Studie Fair Hydrogen
Studie Fair Hydrogen
Studie Fair Hydrogen
[email protected]
www.arepo-consult.com
April 2022
Fair Green Hydrogen
Arepo GmbH
Produced with the financial support of the German Federal Ministry for Economic Cooperation
and Development. This publication is the sole responsibility of the publishers. The positions
expressed herein do not reflect the views of the funding agency. The publication is distributed
free of charge and may not be used for electoral campaigning purposes.
V.i.S.d.P.:
Sven Morgen
Albrechtstraße 22
10117 Berlin, Germany
Tel.: +49 30 220 124 48
email: [email protected]
Uwe Witt
Rosa-Luxemburg-Stiftung
Str. der Pariser Kommune 8A,
10243 Berlin, Germany
Tel.: +49-(0)30-44310-0
email: [email protected]
i
Fair Green Hydrogen
Contents
1 Introduction .................................................................................................................... 1
2 Hydrogen – the technical dimension .............................................................................. 3
2.1 Hydrogen of different colors ...................................................................................... 3
2.2 Electrolysers ............................................................................................................... 6
2.3 Water Supply .............................................................................................................. 6
2.4 Renewable Electricity Supply ..................................................................................... 7
2.5 Transport Options for the Import of Hydrogen ......................................................... 8
2.6 Cost of Hydrogen Production ................................................................................... 11
2.7 Summary .................................................................................................................. 11
3 Current and Future Demand for Green Hydrogen ....................................................... 12
3.1 German Green Hydrogen Demand .......................................................................... 12
3.2 Global Green Hydrogen Demand ............................................................................. 16
4 Current and Future Supply of Green Hydrogen............................................................ 18
4.1 Supply options and trends on a global level ............................................................ 18
4.2 Hydrogen in Africa and the Global South ................................................................ 20
5 Hydrogen policies in Germany and the EU ................................................................... 27
5.1 Germany’s hydrogen policy approach ..................................................................... 27
5.1.1 Germanys National Hydrogen Strategy ........................................................... 27
5.1.2 Hydrogen Partnerships and other measures ................................................... 29
5.1.3 Germany’s Act on Corporate Due Diligence in Supply Chains
(‘Lieferkettensorgfaltspflichtengesetz’)...................................................................... 33
5.2 The EU’s approach ................................................................................................... 34
5.2.1 Criteria for Green Hydrogen in the EU ............................................................. 37
5.3 Foreseeable consequences of an unrestrained hydrogen economy ....................... 38
6 Case studies .................................................................................................................. 40
6.1 Morocco ................................................................................................................... 43
6.1.1 Geographic and energy-related overview of the country ............................... 43
6.1.2 Challenges in the country ................................................................................. 44
6.1.3 Summary .......................................................................................................... 45
ii
Fair Green Hydrogen
iii
Fair Green Hydrogen
Figures
Figure 1: Demand for hydrogen in Germany ........................................................................... 13
Figure 2: Green hydrogen and power-to-liquid deployment according to Klimaneutrales
Deutschland 2045 ..................................................................................................................... 15
Figure 3: Clean hydrogen projects and investment as of November 2021 ............................. 19
Figure 4: Technical potential for producing green hydrogen under 1.5 USD/kg by 2050, in EJ
.................................................................................................................................................. 21
Figure 5: Hydrogen production cost from hybrid solar PV and wind systems in 2030............ 22
Figure 6: Possible hydrogen routes across Africa along existing and future trans-African
highways ................................................................................................................................... 24
Figure 7: Network of hydrogen trade routes, plans and agreements ..................................... 26
Figure 8: International energy and hydrogen partnerships by Germany and the EU ............. 30
Figure 9: SWOT analysis of Morocco’s potential to produce and export green and fair hydrogen
to Germany............................................................................................................................... 46
