澳大利亚氢能项目（英文版）--澳洲贸投委.pdf

Australian hydrogen project showcase March 2023 1 Disclaimer This report has been prepared by the Commonwealth of Australia represented by the Australian Trade and Investment Commission (Austrade). The report is a general overview and is not intended to provide exhaustive coverage of the topic. The information is made available on the understanding that the Commonwealth of Australia is not providing professional advice. While care has been taken to ensure the information in this report is accurate, the Commonwealth does not accept any liability for any loss arising from reliance on the information, or from any error or omission, in the report. Any person relying on this information does so at their own risk. The Commonwealth recommends the person exercise their own skill and care, including obtaining professional advice, in relation to their use of the informatio n for their purposes. 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Using the Commonwealth Coat of Arms The terms of use for the Coat of Arms are available from the It’s an Honour website (itsanhonour.gov.au) 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 Australian Government support Australian hydrogen project showcase 4 The Australian Government is committed to developing a hydrogen economy. Australian energy ministers share a vision for a clean, innovative, safe and competitive hydrogen industry that benefits all Australians and is a major global player by 2030. Australia’s National Hydrogen Strategyprovides a framework for governments and industry to work together to build Australia’s hydrogen industry. The Commonwealth, State and Territory Governments will continue to work with industry to overcome any barriers to development. This work focuses on 3 areas: • Building demand • Achieving low-cost hydrogen production at scale • Reducing hydrogen delivery costs. Committed Australian, State and Territory Government support for the hydrogen industry is now over A$6.3 billion. Australian governments and industry leadership has contributed to an announced pipeline of at least $127 billion of hydrogen and ammonia projects. Clean Hydrogen Australia’s National Hydrogen Strategy supports all production pathways and technologies that are capable of producing clean hydrogen. Clean hydrogen is hydrogen produced using renewable energy or using fossil fuels with substantial carbon capture and storage (CCS). This gives the emerging hydrogen industry flexibility to pursue the pathways that best meet customer preferences as global markets emerge. CSIRO, ‘HyResource’: Australia and New Zealand – HyResource (csiro.au) DISER, 2021, ‘State of Hydrogen 2021’, State of Hydrogen 2021 | Department of Industry, Science, Energy and Resources Key hydrogen projects in Australia Australian hydrogen project showcase 5 H2TAS (Bell Bay) Bell Bay Renewable Hydrogen/Ammonia project (Bell Bay) CQ-H2 (Gladstone) H2-Hub (Gladstone) EGH2 (Townsville) Eyre Peninsula Gateway (Cultana) Goyder RE Zone (Burra) Murchison Hydrogen Renewables Project (Kalbarri) Yuri Green Ammonia project (Pilbara) Clean Energy Innovation Park (Warradarge) Australian Renewable Energy Hub (East Pilbara) Experience and expertise H2Perth (Perth) Hydrogen Energy Supply Chain (Latrobe Valley) Gibson Island Green Hydrogen Conversion (Brisbane) Hunter Valley Industrial Clean Energy Hub (Hunter Valley) FFI Bell Bay gH1 (Bell Bay) Uaroo Renewable Energy Hub (Pilbara) Western Green Energy Hub (West of Eucla) Geraldton Export Scale Renewable Investment (GERI) H2Kwinana – Kwinana Energy Hub Overview of active and prospective hydrogen projects Australian hydrogen project showcase 6 Project name Company Location Power Source Plant Size (MW) Scalable Plant size (MW) Output Volume(TPA) Market Open to investment Seeking offtake Status Clean Energy Innovation Park ATCO Western Australia Wind 10 TBC Hydrogen 1267 Domestic Yes Yes FEED Australian Renewable Energy Hub bp Western Australia Wind + Solar 26,000 26,000 Hydrogen initially through the Green H2/NH3 Supply Chain Demonstrator (Demonstrator Stage), a commercial scale facility designed to meet existing domestic industrial use for ammonia in the region. Stage two will support export market development activities. The facility can be expanded to host a larger green hydrogen/ammonia production complex – integrating up to four industrial-scale process trains – an export terminal and connecting pipeline infrastructure, developed to supply the export market (Export Stage). The production precinct is located on industrial zoned land at Cultana on the Eyre Peninsula, South Australia and connected by a pipeline infrastructure corridor to the port precinct at Port Bonython. 