オセアニアの水素市場：2024年

オセアニア、特にオーストラリアは、再生可能エネルギーの生産と利用とともに、国内の低炭素水素市場を開拓し、産業や大型輸送などの脱炭素化が困難な分野を脱炭素化することの優先順位を強調しています。

オセアニア、特にオーストラリアは、最も安定した需要と最も価値のあるグリーン輸出を提供できるセクターの脱炭素化のために水素を利用することに特に重点を置いています。

低炭素のアンモニア、メタノール、重輸送は、世界的に十分な需要がある成熟産業であり、水素セクターの規模拡大を支え、国内の脱炭素化に貢献し、大規模輸出を通じて経済に貢献するため、重点が置かれています。

他の多くの地域と同様、輸送は依然として低炭素水素の主要な最終用途部門であり、現在のプロジェクト発表によれば、340万トン/年近い生産能力が輸送に割り当てられると予想されています。

オセアニア、特にオーストラリアは、最も安定した需要と最も価値のあるグリーン輸出を提供できるセクターの脱炭素化のために水素を利用することに特に重点を置いています。

低炭素のアンモニア、メタノール、重輸送は成熟産業であり、世界的に十分な需要があるため、水素セクターの拡大を支援し、国内の脱炭素化に貢献し、大規模な輸出を通じて経済に貢献することができます。

オセアニア、特にオーストラリアは、低炭素水素の市場開拓を加速し、地域市場の需要を拡大するための包括的な政策枠組みを確立しています。オーストラリアは、インセンティブ、イニシアティブ、資金提供プログラムを含む国家水素戦略を通じて、自国をアジア太平洋内のアーリームーバーとして、また低炭素水素の世界・ハブとして位置づけたいと考えています。

当レポートでは、オセアニアの水素市場について調査し、市場の概要とともに、オセアニアのパイプライン動向、水素プロジェクト、水素生産能力と主要参入企業、競合情勢、および今後の見通しなどについてまとめています。

目次

• 概要
• エグゼクティブサマリー
• 低炭素水素市場のスナップショット
• 低炭素水素市場
• 世界の状況におけるオセアニア
• オセアニアのパイプライン水素容量
• 地域低炭素水素市場
• 世界最大の今後の水素プロジェクト
• オセアニア最大の今後の水素プロジェクト
• オセアニアの水素生産能力と主要参入企業
• 水素容量の低ケースと高ケースのシナリオ
• 低炭素水素の競争力の原動力
• 低炭素水素導入の大きな抑制要因
• 主要な応用分野の需要
• オセアニアの水素利用分野
• 輸送
• オセアニアのアンモニア
• オセアニア最大の低炭素アンモニアプロジェクト
• 合成燃料
• オセアニアの天然ガス需要
• 水素パイプライン
• 化学分野向け低炭素水素
• 鉄鋼
• 政策、プロジェクト、主要参入企業
• 国別の水素生産目標
• 水素政策
• 地方水素政策I、II、III
• 貿易協定
• オセアニアの水素取引
• 水素を追求するオセアニア企業

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

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