Figure 10: SWOT analysis of Niger’s potential to produce and export green hydrogen to
Germany ................................................................................................................................... 50
Figure 11: SWOT analysis of Senegal’s potential to produce and export green hydrogen to
Germany ................................................................................................................................... 54
Tables
Table 1: Overview transport options for the import of hydrogen ........................................... 10
Table 2: Estimated annual demand for hydrogen in 2050....................................................... 17
Table 3: Elements of Germany’s Bilateral Hydrogen Partnerships with international partners
.................................................................................................................................................. 31
Table 4: The EU’s phased approach for scaling up green hydrogen ........................................ 35
Table 5: Germany’s and the EU’s hydrogen strategies ............................................................ 36
Table 6: Comparison of selected socio-economic data of the three cases. ............................ 42
Table 7: Senegal’s mitigation measures via renewable energy sources at a glance ............... 52
Table 8: Criteria for ‘Fair Green Hydrogen’ .............................................................................. 66
iv
Fair Green Hydrogen
List of abbreviations
/a Year
AU African Union
BAU Business-as-usual
bn Billion
BMBF Bundesministerium für Bildung und Forschung <Federal
Ministry of Education and Research>
BMUV Bundesministerium für Umwelt, Naturschutz, nukleare
Sicherheit und Verbraucherschutz <Federal Ministry for the
Environment, Nature Conservation, Nuclear Safety and
Consumer Protection>
BMWK Bundesministerium für Wirtschaft und Klimaschutz <Federal
Ministry for Economic Affairs and Climate Action>
CAPEX Capital expenditure
CAT Climate Action Tracker
CCS Carbon capture and storage
CCU Carbon capture and use
CCUS Carbon capture, use and storage
CO2 Carbon dioxide
ct Euro cents
EC European Commission
EIA Environmental Impact Assessment
EJ Etajoule
EU European Union
EUR Euro
FZ Jülich Forschungszentrum Jülich
GHG Greenhouse gases
Ghorfa Arab-German Chamber of Commerce and Industry
GIZ Gesellschaft für Internationale Zusammenarbeit <German
Corporation for International Cooperation>
v
Fair Green Hydrogen
GW Gigawatt
H2 Hydrogen
IEA International Energy Agency
IRENA International Renewable Energy Agency
KfW Kreditanstalt für Wiederaufbau <German Development Bank>
kg Kilogram
km Kilometer
km2 Square kilometer
ktpa Kilotonnes per annum (per year)
kWh Kilowatt hours
l Liter
LkSG Germany’s Lieferkettensorgfaltspflichtengesetz <Act on
Corporate Due Diligence in Supply Chains>
LOHC Liquid organic hydrogen carrier
m2 Square meter
m3 Cubic meter
MoU Memorandum of Understanding
Mt Megatons
MW Megawatt
MWp Megawatt peak
NWR Nationaler Wasserstoffrat <National Hydrogen Council>
NWS Nationale Wasserstoffstrategie <National Hydrogen Strategy>
NDC Nationally Determined Contribution
NGO Non-governmental organisation
OECD Organisation for Economic Cooperation and Development
PEM Proton exchange membrane
PtL Power-to-Liquid
PtX Power-to-X
SDGs Sustainable Development Goals
vi
Fair Green Hydrogen
vii
Fair Green Hydrogen
Background
Hydrogen (H2) and its secondary products will play an important role in the decarbonisation
of economies in the future, particularly in four areas of application:
1. Cases where the much more efficient direct or battery-based use of electricity is
impossible, or would only be possible at enormous costs (for example in air and sea
transport, possibly in parts of heavy goods transport), hydrogen can be used in fuel
cells or as hydrogen-based liquid or gaseous fuels, so-called synthetic fuels (synfuels).
2. Hydrogen will also serve as a long-term storage medium, especially to secure the
energy supply via hydrogen gas turbines in periods of winter without wind and sun
("dark lull").
3. Hydrogen is needed to avoid greenhouse gases that are produced in industr due to
material and not energy processes, e.g. in steel production. In addition, in high-
temperature processes thermal uses of hydrogen and derived products are also
possible alternatives to natural gas.
4. Hydrocarbon compounds produced from hydrogen and carbon will replace natural
gas and crude oil as basic materials of the chemical industry (in addition to biogenic
raw materials, which, however, have very limited potential).
If it is to be produced sustainably, - hydrogen used in these applications must be obtained
from electrolysers using green electricity, combined with carbon where necessary. The latter
must be produced in a climate-neutral way.
It is doubtful that hydrogen will become the "oil of the future", as many claim. While hydrogen
as well as its by-products certainly have a high energy density and can therefore be used in a
variety of ways and for a long time they have a serious disadvantage: the production of green
hydrogen via an electrolysis process using green electricity is extremely energy- and cost-
intensive - and this will hardly change in the foreseeable future. If hydrogen is not used in
itspure form but as a liquid or gaseous compound with carbon, this require additional large
amounts of energy. Green electricity, however, is a valuable commodity. Available land and
the raw materials required are scarce and often conflict-laden - both in Germany and
elsewhere.
