Because in the real world, customers do not buy hydrogen at the production source. They buy it after compression or liquefaction.  After storage.  After transport.  After transfer.  After scheduling.  After inventory management.  After all the friction and physics and logistics that stand between a promising molecule and delivering usable product.

The modern hydrogen supply chain was not built for transportation, energy storage, or distributed industrial demand.  It was built primarily to serve oil refineries, chemical, plastics and fertilizer production.  Most of the hydrogen produced in the United States and around the world is generated for these sectors.  The petrochemical industry produces some hydrogen; however, a refinery can either be a net hydrogen producer or a net hydrogen consumer depending on the type of f

Originally published in Gasworld Date: March 9, 2026 Recent geopolitical shifts in Venezuelan crude supply could have significant implications for hydrogen availability in the United States. In a recent analysis published by Gasworld, industry experts examine how refinery activity, historically one of the largest sources of hydrogen production, may influence broader hydrogen supply dynamics across industrial and emerging energy markets. As refineries process heavier crude oil