澳大利亚氢能项目(英文版)--澳洲贸投委VIP专享VIP免费

Australian hydrogen
project showcase
March 2023
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Australian hydrogen project showcase 2
Contents
Australian hydrogen project showcase 3
Australian Government support 4
Map of hydrogen projects in Australia 5
Overview of active and prospective projects 6
Hydrogen project summaries 8
AustralianhydrogenprojectshowcaseMarch20231DisclaimerThisreporthasbeenpreparedbytheCommonwealthofAustraliarepresentedbytheAustralianTradeandInvestmentCommission(Austrade).Thereportisageneraloverviewandisnotintendedtoprovideexhaustivecoverageofthetopic.TheinformationismadeavailableontheunderstandingthattheCommonwealthofAustraliaisnotprovidingprofessionaladvice.Whilecarehasbeentakentoensuretheinformationinthisreportisaccurate,theCommonwealthdoesnotacceptanyliabilityforanylossarisingfromrelianceontheinformation,orfromanyerrororomission,inthereport.Anypersonrelyingonthisinformationdoessoattheirownrisk.TheCommonwealthrecommendsthepersonexercisetheirownskillandcare,includingobtainingprofessionaladvice,inrelationtotheiruseoftheinformationfortheirpurposes.TheCommonwealthdoesnotendorseanycompanyoractivityreferredtointhereport,anddoesnotacceptresponsibilityforanylossessufferedinconnectionwithanycompanyoritsactivities.Unlessotherwisespecified,allamountsinthisreportareinAustraliandollars.Copyright©CommonwealthofAustralia2021ThematerialinthisdocumentislicensedunderaCreativeCommonsAttribution–4.0Internationallicence,withtheexceptionof:•theCommonwealthCoatofArms•theAustralianTradeandInvestmentCommission’slogo•anythirdpartymaterial•anymaterialprotectedbyatrademark•anyimagesandphotographs.MoreinformationonthisCCBYlicenceissetoutatthecreativecommonswebsite:https://creativecommons.org/licenses/by/4.0/legalcodeEnquiriesaboutthislicenceandanyuseofthisdocumentcanbesentto:Marketing-Comms-Helpline@austrade.gov.auAttributionBeforereusinganypartofthisdocument,includingreproduction,publicdisplay,publicperformance,distribution,dissemination,communication,orimportation,youmustcomplywiththeAttributionrequirementsundertheCCBYlicence.UsingtheCommonwealthCoatofArmsThetermsofusefortheCoatofArmsareavailablefromtheIt’sanHonourwebsite(itsanhonour.gov.au)Australianhydrogenprojectshowcase2ContentsAustralianhydrogenprojectshowcase3AustralianGovernmentsupport4MapofhydrogenprojectsinAustralia5Overviewofactiveandprospectiveprojects6Hydrogenprojectsummaries8AustralianGovernmentsupportAustralianhydrogenprojectshowcase4TheAustralianGovernmentiscommittedtodevelopingahydrogeneconomy.Australianenergyministersshareavisionforaclean,innovative,safeandcompetitivehydrogenindustrythatbenefitsallAustraliansandisamajorglobalplayerby2030.Australia’sNationalHydrogenStrategyprovidesaframeworkforgovernmentsandindustrytoworktogethertobuildAustralia’shydrogenindustry.TheCommonwealth,StateandTerritoryGovernmentswillcontinuetoworkwithindustrytoovercomeanybarrierstodevelopment.Thisworkfocuseson3areas:•Buildingdemand•Achievinglow-costhydrogenproductionatscale•Reducinghydrogendeliverycosts.CommittedAustralian,StateandTerritoryGovernmentsupportforthehydrogenindustryisnowoverA$6.3billion.Australiangovernmentsandindustryleadershiphascontributedtoanannouncedpipelineofatleast$127billionofhydrogenandammoniaprojects.CleanHydrogenAustralia’sNationalHydrogenStrategysupportsallproductionpathwaysandtechnologiesthatarecapableofproducingcleanhydrogen.Cleanhydrogenishydrogenproducedusingrenewableenergyorusingfossilfuelswithsubstantialcarboncaptureandstorage(CCS).Thisgivestheemerginghydrogenindustryflexibilitytopursuethepathwaysthatbestmeetcustomerpreferencesasglobalmarketsemerge.CSIRO,‘HyResource’:AustraliaandNewZealand–HyResource(csiro.au)DISER,2021,‘StateofHydrogen2021’,StateofHydrogen2021DepartmentofIndustry,Science,EnergyandResourcesKeyhydrogenprojectsinAustraliaAustralianhydrogenprojectshowcase5H2TAS(BellBay)BellBayRenewableHydrogen/Ammoniaproject(BellBay)CQ-H2(Gladstone)H2-Hub(Gladstone)EGH2(Townsville)EyrePeninsulaGateway(Cultana)GoyderREZone(Burra)MurchisonHydrogenRenewablesProject(Kalbarri)YuriGreenAmmoniaproject(Pilbara)CleanEnergyInnovationPark(Warradarge)AustralianRenewableEnergyHub(EastPilbara)ExperienceandexpertiseH2Perth(Perth)HydrogenEnergySupplyChain(LatrobeValley)GibsonIslandGreenHydrogenConversion(Brisbane)HunterValleyIndustrialCleanEnergyHub(HunterValley)FFIBellBaygH1(BellBay)UarooRenewableEnergyHub(Pilbara)WesternGreenEnergyHub(WestofEucla)GeraldtonExportScaleRenewableInvestment(GERI)H2Kwinana–KwinanaEnergyHubOverviewofactiveandprospectivehydrogenprojectsAustralianhydrogenprojectshowcase6ProjectnameCompanyLocationPowerSourcePlantSize(MW)ScalablePlantsize(MW)OutputVolume(TPA)MarketOpentoinvestmentSeekingofftakeStatusCleanEnergyInnovationParkATCOWesternAustraliaWind10TBCHydrogen1267DomesticYesYesFEEDAustralianRenewableEnergyHubbpWesternAustraliaWind+Solar26,00026,000Hydrogen&AmmoniaHydrogen1.8millionAmmonia10millionDomestic&ExportYesYesUnderdevelopmentGeraldtonExport-ScaleRenewableInvestment(GERI)bpWesternAustraliaWind+SolarTBCHydrogenDomestic&ExportYesYesPlanningH2Kwinana-KwinanaEnergyHubbpWesternAustraliaGridsourcedrenewableenergy75–Stage1Hydrogen75MWminDomestic&ExportForDiscussionForDiscussionFeasibilityMurchisonHydrogenRenewablesProjectCopenhagenInfrastructurePartnersWesternAustraliaGridsourcedrenewableenergy3000n/aHydrogen&AmmoniaHydrogen300,000Ammonia2,000,000ExportYesYesFeasibilityEdifyGreenHydrogen(EGH2)EdifyQueenslandRenewableelectricity201000Offtakedependant730,000Domestic&ExportYesYesUnderdevelopmentFFIBellBaygH1FFITasmaniaWind+Hydro250TBAAmmonia250,000Domestic&ExportYesYesFeasibilityGibsonIslandGreenAmmoniaConversionFFIQueenslandGridsourcedrenewableenergy550TBAAmmonia&Fertiliser70,000Domestic&ExportYesYesFeasibilityOverviewofactiveandprospectivehydrogenprojectsAustralianhydrogenprojectshowcase7ProjectnameCompanyLocationPowerSourcePlantSize(MW)ScalablePlantsize(MW)OutputVolume(TPA)MarketOpentoinvestmentSeekingofftakeStatusUarooRenewableEnergyHubFFIWesternAustraliaWind+Solar+BESS250+TBAHydrogen+electronsTBADomestic&ExportYesYesFeasibilityTheHunterValleyIndustrialCleanEnergyHubFFINewSouthWalesWind+Solar250TBAHydrogen&AmmoniaHydrogen25,000Ammonia150,000Domestic&ExportYesYesFeasibilityEyrePeninsulaGateway™H2USouthAustraliaWind+Solar1001500Ammonia+hydrogen140,000–800,000Domestic&ExportYesYesUnderdevelopmentH2-Hub™GladstoneH2UQueenslandWind+Solar15003000Ammonia800,000–1,700,000Domestic&ExportYesYesUnderdevelopmentHydrogenEnergySupplyChain(HESC)JapanSuisoEnergy(JSE),J-Power,SumitomoCorporationVictoriaRenewables(H2fromCoal)TBATBALiquefiedhydrogenandgaseoushydrogen30,000-40,000Domestic&ExportYesYesCommercialdemonstrationphasetostartGoyderRenewableEnergyZoneNeoenSouthAustraliaWind,SolarExpansionunderdevelopmentn/aOfftakedependantOfftakedependentDomestic&ExportYesYesUnderdevelopmentBellBayRenewableHydrogen/AmmoniaOriginTasmaniaRenewables(undefined)500n/aAmmonia1200tpdAmmoniaDomestic&ExportYesYesFeasibilityOverviewofactiveandprospectivehydrogenprojectsAustralianhydrogenprojectshowcase8ProjectnameCompanyLocationPowerSourcePlantSize(MW)ScalablePlantsize(MW)OutputVolume(TPA)MarketOpentoinvestmentSeekingofftakeStatusCQ-H2StanwellQueenslandRenewableelectricity2802,100Hydrogen+LiquidHydrogen36,500–292,000(0.29mmtpa)Domestic&ExportYesYesPre-FEEDWesternGreenEnergyHubWGEHPtyLtdWesternAustraliaWind+Solar50,00050,000Hydrogen+Ammonia3.50mmptaDomestic&ExportYesYesUnderDevelopmentH2TASWoodsideTasmaniaWind,Hydro<3001700Ammonia+LocalHydrogen550tpdPhase1AmmoniaDomestic&ExportYesYesUnderdevelopmentH2PerthWoodsideWesternAustraliaNaturalgas,solar,wind2503000+Ammonia+potentiallyliquidhydrogen2700tpdPhase1AmmoniaDomestic&ExportYesYesUnderdevelopmentYuriGreenAmmoniaProjectYaraWesternAustraliaWind,solar400(2010)1500Ammonia2,000–5,000,000Domestic&ExportYesYesFeasibilityProjectsummariesAustralianhydrogenprojectshowcase9ATCO:CleanEnergyInnovationParkAustralianhydrogenprojectshowcaseATCO’sCleanEnergyInnovationPark(CEIP)willestablishAustralia’sfirstcommercialscalerenewablehydrogensupplychain,includinga10MWelectrolysercapableofproducingupto4.3tonnesofhydrogenperday,alongwithstorageanddeliverytoendusers.TheCEIPwillbeco-locatedwiththe180MWWarradargeWindFarminWesternAustralia’sMid-West,whichwillprovidetherenewableenergytopowertheelectrolyser.Hydrogengeneratedwillthenbetransportedviatrucktoenduserswhichcouldincludeindustry,transportorblendingintoWA'sgasdistributionnetwork.10ProjectstakeholdersATCO,AustralianGasInfrastructureGroup(AGIG)InvestorinterestInterestedintalkingtopartiescapableofpartneringforexportscaleprojects.OfftakeinterestInterestedintalkingtopartiescapableofpartneringforexportscaleprojects.WarradargeProjectstatusFEEDPowersourceWindPlantsize10GWLocationWarradarge,WANearport/industrialprecinctNoEstimatedCAPEXAUD~$50mLandrequirement30,000km2OutputPurehydrogenOutputvolume4TPDOpentoinvestmentForadditionalphasesandgreenfieldexportprojectSeekingofftakeOpentoadditionalofftakeTimelinesOperatingQ12024MarketPhase1:100%localconsumptionGovernmentsupportARENA$28.7mbp:AustralianRenewableEnergyHub(AREH)AustralianhydrogenprojectshowcaseAREHplanstogenerate26GWofcombinedsolarandwindpowerinWesternAustralia.AREHoffersamajordecarbonisationopportunityforthePilbara,anindustrialregionidentifiedforhavingsignificantpotentialforemissionsreductionsthroughthegreeningofironoreminingandprocessing,greensteelproductionanddieselfueldisplacement.Atfullscale,AREHisexpectedtobecapableofproducingaround1.6milliontonnesofgreenhydrogenor9milliontonnesofgreenammoniafordomesticandexportmarkets.Situatedona6,500-squarekilometresiteintheEastPilbararegion,AREHwillaccommodate26GWofwindturbinesandsolarphotovoltaicpanels.Outstandingwindandsolarresourcesandlargeprojectscalewillresultincompetitivelypricedrenewableenergywithahigh-capacityfactor.AREHplanstomakeasignificantcontributiontoAustraliaandthewiderAsiaPacificregion’senergytransition.11Projectstakeholdersbp,IntercontinentalEnergy,CWPGlobal,MacquarieCapitalandMacquarie’sGreenInvestmentGroupInvestorinterestInterestedintalkingtopartiescapableofpartneringforexportscaleprojectsOfftakeinterestLargescaleexportcustomersEastPilbaraProjectstatusUnderdevelopmentPowersourceWind+solarPlantsize26GWRenewablesLocationEastPilbara,WANearport/industrialprecinctPortHedlandLandrequirement6,500km2OutputHydrogen+AmmoniaOutputvolumeHydrogen:1.6mTPAAmmonia:9mTPASeekingofftakeYesTimelinesFirstgreenelectronsdeliveredend2027MarketDomestic+Exportbp:GeraldtonExport-ScaleRenewableInvestment(GERI)Australianhydrogenprojectshowcasebpisprogressingplansforagreenhydrogenproject“GERI”.GERIwillbeaphaseddevelopmentwithanelectrolyser,poweredbygreenelectrons,thatweseesupplyinggreenhydrogenandcleanenergytohelpdecarboniseexistingindustryandsupplychains,whilstpotentiallydeliveringarangeofnewlow-carbonopportunitiesfortheMidWestandbeyond.LandhasbeenallocatedattheOakajeeIndustrialArea,inWesternAustralia’sMidWest.Theregionisknownforitsabundantwindandsolarrenewableresources,makingGERI’slocationidealforproducinggreenhydrogen.WeareworkingwiththeStateandFederalGovernmenttoadvancethedevelopmentofsharedinfrastructuresuchasanewportandtransmissiontoenablesupplyofcleanenergydomesticallyandinternationally.RenewableenergyandhydrogenfromProjectGERIcouldhelpdecarboniseindustryacrosstheSouthwestofWA,supplyingdomesticcustomersandcomplementingthebpKwinanaEnergyHub.12MidWestProjectstatusPlanningPowersource10GWWind+solarPlantsizeGWscalerenewablesLocationOakajee,WANearport/industrialprecinctSharedinfrastructureproposedIndustrialLandOakajeeIndustrialAreaOutputHydrogen,PowerTimelinesPhasedthroughto2030sMarketDomestic+exportProjectstakeholdersbp100%InvestorinterestInterestedintalkingtopartiescapableofpartneringforexportscaleprojectsOfftakeinterestLargescaleexportcustomersbp:H2Kwinana-KwinanaEnergyHubAustralianhydrogenprojectshowcasebpistransitioningitsformeroilrefineryinKwinanaintoanintegratedenergyhub.SubjecttointernalandGovernmentapprovals,thesiteplanstoahostbiorefinerythatwillproduceandsupplyreducedcarbonfuelproducts,includingsustainableaviationfuel(SAF),renewabledieselandbio-Naphtha.TheH2Kwinanaprojectproponentsareundertakingafeasibilitystudy,supportedbytheWAGovernment,investigatingtherepurposingofpartofbpAustralia’sKwinanasiteintoahydrogenhub.Thehubwillincludeinstallationofanelectrolyserofatleast75megawatts,hydrogenstorage,compressionandtruckloadingfacilities,andupgradestobp’sexistingon-sitehydrogenpipeline.Thehydrogenproducedwillsupportdomesticandexportdemand,includinghydrogensupplyforbp’srenewablefuelsproduction,energyhubcustomers,on-sitegasblendingandhydrogenforheavydutytransport.13ProjectstakeholdersH2Kwinana-bp,MacquarieCapitalandMacquarie’sGreenInvestmentGroupPerthMetropolitanAreaProjectstatusFeasibilityPowersourceGridconnected-greenpowerPlantsizeStage1atleast75MW,withgrowthpotential.LocationPerthMetropolitanArea,WANearport/industrialprecinctKwinanaLandrequirementSecuredOutputGreenhydrogenOutputvolumeMin75MWelectrolyserMarketDomestic+ExportCopenhagenInfrastructurePartners:MurchisonhydrogenprojectTheMurchisonHydrogenRenewablesProjectislocatedonMurchisonHouseStation,inthemid-westregionofWesternAustralia,approximately650kmnorthofPerth.Theprojectwilluseacombined5GWofonshorewindandsolargeneration,plus3GWelectrolysistoproduce100%renewablegreenhydrogenandammonia.2milliontonnesofgreenammoniawillbeproducedperannumforexport,aswellasthepotentialfordomesticgreenhydrogenorammoniaofftake.TheprojecthasbeengrantedLeadAgencyStatusbytheWesternAustralianGovernmentandalignswithStateandFederalgovernmenthydrogenstrategiesforthecreationofanewgreenhydrogenindustry.14ProjectstakeholdersCopenhagenInfrastructurePartners,HydrogenRenewablesAustralia(HRA)PtyLtdInvestorinterestDanishfundmanagerCIPisdevelopingtheprojectOfftakeinterestLarge-scaleammoniabuyersleadingtheenergytransitionMurchisonProjectstatusPre-FIDPowersourceWind+solarPlantsizeSolar1.5GWWind3.7GWElectrolysis:3GWLocationMurchison,WANearport/industrialprecinctWilldevelopownloadingfacilityEstimatedCAPEXAUD>$12bLandrequirement80,000–100,000HAOutputGreenammoniaOutputvolume2mtonnesgreenammonia(~300,000tonnesH2)OpentoinvestmentYesSeekingofftakeYesTimelinesConstruction:2025Commercialoperation:2030MarketDomestic+exportEdifyEnergy:EdifyGreenHydrogen(EGH2)EdifyEnergyisaleadingAustralianrenewableenergycompanywithextensiveexperienceinprojectdevelopment,projectdesignandengineering,financing,constructionmanagementandassetmanagementofrenewableenergyandstorageprojectsacrossAustralia.Edifyhasdeveloped,financedanddeliveredintooperationsixlarge-scalesolarfarms(771MWp)anda25MW/50MWhbatterytodate(~AUD$1.5Bdeployed)withastrongpipelineofprojectsunderdevelopment.EdifyGreenHydrogen(EGH2)isa1GWgreenhydrogenproductionfacilitytobebuiltoutinstagestomeettheneedsofgrowingdomesticandexportmarkets,togetherwithabehind-the-metersolarphotovoltaicandbatterystoragefacility.TheprojectisstrategicallylocatedwithintheLansdownEco-Industrialprecinctwithexistinginfrastructureincludingadjacentgaspipeline,wateraccess,high-voltagepowerlinesandbothroadandrailaccessdirecttothedeep-waterPortofTownsville.15ProjectstakeholdersEdifyEnergy,PortofTownsville,TownsvilleCityCouncilInvestorinterestAmotivatedpartner(industrialorfinancial)whosharesavisionofthepotential,bothdomesticandinternational,ofEGH2andtheirstrategiclocationinNorthQueensland.OfftakeinterestAsEGH2canbedeliveredinmanystagesofdifferentMWcapacitiesupto1GW,thereisflexibilitywithrespecttoofftakearrangements.TownsvilleProjectstatusUnderdevelopmentPowersourceRenewableelectricity(behindthemeter)PlantsizeDemonstration:20MWFullcapacity:1GWLocationTownsville,QldNearport/industrialprecinctLansdownEco-IndustrialPrecintEstimatedCAPEXDemonstration:$80m1GW:$1.2bLandrequirement107HAOutputHydrogen/offtakedependantOutputvolumeUpto150,000tpaOpentoinvestmentYesSeekingofftakeYesTimelinesFID:H22023Construction:H22023COD:H22025MarketDomestic+exportFFI:BellBaygH1AustralianhydrogenprojectshowcaseFortescueFutureIndustriesPtyLtd(FFI)isinvestigatingthepotentialdevelopmentofa250-megawatt(MW)renewables-basedhydrogenplantattheBellBayAdvancedManufacturingZonewithassociatedgreenammoniaproductioncapacityofaround250,000tonnesperannum.TheproducedammoniawouldsupplyAustraliandomesticandinternationalmarkets.FFI,IHIEngineeringAustraliaandIHICorporationhavesignedaMoUforinvestigationintoestablishinggreenammoniasupplychainsbetweenAustraliaandJapan.ThepartiesaretojointlyassesstheeconomicandtechnicalfeasibilityofsupplyinggreenammoniaproducedinBellBayandtransportedtoJapanforblendingintoexistingpowergeneration.FFIhadsignedanOptionAgreementwithTasmanianPortsCorporationPtyLtd(TasPorts)toexclusivelynegotiatealllandandoperatingaccessrequirementsfortheproject.16ProjectstakeholdersFortescueFutureIndustriesInvestorinterestInterestedinexportcomponentandofftake.OfftakeinterestIndustry–factoryormanufacturingplantheatinggasormobileapplications–marine,railorroadtransport.BellBayProjectstatusFeasibilityPowersourceWind+HydroPlantsize250MWLocationBellBay,TASNearport/industrialprecinctBellBayAdvancedManufacturingZoneandportEstimatedCAPEXTBALandrequirement25ha–stage1+2OutputGreenAmmoniaOutputvolume250,000TPAOpentoinvestmentYesSeekingofftakeYesTimelinesFID:2023MarketDomestic+ExportFFI:GibsonIslandGreenHydrogenConversionAustralianhydrogenprojectshowcaseTheIncitecPivotGibsonIslandsiteinBrisbanemanufacturesnitrogenbasedfertiliserproducts,includingammonia,urea,ammoniumsulphateandcarbondioxideusingnaturalgasastheprincipalsitefeedstock.GibsonIslanddespatchesapproximately550,000tonnesoffertiliserseachyear.SubjecttoapositiveFID,theprojectenvisagesthatFortescueFutureIndustrieswouldconstructanon-sitewaterelectrolysisplantanddevelopandoperatethehydrogenmanufacturingfacility,withIncitecPivotoperatingtheammoniamanufacturingfacility.Theelectrolysisfacilitywouldproduceupto70,000tonnesofrenewablehydrogenperyearandbeacompletereplacementofGibsonIsland’scurrentnaturalgasfeedstock.Therenewables-basedgreenhydrogenwouldthenbeconvertedintoapproximately400,000tonnesofgreenammoniaforAustralianandexportmarkets.17ProjectstakeholdersFortescueFutureIndustries,IncitecPivotLimitedInvestorinterestInterestedinexportcomponentandofftake.OfftakeinterestIndustry–factoryormanufacturingplantheatinggasormobileapplications–marine,railorroadtransport.BrisbaneProjectstatusFEEDPowersourceGridsourcedrenewableenergyPlantsize550MWLocationBrisbane,QLDNearport/industrialprecinctGibsonIslandandPortofBrisbaneEstimatedCAPEXTBALandrequirementn/aOutputGreenAmmonia&FertiliserOutputvolumeHydrogen:70,000TPAOpentoinvestmentYesSeekingofftakeYesTimelinesFEED:2022COD:TBDMarketDomestic+ExportFFI:TheHunterValleyIndustrialCleanEnergyHubAustralianhydrogenprojectshowcaseFortescueFutureIndustries(FFI)andAGLEnergyhaveagreedtoundertakeafeasibilitystudytorepurposeinfrastructureattheHunterValley’sLiddellandBayswatercoal-firedpowerstationsitestogenerategreenhydrogen.TheLiddellcoalgeneratorisduetoclosein2023withBayswaterrunningintonextdecade.SuccessfulrepurposingofthesesiteswillsuperchargeNSWtomeetitstargetofhalvingitsemissionsby2030,andprovetheroleofgreenhydrogenindecarbonisingenergyandindustryinAustralia.Pendingthefeasibilitystudy’soutcomes,initialgreenhydrogenproductionthroughnewwindandsolarcouldbe250MW,generating25,000tonnesofgreenhydrogenperyear.Thesitetheexistingcapacitytoreachgigawattscaledependantonfeasibility.18ProjectstakeholdersFortescueFutureIndustries,AGLEnergyInvestorinterestInterestedinexportcomponentandofftake.OfftakeinterestIndustry–onsiteenergyhub,factoryormanufacturingplant,heating,gasnetworkormobileapplications–marine,railorroadtransport.HunterValleyProjectstatusFeasibilityPowersourceWind+SolarPlantsize250MWLocationHunterValley,NSWNearport/industrialprecinctLiddellPowerStation&PortofNewcastleEstimatedCAPEXTBALandrequirementn/aOutputGreenHydrogen&AmmoniaOutputvolumeHydrogen:25,000TPA/Ammonia:150,000TPAOpentoinvestmentYesSeekingofftakeYesTimelinesFS:End2022MarketDomestic+ExportFFI:UarooRenewableEnergyHubAustralianhydrogenprojectshowcaseFortescueFutureIndustries(FFI),haslodgedenvironmentaldocumentswiththeWestAustralian(WA)EnvironmentalProtectionAuthority(EPA)forthepotentialdevelopmentoftheUarooRenewableEnergyHubinthestate’sPilbararegion.UarooandEmuCreekPastoralStationsarelocated120kilometressouthofOnslow,inthePilbararegionofWesternAustralia.Subjecttoafinalinvestmentdecision,theUarooRenewableEnergyHubcouldprovidestationaryrenewableelectricityandenergytopowerFortescueMetalsGroup’s(Fortescue)miningoperationsinthePilbaratosupporttheCompany’sdecarbonisationtargets,withtheopportunitytoexpandandsupportexportaswell.19ProjectstakeholdersFortescueFutureIndustriesInvestorinterestInterestedinexportcomponentandofftake.OfftakeinterestIndustry–factoryormanufacturingplantheatinggasormobileapplications–marine,railorroadtransport.UarooProjectstatusFeasibilityPowersourceSolar:3.3GWWind:2.0GWWindPlantsize250MW+LocationPilbara,WANearport/industrialprecinctAshburton&Dampier/PilbaraminingoperationsEstimatedCAPEXTBALandrequirement10,000OutputGreenHydrogenGreenElectronsOutputvolumeTBAOpentoinvestmentYesSeekingofftakeYesTimelinesTBAMarketDomestic+ExportH2U:H2HubGladstoneTheH2-Hubisanindustrialscalegreenhydrogen/ammoniaproductionfacilitylocatedatYarwun,Queensland,neartheportofGladstone,integratinguptoeightindustrialscaleprocesstrains.Theprojectwillinitiallyestablishthreeprocesstrains(ActivationStage)focusedonimportreplacementandearlystageexports.Theprojectwilllaterexpandtoeightprocesstrainsastheexportmarketdemandgrowsduringtheexpansionstage.H2HubGladstoneisoneoftwoprojectsoperatedbyH2U,theotherbeingtheEyrePeninsulaGatewayinSA.ThesiteatYarwunhasbeensecuredbyasaleoflandagreementwiththeQueenslandMinisterforEconomicDevelopment.Thefacilitywillbeconnectedbypipelineinfrastructuretofisherman’swharfatGladstoneport.20ProjectstakeholdersH2Investments,HydrogenUtilityPtyLtd,MitsubishiHeavyIndustriesInvestorinterestSeekingapartnerthatcanprovideastrategicalignmentandvaluetotheprojectthroughmarketaccess,technology,riskmanagement,orprovidejointservices,orcapitalaggregation.OfftakeinterestPartnersintheenergy,transportandmanufacturingsectorsinterestedinlongtermpricecertaintyanda10-15yearofftake.YarwunProjectstatusDevelopmentPowersourceWind+solarPlantsizeActivationstage:1,500MWExpansionstage:3,000MWLocationYarwun,QldNearport/industrialprecinctPortofGladstoneEstimatedCAPEXAUD$4.77bLandrequirementTBAOutputRenewableammonia+hydrogenOutputvolumeActivationstage:2,400TPDammonia+100TPDhydrogenExpansionstage:4,800TPDammonia+120TPDhydrogenOpentoinvestmentAtthisstage,60%isavailableforadditionalequityinvestmentSeekingofftakeYesTimelinesActivationstage:Q42025Expansionstage:CY2035Market~70%export,~30%domesticH2U:EyrePeninsulaGatewayTheEyrePeninsulaGatewayprojectislocatedinCultana,SouthAustralia.Itistobeestablishedintwostages;initiallythroughtheGreenH2/NH3SupplyChainDemonstrator(DemonstratorStage),acommercialscalefacilitydesignedtomeetexistingdomesticindustrialuseforammoniaintheregion.Stagetwowillsupportexportmarketdevelopmentactivities.Thefacilitycanbeexpandedtohostalargergreenhydrogen/ammoniaproductioncomplex–integratinguptofourindustrial-scaleprocesstrains–anexportterminalandconnectingpipelineinfrastructure,developedtosupplytheexportmarket(ExportStage).TheproductionprecinctislocatedonindustrialzonedlandatCultanaontheEyrePeninsula,SouthAustraliaandconnectedbyapipelineinfrastructurecorridortotheportprecinctatPortBonython.21ProjectstakeholdersHydrogenUtilityPtyLtd,MitsubishiHeavyIndustriesInvestorinterestSeekingapartnerthatcanprovideastrategicalignmentandvaluetotheprojectthroughmarketaccess,technology,riskmanagement,orprovidejointservices,orcapitalaggregation.OfftakeinterestPartnersintheenergy,transportandmanufacturingsectorsinterestedinlongtermpricecertaintyanda10-15yearofftake.CultanaProjectstatusDevelopmentPowersourceWind+solarPlantsize100MW–1,500MWLocationCultana,SANearport/industrialprecinctConnectedbypipelinetoPortBonythonEstimatedCAPEXAUD$2.81bLandrequirementTBCOutputAmmonia+hydrogenOutputvolumeAtcompletion:2,400TPDammonia+additionalhydrogenupto100TPDOpentoinvestmentAtthisstage,60%isavailableforadditionalequityinvestmentSeekingofftakeYesTimelinesCOD:Demonstratorstage:Q2-Q42023Exportstage:Q32025MarketDomesticand(primarily)exportJapanSusioEnergy:HydrogenEnergySupplyChain(HESC)AustralianhydrogenprojectshowcaseAustralia’smostadvancedcleanhydrogenproject,theHydrogenEnergySupplyChain(HESC)projectinVictoria,hasenteredthecommercialdemonstrationphasewiththecommitmentofJPY220billion(approximatelyAUD$2.35billion)infundingfromtheJapaneseGovernment’sGreenInnovationFund.ThefundswillbedeliveredviatheJapanSuisoEnergy(JSE)comprisingKawasakiHeavyIndustriesandIwataniCorporation.AnewlyformedJ-POWERandSumitomoCorporationJointVenture(JPSCJV)willsupply30,000tonnesofcleanhydrogengasperyear,toaJSEownedandoperatedliquefactionandshippingfacilityattheindustrialPortofHastings.ThismajorinjectionofcapitalenablesJSEtodesignandbuildcommercialscalefacilitiestoliquefyandshipthehydrogenfromPortofHastingstothePortofKawasakiinJapan,bringingsignificanteconomicbenefitstoVictoriaandHastingsinparticular.22ProjectstakeholdersJapanSuisoEnergy(JSE),J-Power,SumitomoCorporationInvestorinterestInterestedintalkingtopartiescapableofpartneringforbothhydrogenandderivativesexportanddomestic-useindustries.OfftakeinterestLargecreditworthycustomer(e.g.electricitycompany)LatrobeValleyProjectstatusPilotcompleteandwillproceedwiththePre-FEED/FEEDofthecommercialdemonstrationphasePowersourceRenewables(H2fromcoalgasificationwithCCUS.)PlantsizeTBALocationLatrobeValley,VIC(Gasification)Nearport/industrialprecinctThePortofHastings,VIC(liquefaction/Loadingforpilotphase)EstimatedCAPEXCommercialinconfidenceLandrequirementTBAOutputLiquefiedhydrogenandgaseoushydrogenOutputvolume30,000-40,000TPAOpentoinvestmentYesSeekingofftakeYesTimelinesPilot:Complete(2022)Commercialdemonstration:tostartbylate2020’sMarketDomestic+ExportGovernmentSupportJapaneseGovernment:(approx.AUD$2.35b)Australian,VictorianGovernments:TBCNeoen:GoyderrenewableenergyzoneAustralianhydrogenprojectshowcaseTheGoyderrenewableenergyzoneislocatedinBurra,SouthAustralia.GoyderRenewablesZoneisalargehybridrenewableenergyprojectproposedfortheareaaroundBurraandispartofanewgenerationofprojectsthatcombinewindwithsolarandbatterystoragetoproviderenewableenergy24/7.TheZoneconsistsof2separateprojects:GoyderNorth(northofBurra),andGoyderSouth(southofBurra).OpportunitiesforhydrogenproductionandexportfromPortPirie(100kmaway)andPortBonython(150kmaway)suppliedbyrenewableenergyfromGoyderareunderconsideration.23ProjectstakeholdersNeoenAustraliaInvestorinterestNeoenisparticularlyinterestedininvestorsforthenon-windandsolarcomponentsoftheproject.OfftakeinterestDomesticandexportBurraProjectstatusUnderdevelopmentPowersourceExpansionUnderDevelopmentWind:1.2GWSolar:600MWBESS:900MWPlantsize400MW+(offtakedependent)LocationBurra,SANearport/industrialprecinctNo,butpossibletoexportfromPortBonythonEstimatedCAPEXOfftakedependentLandrequirementUnderAgreementOutputOfftakedependent:H2,MCHorammoniaOutputvolumeOfftakedependentOpentoinvestmentYesSeekingofftakeYesTimelinesFID:late2023Construction:mid-2024COD:mid2027MarketOfftakedependentbutfocusisonexportOrigin:BellBayRenewableHydrogenOriginEnergyhascompletedafeasibilitystudyinconstructingalarge-scalerenewables-basedhydrogenandammoniaplantwithaplannedproductionrateof420,000tonnesofammoniaperannum.TheplantisproposedbelocatedintheBellBayAdvancedManufacturingZoneinTasmania.Thefeasibilitystudyassessedtheplantdesignedtoenableflexibleoperation,withanestimatedelectricalloadofmorethan500megawatts(MW).Whilethemainfocusoftheprojectwouldbetheproductionofrenewables-basedammoniaforexport,someoftheproducedhydrogenandammoniawouldbemadeavailablefordomesticuse.TheprojectproponentistargetingFrontEndEngineeringDesign(FEED)studiestocommencein2023.24ProjectstakeholdersOriginEnergyInvestorinterestSeekingapartnerthatcanprovidevaluetotheprojectthroughmarketaccess,technology,riskmanagement,orprovidejointservices,orcapitalaggregation.OfftakeinterestCustomerwithdemandforhydrogenintheirownoperationsorcustomerbaseinitially.Theywouldhaveanincentivetoincurapricepremiumforrenewablehydrogen.BellBayProjectstatusFeasibilitystudycompletedPowersourceRenewableenergy(undefined)Plantsize>500MWLocationBellBay,TasmaniaNearport/industrialprecinctBellBaymanufacturingzone+portEstimatedCAPEXTBCLandrequirementTBCOutputRenewablehydrogen/ammoniaOutputvolume1,200TPDammoniaOpentoinvestmentYesSeekingofftakeYesTimelinesOfftakedependentMarketExportanddomesticStanwell:CQ-H2ProjectAustralianhydrogenprojectshowcaseTheCQ-H2projectisalarge-scalerenewablehydrogensupplychainprojectlocatedinCentralQueensland.Theproposedprojectincludesalarge-scalerenewablehydrogenproductionfacilityatAldoganearGladstoneandaliquefactionplantatthePortofGladstone.Theproposedprojectwillproducerenewablehydrogenviaelectrolysisusing100%renewableenergysupply.AsaQueenslandStateGovernmentownedcorporation,StanwellhasalsoreceivedsupportoftheQueenslandGovernmentforthedeliveryofthefeasibilitystudy.TheintentionfortheprojectistoproducerenewablehydrogengasthatwillbeliquefiedattheportforshippingtoJapan,aswellasservicinglocalofftakerssuchasammonia.25ProjectstakeholdersStanwellCorporation,IwataniCorporation,KawasakiHeavyIndustries,KansaiElectricPowerCompany,Marubeni,APAGroupGladstoneProjectstatusPre-FEEDPowersource100%renewablePlantsizePhase1:280MWPhase2:2,100MW(Electrolysersize)LocationGladstone,QldNearport/industrialprecinctGladstonestatedevelopmentarea,PortofGladstoneEstimatedCAPEXPhase1:AUD$2.6bPhase2:AUD$9bLandrequirement~121HA(forhydrogenproductiononly)OutputHydrogenLiquidhydrogenOutputvolumePhase1:~100tpdPhase2:~800tpdOpentoinvestmentPossibleforphase2SeekingofftakeYesTimelinesFID:2024Construction:2024COD:2027MarketDomestic+exportGovernmentsupportARENA,JapaneseMinistryofEconomy,TradeandIndustry(METI),QueenslandGovernmentIntercontinentalEnergy:WesternGreenEnergyHubAustralianhydrogenprojectshowcaseTheprojectislocatedonMiringTraditionalownerlands,primarilyintheShireofDundasandalsotheCityofKalgoorlie,inWesternAustraliaSEGoldfields.Itinvolvesanultra-scalehybridwindandsolardevelopment,plannedtobebuiltinphasestomeetdomesticandexporthydrogen/ammoniademand.Thehybridwindandsolarprojectcouldproduceupto50gigawatts(GW)ofrenewable-basedpowerover15,000squarekilometres.Atfulloperationstheprojectcouldannuallyproduce3.6milliontonnesofrenewable-basedhydrogenoraround20milliontonnesof(renewable-based)ammonia.Theoutputwouldsupplybothdomesticandexportmarketsasthe‘greenfuels’marketcontinuestoexpandpost-2030.26ProjectstakeholdersIntercontinentalEnergy,CWPH1,MirningPeopleInvestorinterestInterestedequityinvestmentandpartnersthatcanbringvalueaddedexpertise….OfftakeinterestLargescalegreenhydrogenorammoniaimporterlookingtodecarboniseoperations.WestofEuclaProjectstatusUnderDevelopmentPowersourceWind+SolarPlantsize50GWLocationSEGoldfields,WestofEuclaNearport/industrialprecinctOwnExportEstimatedCAPEX~US$70BLandrequirement15,000km²OutputGreenHydrogen&AmmoniaOutputvolume3.5mtpaGreenHydrogen/annumOpentoinvestmentYesSeekingofftakeYesTimelinesFID:2027FEED:2025/6COD:from2030onwardsMarketDomestic+ExportWoodside:H2TASWoodsidehasaproposedrenewableammoniaandhydrogenproductionfacilityintheBellBayareaofTasmania.H2TASisplannedtobeaphaseddevelopment,targetinganinitialcapacityofupto550tonnesperdayofammonia.Ammoniawouldbeproducedthroughelectrolysis,utilisingacombinationofwindandhydroelectricpower.Woodsidecontinuestoevaluatethecostandscheduleimpactsoftherenewablepowersolutionsthatwouldenabletoprojecttoprogress.Woodsideisoperatorandholdsa100%participatinginterest.H2TASisoneof19AustralianprojectsparticipatinginthedesigntrialsfortheAustralianGovernment'sproposedGuaranteeofOriginSchemeforhydrogen.27ProjectstakeholdersWoodside,MarubeniCorporation,IHICorporationInvestorinterestLargescale,creditworthy,willingtounderwriteofftakeormateriallyassistwithreducingcostofsupplyOfftakeinterestLargescale,creditworthy,ammoniacustomer(e.g.,chemicalcompany).BellBayProjectstatusUnderdevelopmentPowersourceWind+hydroPlantsizeUpto300MW(phase1),scalableto1.7GWLocationAustrakBusinessPark,LongReach,nearBellBay,TasmaniaNearport/industrialprecinctBellBayAdvancedManufacturingZoneEstimatedCAPEXNotpublicLandrequirement~70Ha,LandaccessarrangementsinplaceOutputRenewableammonia+hydrogenOutputvolume550tpdofammonia+hydrogenforlocalconsumptionOpentoinvestmentYesSeekingofftakeYesTimelinesFID:End2023MarketExport(primary)+domesticAustralianhydrogenprojectshowcaseWoodside:H2PerthH2PerthisaproposedhydrogenandammoniaproductionfacilitytobelocatedinPerth,WesternAustralia.Phase1oftheprojectistargetingupto2,700tonnesperdayofammoniaproducedthroughbothgasreformingandelectrolysis.Itistargetingsupplytolocalindustryandinternationalusers.Subsequentphaseshavethepotentialtoexpandto8,900tpdbyincreasingtheelectrolysiscomponent.Prefront-endengineeringdesigncommencedinMay2022.Woodsideisoperatorandholdsa100%participatinginterest.WoodsideintendsforH2Perthtobenetzerofromthestartofoperations,usingacombinationofrenewableelectricity,offsetsandcarboncapture,utilisationandstoragetechnologies.H2Perthisoneof19AustralianprojectsparticipatinginthedesigntrialsfortheAustralianGovernment'sproposedGuaranteeofOriginSchemeforhydrogen.28ProjectstakeholdersWoodsideInvestorinterestLargescale,creditworthy,willingtoworkwithWoodsideOfftakeinterestLargescale,creditworthy,ammoniaorliquidH2customerPerthProjectstatusUnderDevelopmentPowersourceNaturalgas+gridelectricity,withrenewableelectricitytargetsPlantsize65TJ/d+upto250MW(Phase1),scalableto3GW+LocationRockinghamIndustryZone,Perth,AustraliaNearport/industrialprecinctWesternTradeCoast(KwinanaBulkJetty)EstimatedCAPEXNotpublicLandrequirement130ha,landaccessarrangementsinplaceOutputAmmoniaandpotentiallyliquidhydrogenOutputvolume2,700tpdammonia(Phase1),potentialtoincreaseto8,900tpdOpentoinvestmentYesSeekingofftakeYesTimelinesFID:2024Construction:followingFIDOperation:2027MarketExport(primary)+domestic(proposedonsiterefuellingstationforheavyandpassengervehicles)AustralianhydrogenprojectshowcaseYara:YuriGreenammoniaprojectAustralianhydrogenprojectshowcaseYaraPilbaraispartneringwithleadingFrenchutilitycompanyENGIEtodeveloptheYuriGreenAmmoniaProject(ProjectYuri)inKarratha,inWesternAustralia’snorthwest.Theinitialphaseoftheproject(Phase0)isahydrogen-to-ammoniaplantintegratedwiththeexistingYaraPilbarafertilisersplant.ProjectYuriwillfirstdeliverrenewablehydrogenintoYaraPilbara’sammoniaoperations.TheoutputofPhase0ishydrogenwhichwillthenbeusedinYara’sconventionalsteammethanereforming(SMR)ammoniaplant.DuringPhase1andbeyond,theoutputwillbeammoniaforuseincurrentmarkets,vesselandrailfuel,powergenerationanddownstreamcropnutritionproducts.29ProjectstakeholdersYara,EngieInvestorinterestAtradinghousewithanexistingsignificantpresenceinthemarket.Offtakerlookingforequityinvestmentinproduction.OfftakeinterestInitialofftakewillbeforexistingammoniaproduction.Beyondthisseekinglocalorglobalcustomerswithwillingtopaygreenpricepremium.KarrathaProjectstatusPhase0-ConstructionPowersourcePhase0:solarPhase1–3:wind+solarPlantsizePhase0:10MWPhase1:1GWPhase2:2GW+LocationKarratha,WANearport/industrialprecinctBurrupStrategicIndustrialEstate/PortofDampierEstimatedCAPEXAUD>$2bperphaseLandrequirement~50HAOutputAmmonia+hydrogenOutputvolumePhase0:640tpa(H2)Phase1:upto5mtpaOpentoinvestmentYesSeekingofftakeYes,innegotiationTimelinesPhase0COD:2024Phase1COD:2027MarketDomesticfirst+exportGovernmentsupportARENA:$47.5mWAHydrogenFund:$2mContactusAustralianhydrogenprojectshowcase30ThankyouforyourinterestAustradewelcomestheopportunitytodiscusstheseprojectsandcanfacilitatetailoredintroductionstoprojectproponentsinAustralia.PleasespeakwithyourlocalAustraderepresentativetodiscussfurther.Ifyoudonothaveacontact,pleasefindyournearestAustradeinvestmentspecialisthere:www.austrade.gov.au/international/invest/investment-specialistsAlternativelypleasereachouttoJoelSmouha(SeniorAdvisor,Hydrogen)whocanconnectyouwithyourlocalrepresentative.E:joel.smouha@austrade.gov.auVisitourwebsite:austrade.gov.auKeyhydrogenprojectsinAustraliaAustralianhydrogenprojectshowcase31H2TAS(BellBay)BellBayRenewableHydrogen/Ammoniaproject(BellBay)CQ-H2(Gladstone)H2-Hub(Gladstone)EGH2(Townsville)EyrePeninsulaGateway(Cultana)GoyderREZone(Burra)MurchisonHydrogenRenewablesProject(Kalbarri)YuriGreenAmmoniaproject(Pilbara)CleanEnergyInnovationPark(Warradarge)AustralianRenewableEnergyHub(EastPilbara)ExperienceandexpertiseH2Perth(Perth)HydrogenEnergySupplyChain(LatrobeValley)GibsonIslandGreenHydrogenConversion(Brisbane)HunterValleyIndustrialCleanEnergyHub(HunterValley)FFIBellBaygH1(BellBay)UarooRenewableEnergyHub(Pilbara)WesternGreenEnergyHub(WestofEucla)GeraldtonExportScaleRenewableInvestment(GERI)H2Kwinana–KwinanaEnergyHub

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