Based on the numerical framework of the German Hydrogen Strategy, it can be estimated that
the German government intends to import 70 to 80 percent of the hydrogen used in Germany
i
Fair Green Hydrogen
in the medium and long term. Various actors in the economy and almost all the relevant
research available assume that the required green hydrogen and all its chemical
transformation products will largely come from abroad.
In the long term, the German government is focusing on North and West African countries as
suppliers of green hydrogen. In the deserts of the Maghreb, large plants could produce
hydrogen and synthetic fuels (PtX) from solar and wind power at low cost, according to the
industry. An atlas charting the prudoction potential (Forschungszentrum Jülich, 2021)
prepared for West Africa by the previous federal government, projects that up to 165,000
TWh of hydrogen could be produced in this region (BMBF, 2020b).
However, the problems associated with hydrogen imports have hardly been discussed so far.
According to a meta-study by the Öko-Institut, the production of electricity-based materials
like hydrogen can lead to higher CO2 emissions than the use of fossil alternatives as long as
fossil generation capacities are still in the electricity system (Heinemann et al., 2019).
Converting hydrogen production from natural gas hydrogenation to electrolysis, for example,
therefore only makes sense when there is about 70 % green electricity in the grid. Electricity-
based substitutes for diesel and natural gas will only be beneficial for the climate if green
electricity attains a share of roughly 80% of electricity generation . According to the
government's projections, such values are to be expected in Germany no earlier than 2030 (as
of 2021: 42.6 % green electricity in gross electricity consumption).
Consequently, for Germany as an industrialised country, the usefulness of early large-scale
hydrogen applications beyond pilot projects and a cleverly controlled growth path is
questionable. PtX production for the transport sector at Germany's current green electricity
quota would, to give an example, produce more greenhouse gases than the use of
conventional fuels. Moreso, hydrogen production for Europe in the global South - without
further accompanying measures - would impede decarbonisation in the Southern countries.
In general, this would also be the case if investors of the Global North were to build and
finance in the southern countries electrolysis plants as well as the green electricity plants
needed for their operation. After all, it is highly likely that the most suitable natural sites (high
wind speeds, solar radiation, water availability, good hydropower sites, etc.) and thus the
cheapest sites would be used for this purpose, rendering them unavailable for domestic green
electricity production.
Terms of reference and key results of the study from Rosa Luxemburg Foundation's point of
view
The present study by Arepo GmbH on behalf of the Rosa Luxemburg Foundation (RLS)
examines how realistic hydrogen imports from the Global South are and which general
conditions would have to exist in order to make them socially and ecologically just, using the
example of the three countries: Senegal, Niger and Morocco. It concludes that imports from
ii
Fair Green Hydrogen
at least Senegal and Niger can hardly be expected in the foreseeable future: Previous imports
are only viable if an extensive set of preconditions is met. In order to prevent a renewal of
neo-colonial relations between producer and importing countries, strict conditions would
have to apply for even for later imports. These include ruling out the possibility that hydrogen
is exported to industrialised countries instead of the potential supplier countries pursuing
their own decarbonisation policies and overcoming the energy poverty that usually prevails
there.
The study was commissioned as an overview and literature study. No on-site research was in
scope, but may be the included for a later study. The main objective of the present study is to
provide more clarity on the extent and timeframes for countries of the Global South to be able
to supply green hydrogen to industrialised countries and above all the conditions for these to
be on fair terms. In this context, “fair” means that the needs of the population of the supplier
countries must be the principal considerations of a sustainable export strategy on the part of
these countries and an import strategy on the part of the buyer. Arepo GmbH is extending
sustainability criteria already established elsewhere for deliveries from the global South to
include (further) social dimensions.
According to the German government's hydrogen strategy, care should be taken to ensure
that imports of green hydrogen or derived energy carriers to Germany are "additional" and
do not come at the expense of the often inadequate renewable energy supply in developing
countries. However, all the countries in the focus of the German government have, for
example, green energy quotas far below the quotas listed above that are required so
thathydrogen electrolysis leads to reduction of green house emissions. Moreover, with the
exception of Morocco, the share of households with access to electricity is currently
comparatively low. The corresponding figures for Niger are 1% (green electricity quota) and
13% (connection to public electricity supply), for Morocco 19.7% and 99%, and for West Africa
as a whole 28.8% and 54%. (bp, 2020)
In addition to the extended socio-ecological import criteria and the proposals for their legal
implementation, the study therefore develops the idea of "Additionality 2.0". This involves
accompanying measures to ensure that the development of a hydrogen export infrastructure
not only does not impede the supplier countries' own development, but also guarantees an
additional benefit for them. Such accompanying measures could be additional investments in
green energy plants and corresponding infrastructure on site, on a relevant scale in addition
to those wind or photovoltaic plants that are needed for the electrolysis plants themselves.
