大洋洲氫市場：2024

大洋洲，特別是澳大利亞，正在優先考慮可再生能源的生產和使用，以及發展國內低碳氫化合物市場，並強調工業和重型運輸等難以脫碳的行業的脫碳。

大洋洲，尤其是澳大利亞，特別注重利用氫來實現能夠提供最穩定需求和最有價值綠色出口的部門的脫碳。

低碳氨、甲醇和重型運輸是成熟的產業，具有充足的全球需求，支持氫氣產業的規模化，有助於國內脫碳，並透過大規模出口為經濟做出貢獻。

與許多其他地區一樣，交通運輸仍然是低碳氫化合物的主要最終用途部門，目前的項目公告表明，每年將有近 340 萬噸產能分配給交通運輸。

大洋洲，尤其是澳大利亞，特別注重利用氫來實現能夠提供最穩定需求和最有價值綠色出口的部門的脫碳。

低碳氨、甲醇和重型運輸是成熟的產業，全球有充足的需求，因此我們可以支持氫產業的擴張，為國內脫碳做出貢獻，並透過大規模出口為您做出貢獻。

大洋洲特別是澳洲已經建立了全面的政策框架，以加速低碳氫化合物市場發展，擴大區域市場需求。透過包括激勵措施、舉措和融資計劃的國家氫戰略，澳洲希望將自己定位為亞太地區的先驅和全球低碳氫化合物中心。

本報告對大洋洲氫氣市場進行了調查，總結了市場概況、大洋洲管道趨勢、氫氣項目、氫氣產能和主要參與者、競爭狀況以及未來展望。

目錄

• 摘要
• 執行摘要
• 低碳氫化合物市場概況
• 低碳氫化合物市場
• 世界背景的大洋洲
• 大洋洲的管道氫氣產能
• 區域低碳氫化合物市場
• 世界上最大的即將推出的氫能項目
• 大洋洲即將推出的最大氫能項目
• 大洋洲製氫能力及主要參與企業
• 氫氣容量低和高情況下的情況
• 低碳氫化合物競爭力的原動力
• 引進低碳氫化合物的主要限制
• 主要應用領域的需求
• 大洋洲氫能利用領域
• 交通
• 大洋洲的氨
• 大洋洲最大的低碳氨項目
• 合成燃料
• 大洋洲的天然氣需求
• 氫氣管道
• 化工領域低碳氫
• 鋼鐵
• 政策、計畫和主要參與者
• 各國氫氣生產目標
• 氫能政策
• 當地氫能政策 I、II、III
• 貿易協定
• 大洋洲的氫貿易
• 大洋洲公司追求氫能

Oceania, particularly Australia, has stressed the priority of developing a domestic low-carbon hydrogen market in conjunction with the production and use of renewable energies to decarbonise hard-to-abate sectors such as industrials and heavy transport.

Oceania, particularly Australia, has placed particular emphasis on using hydrogen for the decarbonisation of the sectors that can offer the most stable demand and most valuable green exports.

There is a focus on low-carbon ammonia, methanol and heavy transport as they are mature industries that have sufficient demand globally, which will support scaling the hydrogen sector, contribute to domestic decarbonisation and contribute to the economy through large-scale export.

Like with many other regions, transport remains the dominant end-use sector for low-carbon hydrogen, with nearly 3.4mtpa of production capacity being expected to be allocated to transport based on current project announcements.

Oceania, particularly Australia, has placed particular emphasis on using hydrogen for the decarbonisation of the sectors that can offer the most stable demand and most valuable green exports.

There is a focus on low-carbon ammonia, methanol and heavy transport as they are mature industries that have sufficient demand globally, which will support scaling the hydrogen sector, contribute to domestic decarbonisation and contribute to the economy through large-scale export.

Oceania, but primarily Australia, has established a comprehensive policy framework for accelerating low-carbon hydrogen development and growing its regional market demand. Through Australia's National Hydrogen Strategy, which includes incentives, initiatives and funding programs, it wants to position itself as an early-mover within APAC and a global hub for low-carbon hydrogen.

This is strengthened by numerous state-level initiatives that leverage each state's unique advantages to attract investment in developing low-carbon hydrogen within those regions. For example, the New South Wales Government launched the AUD3 billion NSW Hydrogen Strategy to provide a clear policy pathway to achieve competitive green hydrogen production.

