering and the Protection of an Early Mover
  9. Who Holds the Pen: Legislature, Ministry, Regulator
  10. Where the Live Number Is Actually Published
  11. Building a Dated Instrument File for One Jurisdiction
M2 The Vocabulary an Instrument Defines Ch 22-32
  1. The Definitions Clause Decides Who Qualifies
  2. Renewable, Low-Carbon and Clean Are Legal Terms Here
  3. Which End Uses an Instrument Counts
  4. The Derivative Question: Does Ammonia Count
  5. Imported Molecules and the Equivalence Question
  6. Eligibility Gates Written Against a Production Route
  7. Additionality and Time Matching as Policy Conditions
  8. Thresholds Hidden in an Annex
  9. When Two Instruments Define the Same Word Differently
  10. Transition Periods and the Rule That Changes Mid-Term
  11. Reading One Instrument End to End
M3 Jurisdictions a Hydrogen Desk Must Be Able to Read Ch 33-44
  1. The European Framework and Its Moving Parts
  2. National Transposition and Why a Directive Is Not Enough
  3. Reading the United Kingdom's Hydrogen Instruments
  4. Reading United States Federal Instruments
  5. Subnational Instruments Stacked on National Ones
  6. Japan and Korea: Instruments Written Around Imports
  7. India's National Mission and Its Operative Documents
  8. Australia and Chile: Export-Oriented Frameworks
  9. Gulf and North African Instruments
  10. China's Planning Documents and What They Signal
  11. Comparing Two Jurisdictions on One Page
  12. Why a Desk Keeps a Jurisdiction Watch List
M4 Demand-Side Instruments: Where a Buyer Could Be Created Ch 45-54
  1. An Obligation on an Industrial User Creates a Buyer
  2. A Quota, a Pledge and a Letter of Intent
  3. Public Procurement as a Demand Instrument
  4. Aviation Instruments and the Synthetic Fuel Share
  5. Marine Instruments and the Ammonia Bunker Question
  6. A Carbon Price as Indirect Demand
  7. Border Measures and Hydrogen Embedded in Goods
  8. Gas Grid Blending Rules and the Volume They Imply
  9. Buildings and Heat: A Question Decided Several Ways
  10. Mapping Every Instrument That Could Buy One Project's Output
M5 Permitting, Networks and the Instruments That Delay Ch 55-65
  1. Permitting as the Binding Constraint on a Timeline
  2. The Grid Connection Process as a Regulatory Object
  3. Environmental Assessment and the Objection Route
  4. Water Abstraction and Discharge Consents
  5. Safety Regulation, Codes and Standards
  6. Pipeline Repurposing and the Instruments That Permit It
  7. Network Access, Unbundling and Third Party Rules
  8. Storage Licensing and the Cavern Question
  9. Port, Terminal and Bunkering Approvals for Ammonia
  10. Local Consent and the Social Licence Argument
  11. Building a Consent Critical Path for One Project
M6 How Illiquid This Market Actually Is Ch 66-77
  1. What a Liquid Market Would Look Like
  2. No Reference Price and No Forward Curve
  3. Bilateral Negotiation as the Only Venue
  4. Counting the Counterparties Who Could Actually Transact
  5. Reading a Published Price Assessment
  6. Assessed, Modelled and Transacted Prices Differ
  7. Where Reported Volume Numbers Come From
  8. Capacity, Production and Sales Are Three Numbers
  9. No Listed Contract Yet, and What Creating One Needs
  10. What Illiquidity Does to a Negotiation
  11. Evidencing Illiquidity to a Board or a Lender
  12. A Liquidity Assessment for One Regional Market
M7 Announced Against Delivered Ch 78-89
  1. The Project Stage Ladder
  2. Reading a Press Release for What It Omits
  3. Pre-Feasibility, Feasibility and Front End Engineering
  4. Final Investment Decision as an Evidentiary Event
  5. Conditions Precedent Hiding Inside an Announcement
  6. Double Counting in an Aggregated Pipeline
  7. Reading a Government or Agency Project Database
  8. Attrition Between Announcement and Operation
  9. Equipment Manufacturing Capacity Against Installations
  10. From Nameplate Capacity to Delivered Tonnes
  11. Building and Maintaining a Project Tracker
  12. An Illustrative Pipeline Worked Down to a Credible Volume
M8 Arguments About Whether the Market Arrives Ch 90-100
  1. Teaching a Contested Question Honestly
  2. The Demand Materialisation Argument and Its Assumptions
  3. Whether Production Costs Fall, and What Each Side Assumes
  4. The Steel Conversion Argument and Its Assumptions
  5. The Aviation Fuel Argument and Its Assumptions
  6. Whether a Marine Fuel Market Materialises, and Both Cases
  7. The Domestic Heat Argument and Its Assumptions
  8. Low-Carbon Against Renewable Routes: The Competition Argument
  9. The Carrier Choice Argument and Its Assumptions
  10. The Import Dependence Argument and Its Assumptions
  11. Holding Two Views at Once Without Paralysis
M9 The Honest Base Case Ch 101-111
  1. What a Base Case Is and Who Owns It
  2. The Case Where the Market Does Not Arrive
  3. Writing an Assumption Register
  4. An Assumption, a Forecast and a Hope
  5. Looking for Disconfirming Evidence on Purpose
  6. Policy Withdrawal as a Case to Write Down
  7. Delay as the Most Likely Deviation
  8. What Survives If Only Part Arrives
  9. The Cost of Waiting Against the Cost of Moving Early
  10. Language That Keeps a Case Honest
  11. Presenting an Unwelcome Case to a Sponsor
M10 Putting Policy Reading and Maturity Assessment to Work Ch 112-122
  1. A Market Entry Reading, Part One: The Instrument File
  2. A Market Entry Reading, Part Two: The Maturity Evidence
  3. A Market Entry Reading, Part Three: The Defensible Conclusion
  4. Recording Policy-Dependent Assumptions in an ETRM
  5. A Policy Change Watch Routine
  6. Briefing a Commercial Team Without Overclaiming
  7. Reading a Competitor's Announcement
  8. When Policy Reading Changes a Contract Term
  9. What the Policy Reading Material Flattens
  10. What Reading Policy Cannot Tell You
  11. Which Later Courses Finish These Threads

The brochure gives each of these 122 chapters a paragraph on what it covers and what you can do once you have worked through it.

This is course 5 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