These would require a correspondingly extensive availability of land and water as well as the
avoidance of conflicts of use with the local population and biodiversity.
The study of Arepo GmbH is a valuable contribution to the debate on social and ecological
guidelines for the future import of hydrogen in the sense of a climate-friendly foreign trade
policy. It is useful for the further development of German and European hydrogen strategies
as well as for the civil society debate in the countries of the global South.
iii
Fair Green Hydrogen
Conclusions
Experience with imports of agrofuels has shown that in practice it is extremely difficult to
implement the guidelines required in a "watertight" and legally binding manner.
Consequently, the Rosa Luxemburg Foundation concludes that early deliveries of hydrogen in
particular are practically impossible, at least from West Africa. German and European policy-
makers must be prepared to import only a very limited amount of socio-ecologically
sustainable green hydrogen in the foreseeable future. This circumstance must have an impact
on policies in Germany and Europe, especially since shortages of available green hydrogen
could become the Achilles' heel of climate protection. In this respect, a waste of hydrogen in
inefficient applications (automobiles, heating buildings) could be at the expense of those
applications that have an unavoidable demand for hydrogen in the course of the industrial
transformation (steel, chemicals, later also aviation and shipping, so-called "no-regret
applications").
However limited the short-term import prospects may be, in the long term there is certainly
nothing that fundamentally contradicts importing at least part of the PtX that will be needed
in the future from countries in the global South that have particularly good climatic and other
conditions. However, the eco-social guidelines described in the Arepo study, including the
criterion of "additionality 2.0", would have to be respected. On the other side, such hydrogen
exports can offer suitable supplier countries an opportunity to diversify their export structure,
reduce problematic exports of fossil and other raw materials, and generate revenues within
the framework of a renewable resource that they need in the fight against poverty and for
other social and ecological tasks.
However, at this moment, a transformation of the energy and transport sectors in Germany
and Europe as a whole that would largely rely on such fuels to heat homes and fuel road
transport while avoiding to increase energy efficiency of buildings or to base urban mobility
on public transport will be counter-productive. The supply of the vast quantities of electricity-
based fuels that would be needed in that scenario will hardly be available. It would require
the development extended economic sectors abroad where not even any beginnings exist
today - some of which located in extremely sensitive regions outside Europe. Pushing for
imports here by hook or by crook could pave the way for new neo-colonial structures.
Franza Drechsel, Senior Advisor Westafrica in the Centre for International Cooperation and
Dialogue of Rosa Luxemburg Foundation
Claus-Dieter König, Director of the Regional Office Westafrica in Dakar of the Centre for
International Cooperation and Dialogue of Rosa Luxemburg Foundation
Uwe Witt, Climate Protection and Structural Change Officer, Institute for Social Analysis (IfG)
of the RLS
iv
Fair Green Hydrogen
Hintergrund
Wasserstoff (H2) und seine Folgeprodukte werden künftig eine wichtige Rolle bei der
Dekarbonisierung der Volkswirtschaften spielen, und zwar vor allem in vier Einsatzgebieten:
1. Wo der deutlich effizientere direkte oder batteriegestützte Stromeinsatz nicht, oder
nur unter enormem Aufwand möglich wäre (etwa im Flug- und Seeverkehr, ggf. in
Teilen des Schwerlastverkehrs) kann Wasserstoff über Brennstoffzellen bzw. über
wasserstoffbasierte flüssige oder gasförmige Brennstoffe als so genannte
synthetischen Kraftstoffe (Synfuels) zum Einsatz kommen.
2. Wasserstoff wird auch als Langzeit-Speichermedium dienen, vor allem um die
Energieversorgung über Wasserstoff-Gasturbinen in jenen Zeiten des Winters
abzusichern, in denen kein Wind weht und keine Sonne scheint („Dunkelflaute“).
3. Wasserstoff wird benötigt, um Treibhausgase zu vermeiden, die in der Industrie nicht
energiebedingt entstehen, sondern aufgrund von stofflichen Prozessen, etwa in der
Stahlproduktion. In der Industrie sind aber auch thermische Verwendungen von
Wasserstoff und Folgeprodukten zur Ablösung von Erdgas bei
Hochtemperaturprozessen möglich.
4. Aus Wasserstoff und Kohlenstoff erzeugte Kohlenwasserstoffverbindungen werden
(neben biogenen Rohstoffen, die aber ein sehr begrenztes Potential haben) in der
chemischen Industrie Erdgas und Erdöl als Grundstoff ersetzen.
