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The African Energy Transition Provides Opportunity (By NJ Ayuk)

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A heavy reliance on fossil fuel exports means that many African nations will need to walk a fine line between economic stability and the transition to clean energy

JOHANNESBURG, South Africa, January 13, 2026/APO Group/ —By NJ Ayuk, Executive Chairman, African Energy Chamber (https://EnergyChamber.org).

Let’s really think about this: Today, Africa contributes less than 5% of the world’s energy-related emissions, despite being home to 19% of Earth’s population. By 2060, the continent’s population is expected to reach 28% of the global total. But guess what? In that same timeframe, its share of energy-related emissions is projected to remain a modest 9%.

When you consider these statistics compiled in the recently released African Energy Chamber’s “State of African Energy: 2026 Outlook Report,” it’s evident that Africa’s responsibility for climate change is minimal at most. And yet, the Western advocates who continue the chant of “NET-ZERO! NET-ZERO!” expect their calls for rapidly phasing out fossil fuels to be enacted universally.

This makes ZERO sense.

Low per-capita energy use actually positions Africa to drive global decarbonization efforts. However, this low-carbon development pathway must be one that respects the unique needs of Africans.

It’s just a fact that infrastructure limitations make large-scale decarbonization more challenging on the continent than in other parts of the world. A lack of grid capacity, outdated transmission lines, and a significant energy deficit hinders the integration of large-scale renewable energy projects, such as solar and wind farms. A significant portion of the population lacks access to reliable electricity, and the continent as a whole faces energy deficits, which means decarbonization efforts must occur alongside the fundamental need to expand energy access.

Addressing such infrastructure challenges requires more than just building new assets — it also requires modernizing grids, promoting energy efficiency, improving regulatory environments, and fostering local expertise.  Amid emissions regulations drafted by both the International Maritime Organization and the European Union, Africa has the potential to serve as a major green fuel supplier. But this potential cannot be reached without significant investments in infrastructure upgrades.

As we are all too aware, transitioning to a low-carbon economy requires significant upfront investment. Many African countries struggle to secure the necessary capital due to perceived political and financial risks. Inconsistent policies and slow permitting processes create uncertainty for investors, despite many governments setting ambitious decarbonization targets. A heavy reliance on fossil fuel exports means that many African nations will need to walk a fine line between economic stability and the transition to clean energy.

Despite its dependency on fossil fuels, Africa’s evolving energy profile — that includes hydrogen and critical minerals — has the potential to play an essential role in shaping global climate outcomes.

Growing Green Hydrogen

The 2026 Outlook reports that, by 2035, the continent could produce over 9 million tonnes of low-carbon hydrogen annually. Achieving this volume could be key to the nation’s decarbonization efforts. This is thanks to Africa’s vast solar and wind resources, extensive land availability, and proximity to major export markets. In fact, our report sees the continent becoming an exporter of hydrogen, either by transporting it as liquid via pipeline from Northern Africa to Europe or by using ammonia as a carrier to other international markets.

Currently, major green hydrogen projects in Africa are concentrated in Namibia, South Africa, Mauritania, Egypt, and Morocco. In 2022, these four nations joined two others — Egypt and Kenya — in launching the African Green Hydrogen Alliance (AGHA) that promotes Africa’s leadership in green hydrogen development. Now up to 11 members, the AGHA anticipates that green hydrogen exports from the continent will hit 40 megatons by 2050.

Namibia is a leader in the development of green hydrogen, particularly for export. The USD10billion Hyphen green hydrogen project, being developed by Namibian company Hyphen Hydrogen Energy —   a joint venture between German energy company Enertrag and Nicholas Holdings — expects to produce more than 300,000 tons of green hydrogen annually, aimed at export to Europe.

Another Namibian-German partnership is the HyIron Oshivela green ironworks, which uses a 12 MW electrolyzer, powered by a roughly 25 MW solar array and large battery system, to generate green hydrogen. The hydrogen is then used to remove the oxygen from iron ore to create direct-reduced iron (DRI), a key feedstock for low-carbon steelmaking.

