Ann: Province to progress HyEnergy Project without Total Eren, page-144

TotalEnergies rolls onwards alone, with a 30GW green hydrogen project pipeline for Australia:

https://www.upstreamonline.com/energy-transition/totalenergies-arm-unveils-30gw-green-hydrogen-pipeline-in-australia-despite-hyenergy-exit/2-1-1418379

Meanwhile, in other news, Indian renewables investors are looking to set up shop in Australia to help develop green H2 at scale.

Africa is pushing ahead with green hydrogen at pace, with FFI involved in four of the H2 projects there according to the AFR, and Twiggy promising investors they’ll have five clean renewables projects ready for approval by Christmas.

In a paid promo piece also in the AFR, global engineering & professional services firm Arcadis is pumping green hydrogen and the need for more visible policy support: “...The private sector is watching closely but they won’t get involved unless it makes sense economically, and this comes down to how quickly we can scale the hydrogen market.”

The Guardian likewise reports on Australia facing a ‘hydrogen tipping point’ and argues that the energy industry needs smart policies, not huge handouts if we are to compete with the US: “...The director of Asian hydrogen sales for US-based Chart Industries, Mark McKechnie, said a joke among his American colleagues was that “Australia has more announced hydrogen projects than anywhere else in the world”, but only one – in the Pilbara – had reached a final investment decision.”

PRL has its work cut out for it now (re?)establishing itself as the leading listed green H2 project. Let’s hope Frances & Burke come out with all guns blazing next month on new partnerships, PRL/HyEnergy becomes more visible and vocal, and that Roger Martin has been meaningfully contributing to hydrogen lobbying efforts in Canberra as well as in Perth.