Industries
The answer is different in every sector.
Molecular energy is not one market. A refinery substituting hydrogen it already buys and an airline contracting synthetic fuel it cannot yet afford are different problems with different economics, timelines and buyers.
Chemicals
Chemicals is the industry where molecular energy is least optional: hydrogen and carbon are feedstocks, not just fuels.
Fertilizers
The largest existing ammonia market in the world, and therefore the largest existing market for low-carbon hydrogen in derivative form.
Steel
One of the largest potential hydrogen consumers, and one where the technology route is clear but the economics are not yet.
Refining
Already the world's largest hydrogen market. No adoption problem to solve — only a cost and certification problem.
Maritime
The sector where molecular energy has the clearest mandate and the least settled answer about which molecule wins.
Aviation
The sector with the least technical optionality and therefore the strongest policy-driven demand for the most expensive molecules.
Power
Molecular energy earns its place in power only where duration is long enough that batteries stop making sense.
Heavy Industry
The sectors where a share of emissions comes from the chemistry itself, not from the fuel — which changes what a solution has to do.
Mining
An industry that is both a hard-to-abate consumer and the upstream supplier of the materials the whole transition depends on.
Road Transport
The sector where molecular energy's role has narrowed most, and where being honest about that matters commercially.
Ports
Molecular energy is a trade business, which makes ports the structural chokepoints and the natural clusters.
Industrial Heat
The decision is made by temperature and duty, not by preference — and below about 200 °C the answer is usually not a molecule.
Which sector are you selling into?
Or trying to build in. Either way the first question is whether the economics work for that buyer.