You cannot build hydrogen plants without knowing the customer

From the newsletter

Much of the discussion around Africa's hydrogen industry has focused on scaling production. As those ambitions move closer to implementation, attention is shifting towards the infrastructure needed to support them – often before it is clear what the end products of a production facility will be. That’s going to lead to expensive mistakes.  

• Rather than becoming a single globally traded commodity, green hydrogen will reach markets in several forms, including green ammonia, liquid hydrogen, methanol and sustainable aviation fuel. Each requires distinct production, storage, transport and export infrastructure. 

• A new report by the International PtX Hub suggests infrastructure investments made before market demand becomes clearer risk being poorly aligned with the hydrogen products buyers ultimately demand.  

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