1) Model & Priorities
Industrial Gas Leadership = Safety Γ Uptime Γ (Unit Economics + Partner Reach + Decarbonization)
- Safety First β process safety management, leading indicators, disciplined MOC
- Uptime & Reliability β ASU/PSA availability, telemetry, preventative maintenance
- Unit Economics β mode-of-supply fit, LTV:CAC, cost-to-serve, energy pass-through
- Partner Ecosystem β EPCs, OEMs, distributors, integrators, key accounts
- Decarbonization β power mix, efficiency, logistics, capture/offsets
2) Diagnostic Ladder (score 0β10)
Safety & Compliance
- 0β2: Reactive; incidents underreported; overdue actions
- 3β4: Basic PSM; lagging indicators only
- 5β6: Leading KPIs tracked; MOC in place; audits on time
- 7β8: Near misses analyzed; bowtie barriers monitored
- 9β10: Proactive risk mgmt; zero overdue; culture embeds safety
Reliability & OEE
- 0β2: Frequent unplanned downtime; no telemetry
- 3β4: Planned PM; limited sensors
- 5β6: OEE tracked; RCAs closed
- 7β8: Predictive; spares strategy; remote support
- 9β10: >98% availability; continuous improvement system
Commercial & Contracts
- 0β2: Commodity pricing; no take-or-pay
- 3β4: Basic ToP; weak energy clauses
- 5β6: Indexed clauses; mode-of-supply fit
- 7β8: Mix of on-site, bulk, cylinder; portfolio ROCE targets
- 9β10: Structured pricing; best-fit mode + pass-through excellence
Decarbonization & Cost
- 0β2: No baseline; diesel-heavy routes
- 3β4: Baseline set; ad-hoc projects
- 5β6: Plan for power mix & efficiency
- 7β8: Logistics optimized; capture pilots
- 9β10: Portfolio-optimized abatement & reporting
3) 12-Month Roadmap (2026)
Q1 β Stabilize
- PSM reset: leading KPIs, MOC, overdue = 0
- Reliability baseline: availability, OEE, MTBF
- Contract health review: ToP & energy clauses
Q2 β Optimize
- Predictive maintenance pilots
- Mode-of-supply re-fit of 3 customers
- Distribution routes re-optimized
Q3 β Scale
- Partner tiering (EPC/OEM/distributors)
- Licensable training + SOP packs
- Decarb wave: power & logistics
Q4 β Lead
- >98% availability on critical sites
- β₯50% partner-sourced growth
- Portfolio ROCE uplift vs 2025
4) 90-Day Ops + Commercial Sprint
Days 1β30
- Safety: near-miss capture + MOC discipline
- Reliability: top 3 bad actors RCA
- Commercial: ToP & energy clause template
Days 31β60
- Predictive PM on critical assets
- Rescope 2 customersβ supply mode
- Route time cut by 10%
Days 61β90
- License-ready training pack
- Partner co-marketing launch
- Decarb plan v1 signed
5) Operating System (PSM β’ S&OP β’ DMS)
- Daily: safety brief + critical alarms review
- Weekly: reliability board (A/P/Q, OEE, RCAs)
- Monthly: S&OP (demand, production, distribution, inventory)
- Quarterly: portfolio ROCE & decarb review
6) Metrics That Matter
- Availability (%) β’ OEE (%) β’ MTBF/MTTR
- On-time delivery (%) β’ Product loss (%) β’ β¬/ton-km
- ToP compliance (%) β’ Indexed price realization (%)
- Energy intensity (kWh/unit) β’ COβ baseline & abatement (t/y)
- ROCE β’ EBITDA margin
7) Scripts & Templates
Mode-of-Supply Refit (client email)
Energy Index Clause (proposal snippet)
8) Interactive Tools
9) Risks & Anti-Patterns
- Wrong supply mode (margin leakage, poor uptime)
- Weak energy pass-through (erosion in volatility)
- Unplanned downtime due to spares/PM gaps
- Empty backhauls; poor route density
- Decarb targets without baseline or economics
10) Next Steps & CTA
Now: Run the tools above (mode, contract, OEE, distribution, energy, decarb, safety).
Then: Pick one 30-day booster and set the weekly cadence.
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Strategy & Positioning
- ICP β Ideal Customer Profile: the type of company or buyer you serve best (e.g., βmid-market industrials in EUβ).
- GTM β Go-to-Market: how you win customers (channels, funnel, coverage).
- CTA β Call to Action: the concrete next step you ask for (e.g., βBook a 30-min fit callβ).
