Investor Presentaiton
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SOUTH AFRICA IS WELL-POSITIONED TO PLAY A LEADING
ROLE IN GLOBAL GREEN HYDROGEN EFFORTS IF KEY
MARKETS CAN BE ACCESSED
Our solar and wind endowments, availability of Platinum Group Metals and infrastructure and expertise in technologies
such as Fischer Tropsch (FT) technology are key to realising this value proposition
An enabling regulatory environment to access key markets, including our trade partners, such as the European Union
(EU) and Japan, for green hydrogen and derivatives is imperative to enable the business case, provide investment
security and scale the green hydrogen sector to realise just transition benefits
The EU's Hydrogen Strategy acknowledges hydrogen demand will not be met through domestic generation alone
with the region targeting 10 Mt of renewable hydrogen imports by 2030
The EU Renewable Energy Directive (EU RED II) and associated Delegated Acts (DA) are some of the main EU
instruments dealing with the promotion of energy from renewable sources
Renewable and low-carbon products must meet the stipulated eligibility criteria irrespective of whether they were
produced in the EU or imported from another region²
South Africa, therefore, needs to meet all product criteria in RED II to access the EU compliance market and
access project funding and subsidies via mechanisms such as the H2Global auction.
Enabling the hydrogen economy in South Africa through access to export markets represents an
opportunity to increase bilateral trade and investment flows and accelerate the achievement of
global climate goals
BUSA
1Including ammonia methanol and sustainable aviation fuels - SAF, 2Specifically if products are to be counted towards the EU renewable energy/product goalsView entire presentation