When a sector can come together with aligned objectives (like securing Federal support) anything is possible.
You only need to look at the example of the recent Production Tax Credits for critical mineral projects thanks to hard work by the Association of Mining and Exploration Companies (AMEC) over a number of years to advocate for that industry. One of my holdings (AVL) benefits greatly from that also.
re: West Walker project, it may well have huge resource but I see its difficulty being cost of transportation. Over 1900km to Darwin port (unsure if there is already pipelines and industry down in the Amadeus basin?) compared to GHY drilling on the coast close to existing gas pipelines and Adelaide port.
The QLD govt studied hydrogen transport by rail in 2022. Lots of good info in that re: costs and options.
P2_037_Hydrogen-by-Rail_Gate-2-Report_16092022.pdf (qtlc.com.au)
GLTAH of GRV
- Fred
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