Komori
Iwatani (8088) · InitiativeAdvanced

Building a Liquefied Hydrogen Supply Chain

First written in FY2016. 27 of 32 entries say "Advanced", first in FY2017-Q1. Latest entry: FY2026.

32entries
11years
1from disclosures
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ProgressHeldSoftenedWorseAdvancedFY2017 – FY2020-Q3AdvancedFY2021 – FY20262016: 320162017: 420172018: 420182019: 220192020: 420202021: 520212022: 320222023: 220232024: 220242025: 120252026: 22026
Same theme, other companies
Large-scale demonstration and commercialization of the liquefied hydrogen supply chainA theme 2 companies write about · 0 as a headwind · 4 as a tailwind

1 other company's latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「日本水素エネルギー株式会社, in which we hold an investment, entered into a shipbuilding contract with Kawasaki Heavy Industries,Ltd. for a 40,000 m³ liquefied hydrogen carrier, which will be the world's largest. We will continue promoting initiatives to build a system capable of supplying large volumes of hydrogen reliably.」

    Regarding the liquefied hydrogen supply chain, the company progressed to signing a shipbuilding contract for the world’s largest 40,000 m3 liquefied hydrogen carrier.
  2. 2026-05-14AdvancedRevisions to earnings forecasts

    「当社が出資する日本水素エネルギー株式会社が、川崎重工業株式会社と世界最大となる4万㎥型液化水素運搬船の造船契約を締結しました。」

    液化水素サプライチェーンについて、4万㎥型液化水素運搬船の造船契約締結へ進展した。
  3. FY2025AdvancedAnnual report

    「Going forward, we will collect data to support the international standardization of specifications for liquefied hydrogen carriers and reduce terminal operating and construction costs at the commercial stage.」

    Regarding the liquefied hydrogen supply chain, the initiative progressed from accumulating engineering data on carriers and receiving terminals to collecting data for international standardization and commercial terminal cost reduction.
  4. FY2025-H1AdvancedAnnual report

    「Through this fund, we will accelerate efforts to build a hydrogen supply chain.」

    Regarding the construction of a hydrogen supply chain, the company reports new funding and collaboration opportunities through the Japan Hydrogen Fund.
  5. FY2024AdvancedAnnual report

    「As part of our initiatives with the Ministry of Economy, Trade and Industry and the New Energy and Industrial Technology Development Organization (NEDO), we participated in a demonstration project to build a large-scale hydrogen supply chain using unused brown coal from Australia. Through marine transportation demonstrations and tests of loading arms at a receiving terminal, we accumulated engineering data concerning liquefied hydrogen carriers and receiving terminals.」

    The demonstration of a supply chain for hydrogen derived from Australian brown coal progressed to the stage of accumulating engineering data through marine transportation and receiving terminal tests.
  6. FY2024-Q1AdvancedAnnual report

    「To help realize a hydrogen energy society, we are promoting the development of a CO2-free hydrogen supply chain using Australian brown coal and have begun basic design work for a project to produce green hydrogen on a large scale from renewable energy in Queensland, Australia.」

    For the liquefied hydrogen and CO2-free hydrogen supply chain, a large-scale green hydrogen production project in Queensland, Australia, progressed to the basic design stage.
  7. FY2023AdvancedAnnual report

    「In the “Commercialization Demonstration of a Liquefied Hydrogen Supply Chain” in which our company participates, we made steady progress toward building a CO2-free hydrogen supply chain, including the selection of overseas loading and domestic receiving locations.」

    Regarding the commercialization demonstration of a liquefied hydrogen supply chain, overseas loading and domestic receiving locations were selected, making the demonstration more concrete.
  8. FY2023-Q2AdvancedAnnual report

    「To help realize a decarbonized society, we decided to invest in 日本水素エネルギー株式会社, the entity leading the liquefied hydrogen supply chain commercialization demonstration project selected for the Green Innovation Fund. We will work with the investing companies to conduct detailed business feasibility studies toward construction of liquefied hydrogen carriers and terminal facilities.」

