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The Cost Curve Doesn’t Lie: Why Green Molecules Still Win

The Cost Curve Doesn’t Lie: Why Green Molecules Still Win

Three years ago, Namibia was being talked about as the next great green energy frontier. A sparsely populated country with world-class sun and wind poised to become a green hydrogen superpower. Since then, the mood has cooled. Financial close on large-scale projects...

The Cost Curve Doesn’t Lie: Why Green Molecules Still Win

Three years ago, Namibia was being talked about as the next great green energy frontier. A sparsely populated country with world-class sun and wind poised to become a green hydrogen superpower. Since then, the mood has cooled. Financial close on large-scale projects is taking longer, due to slower market demand ramp-up and geopolitical headwinds.  Has the opportunity come and gone for Namibia? 

It hasn’t. The scale-up has been slower than the early hype promised, but the underlying fundamentals that position Namibia as a major emerging supplier remain unchanged. If anything, it has strengthened. To understand why, it helps to look for the signal amongst the market noise, to the direction that the global energy system is actually heading.

The Cost Curve Doesn’t Lie: Why Green Molecules Still Win

Three years ago, Namibia was being talked about as the next great green energy frontier. A sparsely populated country with world-class sun and wind poised to become a green hydrogen superpower. Since then, the mood has cooled. Financial close on large-scale projects is taking longer, due to slower market demand ramp-up and geopolitical headwinds.  Has the opportunity come and gone for Namibia? 

It hasn’t. The scale-up has been slower than the early hype promised, but the underlying fundamentals that position Namibia as a major emerging supplier remain unchanged. If anything, it has strengthened. To understand why, it helps to look for the signal amongst the market noise, to the direction that the global energy system is actually heading.

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Hyphen Facilitates High-Level Engagement Between Her Excellency President Dr. Netumbo Nandi-Ndaitwah and Chinese Industrial Giant CC7

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Hyphen has awarded China National Chemical Engineering Corporation (CNCEC) and its subsidiary China National Chemical Engineering & Construction Corporation Seven (CC7) a contract for the front-end engineering design (FEED) and engineering, procurement and construction (EPC) for the ammonia chemical production component of Hyphen’s green hydrogen project in Namibia. 

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