Kawasaki Heavy Industries (7012.T) has adjusted its Japan-Australia hydrogen supply chain project, shifting away from Australian brown coal-derived hydrogen due to delays in construction approvals and other procurement challenges. Instead, the company will focus on producing hydrogen domestically in Japan, although it hasn't ruled out sourcing from Australia or the Middle East in the future.
To align with these changes, Kawasaki will use smaller liquefied hydrogen carriers with a capacity of 40,000 cubic meters—significantly reduced from the original plan for 160,000 cubic meters.
This adjustment aims to meet market demands in the early stages of the hydrogen supply chain. The world’s first liquefied hydrogen carrier, which transported hydrogen from Australian brown coal to Japan in 2022, had a capacity of 1,250 cubic meters.