    Regarding the liquefied hydrogen supply chain, the company reports concrete progress, including a decision to invest in the entity leading the commercialization demonstration and a feasibility study for the construction of liquefied hydrogen carriers and terminal facilities.
  9. FY2022AdvancedAnnual report

    「We are participating in a demonstration test involving the liquefaction of hydrogen produced from brown coal in Australia and marine transportation and cargo handling between Japan and Australia by liquefied hydrogen carrier. The demonstration test was successfully completed in February 2022.」

    For the liquefied hydrogen supply chain, the company successfully completed demonstration tests covering liquefaction in Australia, maritime transportation between Australia and Japan, and cargo handling. Liquefied hydrogen sales volume also reached 71 million m3.
  10. FY2022-Q3AdvancedAnnual report

    「As global efforts to decarbonize accelerate, we are participating in a demonstration test to liquefy hydrogen produced from brown coal in Australia and transport it to Japan toward realizing a hydrogen energy society. Following the first international voyage by a liquefied hydrogen carrier, the vessel arrived at an Australian loading terminal in January 2022. It is scheduled to return to Japan from mid-February onward, and plans call for several future round trips between Japan and Australia. We aim to transport large volumes of CO2-free hydrogen to Japan toward commercialization around 2030.」

    The liquefied hydrogen supply chain demonstration from Australia to Japan progressed to specific stages, including its first international voyage and berthing at the Australian loading terminal. The company also indicates a commercialization target around 2030.
  11. FY2022-Q2AdvancedAnnual report

    「The “Commercialization Demonstration of a Liquefied Hydrogen Supply Chain” proposed for the Green Innovation Fund Project, a public offering by the New Energy and Industrial Technology Development Organization (NEDO), was selected for funding. The demonstration project will establish liquefaction and transportation technologies for tens of thousands of tonnes of hydrogen per year and demonstrate an integrated international liquefied hydrogen supply chain from hydrogen production through receipt.」

    The commercialization demonstration of a liquefied hydrogen supply chain was selected for the Green Innovation Fund Project, advancing the initiative toward demonstrating liquefaction and transportation technologies at a scale of tens of thousands of tonnes per year and an international supply chain.
  12. FY2022-Q1AdvancedAnnual report

    「As global efforts to decarbonize accelerate, we are working to build a large-scale overseas hydrogen supply chain toward realizing a hydrogen energy society. In addition to the demonstration project to produce liquefied hydrogen from Australian brown coal and import it, we are collaborating with Australian power company Stanwell and iron ore producer Fortescue Metals Group, among others. We opened an office of Iwatani Australia in Brisbane, Queensland, and aim to bring commercialization forward by conducting local market and infrastructure research and strengthening relationships with relevant companies and the state government.」

    The company progressed in building a large-scale overseas hydrogen supply chain through collaboration with Australian companies, moving to the stage of local surveys and strengthening relationships through the opening of its Brisbane office.
  13. FY2021AdvancedAnnual report

    「In addition, as part of our initiatives with the Ministry of Economy, Trade and Industry and the New Energy and Industrial Technology Development Organization (NEDO), we continued to participate in the HySTRA demonstration project to build a large-scale hydrogen supply chain using unused brown coal from Australia. At the Fukushima Hydrogen Energy Research Field (FH2R) in Namie, Fukushima Prefecture, completed in March 2020, we are continuing efforts to establish practical technologies for Power-to-Gas.」

    The company continued to participate in a demonstration of a large-scale hydrogen supply chain using Australian brown coal, and at the completed FH2R proceeded to the next stage toward the practical application of Power-to-Gas.
  14. FY2021Failure to meet sales volume targetAnnual report

    「Meanwhile, sales of industrial gases struggled due to the impact of COVID-19, with air-separation gases at 1.55 billion m3 and liquefied hydrogen at 67 million m3.」

    Liquefied hydrogen sales volume was 67 million m3, below the PLAN20 final-year target of 90 million m3. Meanwhile, the business results state that liquefied hydrogen sales grew.
  15. FY2021-Q3AdvancedAnnual report

    「We began considering the commercialization of a green hydrogen supply chain with Stanwell, an Australian power company, Fortescue Metals Group, an iron ore producer, and Kawasaki Heavy Industries,Ltd. We aim to produce and liquefy green hydrogen derived from renewable energy sources such as solar and wind power in Australia and import it on large liquefied hydrogen carriers.」

    Regarding the liquefied hydrogen supply chain, the company began considering commercialization of green hydrogen with 2 Australian companies and Kawasaki Heavy Industries,Ltd., and is developing a plan involving the production and liquefaction of hydrogen from renewable energy sources and its import on large vessels.
  16. FY2021-Q2AdvancedAnnual report

    「To help realize a hydrogen energy society, we established the Kobe-Kansai Hydrogen Utilization Council to put hydrogen utilization into practice in Kobe and the Kansai region and build a hydrogen supply chain. We are also preparing to establish a new organization, the Council for the Promotion of the Hydrogen Value Chain, which will promote global cooperation in the hydrogen field and the development of a hydrogen supply chain.」

    The hydrogen supply chain initiative progressed to the establishment of a council in Kobe and the Kansai region and preparations to establish a new organization to promote the initiative.
  17. FY2021-Q1AdvancedAnnual report

    「To help realize a hydrogen energy society and strengthen the stable supply system, 株式会社ハイドロエッジ increased its liquefied hydrogen production capacity by 1.5 times.」

    The company increased production capacity for the supply infrastructure of the liquefied hydrogen supply chain by 1.5 times.
  18. FY2020RestatedAnnual report

    「We promoted research and development with a focus on developing hydrogen stations to expand the use of hydrogen energy and building a CO2-free hydrogen supply chain in anticipation of an era of large-scale future consumption.」

    The company reiterates the development of hydrogen stations and the construction of a CO2-free hydrogen supply chain as research and development priorities.
  19. FY2020-Q3AdvancedAnnual report

    「To help realize a hydrogen energy society, we are conducting a demonstration project to produce and import liquefied hydrogen from Australian brown coal in order to secure an inexpensive, abundant source of CO2-free hydrogen. In fiscal 2020, marine transportation of liquefied hydrogen and cargo handling at the import terminal are scheduled to take place.」

    For the liquefied hydrogen supply chain, the company indicates that the next steps scheduled for fiscal 2020 are marine transportation and cargo handling at the import terminal.
  20. FY2020-Q1AdvancedAnnual report

    「To secure an inexpensive and abundant source of hydrogen, we are conducting a demonstration project to produce liquefied hydrogen from Australian brown coal and import it. The liquefied hydrogen import terminal in Kobe is scheduled for completion during the current fiscal year, and transportation of liquefied hydrogen is scheduled to begin during the next fiscal year.」

    For the supply chain involving the production and transport of liquefied hydrogen from Australian brown coal, the company specifies the scheduled timing of completion of the Kobe import terminal and the start of transportation.
  21. FY2019AdvancedAnnual report

    「Liquefied hydrogen volume increased 18% to 70 million m3, due in part to the acquisition of new customers.」

    Liquefied hydrogen sales volume increased 18% to 70 million m3 due to the acquisition of new customers. The company also identifies expanded liquefied hydrogen production capacity, renewable hydrogen and imports of CO2-free hydrogen from overseas as future means of building the supply chain.
  22. FY2019-Q2AdvancedAnnual report

    「In the hydrogen business, sales of hydrogen-related equipment declined, but sales of liquefied hydrogen grew.」

    Sales of hydrogen-related equipment declined, while sales of liquefied hydrogen grew.
  23. FY2019-Q1AdvancedAnnual report

    「With support from the Australian government, we began a demonstration project with 5 Japanese and Australian companies, including our company, to build a supply chain for producing liquefied hydrogen from Australian brown coal and transporting it to Japan.」

