Namibia Green Hydrogen Programme’s Post

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Presidential Economic Advisor & Head of the Namibian Green Hydrogen Program

A few weeks ago, the Climate Neutrality Foundation from Germany released a study that looked at the viability of using Namibian produced direct reduced iron ore (DRI) as a strategic hydrogen carrier for strategic reserves in Germany. The results and importantly the study itself have catapulted Namibia to the coal face of research and development in the green hydrogen space. Check out the study here --> https://lnkd.in/d9e8Zf3w Let's unpack the ramifications 1 - We will use local iron ore or imported iron ore and add value to this mineral through its reduction using locally produced green hydrogen, adding almost 10x of value relative to the input cost of the iron ore itself. We will manufacture high value goods using raw materials - an ambition we have held since the advent of Vision 2030. 2 - This means that we are not producing hydrogen in Namibia for export (as touted by many) but we are rather using it to anchor and grow the secondary sector of our economy. 3 - We are now engaging buyers for this DRI who may use it in their steel making processes. We are also engaging auto manufacturers looking to decarbonize their scope 3 upstream related emissions. These buyers are not just from Europe but include interested parties from Asia, to South America and beyond. 4 - The DRI has yet another potential use, a chemical reaction using steam may result in the DRI binding with the oxygen from the steam, releasing hydrogen in the process. Therefore, we may be able to transport hydrogen across the seas by moving the DRI instead of trying to transport hydrogen itself. This could have significant ramifications on how green hydrogen may be transported internationally. The above is a lot to digest, so some basics to pause and consider include: - Namibia may announce off-take for a green hydrogen based product in Q4-2024! 6 years ahead of what many said was possible. - The new plant and new product has been delivered by Namibian youth and Namibian SMEs. Contrary to many who said Namibians lack the skills or the know how, to deliver hydrogen and or its derivatives to the world. - The endeavor is scalable, phase 1 is looking to export 15,000 tons of DRI, with production commencing in Q4-24/Q1-25. Phase 2 is 200,000 tons and phase 3, 2 million tons. - The developers have already secured more than €12 million to start developing phase 2 and 3. €200 million is being lined up to construct phase 2. On the 19th of November 2024, we shall take local media and interested parties to site to showcase this unique asset. Green industrialisation is not coming, it is here! Tom Alweendo International Energy Agency (IEA) International Renewable Energy Agency (IRENA) The World Bank Group Global Infrastructure Facility The Africa Green Hydrogen Alliance (AGHA) Namibian Presidency Namibia Investment Promotion and Development Board (NIPDB) The Brief Live Nam The Extractor Magazine The Namibian Systemiq Ltd. James Mwangi TRANSNAMIB LIMITED

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Phillippus Albertus Balhao

Mayor of Lüderitz - Local Authority Councillor Lüderitz

3w

Sir, one thing I don't understand from your "touted by many" statement is that the export to Germany has been one of the key markets as described by you in a host of occasions? This was the whole purpose of the Angra Point port development, to export Green Amonia to Germany and others?

LEGNER Amando

Managing Director at CMA CGM SHIPPING AGENCY NAMIBIA

2w

Great to see...what does this mean in terms of job creation in a country where +36% of the population is unemployed?

Roshen Reji Idiculla

Process Chemistry Scientist @ Wacker Chemie AG, Ex-R&D researcher @ ESY Labs GmbH, Recipient of Bavarian State Ministry for Science scholarship for excellence in Chemistry + Google certified Project Management Student

3w

James Mnyupe Your contributions and roles in Green Hydrogen Council for national hydrogen strategy is remarkable. Iron-to-Hydrogen has the lowest Levelized Cost of Energy (LCOE) at 402 €/MWh, Iron-to-Hydrogen (Direct Reduced Iron) can be transported and stored more easily compared to ammonia (581 €/MWh) = What are the long-term infrastructure investment requirements beyond the initial projects? How will Namibia develop complementary infrastructure like ports, transmission lines, and water desalination facilities?

Roshen Reji Idiculla

Process Chemistry Scientist @ Wacker Chemie AG, Ex-R&D researcher @ ESY Labs GmbH, Recipient of Bavarian State Ministry for Science scholarship for excellence in Chemistry + Google certified Project Management Student

3w

What is Namibia's competitive positioning compared to emerging hydrogen producers like Chile, Australia, and Morocco?

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Wim Soons

Political advisor - CD&V

3w

Going strong! 💪

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Gert van der Merwe

Spatial Practitioner and Architecture-, Theory- and Environmental Design Researcher & Lecturer

2w

This is great. Thanks for the update. I am really glad to see you are focused on reducing the transport associated losses. 3 Questions: 1. When will we move into hosting massive data centres which have most of their energy deman on location, meaning that emissions associated with transport are cut out entirely. This will be hugely profitable considering the pace of AI growth and fluctuations in energy supply can accommodated by spooling up GPU's for BTC mining for the proposed sovereign wealth fund. 2. What is happening with the waste heat? Waste heat can significantly increase efficiency of desalination processes. 3. What is happening to the Brine? Seawater mining is not yet profitable due to the low concentrations of minerals like lithium, but with brine, this equation changes. I have colleagues dying to get their hands ob some brine samples to see what can feasibility be extracted, thus reducing the risk posed to marine ecosystems.

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Emily Barran

Green Industrialisation | sub-Saharan Africa

3w

Caris Matthew Alfonso Francesco - great progress update!

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