南非发展绿氢推进能源安全与转型South Africa Develops Green Hydrogen to Promote Energy Security and Transition
2026年非洲绿色氢能（绿氢）峰会日前在南非立法首都开普敦举办。峰会上，南非呼吁非洲国家紧跟全球绿氢发展时代机遇及步伐，依靠和发挥非洲丰富的可再生能源和关键矿产等禀赋优势，推进实现能源安全与转型，以及可持续发展愿景等目标。
在非洲国家绿氢发展行列中，南非目前处于领先地位。南非确定的发展绿氢战略定位及核心目标是，借助自身丰富的可再生能源和关键矿产储备，推动以煤电为主的能源结构转型，发展成为绿色能源的生产及供应国，并深度参与非洲及全球可再生能源和氢能产品的完整价值链。
早在2022年，南非就发布了氢能战略路线图，提出以氢能为经济转型抓手之一。本届非洲绿氢峰会上，南非宣布推出首批6个绿氢优先项目，包括预计2027年一季度开工建设的位于西开普省萨尔达尼亚湾的电制可持续航空燃料项目，以及涵盖绿色氨、绿色钢铁和绿色甲醇等领域的项目。
该批项目预计在投资拉动、出口创收、就业创造及产业升级等多个领域为南非带来显著经济效益，有望推动南非成为全球低成本绿氢及衍生产品的核心出口国之一。
南非绿氢经济前景光明。自2022年首次举办非洲绿氢峰会至今，范围已扩大到整个非洲。非洲国家普遍认为，非洲有条件成为全球绿氢产业的重要枢纽之一。发展绿氢将给南非带来拉动直接投资与出口收益、推动工业脱碳、带动地方经济发展等一系列红利。
不过，南非发展绿氢也面临电力基础设施维护及新建严重滞后、资金投入存在巨大缺口、治理能力不足等困难或掣肘。业内人士认为，只有加快补齐电力基础设施短板、拓宽多元化投融资渠道，绿氢产业的经济潜力才能得到充分释放。
The 2026 Africa Green Hydrogen (Green Hydrogen) Summit was recently held in Cape Town, the legislative capital of South Africa. At the summit, South Africa called on African countries to keep pace with the global green hydrogen development era, relying on and leveraging Africa's rich endowments of renewable energy and key minerals, to promote energy security and transformation, as well as the goals of sustainable development.
Among African countries in the development of green hydrogen, South Africa is currently in a leading position. South Africa's clearly defined green hydrogen development strategy and core objectives are to leverage its abundant renewable energy and key mineral reserves to drive the transformation of an energy structure dominated by coal, develop into a producer and supplier of green energy, and deeply participate in the full value chain of renewable energy and hydrogen products in Africa and globally.
As early as 2022, South Africa released a hydrogen energy strategy roadmap, proposing hydrogen energy as one of the drivers for economic transformation. At this African Green Hydrogen Summit, South Africa announced the launch of the first batch of six green hydrogen priority projects, including a power-to-sustainable aviation fuel project in Saldanha Bay, Western Cape, expected to start construction in the first quarter of 2027, as well as projects covering areas such as green ammonia, green steel, and green methanol.
These projects are expected to bring significant economic benefits to South Africa in multiple areas, including investment stimulation, export revenue generation, job creation, and industrial upgrading, and are likely to help South Africa become one of the world’s key exporters of low-cost green hydrogen and its derivatives.
The outlook for South Africa's green hydrogen economy is bright. Since the first African Green Hydrogen Summit in 2022, the scope has expanded to the entire African continent. African countries generally believe that Africa has the conditions to become one of the important hubs of the global green hydrogen industry. Developing green hydrogen will bring a series of benefits to South Africa, including attracting direct investment and export earnings, promoting industrial decarbonization, and driving local economic development.
However, the development of green hydrogen in South Africa also faces difficulties or constraints such as serious delays in the maintenance and construction of power infrastructure, a huge gap in capital investment, and insufficient governance capacity. Industry insiders believe that only by speeding up the improvement of power infrastructure shortcomings and broadening diversified financing channels can the economic potential of the green hydrogen industry be fully realized.
[Source: Economic Daily]
[Editor: Xiao Neng]
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