Alle diese Anwendungen basieren – wenn sie nachhaltig erzeugt werden sollen – auf
Wasserstoff, der mittels Ökostrom aus Elektrolyseuren gewonnen und gegebenenfalls mit
Kohlenstoff verbunden wird. Letzterer muss klimaneutral gewonnen werden.
Dass Wasserstoff das „Öl der Zukunft“ wird, wie häufig behauptet, ist zweifelhaft. Zwar weisen
der Stoff und seine Folgeprodukte eine hohe Energiedichte auf und sind darum vielseitig und
ausdauernd nutzbar. Sie haben aber zugleich einen gravierenden Nachteil: Die Herstellung von
grünem Wasserstoff über einen Elektrolyse-Prozess mittels Ökostrom ist enorm energie- und
kostenintensiv – und dies wird absehbar auch so bleiben. Wird Wasserstoff nicht in reiner
Form verwendet, sondern mit Kohlenstoff in flüssige oder gasförmige Stoffe eingebaut, so
benötigen diese Prozesse noch zusätzlich große Mengen Energie. Ökostrom ist jedoch ein
wertvolles Gut. Verfügbare Flächen und benötigte Rohstoffe sind knapp und häufig
konfliktbeladen – sowohl hierzulande als auch im Ausland.
Aufgrund des Zahlengerüstes der Deutschen Wasserstoffstrategie lässt sich abschätzen, dass
die Bundesregierung mittel- und langfristig 70 bis 80 Prozent des in Deutschland genutzten
v
Fair Green Hydrogen
Wasserstoffs importieren will. Auch verschiedenste Akteure der Wirtschaft und beinah die
gesamte relevante Studienlandschaft gehen davon aus, dass der benötigte grüne Wasserstoff
in all seinen chemischen Transformationsprodukten größtenteils aus dem Ausland kommen
wird.
Für die Bundesregierung stehen auf längere Sicht als Lieferanten für den grünen Wasserstoff
unter anderem die nord- und westafrikanische Staaten im Fokus. In den Wüsten des Maghreb
könnten große Anlagen aus Sonnen- und Windstrom zu geringen Kosten Wasserstoff und
synthetische Treibstoffe (kurz „PtX“) herstellen, argumentiert die Industrie. Nach einem
Potenzialatlas (Forschungszentrum Jülich, 2021), den die vergangene schwarz-rote
Bundesregierung bereits für Westafrika hat erstellen lassen, könnten in dieser Region bis zu
165.000 TWh Wasserstoff produziert werden (BMBF, 2020b).
Die mit Wasserstoff-Importen verbundenen Probleme werden bislang allerdings wenig
kommuniziert. Laut einer Meta-Studie des Öko-Instituts kann die Herstellung strombasierter
Stoffe zu höheren CO2-Emissionen führen als die Nutzung fossiler Alternativen, solange noch
fossile Erzeugungskapazitäten im Stromsystem sind (Heinemann et al., 2019). Eine Umstellung
der Wasserstoff-Herstellung von Erdgas-Hydrierung auf Elektrolyse beispielsweise mache
deshalb erst bei etwa 70 % Ökostrom im Netz wirklich Sinn. Ein Klimavorteil von
strombasierten Substituten für Diesel und Erdgas ergebe sich gar erst ab einem rund 80-
prozentigen Ökostromanteil an der Stromerzeugung. Für Deutschland sind solche Werte nach
den Plänen der Bundesregierung frühestens um das Jahr 2030 zu erwarten (Stand 2021: 42,6
% Ökostrom am Bruttostromverbrauch).
Demnach stellt sich also bereits für Deutschland als Industrieland die Frage der Sinnhaftigkeit
früher großskaliger Wasserstoff-Anwendungen jenseits von Pilotprojekten und einem klug
gesteuerten Aufwuchspfad. So würde z.B. eine PtX-Produktion für den Verkehrssektor mit der
gegenwärtigen Ökostromquote Deutschlands mehr Treibhausgase produzieren als der Einsatz
der konventionellen Kraftstoffe. Erst recht würde eine Wasserstoffproduktion im globalen
Süden für Europa – ohne weitere begleitende Maßnahmen – die Dekarbonisierung in den
südlichen Ländern behindern. Dies gilt grundsätzlich auch, wenn die Investoren des Globalen
Nordens nicht nur Elektrolyseanlagen, sondern auch die zu ihrem Betrieb benötigten
Ökostromanlagen in den südlichen Ländern aufbauen und finanzieren würden. Schließlich
würden mit hoher Wahrscheinlichkeit vor allem die von der Naturausstattung besonders
geeigneten (Windhöfigkeit, Sonneneinstrahlung, Wasserverfügbarkeit, gute
Wasserkraftstandorte, etc.) und somit preiswertesten Standorte dafür genutzt werden, die
dann nicht mehr für die heimische Ökostromproduktion zur Verfügung stünden.