Meanwhile, construction is underway on the Daures Green Hydrogen Village, Africa’s first fully integrated green hydrogen and fertilizer production facility, which will combine renewable energy with sustainable agriculture.

Neighboring South Africa has established a national “Hydrogen Valley,” home to several large-scale projects that are successful largely thanks to public and private investment. The Coega Green Ammonia Project is a USD5.7 billion plant by Hive Hydrogen and Linde, projected to produce up to 1.2 million tons of green ammonia per year. The Prieska Power Reserve Project, located in the Northern Cape, is expected to begin producing green hydrogen and ammonia from solar and wind energy starting in the coming year. In August 2023, Sasol started operations at Sasolburg Green Hydrogen Pilot. This pilot program is capable of producing up to 5 tons of green hydrogen per day. And a consortium known as the HySHiFT Project is looking to produce sustainable aviation fuel (SAF) using green hydrogen in existing facilities.

Based on our research, the 2026 Outlook outlines several strategies that we believe will help unlock Africa’s downstream potential in a rapidly evolving global minerals landscape

In the north, Mauritania is pursuing large-scale “megaprojects” to capitalize on its extensive wind and solar potential. Project Nour (Aman) is one of Africa’s largest green hydrogen projects. Developer CWP Global hopes to produce 1.7 million tonnes of green hydrogen annually. The Mauritanian government has also entered into a separate $34 billion agreement with Conjuncta to develop a 10GW green hydrogen facility.

Further north, Morocco stands out as one of the first African nations to develop a national green hydrogen strategy. It is now positioning itself for export to Europe by allocating substantial land near ports and investing in shared infrastructure to facilitate production and export. Projects are underway in collaboration with entities like TotalEnergies and the European Investment Bank.

Egypt is also actively working to become a regional hub for hydrogen and its derivatives, with a strong focus on the Suez Canal Economic Zone (SCEZ). The SCEZ is already having an impact: The Ain Sokhna Plant, located within the zone, is the first operational green hydrogen production plant in Africa. The Egyptian government has also signed numerous international agreements and secured over USD17.4 billion in investment commitments for several major green hydrogen projects.

Critical Diversification

In addition to its vast green hydrogen potential, Africa is also home to some of the world’s richest deposits of critical minerals such as cobalt, copper, gold, lithium, and platinum group metals (PGMs). As the 2026 Outlook forecasts, this bounty positions the continent as a pivotal player in the global supply chain during energy transition.

We expect demand for critical minerals to quintuple by 2035. This means that mineral-rich African nations stand to gain a significant strategic foothold in the industry, with opportunities all along the value chain from extraction to processing to refining — as long as they can pull in sustained investment in infrastructure, governance, and skills development.

Continued investment is the essential ingredient for the success of this sector. And the good news we’re reporting is that governments in other regions (particularly the United States and China) are clamoring to secure bilateral agreements with African countries to secure mineral access, promote joint ventures, and integrate mineral value chains.

Over the past year, the Democratic Republic of the Congo (DRC) has led the world in cobalt production and ranked second in copper production. As we reported, the DRC was home to seven of the top 10 cobalt-producing mines in 2024. But in February 2025, the government imposed an export ban to curb oversupply and stabilize falling prices. While the ban was lifted in October, it was replaced with a strict quota system to govern mined output and exports until 2027 at the earliest.

The DRC also joins Zimbabwe, Mali, Ghana, and Namibia in leading lithium production. This group of nations produced 124,230 metric tonnes of lithium carbonate equivalent (LCE) in 2024, and output is expected to grow over 150% by 2030. As the 2026 Outlook notes, Africa’s lithium mines are cost-competitive — making them an ideal investment target. So far, several projects have been developed quickly and at relatively low capital costs, particularly in Mali and Zimbabwe.

As for Zimbabwe, its strategic importance in the lithium supply chain continues to grow: In 2024, it was home to two of the world’s top 10 lithium-producing mines, collectively accounting for 7.42% of global lithium output. Zimbabwe also leads beneficiation efforts, having banned lithium ore exports and introduced a 2% royalty on lithium sales, while advancing a USD450 million refinery at the Mapinga industrial park.

