Carbon Markets

INSIGHTS: From “hydrogen hype” to “green manufacturing” – Australia’s industrial transition enters a new phase

RepuTex analysis indicates that Australian investment in low-emissions technologies has scaled to $35.2 billion since 2020, with the latest data indicating that the industrial transition has entered a new phase. Following a period defined by CCS and a surge in hydrogen investment, capital is now shifting toward more large-scale, emerging applications, led by green manufacturing.

In this insights article, we discuss the key outcomes of our Australian Decarbonisation Investment Review, published today.

About the analysis

RepuTex’s Australian Decarbonisation Investment Review tracks capital flows underpinning Australia’s net-zero transition through a bottom-up, project-level dataset. Analysis captures committed public and private investment across the project development cycle – from early-stage announcements through to final investment decision and operation – providing a real-world view of current deployment trends by region, sector and technology – and emissions reduction potential.

Analysis tracks large-scale investment across 8 technology groups, 26 sectors, and 36 activities – including Electrified Resources, Green Manufacturing, Clean Transport, Heavy Industry, On-site Electricity, CCS and Hydrogen – spanning over 200 projects.

Below, we summarise some of the high-level outcomes of today’s report.

1. Australian industrial decarbonisation investment grows 12x over 5 years

Data indicates that total industrial decarbonisation investment has grown more than 12-fold

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