2023年1月13日

去年10月能源和气候峰会呼吁的重点放在国内电气化。Hakon Volldal,巨头的首席执行官氢电解槽制造商Nel也怀疑长距离电缆为绿色能源出口的可行性。“我认为氢是一个出口。除非你想建立输电线路从澳大利亚到亚洲——我没有看到这种情况发生——更容易运输,使用氢作为能源气体或液体氢氨或某种产品,”他说。著名经济学家Ross Garnaut在他最近的著作《超级大国转变,认为澳大利亚利用其世界领先的可再生能源用于处理和生产绿色产品在澳大利亚出口,出口的权力和氢只有一个小小的绿色能源超级大国战略的一部分。广告不过,绿色氢出口Fortescue未来产业的主要焦点,博士的一部分Forrest-chaired Fortescue Metals Group,去年年底聘请了前NT首席部长Michael炮手澳大利亚北部业务负责人。根据一个来源,一个实体与福勒斯特博士是在三个未来的绿色氢与NT政府支持者在达尔文潜在项目。然而,据说政府支持者要求可再生能源购买协议已经到位为了发放3 g牌照,与太阳电缆太阳能项目成为唯一可用的来源范围符合要求。的差异确认心意相通,中队将对投标方在太阳电缆的销售和资本重组过程预计将推出由FTI管理员咨询早在1月下旬。第三方据悉,已经联系了Cannon-Brookes先生的私人公司神交,宣布其偏好保持一个投资者在太阳电缆除了一个财团,但书,它涉及到“建设性合作伙伴”。 Speculation on potential interested parties include Spanish major Iberdrola, Macquarie’s infrastructure arm, Singapore’s Temasek, and Australian-based infrastructure investor Quinbrook, While Canadian giant Brookfield’s name is also being touted given its prior links with Grok in a failed bid for AGL Energy last year, it may have its hands full with its takeover bid for Origin Energy and may be among mainstream infrastructure investors that find the project too high risk. Sceptics of the project have pointed to the difficulties of the sheer scale of transmission component of the project in particular, with University of NSW renewable energy analyst Dylan McConnell describing it as “off the charts” in terms of length compared to other ventures. He also cast doubt on the cost of the cable, alongside the huge solar and battery projects, and technical, sovereign and market risks, and the tight timing, with the electricity supplies targeted for Darwin in 2027 and Singapore in 2029. Advertisement “It seems extraordinarily ambitious, particularly if you compare it with the pace of transmission development in the National Electricity Market,” said Dr McConnell said. While the failure of Sun Cable has also caused some to call in into question the whole ambition for Australia as a green energy superpower, others are confident the vision is still achievable, while pointing out the challenges ahead. “The current situation for Sun Cable doesn’t diminish Australia’s potential as a green energy superpower: the fundamentals for that are extremely strong – the scale of Australia’s renewable resources and the availability of suitable land for gigawatt-scale projects,” said Paul Gleeson, Australia managing director and group director for sustainability at engineering consultancy Aurecon. “The Sun Cable situation does highlight the commercial and contractual difficulties of such large-scale long-term development projects, where so much development capital is required so far in advance of revenue,” he said. -With Peter Ker Angela Macdonald-Smith writes on the resources industry with a focus on energy, including gas, oil, electricity and renewables. Connect with Angela on Twitter . Email Angela at amacdonald-smith@afr.com Brad Thompson writes across business and politics from Western Australia for The Australian Financial Review. Brad is based in our Perth bureau. Connect with Brad on Twitter . Email Brad at brad.thompson@afr.com Save