    The company began a supply chain demonstration project with 5 Japanese and Australian companies to produce liquefied hydrogen from Australian brown coal and transport it to Japan.
  24. FY2018AchievedAnnual report

    「In December, we doubled the liquefied hydrogen production capacity of 山口リキッドハイドロジェン株式会社.」

    The company reports that the expansion to double the liquefied hydrogen production capacity of 山口リキッドハイドロジェン株式会社 was completed in December.
  25. FY2018-Q3AdvancedAnnual report

    「In the hydrogen business, we doubled the liquefied hydrogen production capacity of 山口リキッドハイドロジェン株式会社 in December to support the development of a hydrogen energy society and higher demand in the industrial sector.」

    The company reports concrete progress in doubling the liquefied hydrogen production capacity of 山口リキッドハイドロジェン株式会社 in December.
  26. FY2018-Q2AdvancedAnnual report

    「In the hydrogen business, sales volume of liquefied hydrogen increased due to higher demand from existing customers and the acquisition of new customers, while sales of hydrogen-related equipment also grew.」

    The company reports that liquefied hydrogen sales volume increased due to higher demand from existing customers and the acquisition of new customers, and that sales of hydrogen-related equipment also grew.
  27. FY2018-Q1AdvancedAnnual report

    「In the hydrogen business, sales volume of liquefied hydrogen increased due to higher demand from existing customers and the acquisition of new customers, while sales of hydrogen-related equipment also grew.」

    The company reports that liquefied hydrogen sales volume increased due to higher demand from existing customers and the acquisition of new customers, and that sales of hydrogen-related equipment also grew.
  28. FY2017AdvancedAnnual report

    「Sales volume of liquefied hydrogen increased due to higher demand from existing customers and the acquisition of new customers.」

    The company reports an increase in liquefied hydrogen sales volume as a full-year result, driven by higher demand from existing customers and the acquisition of new customers.
  29. FY2017-Q3RestatedAnnual report

    「In addition to strengthening existing businesses and expanding overseas operations through M&A, we continued working on the construction of hydrogen stations and began expanding liquefied hydrogen production facilities in Yamaguchi Prefecture in preparation for future growth in demand.」

    The company continues to report, from the previous quarter, the start of expansion of liquefied hydrogen production facilities in Yamaguchi Prefecture and the construction of hydrogen stations.
  30. FY2017-Q2AdvancedAnnual report

    「In the hydrogen business, we continued working on the construction of hydrogen stations and began expanding liquefied hydrogen production facilities in Yamaguchi Prefecture in preparation for future growth in demand.」

    The company reports concrete progress in starting the expansion of liquefied hydrogen production facilities in Yamaguchi Prefecture to meet future demand.
  31. FY2017-Q1AdvancedAnnual report

    「In the hydrogen business, sales volume of liquefied hydrogen increased due to higher demand from existing customers and the acquisition of new customers, while sales of hydrogen station-related equipment and other products also remained strong.」

    The company reports that liquefied hydrogen sales volume increased due to higher demand from existing customers and the acquisition of new customers, and that sales of related equipment remained strong.
  32. FY2016First statedAnnual report

    「We will work to build a supply chain centered on liquefied hydrogen.」

    A strategy placing liquefied hydrogen at the core of the hydrogen business.
Moved together

"Realizing a Hydrogen Energy Society" moved the same way as this thread, in the same document, in 22 of its 31 moves.

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  1. ★This thread
  2. 1Realizing a Hydrogen Energy Society22×
  3. 2Development and Deployment of Hydrogen Stations14×
  4. 3Concentration of management resources in growth sectors and development of new products and businesses12×
  5. 4Expansion of LP Gas Consumer Base Through M&A12×
  6. 5Machinery and equipment sales leveraging synergies with the industrial gas business11×
  7. 6Expansion of integrated energy and lifestyle services10×

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Iwatani's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-05-14: "Advanced".
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