Active hydrogen capacity in Oceania stands at 0.9ktpa in comparison to the 1.9mtpa of global total capacity. Oceania has the third largest upcoming hydrogen project in the world - the Western Green Energy Hydrogen Plant. 58% of Oceania's hydrogen projects are in the feasibility stage. Australia accounts for 98% of Oceania's hydrogen capacity. Oceania is the fourth largest region for pipeline hydrogen capacity. Transportation is listed as and end-use sector for over 3mtpa of low-carbon hydrogen capacity. Western Australia accounts for 55% of upcoming hydrogen projects supplying the synthetic fuels sector. Australia has a 2050 hydrogen production target of 15mtpa with a stretch potential of 30mtpa.

Scope

• Oceania low-carbon hydrogen capacity outlook, Key regional projects, Key companies operating in Oceania's hydrogen market, Hydrogen end-use sectors, Hydrogen policy in Oceania at both the national and state level, Deal activity related to hydrogen in Oceania, Company filings analysis of Oceania headquartered companies

Reasons to Buy

• Identify the market trends within the region and key players in hydrogen technologies.
• Develop market insight of current, in development and announced capacity and latest trends of the sector.
• Understand the region's different scenarios for 2030 based on the likeliness of the projects.
• Look at the demand in key application areas for the country.
• Facilitate the understanding on how and where the market is growing as it is rapidly scaling up to position as one of the main topics of the international and national agenda.

Table of Contents

Table of Contents

• Overview
• Executive summary
• Snapshot of the low-carbon hydrogen market
• Low Carbon Hydrogen Market
• Oceania in a global context
• Oceania's pipeline hydrogen capacity
• Regional low-carbon hydrogen market
• World's largest upcoming hydrogen projects
• Oceania's largest upcoming hydrogen projects
• Oceania hydrogen capacity and key players
• Hydrogen capacity low-case and high-case scenario
• Low-carbon hydrogen competitiveness drivers
• Major barriers to low-carbon hydrogen deployment
• Demand in Key Application Areas
• Intended use sectors for Oceania hydrogen
• Transportation
• Ammonia in Oceania
• Oceania's largest low-carbon ammonia projects
• Synthetic fuels
• Oceania's natural gas demand
• Hydrogen pipelines
• Low-carbon hydrogen for the chemicals sector
• Iron & Steel
• Policies, Projects, and Key Players
• Hydrogen production targets by country
• Hydrogen policies
• Sub-national hydrogen policies I,II,III
• Trade agreements
• Oceania hydrogen deals
• Oceanian companies pursuing hydrogen

List of Tables

• Oceania's largest upcoming hydrogen projects
• Major barriers to low-carbon deployment
• Oceania's largest low-carbon ammonia projects
• Upcoming gas blending projects in Oceania
• Active hydrogen blending examples
• Hydrogen pipelines
• Main low-carbon hydrogen projects for the iron and steel end-use sector, as of October 2024
• Trade Agreements

List of Figures

• Global Highlights
• Regional Highlights
• World's largest upcoming hydrogen projects
• Oceania vs global low-carbon hydrogen capacity by development stage
• based on active announced projects
• Regional split of low-carbon hydrogen capacity by development stage
• Regional breakdown of upcoming capacity
• LCOE in Australia
• Top 10 Oceanian states by low-carbon hydrogen capacity
• Top 10 Oceanian states maximum green and blue hydrogen capacity
• Companies' Net Capacity Share
• Oceania low-carbon hydrogen capacity scenarios 2020-2030
• Target end-use sectors of low-carbon hydrogen plants in Oceania
• Oceania's maximum low-carbon hydrogen capacity for transportation sector per state 2024-2030
• Ammonia demand for Australia and potential export markets 2020-2030
• Leading Oceanian states by low-carbon ammonia production capacity in 2030
• Share of upcoming low-carbon hydrogen projects supplying the synthetic fuels industry by state (ktpa)
• Oceania's natural gas demand by type and sector (Projected 2024)
• Oceania's demand for chemicals 2019-2030
• Maximum green methanol capacity as end product of low-carbon hydrogen per state 2030
• Hydrogen production targets by country
• Oceanian hydrogen deals
• Leading Oceanian companies by mentions of hydrogen in corporate filings 2022-2024 YTD