한-호주 공급망 협력 방향: 핵심광물과 수소를 중심으로 (Korea-Australia Supply Chain Cooperation: Focus on Critical Minerals and Hydrogen)

(Korean Abstract) 한국과 호주는 핵심광물과 수소 분야의 상호보완적 경쟁력을 바탕으로 양국간 협력 필요성이 증대되고 있다. 본 보고서에서는 호주의 핵심광물 및 수소 분야 정책과 대외협력 현황을 분석하였다. 이를 바탕으로 한국과 호주의 핵심광물 및 수소 분야의 공급망 협력 방안을 도출하였다.(English Abstract) The U.S.-China rivalry and COVID-19 have increased the supply chain's vulnerability and reshaped the global value chain. Korea and Australia signed a memorandum of understanding on December 2021 for cooperation in the area of critical mineral supply chains, carbon-neutral technology and a clean hydrogen economy. Accordingly, this study analyzes Australia’s policy on critical minerals and hydrogen, and the current status of international cooperation. Based on this, effective measures to strengthen the supply chain cooperation between Korea and Australia are derived.This study proposes three methods to stabilize the hydrogen supply chain. First, Korea and Australia should conduct more demonstration projects to evaluate the commercial and technical feasibility of hydrogen cooperation projects, as the formation of the hydrogen supply chain is at an early stage. Second, technical development of hydrogen transportation is required to introduce hydrogen produced in Australia to Korea. This development will facilitate the hydrogen transportation sector and establish the entire hydrogen industry cycle. Third, policy efforts are required to preoccupy global hydrogen technology standards and reflect Korea’s opinions in international standardization organizations through cooperation with Australia.