Wednesday 16 November – day two

08:00
Registration, coffee and networking
08:40
Opening remarks from the Chair

Florence Lindhaus
Cluster Manager - Energy
German-Australian Chamber of Industry and Commerce

Analysing the sectors where hydrogen can first become a competitive fuel
08:50
Picking the large-scale projects that will achieve profitability within reasonable time frames
  • Analysing the costs that are making hydrogen a viable alternative to natural gas
  • Defining the criteria that should be used to measure potential profitability in fully functional hydrogen facilities
  • Making hydrogen make sense financially in the mobility, industrial (heat energy) or domestic sectors

Jeremy Hasnip
Head of Energy Transition
Sumitomo Mitsui Banking Corporation

09:20
Why Volvo is betting on hydrogen
  • Accounting for all the factors (economic, environmental, technical and operational) that can make hydrogen the best option
  • Defining the advantages of hydrogen over batteries which make it the rational choice for long-distance, heavy haulage
  • Deploying hydrogen when economies of scale and increased efficiency are likely but not yet guaranteed
  • At what point does hydrogen become the fuel of choice for reasons other than lowering the carbon profiles?

Paul Illmer
Vice President Emerging Technology Business Development
Volvo Group Australia

09:50
PANEL DISCUSSION: Can hydrogen be the domestic gas fuel of the future?
  • What would it take for hydrogen to replace natural gas in Australian homes?
  • How could policy and funding accelerate the domestic use of hydrogen?
  • Are consumers ready to embrace hydrogen in their homes?
  • How do we respond to the ‘electrify everything’ school of thought?

Moderator:

Jeremy Hasnip
Head of Energy Transition
Sumitomo Mitsui Banking Corporation
Panellists:

Kristin Raman
Acting Executive General Manager People and Strategy
Australian Gas Infrastructure Group (AGIG)

Peter Harcus
General Manager Assets and Operations, Gas Distribution
Jemena

Warner Priest
Midstream Energy Director
InterContinental Energy

10:30
Morning tea

Collaboration, consortiums and cooperatives –financial structures to kickstart large-scale hydrogen deployment
11:00
Leveraging scale and global experience to accelerate commercial hydrogen projects
  • Taking advantage of a global player’s scale and experience to advance large-scale hydrogen projects
  • Importance of working with consortia partners (including new entrants) who have complementary skills to Linde
  • Starting small and building scale through the hydrogen value chain - from 0.5MW, to 30MW, to proposed 300+MW scale projects
  • Examples of hydrogen production and refuelling infrastructure projects for Australia

Chris Dolman
Business Development Manager - Clean Hydrogen
BOC South Pacific

11:30
Kickstarting the hydrogen economy – making the deals happen locally and internationally
  • Bringing partners and buyers on the journey from front end engineering and design (FEED) study to final investment decision (FID)
  • Structuring contracts so that hydrogen generation, transport and end-use can scale up quickly and become financially feasible
  • Working with partners to establish a supply chain to Japan, alongside opportunities for local industrial customers

Phil Richardson
General Manager New Energy Projects
Stanwell

12:00
Clean energy inspiring a thriving community - unlocking the Hunter Valley’s export supply chain paradox
  • Providing a pathway for a future in clean energy through workforce skills and training
  • Exploring how the resilient, and innovative culture underpins a growth mindset
  • Working through the unequal impact of transition on different parts of the community and allowing for success to be measured across more than just economic outcomes

Simon Byrnes
Chief Commercial Officer
Port of Newcastle

12:20
Networking Lunch

13:10
The most competitive green hydrogen in the world today

Dejun (Benny) Wang
Chief Executive Officer
SinoHy Energy

13:30
PANEL DISCUSSION: What structures will progress hydrogen from feasibility studies to mainstream fuel?
  • What are some of the ways value chain risk can be shared in early projects?
  • How can the learnings gained in projects and pilots be safely shared?
  • How can consortium projects jump from the testing phase into large-scale production and distribution?
  • How should groups be structured for the best chance of commercial feasibility and long-term success?
  • What are the time scales for achieving break-even and profitability?

Moderator:

Vicky Au
Deputy Lead, Hydrogen Industry Mission
CSIRO

Panellists:

Gerard Reiter
Co-founder & Chief Executive Officer
Aqua Aerem

Robert Ludecke
GM Hydrogen and Strategic Projects
Iberdrola

Neil Wang
Chief Executive Officer
Foton Mobility

Building a resilient industry whilst the hydrogen market is still embryonic
14:10
Overcoming the chicken/egg problem by investing in the infrastructure to support hydrogen adoption and use
  • Tackling the technological and infrastructural challenges of creating a competitive hydrogen economy
  • Defining the enabling technologies that will make hydrogen a viable carbon-free fuel
  • Resolving the hydrogen-ammonia dilemma for storage, transport and downstream use
  • Creating a talent pipeline of skilled workers who can contribute to different components of the hydrogen value chain

Victor Nian
Co-founder and Chief Executive Officer
Centre for Strategic Energy and Resources (Singapore) (remote presentation)

14:40
Creating a commercially feasible hydrogen supply chain
  • Examining the feasibility of bunkering and exporting green hydrogen and ammonia
  • Building on existing expertise to develop a robust supply chain to export markets
  • Achieving the scale necessary to be globally competitive

Gerard Reiter
Co-founder & Chief Executive Officer
Aqua Aerem

15:10
Afternoon tea

CREATING A FLEXIBLE AND ROBUST HYDROGEN EXPORT MARKET
15:40
Testing the viability of hydrogen imports
  • Estimating the quantities of hydrogen that may need to be sourced from other countries
  • Limiting the commercial offtake risks – what does a ‘good’ offtake agreement need to include?
  • Mitigating the CAPEX of hydrogen infrastructure to facilitate large-scale deployment

Yuko Fukuma
Senior Staff Officer
Kawasaki Heavy Industries (Japan) (remote presentation)

16:00
Taking a pragmatic approach to the commercialisation of hydrogen offtake
  • Methanation – a practical approach to decarbonisation and minimising the disruption to the energy export value chain
  • Roadmap to decarbonisation and how methanation has a role in Daigas Group’s operations
  • Large-scale methanation production and its challenges

Surena Ho
Senior Commercial Manager - Corporate Development
Osaka Gas Australia

16:30
Developing a new energy sector – lessons from coal seam gas (CSG)
  • Busting the barriers of entry in the energy sector
  • Creating a collaborative hydrogen market and avoiding replicating infrastructure
  • Accounting for social license and changes in public sentiment towards development
  • Adopting a flexible approach rather than rigid pay commitments and secured cash flow (as demanded by the early liquefied natural gas industry)

Richard Cottee
Executive Chairman, State Gas
and Non-Executive Chairman, Elixir

17:00
Closing remarks from the Chair
17:05
Close of Australian Hydrogen Forum