- NPS β Net Promoter Score: loyalty metric from β100 to +100 based on βrecommend?β survey.
Problem-Solving & Prioritization
- MECE β Mutually Exclusive, Collectively Exhaustive: structure issues so items donβt overlap and cover the whole problem.
- ICE β Impact Γ Confidence Γ· Effort: quick way to rank initiatives by payoff versus difficulty.
- RICE β Reach Γ Impact Γ Confidence Γ· Effort: prioritization adding βhow many affectedβ (Reach).
- H1 / H2 / H3 β Hypotheses 1/2/3: statements you test to explain the outcome gap.
- A/B β A/B Test: run version A vs B to see which performs better, statistically.
Finance & Economics
- ROI β Return on Investment: (benefit β cost) Γ· cost; we also use β12-month ROIβ.
- EV β Expected Value: price or fee Γ win probability (used in proposal economics).
- EBIT β Earnings Before Interest & Taxes: operating profit measure; often a target KPI.
- TCO β Total Cost of Ownership: full cost to build or buy (setup + run + maintenance).
- KPI β Key Performance Indicator: the success metric youβre aiming to move (e.g., βgross margin +3 ptsβ).
AI, Data & Platforms
- MLOps β Machine-Learning Operations: deploy, monitor, retrain and govern models safely.
- CI/CD β Continuous Integration / Continuous Delivery: automated build, test and deploy pipeline.
- PII β Personally Identifiable Information: data that can identify a person; needs special handling.
- RBAC β Role-Based Access Control: users only see data and tools allowed by their role.
- Model Registry β System of record for model versions and approvals.
- Drift β Model/data performance shift over time; requires monitoring and retraining.
- GenAI β Generative AI: systems that create text, images, code, etc., from prompts.
Sales, Pipeline & Delivery
- CRM β Customer Relationship Management: system to track contacts, deals and activities.
- Win Rate β % of qualified opportunities you close (not an acronym, but core metric).
- PMO β Project Management Office: function that governs large projects and portfolios.
Planning & Cadence
- Q1 / Q2 / Q3 / Q4 β Calendar or fiscal quarters (3-month blocks).
- FY β Fiscal Year: your accounting year (e.g., FY2026).
- v1 β Version 1: first working release you ship to users (βprove value fastβ).
- Sprint β Fixed timebox (often 1β2 weeks) to build and ship increments.
Commercial Packaging & Offers
- Pilot β Small, time-boxed engagement to prove value and de-risk a larger rollout.
- Tiered Offer β Three options (e.g., Pilot / Core / Flagship) to match scope and price to value.
- Risk Reversal β Mechanism that reduces buyer risk (e.g., milestone-based fees or opt-out gates).
Governance & Compliance
- SLA β Service-Level Agreement: commitments on availability, quality or timeliness.
- Audit Trail β Record of who changed what and when (models, data, access).
- Guardrails β Technical and policy limits that keep AI use safe and compliant.
Industrial Gases β Short-Forms Glossary
Core gases & mixtures
- Oβ (Oxygen) β Supports combustion and steel/chemical processes.
- Nβ (Nitrogen) β Inerting, blanketing, purging, food packaging.
- Ar (Argon) β Shielding gas for welding; specialty inerting.
- Hβ (Hydrogen) β Refining, chemicals, fuel; flammable, light.
- He (Helium) β Cryogenics, leak testing, lifting; scarce.
- CO (Carbon Monoxide) β Syngas component; toxic.
- COβ (Carbon Dioxide) β Beverage, welding, dry ice; can asphyxiate.
- HyCO β Hydrogen + CO mix for synthesis (oxo/FT/etc.).
- Syngas β Hβ + CO (sometimes COβ/CHβ) feedstock gas.
Product forms (short codes)
- GOX/GAN/GAr β Gaseous Oβ / Nβ / Ar.
- LOX/LIN/LAR β Liquid Oβ / Nβ / Ar (cryogenic bulk).
- GHβ/LHβ β Gaseous / Liquid hydrogen.
- LCOβ β Liquid COβ.
Production & separation
- ASU β Air Separation Unit (cryogenic distillation for Oβ/Nβ/Ar).
- PSA β Pressure Swing Adsorption (e.g., Hβ purification, Nβ generation).
- VSA/VPSA β (Vacuum) PSA variants, lower pressure operation.
- SMR β Steam Methane Reforming (main Hβ route from natural gas).
- ATR/POX β Autothermal/Partial Oxidation for syngas/Hβ.