vi
Fair Green Hydrogen
vii
Fair Green Hydrogen
Schlussfolgerungen
Die Erfahrung mit Importen von Agrokraftstoffen haben gezeigt, dass es außerordentlich
schwierig ist, in der Praxis entsprechende Guidelines „wasserdicht“ und rechtsverbindlich
umzusetzen. Entsprechend geht die Rosa-Luxemburg-Stiftung davon aus, dass insbesondere
frühe Lieferungen von Wasserstoff zumindest aus Westafrika praktisch ausgeschlossen sind.
Die deutsche und europäische Politik muss sich folglich darauf einstellen, in ansehbarer Zeit
nur in einem sehr begrenzten Ausmaß sozialökologisch nachhaltig erzeugten grünen
Wasserstoff importieren zu können. Dieser Umstand muss Auswirkungen auf die Politik
hierzulade haben, zumal Engpässe an verfügbarem grünen Wasserstoff zur Achillesferse des
Klimaschutzes werden könnten. Insofern könnte eine Verschwendung von Wasserstoff in
ineffizienten Anwendungen (Automobile, Gebäudewärme) zu Lasten jener Anwendungen
gehen, die im Zuge des Umbaus einen unabwendbaren Wasserstoffbedarf haben (Stahl,
Chemie, später auch Luft- und Seefahrt, so genannte „No-regret-Anwendungen“).
So beschränkt die kurzfristigen Importaussichten sein mögen: Auf lange Sicht spricht sicherlich
nichts grundsätzlich dagegen, zumindest einen Teil zukünftig benötigter PtX auch aus solchen
Ländern des globalen Südens zu importieren, die besonders gute klimatische und sonstige
Bedingungen dafür aufweisen. Dafür müssten jedoch die in der Arepo-Studie beschriebenen
ökosozialen Guidelines einschließlich des Kriteriums „Zusätzlichkeit 2.0“ eingehalten werden.
Umgekehrt können solcherart Wasserstoffexporte für geeignete Lieferländer eine Chance
bieten, ihre Exportstruktur zu diversifizieren, problematische Exporte von fossilen und
anderen Rohstoffen zurückzufahren und Einnahmen im Rahmen einer nunmehr erneuerbaren
Ressource zu generieren, die sie im Kampf gegen Armut und für andere soziale und
ökologische Aufgaben benötigen.
Eine Energie- und Verkehrswende hier und heute aber, die auf solche Brennstoffe für einen
Großteil der Häuser und den Straßenverkehr setzen würde, um einem Mehr an
Gebäudeeffizienz oder einer tatsächlichen Mobilitätswende aus dem Weg zu gehen, dürfte
viii
Fair Green Hydrogen
dennoch auf tönernen Füßen stehen. Denn die Bezugsoption für die Unmengen von
strombasierten Kraftstoffen, die dann benötigt würden, wäre mehr als wacklig. Sie setzte auf
riesige Wirtschaftszweige im Ausland, die heute noch nicht einmal im Ansatz existieren – und
teilweise in äußerst sensiblen Regionen außerhalb Europas lägen. Hier nun Importe auf Biegen
und Brechen zu forcieren, könnte neuen neokolonialen Strukturen den Weg ebnen.
Franza Drechsel, Referentin Westafrika, Zentrum für internationalen Dialog und
Zusammenarbeit (ZID) der RLS
Claus-Dieter König, Leiter des Regionalbüros Westafrika in Dakar, Zentrum für internationalen
Dialog und Zusammenarbeit (ZID) der RLS
Uwe Witt, Referent Klimaschutz und Strukturwandel, Institut für Gesellschaftsanalyse (IfG)
der RLS
ix
Fair Green Hydrogen
Summary
In a world where the dooming climate crisis increasingly turns into a planetary crisis, the
development of a sustainable and clean ‘hydrogen economy’ is considered essential if the
world wants to keep the hope alive to limit global warming to 1.5°C above pre-industrial levels.