21 Project stakeholders Hydrogen Utility Pty Ltd, Mitsubishi Heavy Industries Investor interest Seeking a partner that can provide a strategic alignment and value to the project through market access, technology, risk management, or provide joint services, or capital aggregation. Offtake interest Partners in the energy, transport and manufacturing sectors interested in long term price certainty and a 10-15 year offtake. Cultana Project status Development Power source Wind + solar Plant size 100MW – 1,500 MW Location Cultana, SA Near port/industrial precinct Connected by pipeline to Port Bonython Estimated CAPEX AUD $2.81b Land requirement TBC Output Ammonia + hydrogen Output volume At completion: 2,400 TPD ammonia + additional hydrogen up to 100 TPD Open to investment At this stage, 60% is available for additional equity investment Seeking offtake Yes Timelines COD: Demonstrator stage: Q2-Q4 2023 Export stage: Q3 2025 Market Domestic and (primarily) export Japan Susio Energy: Hydrogen Energy Supply Chain (HESC) Australian hydrogen project showcase Australia’s most advanced clean hydrogen project, the Hydrogen Energy Supply Chain (HESC) project in Victoria, has entered the commercial demonstration phase with the commitment of JPY220 billion (approximately AUD$2.35 billion) in funding from the Japanese Government’s Green Innovation Fund. The funds will be delivered via the Japan Suiso Energy (JSE) comprising Kawasaki Heavy Industries and Iwatani Corporation. A newly formed J-POWER and Sumitomo Corporation Joint Venture (JPSC JV) will supply 30,000 tonnes of clean hydrogen gas per year, to a JSE owned and operated liquefaction and shipping facility at the industrial Port of Hastings. This major injection of capital enables JSE to design and build commercial scale facilities to liquefy and ship the hydrogen from Port of Hastings to the Port of Kawasaki in Japan, bringing significant economic benefits to Victoria and Hastings in particular. 22 Project stakeholders Japan Suiso Energy (JSE), J-Power, Sumitomo Corporation Investor interest Interested in talking to parties capable of partnering for both hydrogen and derivatives export and domestic-use industries. Offtake interest Large creditworthy customer (e.g. electricity company) Latrobe Valley Project status Pilot complete and will proceed with the Pre- FEED/FEED of the commercial demonstration phase Power source Renewables (H2 from coal gasification with CCUS.) Plant size TBA Location Latrobe Valley, VIC (Gasification) Near port/industrial precinct The Port of Hastings, VIC (liquefaction/Loading for pilot phase) Estimated CAPEX Commercial in confidence Land requirement TBA Output Liquefied hydrogen and gaseous hydrogen Output volume 30,000-40,000 TPA Open to investment Yes Seeking offtake Yes Timelines Pilot: Complete (2022) Commercial demonstration: to start by late 2020’s Market Domestic + Export Government Support Japanese Government: (approx. AUD$2.35b) Australian, Victorian Governments: TBC Neoen: Goyder renewable energy zone Australian hydrogen project showcase The Goyder renewable energy zone is located in Burra, South Australia. Goyder Renewables Zone is a large hybrid renewable energy project proposed for the area around Burra and is part of a new generation of projects that combine wind with solar and battery storage to provide renewable energy 24/7. The Zone consists of 2 separate projects: Goyder North (north of Burra), and Goyder South (south of Burra). Opportunities for hydrogen production and export from Port Pirie (100km away) and Port Bonython (150km away) supplied by renewable energy from Goyder are under consideration. 23 Project stakeholders Neoen Australia Investor interest Neoen is particularly interested in investors for the non-wind and solar components of the project. Offtake interest Domestic and export Burra Project status Under development Power source Expansion Under Development Wind: 1.2 GW Solar: 600 MW BESS: 900 MW Plant size 400 MW + (offtake dependent) Location Burra, SA Near port/industrial precinct No, but possible to export from Port Bonython Estimated CAPEX Offtake dependent Land requirement Under Agreement Output Offtake dependent: H2, MCH or ammonia Output volume Offtake dependent Open to investment Yes Seeking offtake Yes Timelines FID: late 2023 Construction: mid-2024 COD: mid 2027 Market Offtake dependent but focus is on export Origin: Bell Bay Renewable Hydrogen Origin