My understanding is that there is a developing relationship between Germany and Australia regarding hydrogen .Hard to see us exporting hydrogen that far or whether it's more of a technology sharing partnership. lnteresting all the same .
https://minister.dcceew.gov.au/bowen/media-releases/growing-australias-hydrogen-supply-chain-germany
For sure Japan can use our hydrogen and they have even invested in a brown hydrogen project in Victoria already .
South Korea would be a candidate although we might lose China as l expect they might be able to produce their own .
As l said previously, there will be a market for green hydrogen . lt's just hard to see whether it will be as big as LNG or whether other technologies will take some of that away .
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Shanthar Pathmanathan, MD
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