- Electrolysis (ALK/PEM) β Hβ from water using electricity (alkaline / proton-exchange).
- Liquefier β Plant that cools gas to liquid (e.g., LIN/LOX/LHβ).
ASU key hardware
- MAC β Main Air Compressor (feeds the ASU).
- PPU/MSU β Pre-purification/Molecular sieve unit (removes HβO/COβ).
- Cold Box β Insulated housing for heat exchangers/columns.
- HP/LP Columns β High/low-pressure distillation columns.
- R/C β Reboiler-condenser (column energy coupling).
- Turboexpander β Expands air for refrigeration duty.
- Economizer β Main heat exchanger (warmβcold streams).
Hβ/CO plants hardware
- Desulfurizer β Removes sulfur before reforming.
- Primary Reformer β Catalyst tubes in fired furnace (makes syngas).
- Shift (HTS/LTS) β Converts COβCOβ + Hβ (high/low temp).
- PSA (Hβ) β Purifies hydrogen to high purity.
- Deoxo β Catalytic Oβ removal (Hβ service).
- Recycle/Makeup Compressor β Moves process or product gas.
Supply modes
- Cylinders/Bundles β High-pressure packages for low volumes.
- MEGC β Multiple-Element Gas Container (tube trailer container).
- MicroBulk β Small onsite cryogenic tank service.
- Bulk Tanker β Road delivery of LOX/LIN/LAR/LCOβ.
- ISO Tank β Intermodal cryogenic or COβ container.
- Tube Trailer β High-pressure gas delivery (Hβ/Nβ/etc.).
- Pipeline β Continuous supply to large consumers.
- On-site Plant β Customer-sited ASU/PSA/SMR under contract.
Operations & KPIs
- On-stream Factor β % time the plant delivers spec product.
- Availability/Reliability β Uptime readiness / failure frequency.
- Specific Power β kWh per unit gas (e.g., kWh/NmΒ³ Oβ).
- Recovery β % of target gas captured from feed.
- Turndown β Lowest stable load as % of nameplate.
- Ramp Rate β How fast load can change.
- Fill Rate β % orders delivered in full on time.
Quality & specs
- Purity (%) β Main component concentration.
- Impurities (ppm/ppb) β Trace contaminants (HβO, Oβ, THC, NβOβ¦).
- Dew Point β Temperature where moisture condenses at pressure.
- Moisture (HβO) β Often the tightest spec for electronics/food.
- Food-grade COβ (E290) β COβ suitable for beverage/food use.
- Oβ Clean / Oβ Compatible β Materials/procedures safe for oxygen service.
Safety & compliance
- ODH β Oxygen Deficiency Hazard (asphyxiation risk).
- Oβ Enrichment β >23% Oβ; materials ignite more easily.
- LEL/UEL β Lower/Upper Explosive Limit for flammables.
- HAZOP/LOPA β Process hazard/risk analyses.
- SIL β Safety Integrity Level for instrumented functions.
- PSM β Process Safety Management (regulatory framework).
- ATEX/PED β EU explosive atmospheres / pressure equipment.
- ADR/DOT/IMDG β Road (EU), US, and maritime transport codes.
- Embrittlement (Hβ) β Hβ can weaken some metals.
- Cryogenic Burns β Frostbite risk from LOX/LIN/LAR/LHβ.
Logistics & packaging
- Dewar β Insulated vessel for small cryogenic volumes.
- ISOframe β Frame-mounted ISO tank for intermodal moves.
- Cascade Fill β Sequential filling from multiple pressure banks.
- Telemetry β Remote tank level/pressure monitoring.
Commercial & contracts
- Merchant vs Tonnage β Packaged/bulk (merchant) vs pipeline/on-site (tonnage).
- Take-or-Pay β Minimum payment regardless of actual take.
- Minimum Take/Offtake β Contracted baseline volume.
- Energy Pass-Through β Price indexed to power/steam/fuel.
- BOO/BOT/BOOT β Build-Own-Operate / Build-Operate-Transfer / Build-Own-Operate-Transfer.
- ESCO β Energy Service Company-style performance contract.
- CPI Escalator β Price adjustment with inflation index.
Units & measurement
- NmΒ³ / SmΒ³ β Normal/Standard mΒ³ (reference T,P defined).
- scfh / slpm β Standard cubic feet per hour / standard liters per minute.
- bar(g)/bar(a) β Gauge vs absolute pressure (psig/psia in US).
- ppm(v)/ppb(v) β Parts per million/billion by volume.
- Β°C/K β Celsius/Kelvin; cryogenic = very low temperature.