Many countries strive for ‘carbon-neutral’ societies and economies - Germany, for example,
has set this aim for 2045. Alongside (1) the phase-out of fossil fuels, (2) the development of
renewable energy generation and (3) increased energy efficiency, the establishment of (4) a
hydrogen infrastructure as an avenue to utilize green electricity in sectors and industries
where fossils has been used in material processes up to now (e.g. reduction in steel
production), where direct electrification is hardly possible (e.g. air and sea transport), and as
a carbon-free energy source in high-temperature processes and for future reconversion to
electricity during dark doldrums and as a storage medium is planned.
As of now, discussions surrounding hydrogen are mostly concerned with the technical aspects
of scaling up global green hydrogen production quickly, vastly ignoring the potential social and
ecological challenges coming with this (not so) new energy carrier. Yet, the establishment of
a new global infrastructure and a completely new branch of the global energy sector in the
form of a hydrogen rush, provides not only a global economic opportunity, but a significant
risk of either sidelining developing countries, or repeating the negative economic, social and
environmental experiences that were linked to extractive industries and the exploitation of
fossil energy resources in the past. The risk of ‘green colonialism’ (Scita et al., 2020) must be
reflected and taken into account.
Green hydrogen can in principle be produced in many countries and regions of the world.
Decision makers see an opportunity to include the sun- and wind-rich regions and countries
in the Global South in producing hydrogen to meet the enormous global demand that is
starting to develop. Specifically, Germany’s former research minister Anja Karliczek,
emphasized that West Africa alone has the potential to produce green hydrogen equivalent
to 1.500 times Germany's demand in 2030 (Bundesministerium für Bildung und Forschung
[BMBF], 2021b). Against this background, this study looks specifically at the German demand
for green hydrogen and asks whether it can be met by imports, especially from the Global
South, and under which conditions this could be done in a both socially and ecologically
acceptable way for the countries exporting hydrogen.
x
Fair Green Hydrogen
power. In order to classify the various processes and energy sources for the production of
hydrogen, a spectrum of nine different hydrogen ‘colors’ has been established in the political
discourse.
As of now, “grey hydrogen” is by far the most widespread form of hydrogen production. It is
produced by steam reforming from fossil sources like methane or coal. The carbon dioxide
emitted in this process is released into the atmosphere. This leads to a considerable carbon
dioxide footprint. In the production of “blue hydrogen” captures parts of the carbon dioxide
and stores it, ensuring that the carbon dioxide cannot be released into the atmosphere. Yet,
blue hydrogen will still be associated with some carbon emission, from the production and
possible leakage of methane or coal, and the generation of the electricity used for the steam
reforming process. Carbon emissions can therefore be reduced in blue hydrogen production,
but not eliminated (IRENA, 2020a). In addition, underground storage is controversial.
There are several other “colors” of hydrogen, associated with different sources for the energy
that is used to produce it, including pink for nuclear power. “Turquoise hydrogen” is still in
the pilot phase but shall be produced via pyrolysis, which extracts hydrogen from fossil
methane, leaving behind a solid block of carbon.
For all colors, emissions can be generated by the production of methane or coal, and the
energy used in the process. Only “green hydrogen” is produced with renewable electricity
through a different process, the electrolysis of water into hydrogen and oxygen. This form of
hydrogen production is therefore best suited for a fully sustainable energy transition.
As a nascent industry, all aspects of the hydrogen value chain (production facilities, input
factors, transportation facilities) are currently expensive and their supply is insufficient.
The production process for green hydrogen is the electrolysis of water, requiring an appliance
in which this happens (the “electrolyser”), water as well as electricity. While the process itself
is not new, at this point, industrial-scale electrolysers are still expensive. With the expansion
of the industry, their cost will drop.
About 0,27 liter of water are needed to produce one kilowatt hour (kWh) hydrogen alone (IEA,
2019). In general, in non-arid regions and countries such as Germany the freshwater input
needed for local hydrogen production is unlikely to be noticed (Umweltbundesamt 2020). In
arid-world regions such as in large parts of Africa, however, there is a much higher risk that
such water demand will exacerbate existing water conflicts or generate new ones, given the
scarcity of water. Desalinated seawater is considered as an alternative but requires additional
electricity and infrastructure.
xi
Fair Green Hydrogen
The production of hydrogen is very energy-intensive. Without any control for the quality of
the electricity, hydrogen production can cause additional carbon dioxide emissions.
Öko-Institut (2019) claims that in order to ensure that hydrogen is in fact greener than
conventional fuels, the share of green power on the grid is higher than 70 %. Currently,
renewable electricity in most situations and countries is typically not yet covering the demand,
and therefore it can be expected that hydrogen production will require additional renewable
electricity capacity.
