Hydrogen build-out opens new markets for circular businesses

From the newsletter

Africa’s green hydrogen economy is moving from project announcements towards development, creating opportunities to build circular systems around resource and infrastructure needs. South Africa has identified six priority projects, with one reaching final investment decision, while Mauritania’s Project AMAN has moved into detailed design.

• Green hydrogen production for export from Africa could reach around 1 million tonnes a year by 2030, rising to 11 million tonnes by 2050, according to the Hydrogen Council. (“Green” hydrogen is created from renewable energy sources.)

• Circularity opportunities will emerge at different stages of the hydrogen build-out, from operational services and water reuse to longer-term equipment recycling and material recovery.

• Our take: Existing businesses may have a stronger entry point than new ventures

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