【市场报告】澳大利亚国家氢能战略-英_市场营销策划_重点报告20230901_doc.docx

VuMm1ianGmrnnwntHqwr1mcn1ofC1inia1eChan2v.F.cr>ttheIniinmmrnfandWntrrNationa1HydrogenStrategyReviewConsu1tationPaperIJu1y2023dcceewgov.aHaveYourSaySubmissionstothisconsu1tationpapercanbemadeviatheDepartmentsConsu1tationHubandbyc1ickingthe"MakeaSubmission"button. Submissionsinre1ationtotheNationa1HydrogenStrategywi11besharedwiththeNHSReviewStatesandTerritoriesReferenceGroupestab1ishedtoassistwiththereviewoftheNationa1HydrogenStrategy. Submissionswi11a1sobepub1ishedon1ineaftertheconsu1tationc1oses,howeverstakeho1dersmayrequestthatcomponentsoftheirsubmissionbekeptconfidentia1andnotpub1ished.Thisconsu1tationwi11c1oseon18August2023.Copyright©Commonwea1thofAustra1ia2023Ownershipofinte11ectua1propertyrightsUn1essotherwisenoted,copyright(andanyotherinte11ectua1propertyrights,ifany)inthispub1icationisownedbytheCommonwea1thofAustra1ia.CreativeCommons1icenceAttributionCCBYA11materia1inthispub1icationis1icensedunderaCreativeCommonsAttribution4.0Internationa11icence,saveforcontentsupp1iedbythirdparties,1ogos,anymateria1protectedbytrademarkorotherwisenotedinthispub1ication,andtheCommonwea1thCoatofArms.CreativeCommonsAttribution4.0Internationa11icenceisastandardform1icenceagreementthata11owsyoutocopy,distribute,transmitandadaptthispub1icationprovidedyouattributethework.Asummaryofthe1icencetermsisavai1ab1efromby4.0Thefu111icencetermsareavai1ab1efrom1icensesby4.0)ega1codeContentcontainedhereinshou1dbeattributedasNationa1HydrogenStrategyReview,Consu1tationPaper,Austra1ianGovernmentDepartmentOfCIimateChange,Energy,theEnvironmentandWoter.Disc1aimerTheAustra1ianGovernmentasrepresentedbytheDepartmentofC1imateChangezEnergy,theEnvironmentandWaterhasexercisedduecareandski11Inthepreparationandcompi1ationoftheinformationanddatainthispub1ication.Notwithstanding,theCommonwea1thofAustra1ia,itsofficers,emp1oyees,oragentsdisc1aimany1iabi1ity,inc1uding1iabi1ityforneg1igence,1osshowsoevercaused,damage,injury,expenseorcostincurredbyanypersonasaresu1tofaccessing,usingorre1yinguponanyoftheinformationordatainthispub1icationtothemaximumextentpermittedby1aw.Norepresentationexpressedorimp1iedismadeastothecurrency,accuracy,re1iabi1ityormp1etenessoftheinformationcontainedinthispub1ication.Thereadershou1dre1yontheirowninquiriestoindependent1yconfirmtheinformationandcommentonwhichtheyintendtoact.Thispub1icationdoesnotindicatecommitmentbytheAustra1ianGovernmenttoaparticu1arcourseofaction.IntroductionAustra1iansfirstNationa1HydrogenStrategywasendorsedbya11Austra1iangovernmentsandpub1ishedin2019.TheStrategycontained57actionsandprincip1esout1iningtheinitia1stepsAustra1iacou1dtaketodeve1opa1argesca1edomestichydrogenindustry.Consistentwiththeadaptiveapproachtohydrogenindustrydeve1opmenton24February2023,theEnergyandC1imateChangeMinisteria1Counci1(ECMC)agreedtoaReviewoftheNationa1HydrogenStrategy(theStrategyReview)toensurethenationa1strategypositionsAustra1iaonapathtobeag1oba1hydrogen1eaderby2030onbothanexportbasisandforthedecarbonisationofAustra1ianindustries.Whi1eAustra1iawasthethirdnationtopub1ishahydrogenstrategyin2019,at1east30nationshavenowre1easedhydrogenstrategies,withmanymoreindeve1opment.Thehydrogenindustryhasemergedfromthere1ativefringestogenerateinternationa1excitementaboutthehydrogenopportunity.Internationa1hydrogenmarketshaveshifteddramatica11yandweare1earningmoreaboutforwhichcurrentandemerginguseshydrogencanhavethebiggestdecarbonisationandeconomicimpact.Manyofthejurisdictionswithhydrogenstrategiesareimp1ementingfinancia1incentivemechanismstoacce1erateinvestmentandindustrydeve1opment.Supportforpi1otanddemonstrationprojectsAvai1ab1eInpreparationInitia1po1icydiscussionsNoactivityNotassessedFigure1:Nationa1hydrogenstrategiesasofAugust16,2023$300bi11ionprojectpipe1ineWor1dc1assenergyresourcesDecarbonisationopportunityAdvancingexportcompetitionFigure 2: Thedeve1opingrationa1eforawor1d1eadinghydrogenindustryWhi1epositivefortheemergenceofag1oba1hydrogenindustry,theseinternationa1actionspresentpotentia1riskstoAustra1ia'shydrogenindustryintermsofincreasing1ycompetitivesupp1ychains,thediversionofforeigninvestmentawayfromAustra1ia,andcompetitionforourpotentia1hydrogenbasedexportindustries.The2023StateofHydrogenReportDCCEEW(2023)StateofHydrogen2023Reportatwww.dccecw.govuenergypub1icationsstate-of-hydrogen-2023foundthatAustra1iaiswe11p1acedtop1ayasignificantro1eintheg1oba1hydrogenindustryduetoourrenewab1eenergypotentia1,ski11edresourceandenergyworkforceanda1onghistoryasatrustedenergyandresourcesexporter.DCCEEW(2023)StateofHVdr%en2023Reportatwww.dcceew.govu/energy/pub1ications/state-of-hydrogen-2023REN21(2023)G1oba1Renewab1eRwp<ontentup1oads201905GSR-2023-Energy-Supp1yModu1e.pdfAustra1iahasaround40percentofa11announcedg1oba1hydrogenprojects,withtheAustra1ianpipe1ineva1uedfrom$230bi11ionto$300bi11ion.ThiswasconfirmedbytheREN212023G1oba1Renewab1esResourcesreportwhi