大洋洲氢市场：2024

大洋洲，特别是澳大利亚，正在优先考虑可再生能源的生产和使用，以及发展国内低碳氢化合物市场，并强调工业和重型运输等难以脱碳的行业的脱碳。

大洋洲，尤其是澳大利亚，特别注重利用氢来实现能够提供最稳定需求和最有价值绿色出口的部门的脱碳。

低碳氨、甲醇和重型运输是成熟的产业，具有充足的全球需求，支持氢气产业的规模化，有助于国内脱碳，并透过大规模出口为经济做出贡献。

与许多其他地区一样，交通运输仍然是低碳氢化合物的主要最终用途部门，目前的项目公告表明，每年将有近 340 万吨产能分配给交通运输。

大洋洲，尤其是澳大利亚，特别注重利用氢来实现能够提供最稳定需求和最有价值绿色出口的部门的脱碳。

低碳氨、甲醇和重型运输是成熟的产业，全球有充足的需求，因此我们可以支持氢产业的扩张，为国内脱碳做出贡献，并透过大规模出口为您做出贡献。

大洋洲特别是澳洲已经建立了全面的政策框架，以加速低碳氢化合物市场发展，扩大区域市场需求。透过包括激励措施、举措和融资计划的国家氢战略，澳洲希望将自己定位为亚太地区的先驱和全球低碳氢化合物中心。

本报告对大洋洲氢气市场进行了调查，总结了市场概况、大洋洲管道趋势、氢气项目、氢气产能和主要参与者、竞争状况以及未来展望。

目录

• 摘要
• 执行摘要
• 低碳氢化合物市场概况
• 低碳氢化合物市场
• 世界背景的大洋洲
• 大洋洲的管道氢气产能
• 区域低碳氢化合物市场
• 世界上最大的即将推出的氢能项目
• 大洋洲即将推出的最大氢能项目
• 大洋洲製氢能力及主要参与企业
• 氢气容量低和高情况下的情况
• 低碳氢化合物竞争力的原动力
• 引进低碳氢化合物的主要限制
• 主要应用领域的需求
• 大洋洲氢能利用领域
• 交通
• 大洋洲的氨
• 大洋洲最大的低碳氨项目
• 合成燃料
• 大洋洲的天然气需求
• 氢气管道
• 化工领域低碳氢
• 钢铁
• 政策、计画和主要参与者
• 各国氢气生产目标
• 氢能政策
• 当地氢能政策 I、II、III
• 贸易协定
• 大洋洲的氢贸易
• 大洋洲公司追求氢能

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