Unlocking Our Mineral Potential

Based on our research, the 2026 Outlook outlines several strategies that we believe will help unlock Africa’s downstream potential in a rapidly evolving global minerals landscape.

For one, stable and transparent regulatory frameworks are a must. Securing long-term, consistent investment in refining and processing infrastructure requires predictable legal and fiscal environments. Governments must make regulatory clarity a priority, streamlining permitting processes and ensuring consistent enforcement to attract both domestic and foreign capital.

Promoting regional cooperation and sharing clean-energy infrastructure is another strategy. Governments and regional blocs should focus on investment in shared industrial infrastructure, such as roads, rail, and renewable energy corridors, to support clusters of processing facilities. Regional cooperation — standardizing export policies, environmental standards, and investment incentives across borders — is essential to overcome the fragmented nature of African markets and the landlocked geography of many resource-rich countries.

We also need to ramp up our efforts to build local technical capacity and enable technology transfer. Africa’s refining ambitions are hampered by the scarcity of skilled labor and the limited access to advanced processing technologies. Governments should provide incentives for local hiring, training, and R&D, encouraging partnerships with universities, technical institutes, and international development agencies to accelerate workforce development and knowledge transfer.

At the same time, we must avoid the human rights violations that have plagued other extractive industries in Africa. Our regulations must prioritize human dignity and workplace safety, with directives in place that criminalize child labor, safeguard indigenous people, protect the local physical environment, and promote healthy living and working conditions.

African leaders need to embrace this moment as an opportunity to move up the value chain into processing and refining. The continent can and will unlock significant economic value to help raise nations out of energy poverty – only if governments can foster sustained investment in infrastructure, governance, and skills development.

“The State of African Energy: 2026 Outlook Report” is available for download. Visit https://apo-opa.co/4qWPhGB to request your copy.

Distributed by APO Group on behalf of African Energy Chamber.

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Congo’s Minister Onanga to Fast-Track Deals, Drive Local Content and Expand Floating Liquefied Natural Gas (FLNG) in New Investment Push

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High-level talks between the Republic of Congo’s Minister of Hydrocarbons Stev Simplice Onanga and the African Energy Chamber focused on accelerating deal flow, strengthening local content and SNPC, and advancing FLNG expansion to position the country as a regional gas hub

BRAZZAVILLE, Republic of the Congo, May 20, 2026/APO Group/ –The African Energy Chamber (AEC) (www.AfricanEnergyChamber.org) has reinforced its strategic partnership with the Republic of Congo following a high-level meeting between Executive Chairman NJ Ayuk and newly appointed Minister of Hydrocarbons Stev Simplice Onanga in Brazzaville this week, setting the stage for a renewed push to accelerate investment, strengthen local capacity and expand the country’s LNG footprint.

 

Held shortly after Minister Onanga’s appointment, the meeting underscored a shared commitment to faster, more efficient deal-making across Congo’s oil and gas sector. Both sides emphasized that reducing delays in project approvals and execution will be critical to maintaining Congo’s competitiveness and attracting new capital into upstream and gas development.

 

A key focus of discussions was the development of a stronger local industry. Minister Onanga outlined a clear ambition to see Congolese companies grow beyond traditional service roles to become operators, license holders and regional players capable of competing across African markets. This includes building companies that not only support domestic projects, but can also export expertise and services beyond Congo.

 

The AEC welcomed this vision, committing to work closely with the Ministry to help develop a new generation of competitive Congolese firms. This effort will focus on strengthening technical capacity, expanding access to opportunities in field development and drilling, and ensuring local companies are positioned to participate more meaningfully across the value chain.

 

In parallel, Minister Onanga called for enhanced collaboration to strengthen Société Nationale des Pétroles du Congo (SNPC), with the goal of transforming it into one of Africa’s leading national oil companies. The vision is for SNPC to evolve beyond its current partnership model with international oil companies to take on a more operational role – managing assets, leading projects and driving exploration and production both domestically and, over time, internationally.

