Oceania, chiefly through Australia, originally positioned itself as a future export powerhouse for low-carbon hydrogen. However, due to project stalls and cancellations in Australia, the region has lost ground over the past year. This reports analyses Oceania's upcoming production capacity, market leaders, and emerging demand sectors to assess whether the region can still reach its ambitious targets.
Oceania is positioning itself as a key export hub for low-carbon hydrogen, targeting markets such as North and Southeast Asia. Australia, in particular, is leveraging its vast renewable resources and policy incentives to advance large-scale projects toward final investment decisions. Only three countries in the region, namely, Australia, New Zealand, and Papua New Guinea, are actively investing in low-carbon hydrogen. Australia accounts for 99% of the total regional capacity, spread across
more than 170 projects, underscoring its dominant role in shaping Oceania’s hydrogen landscape. The majority of Oceania’s expected 2030 hydrogen capacity remains in the pipeline, with 44% in feasibility, 19% in FEED, 36% in approval, and, so far, only 1% in construction. Additionally, in Australia, 24 hydrogen projects have been stalled, and 29 cancelled entirely. As a result, the deliverability of the region's export targets carries uncertainty.
Oceania is positioning itself as a key export hub for low-carbon hydrogen, targeting markets such as North and Southeast Asia. Australia, in particular, is leveraging its vast renewable resources and policy incentives to advance large-scale projects toward final investment decisions. Only three countries in the region, namely, Australia, New Zealand, and Papua New Guinea, are actively investing in low-carbon hydrogen. Australia accounts for 99% of the total regional capacity, spread across
more than 170 projects, underscoring its dominant role in shaping Oceania’s hydrogen landscape. The majority of Oceania’s expected 2030 hydrogen capacity remains in the pipeline, with 44% in feasibility, 19% in FEED, 36% in approval, and, so far, only 1% in construction. Additionally, in Australia, 24 hydrogen projects have been stalled, and 29 cancelled entirely. As a result, the deliverability of the region's export targets carries uncertainty.
Key Highlights
- Australia continues to dominate regional capacity. However, in the last year, the region has slipped from fourth to fifth place globally for active and upcoming capacity, as several large-scale developments reduced near-term volumes.
- This slowdown has significantly altered the pipeline in the last year, as 44% of the expected 2030 capacity remains in the feasibility stage, as developers reassess timelines and investment commitments.
- Sub-national governments remain central to Australia’s hydrogen rollout. However, the effective cancellation of the South Australia Hydrogen Jobs Plan, which cost nearly AUD90m in public funds, illustrates growing execution risks linked to cost inflation and shifting political priorities.
Report Scope
- Oceania's hydrogen market in a global context
- Key regional projects
- Low-carbon hydrogen competitiveness drivers in Oceania
- Leading countries in Oceania for low-carbon hydrogen production
- Key companies and future leaders operating in Oceania's hydrogen market
- Intended use sectors for Oceanian hydrogen
- Hydrogen policies, strategies, and funding initiatives related to hydrogen in Oceania
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 across the region
- Facilitate the understanding of how the low-carbon hydrogen market is progressing in the region, including an analysis of project stalls and cancellations.
Table of Contents
- Overview
- Executive summary
- Snapshot of the low-carbon hydrogen market
- Low-Carbon Hydrogen Market
- World’s largest upcoming hydrogen projects up to 2030
- Oceania’s largest upcoming hydrogen projects up to 2030
- Oceania in a global context
- Oceania’s low-carbon hydrogen capacity by development stage
- Regional low-carbon hydrogen market
- Low-carbon hydrogen competitiveness drivers
- Key players for low-carbon hydrogen capacity in Oceania
- Hydrogen capacity low-case and high-case scenarios
- Demand in Key Application Areas
- Target end-use industries for low-carbon hydrogen in Oceania
- Transportation
- Low-carbon ammonia
- Oceania’s largest low-carbon ammonia projects
- Synthetic fuels
- Hydrogen pipelines and gas blending projects
- Policies, Projects, and Key Players
- Hydrogen production targets by country
- Hydrogen policies: Australia
- Hydrogen policies: New Zealand
- Sub-national hydrogen policies
- International trade agreements and partnerships
- Contact the Publisher
- Oceania’s largest upcoming hydrogen projects up to 2030
- Top 5 active and upcoming hydrogen pipelines in Oceania, by length
- Top 5 active and upcoming gas blending projects in Oceania, by capacity
- International trade agreements and partnerships
- Global vs Oceanian low-carbon hydrogen capacity by development stage
- Leading regions' split of active and upcoming low-carbon hydrogen capacity
- Active and upcoming low-carbon hydrogen capacity in Oceania by development stage
- Leading companies for low-carbon hydrogen net capacity in Oceania in 2030
- Oceania low-carbon hydrogen capacity scenarios, 2024-2030
- Target end-use industries for low-carbon hydrogen in Oceania
- Oceania's maximum low-carbon hydrogen capacity for transportation sector by state, 2025-2030
- Leading Oceanian states by low-carbon ammonia production capacity in 2030
- Oceania's maximum low-carbon hydrogen capacity for synthetic fuels by state, 2025-2030
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- CWP Global
- Intercontinental Energy Corp
- Climate Impact Corp
- Korea Zinc Co Ltd
- Aqua Aerem Pty Ltd
- Hydrogen Utility Pty Ltd
- Oakajee Energy Pty Ltd
- Copenhagen Infrastructure Partners KS
- H2U Group
- BP Plc
- Korea Electric Power Corp
- Progressive Energy Ltd
- Samsung C&T Corp
- Infinite Green Energy Pty Ltd
- Woodside Energy Group Ltd
- BP Plc
- Kinara Power Pty Ltd
- Pilot Energy Ltd
- Allied Green Ammonia Pty Ltd
- Engie SA
- Edify Energy Pty Ltd
- NH3 Clean Energy Ltd
- Warradarge Energy Pty Ltd Orica Ltd
- Fenix Resources
- Fortescue Future Industries (FFI)
- Janus Electric Holdings Ltd
- Mitsubishi Corp
- AMSL Aero Pty Ltd
- TR Group
- Global Bus Ventures
- Toyota NZ
- Channel Infrastructure (CHI)
- Australian Gas Infrastructure Group
- Singapore Power International Pte Ltd
- Linde Plc
- APA Group
- Energy Estate Pty Ltd
- First Gas Ltd
- Woodside Energy Ltd
- Japan SuisoEnergy Co Ltd
- The Kansai Electric Power Company Inc
