This Month
Green energy firm Hysata raises $172m from big name investors
Hysata says its system is one of the most efficient solutions in the world to produce hydrogen from water.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Forrest accuses US of sacrificing green dream to fossil fuel lobby
Fortescue founder Andrew Forrest unleashed on the US government over a threat to tax credits that underpin an $836 million green hydrogen project in Arizona.
- Brad Thompson
April
Fortescue playing catch up on iron ore shipments
The Andrew Forrest-led miner is adamant it can hit the lower end of guidance for shipments in 2023-24, despite its problems over the past three months.
- Brad Thompson
Green fuels are not the future – they’re just about here
Porsche-backed HIF Global wants to build a plant in Tasmania. Others are eyeing Townsville. But they need the government to push customers their way.
- Angela Macdonald-Smith
Fortescue slams Biden administration’s green hydrogen tax rules
The Andrew Forrest-chaired iron ore major has ambitious plans to become a force in renewable energy. But proposed US rules would stifle growth, it warns.
- Updated
- Peter Ker
BHP tied to gas until 2053 as power need swells on electric fleet
Decarbonisation of Australia’s biggest export industry will require almost seven times more power and BHP wants gas to play a role until at least 2053.
- Peter Ker
March
Manufacturing wipeout a risk without right carbon border tax: Orica
CEO Sanjeev Gandhi has warned the future of manufacturing is under threat without carbon border taxes, while the cement sector is already suffering.
- Angela Macdonald-Smith and Max Shanahan
February
Tasmania’s ABEL Energy preps raise for $1.7b green fuels project
The Bell Bay Powerfuels project wants to ship 300,000 tonnes of “green” methanol production annually, starting in 2028.
- Sarah Thompson, Kanika Sood and Emma Rapaport
Waste-to-hydrogen play Greenhill Energy rattles the tin
Greenhill expects to print revenue by 2025, and is forecasting $220 million revenue by 2029 as well as 30 per cent project IRR on an ungeared basis.
- Sarah Thompson, Kanika Sood and Emma Rapaport
- Opinion
- Opinion
Project delays put Australia’s Japanese hydrogen hopes at risk
Uncertainties are jeopardising Australia’s chance to become a major hydrogen supplier as Japan is poised to up investment in green energy tech.
- Tatsuya Terazawa
January
Australia, a hydrogen superpower? Only if solar costs plummet
Australian Renewable Energy Agency boss Darren Miller has a stark warning for the government’s ambitious strategy. But he also has a plan.
- Hans van Leeuwen
Meet the boffins and buccaneers drilling for hydrogen
A motley crew of hydrogen hunters are searching for “natural” hydrogen, which they believe is more common than is widely supposed.
- The Economist
Woodside CEO backs Germany’s hydrogen market stimulus
Meg O’Neill said Woodside was speaking with potential German customers and the proposed mechanism could help bridge the price gap, amid doubts around its hydrogen projects.
- Angela Macdonald-Smith
Inside Germany’s bold bid to build a hydrogen market out of thin air
After turning its back on nuclear and coal power, Europe’s industrial powerhouse desperately needs low-carbon fuels, paving the way for a green trade route with Australia.
- Angela Macdonald-Smith
- Exclusive
- Renewables
Germany’s $660m pitch for Australia’s green hydrogen
The government is in talks with Germany on a $660 million green hydrogen funding plan to kick-start billion-dollar-scale projects to help Germany replace Russian gas.
- Angela Macdonald-Smith
Malcolm Turnbull exits Fortescue boardroom
The former prime minister has stepped down from the board of a Fortescue subsidiary focused on hydrogen.
- Peter Ker
- Analysis
- Due diligence
Hydrogen’s bubble has burst, so should Twiggy buy rather than build?
Hydrogen share prices have collapsed on the back of rising interest rates and confidence-sapping scandals. Is it time for Fortescue to take advantage?
- Peter Ker
Former Fortescue duo in breakaway green iron dream
Two architects of Fortescue’s clean energy pivot are behind a new start-up that aims to solve the carbon footprint of Australia’s iron ore industry.
- Peter Ker
Fortescue, Woodside hydrogen hopes in doubt after US rule change
Billions of dollars of hydrogen projects by Australian companies including Woodside and Fortescue may be in doubt after the US proposed rule changes that could exclude them from its Inflation Reduction Act cash.
- Angela Macdonald-Smith
Tough rules for US green hydrogen incentives open door for Australia
The Biden administration’s proposed regulations for accessing tax credits are worrying some developers, but are likely to keep more investment local.
- Matthew Cranston