 

“Congo is focused on building a stronger national energy ecosystem from the ground up,” said Ayuk. “We agreed with the Minister on the need to develop Congolese companies into competitive players that can scale beyond borders. Strengthening SNPC is central to this, so it becomes a more active operator, managing and developing assets. This is about building long-term capacity in-country and positioning Congo as a leading force in African energy.”

With Minister Onanga, we’re seeing a real commitment to getting things done – moving deals faster, empowering Congolese companies and scaling LNG

 

Beyond local industry development, the meeting reinforced Congo’s broader ambition to strengthen its position within Africa’s energy landscape. Minister Onanga highlighted his intention to align national strategy with continental priorities, drawing on his experience as former Chair of the African Petroleum Producers’ Organization (APPO) Board of Governors. Continued engagement with institutions such as APPO and OPEC will remain central to this approach.

 

Gas development – particularly floating LNG (FLNG) – emerged as another key pillar of the discussion. Congo has already made significant progress through projects such as Eni’s Congo LNG development, where the 0.6 mtpa Tango FLNG and the upcoming Nguya FLNG facility are expected to increase the country’s LNG export capacity to around 3 mtpa.

 

Building on this momentum, discussions pointed to the potential for additional FLNG developments. With ongoing conversations around new projects and favorable conditions aligning, a future FLNG expansion could further scale production and reshape Congo’s role in the regional gas market. Expanding capacity would not only strengthen export revenues, but also support domestic gas utilization and industrial growth.

 

“With Minister Onanga, we’re seeing a real commitment to getting things done – moving deals faster, empowering Congolese companies and scaling LNG,” added Ayuk. “The stars are aligning for Congo to lead the continent in floating LNG. If this momentum continues, there’s no doubt the country can position itself as one of Africa’s leading gas hubs.”

 

With a renewed focus on fast-tracked investment, local industry development and LNG expansion, the AEC’s engagement with Congo signals a more execution-driven phase for the country’s energy sector – one aimed at building in-country value, strengthening regional influence and delivering long-term growth.

 

 

Distributed by APO Group on behalf of African Energy Chamber.

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Rand Refinery Joins African Mining Week (AMW) as Silver Sponsor Amid Regional Market Expansion Strategy

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African Mining Week 2026 will showcase lucrative investment, partnership, and knowledge-exchange opportunities across Africa’s gold downstream sector, as Rand Refinery intensifies its investment and expansion strategy across the continent

CAPE TOWN, South Africa, May 19, 2026/APO Group/ –Amid a strategy to expand from a South Africa-focused refiner into a pan-African downstream leader, Rand Refinery has joined African Mining Week (AMW), an Influential African Mining Conference, scheduled for October 14-16, 2026 in Cape Town, as a silver sponsor.

Rand Refinery’s participation reflects a broader strategic alignment between the company’s expansion agenda and AMW’s focus on supporting and enabling local beneficiation and promoting artisanal and small-scale mining (ASM) responsible sourcing frameworks.

 

In terms of volumes, the latest market information indicates that Africa produces 1000tpa of mined gold (more than any other continent), with large-scale mining (LSM) and ASM being almost evenly balanced (500tpa production each). On its current trajectory, African ASM volumes are expected to eclipse those of LSM.

 

The focus on ASM as a transformational imperative is valid, and Rand Refinery is an active participant in the precious metals supply chain, working alongside other upstream and downstream actors to ensure that the communities and countries with gold resources benefit in a sustainable manner.

 

Under the theme Mining the Future: Unearthing Africa’s Full Mineral Value Chain, AMW 2026 offers a critical interface between refiners, miners, regulators, and financial institutions, as African countries intensify efforts to capture more value from responsible mineral production.