Energy has completed a feasibility study in constructing a large-scale renewables-based hydrogen and ammonia plant with a planned production rate of 420,000 tonnes of ammonia per annum. The plant is proposed be located in the Bell Bay Advanced Manufacturing Zone in Tasmania. The feasibility study assessed the plant designed to enable flexible operation, with an estimated electrical load of more than 500 megawatts (MW). While the main focus of the project would be the production of renewables- based ammonia for export, some of the produced hydrogen and ammonia would be made available for domestic use. The project proponent is targeting Front End Engineering Design (FEED) studies to commence in 2023. 24 Project stakeholders Origin Energy Investor interest Seeking a partner that can provide value to the project through market access, technology, risk management, or provide joint services, or capital aggregation. Offtake interest Customer with demand for hydrogen in their own operations or customer base initially. They would have an incentive to incur a price premium for renewable hydrogen. Bell Bay Project status Feasibility study completed Power source Renewable energy (undefined) Plant size 500 MW Location Bell Bay, Tasmania Near port/industrial precinct Bell Bay manufacturing zone + port Estimated CAPEX TBC Land requirement TBC Output Renewable hydrogen/ammonia Output volume 1,200 TPD ammonia Open to investment Yes Seeking offtake Yes Timelines Offtake dependent Market Export and domestic Stanwell: CQ-H2 Project Australian hydrogen project showcase The CQ-H2 project is a large-scale renewable hydrogen supply chain project located in Central Queensland. The proposed project includes a large-scale renewable hydrogen production facility at Aldoga near Gladstone and a liquefaction plant at the Port of Gladstone. The proposed project will produce renewable hydrogen via electrolysis using 100% renewable energy supply. As a Queensland State Government owned corporation, Stanwell has also received support of the Queensland Government for the delivery of the feasibility study. The intention for the project is to produce renewable hydrogen gas that will be liquefied at the port for shipping to Japan, as well as servicing local offtakers such as ammonia. 25 Project stakeholders Stanwell Corporation, Iwatani Corporation, Kawasaki Heavy Industries, Kansai Electric Power Company, Marubeni, APA Group Gladstone Project status Pre-FEED Power source 100% renewable Plant size Phase 1: 280 MW Phase 2: 2,100 MW (Electrolyser size) Location Gladstone, Qld Near port/industrial precinct Gladstone state development area, Port of Gladstone Estimated CAPEX Phase 1: AUD $2.6b Phase 2: AUD $9b Land requirement ~121 HA (for hydrogen production only) Output Hydrogen Liquid hydrogen Output volume Phase 1: ~100 tpd Phase 2: ~800 tpd Open to investment Possible for phase 2 Seeking offtake Yes Timelines FID: 2024 Construction: 2024 COD: 2027 Market Domestic + export Government support ARENA, Japanese Ministry of Economy, Trade and Industry (METI), Queensland Government Intercontinental Energy: Western Green Energy Hub Australian hydrogen project showcase The project is located on Miring Traditional owner lands, primarily in the Shire of Dundas and also the City of Kalgoorlie, in Western Australia SE Goldfields. It involves an ultra-scale hybrid wind and solar development, planned to be built in phases to meet domestic and export hydrogen/ammonia demand. The hybrid wind and solar project could produce up to 50 gigawatts (GW) of renewable-based power over 15,000 square kilometres. At full operations the project could annually produce 3.6 million tonnes of renewable-based hydrogen or around 20 million tonnes of (renewable-based) ammonia. The output would supply both domestic and export markets as the ‘green fuels’ market continues to expand post-2030. 26 Project stakeholders Intercontinental Energy, CWP H1, Mirning People Investor interest Interested equity investment and partners that can bring value added expertise…. Offtake interest Large scale green hydrogen or ammonia importer looking to decarbonise operations. West of Eucla Project status Under Development Power source Wind + Solar Plant size 50 GW Location SE Goldfields, West of Eucla Near port/industrial precinct Own Export Estimated CAPEX ~US$70B Land requirement 15,000 km² Output Green Hydrogen & Ammonia Output volume 3.5mtpa Green Hydrogen/ annum Open to investment Yes Seeking offtake Yes Timelines FID:2027 FEED: 2025/6 COD: from 2030 onwards Market Domestic + Export Woodside: