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Investor Presentaiton

Integrate hydrogen into our energy system Action theme 5 Understanding the value of hydrogen in our decarbonised energy system South Australia's energy market is at the forefront of transitioning from fossil fuels to renewable energy. The Australian Energy Market Operator (AEMO) forecast that in 2018-19 renewable energy production will comprise about 59.7 per cent of South Australia's total power generation. South Australia's aspiration is to be a net 100 per cent renewable energy producer in the 2030s. Hydrogen offers an opportunity to ensure that the transition to cleaner energy is affordable and reliable for South Australian consumers. Once produced using renewable energy, hydrogen can be blended into gas networks, used in transport, or reconverted back to grid electricity when needed. Electrolysers that produce hydrogen are also large highly flexible loads that can be ramped up and down to balance electricity supplied from renewable energy sources and provide ancillary grid services that can contribute to power system security. Renewable hydrogen can be used to diversify and reduce reliance on traditional liquid fuels such as petrol and diesel, enabling its emissions-free use in a range of South Australian primary energy sectors such as gas, electricity and transportation sectors. South Australia leads National Hydrogen Strategy Kick-start Project on hydrogen in gas networks At the December 2018 Council of Australian Governments (COAG) Energy Council meeting, the South Australian Government along with all Australian jurisdictions accepted a proposal from Australia's Chief Scientist Dr Alan Finkel to develop a National Hydrogen Strategy for 2020-2030. COAG Energy Council has established a Working Group to carry out the Strategy's development across six work streams that consider: hydrogen exports; hydrogen for transport; hydrogen in the gas network; hydrogen for industrial users; hydrogen to support electricity systems; and cross- cutting issues. South Australia, in conjunction with the Future Fuels CRC, is leading a project on hydrogen in gas networks to identify technical and regulatory changes required to enable blending up to 10 per cent hydrogen into the domestic gas distribution network. This work included a review of technical standards, safety and technical regulations, the national gas market regulatory framework and examines matters relating to gas quality, suitability of pipeline materials, blending location and impacts on network capacity and metering. South Australia is on the move to integrate hydrogen into energy systems Secure wider energy system benefits of hydrogen-led sector coupling By coupling other sectors to our decarbonised electricity grid, we can improve security, reliability and affordability whilst reducing emissions. Domestic hydrogen use could accelerate the development of large-scale energy storage in South Australia. The coupling of gas, electricity and transport sectors is expected to create wider benefits for the community and industry, with increased efficiencies and more flexibility. For example, a mine site could reduce carbon emissions and increase its fuel security by producing renewable hydrogen on-site for use in mining vehicles as well as back-up power supply. Other South Australian industries that could benefit from improved fuel security and decarbonisation include defence, agriculture, heavy industries, space, as well as remote communities. The South Australian Government will continue to lead and participate in projects, such as the Hydrogen in the Gas Networks kick-start project and the Future Fuels CRC, that investigate the more efficient delivery of energy to customers through the optimised use of energy networks and markets. Facilitate knowledge sharing from the first hydrogen projects integrated into South Australia's energy system South Australian Government has co- invested in pilots and demonstrations that will support familiarisation with hydrogen production systems and their interactions with energy systems. These learnings will help industry, market bodies and governments better understand the services and value hydrogen technologies provide to energy systems, and inform future investment decisions. As they become available, the South Australian Government will facilitate the sharing of key learnings with relevant stakeholders. Identify any changes that might be needed to the National Energy Market Framework to ensure the efficient integration of hydrogen into energy systems As lead legislator for national energy law reforms and a member of COAG, the South Australian Government will work with other jurisdictions to identify any changes that might be needed to the national energy market framework to ensure the efficient integration of hydrogen into energy systems for the long-term interest of all consumers. Investigate hydrogen production and use in remote areas of South Australia With significant remote regions not connected to the National Electricity Market, the South Australian Government is responsible for overseeing the safe, reliable and cost effective supply of electricity to around 3,400 customers in 28 remote towns across the state. Already being evaluated for the cost- effectiveness of implementing high penetration renewable energy solutions -for example, the Coober Pedy Hybrid Renewable Project - the South Australian Government will investigate the potential application of hydrogen electrolysis and fuel cell applications at sites to decarbonise existing diesel and LPG generators. With world class mineral deposits being discovered in more remote parts of South Australia, the government will work with the minerals sector to investigate the opportunities for hydrogen in remote mining. 29 South Australia's Hydrogen Action Plan Government of South Australia September 2019 EDL Coober Pedy Renewable Hybrid Project 30
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