 

A key pillar of Rand Refinery’s 2026 strategy is its expansion into high-growth gold markets beyond South Africa. In January 2026, the company partnered with Ghana’s Gold Coast Refinery (GCR) to support the Ghana Gold Board to locally refine artisanal and small-scale (ASM) gold and elevate responsible sourcing standards in West Africa. The partnership also positions Rand Refinery in a rapidly growing and historically fragmented supply segment: ASM operations, enabling the company to enhance traceability and strengthen compliance with global standards for ethical sourcing and anti-money laundering.

 

The partnership potentially allows the monetization of ASM supply streams in the formal gold ecosystem, complementing Rand Refinery’s established role in refining output from responsible large-scale producers. AMW 2026 represents a timely platform for the company to provide an update on its projects and contribution to Africa’s gold sector.

 

As demand for regional refining capacity expands, along with central bank buying programs, companies such as Rand Refinery will be crucial.

 

Central bank gold purchases are projected to average around 585 tons per quarter in 2026, underscoring sustained global demand. In Africa, gold now accounts for approximately 17% of total reserves – up from less than 10% in 2022–2023 – while physical holdings increased from 663 tons in 2022 to an estimated 738 tons in 2025.

 

This upward trajectory is driving demand for trusted refining and value addition services, positioning Rand Refinery as a key partner in the region. Against this backdrop, AMW provides a strategic platform for central banks and gold buyers to engage directly with one of the world’s largest integrated single-site precious metals refining and smelting complexes and strengthen regional beneficiation and national reserve strategies.

 

At AMW, Rand Refinery executives will participate in panel discussions and networking sessions, engaging stakeholders on partnership opportunities that support a more integrated, transparent and value-driven African gold ecosystem.

Distributed by APO Group on behalf of Energy Capital & Power.

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Mining Services Companies Drive Africa’s Next Phase of Industrial Mining Growth

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African Mining Week will highlight how mining services companies are becoming central to transforming Africa’s vast mineral endowment into investment-ready projects

CAPE TOWN, South Africa, May 19, 2026/APO Group/ –African Mining Week (AMW) – taking place on October 14 to 16 in Cape Town – will highight the growing role of mining services companies as critical enablers of Africa’s transition from resource – rich to project – ready. As the continent works to unlock an estimated $8.5 trillion in untapped mineral wealth, these firms are emerging as key drivers of capital mobilization, technical delivery and accelerated project timelines.

 

A structural shift is underway. Mining services companies are no longer confined to contractor roles – they are evolving into integrated project partners, shaping how mines are financed, engineered, built and operated. Their influence now sits at the intersection of capital markets, infrastructure development, energy systems and industrial policy, positioning them as central players in Africa’s next phase of mining – led growth.

This evolution is already visible in project activity across the continent. In April 2026, Metso inaugurated a new regional hub in Cape Town, strengthening its bulk material handling and services capabilities across Africa. The facility enhances automation, logistics and lifecycle services across key commodity value chains – including coal, platinum group metals and manganese – directly supporting South Africa’s strategy to scale mineral exports and industrial output.

Geopolitics is further amplifying this trend. Major global economies are increasingly leveraging their EPC and mining services companies as strategic tools to secure supply chains and expand influence. Institutions such as the Export-Import Bank of the United States are backing American participation in African mining, while China, Europe, Canada and Australia continue to embed their services companies into financing and development frameworks across the continent.

Australia’s Lycopodium is advancing Namibia’s Twin Hills project, while China’s JCHX Mining Management is supporting copper production at Botswana’s Khoemacau Mine. In Guinea, XCMG Machinery is contributing to development at the Simandou iron ore project – one of the largest untapped deposits globally.

Across key mining jurisdictions, this shift is accelerating project pipelines. Countries such as the Democratic Republic of the Congo, Zambia, Ghana, Liberia and South Africa are increasingly relying on mining services firms to fast-track national geomapping exercises, exploration, scale production and advance beneficiation.

Against this backdrop, AMW will bring together global EPC firms, mining services providers, investors and African developers. The event is set to catalyze partnerships and deal-making, with a focus on strengthening execution capacity, unlocking financing and accelerating the delivery of mining projects that can anchor Africa’s industrial growth and global supply chain integration.

Distributed by APO Group on behalf of Energy Capital & Power.

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