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Letter on hydrogen: Out of Africa
Continent’s governments must seize the green hydrogen opportunity by refining policies and ramping up the development of supply chains and infrastructure
Hydrogen in 2026: Five factors to watch
Shifts in government policy and rising power demand will shape the clean hydrogen sector as it attempts to gain momentum following a sluggish performance in 2025
Outlook 2026: China’s green hydrogen power play
Government backing and inflow of private capital point to breakthrough year for rising star of the country’s clean energy sector
EWE breaks ground on major green hydrogen project
Project at Emden in northwest Germany due online in 2027, but wider ramp-up of clean hydrogen sector in Germany will require overhaul of government policy, company warns
Letter on hydrogen: The Mauritania model
The northwest African country’s vision of integrating green power, molecules and steel is alive and kicking, and serves as a reminder of hydrogen’s transformative potential
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IEA’s bearish but bullish hydrogen review
The global project pipeline has contracted for the first time, but production can still achieve strong growth through 2030, the IEA says in its annual review of the clean hydrogen sector
Letter on hydrogen: Achilles heel
Investment in the supply side has defied the odds to top $100b, but difficulties in generating large-scale demand could undermine the clean hydrogen industry’s future potential
Letter on hydrogen: Two-tier market
The rapid development of world-leading projects in China and Saudi Arabia points to an emerging east-west divide in the global green hydrogen sector
Egypt Markets Renewables Morocco Mauritania
Stuart Penson
14 January 2026
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Letter on hydrogen: Out of Africa

Continent’s governments must seize the green hydrogen opportunity by refining policies and ramping up the development of supply chains and infrastructure

The early hype around green hydrogen included predictions that it could help to redraw the global energy map by transforming renewables-rich countries into major exporters of molecules. Those expectations have now been scaled back in line with global market projections. Expectations that green hydrogen could meet 10–15% of global energy demand by 2050 look increasingly fanciful given the industry’s challenges in scaling up and the continued reluctance of potential consumers. However, green hydrogen still offers significant potential for new green molecule exporters, not least in Africa. The IEA has previously highlighted Africa’s potential to be a green hydrogen powerhouse, able to undercut

Also in this section
Letter on hydrogen: Out of Africa
14 January 2026
Continent’s governments must seize the green hydrogen opportunity by refining policies and ramping up the development of supply chains and infrastructure
Hydrogen in 2026: Five factors to watch
6 January 2026
Shifts in government policy and rising power demand will shape the clean hydrogen sector as it attempts to gain momentum following a sluggish performance in 2025
Outlook 2026: China’s green hydrogen power play
23 December 2025
Government backing and inflow of private capital point to breakthrough year for rising star of the country’s clean energy sector
Outlook 2026: The need for co-evolving hydrogen infrastructure
19 December 2025
The hydrogen industry faces an important choice: coordinated co-evolution or patched-together piecemeal development. The way forward is integrated co-evolution, and freight corridors are a good example

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