Hydrogen from Africa for the German market needs to be transported, through pipelines or
by ships, which means additional infrastructural and energy requirements. So far, only one
prototype for a liquid hydrogen transport ship exists (Lloyd’s Register, 2022), and port facilities
are rare. Alternatively, hydrogen could be transported in the form of other chemicals, e.g.,
ammonia or as so-called “e-fuels” i.e., Kerosene or Diesel that is produced from hydrogen and
a carbon source.
xii
Fair Green Hydrogen
bilateral energy relations, reshaping the positioning of states with new hydrogen exporters
and users emerging” (IRENA, 2022b). In addition to the potential of renewable energies and
the existing infrastructural and industrial base, transport costs in particular play an important
role in the production and import/export of hydrogen.
Africa has a comparatively high technical potential to produce green hydrogen
(FZ Jülich, 2022). IRENA (2022a) juxtaposes the production potential of all world regions for
hydrogen under 1.5 USD/kg by 2050, and finds that Sub-Saharan Africa could produce over
75.000 TWh of hydrogen, the Middle East and North Africa 56.000 TWh, North America
36.500 TWh, Oceania 35.000 TWh, South America 31.000 TWh, the rest of Asia 27.000 TWh
and Europe 2.400 TWh. Combined with the geographic proximity, Africa is a likely source for
hydrogen for Europe’s and Germany’s approach
Germany's approach to hydrogen is shaped by the German government's National Hydrogen
Strategy of 2020. In the export-import context, Germany's Act on Corporate Due Diligence in
Supply Chains and the hydrogen criteria of the National Hydrogen Council are also of particular
relevance.
Germany
The new German government coalition of Social Democrats, Greens and Liberals (since 2021)
has recently doubled the aim of the former government coalition under Angela Merkel of
installed hydrogen electrolyser capacity from 5 GW to 10 GW by 2030 (Radowitz, 2021). This
update will be embedded in an overhaul of the existing National Hydrogen Strategy
(Nationale Wasserstoffstrategie – NWS), passed in 2020. It is noteworthy that this strategy
already includes qualitative requirements and criteria for hydrogen imports. Specifically, it
states the principle that every import of green hydrogen or its derivatives must take place on
top of domestic energy production (‘additionality principle’). This criterion is fundamental to
addressing some of the most important economic and ecological challenges associated with
hydrogen production.
The main instrument for Germany’s foreign trade policy regarding hydrogen are bilateral
partnerships in the energy sector (NWS measure 34 and 36). Bilateral Energy Partnerships are
intended to “bring together high-level intergovernmental dialogue with practical, goal-
oriented project work” (GIZ, 2021a), across energy-related areas and on country-specific
priorities. Germany maintains a number of such energy partnerships, including eight
partnerships that are specifically focused on hydrogen (Dietz-Polte & Vacha, 2021;
GIZ, 2021a). These partnerships exist with countries in both the Global North and the Global
South. Three of them build on existing Bilateral Energy Partnerships (Chile, Morocco,
xiii
Fair Green Hydrogen
South Africa). In addition to these, hydrogen partnerships are formed with Australia, Canada,
Japan, Namibia and Saudi-Arabia.
Generally, the new German Act on Corporate Due Diligence in Supply Chains
(‘Lieferkettensorgfaltspflichtengesetz’ [LkSG]) is intended to improve the international human
rights situation by defining responsibilities for the management of supply chains. German
companies have to ensure that they fulfil a number of due diligence obligations against human
rights violations (BMWK, 2022). These can include environmental and social aspects. But the
law needs to be further tested in practice and litigation. In addition to hydrogen production
and water resources, it could also relate to metals needed for electrolysers (Johann, 2022).
EU Level
Similar to, and to some extent aligned with Germany, the European Commission also works
on ‘hydrogen diplomacy’, with energy partnerships. In addition, the EU’s ‘Hydrogen strategy
for a climate-neutral Europe' follows a similar logic to Germany’s phased approach as outlined
by Matthes et al. (2021), first building the foundation by the mid-2020s domestically, and then
scaling up rapidly in the following two to three decades.
Criteria for green hydrogen at the EU level are also being established (Oyarzabal et al., 2022).
As of late February 2022, the EU Commission is preparing to launch an EU-wide database to
certify the carbon footprint of hydrogen – of which 96 % are currently reliant on fossil fuels
– and other so-called ‘low-carbon’ fuels in a harmonized way (Kurmayer, 2021). By 2050, the
EU expects almost ¼ of global energy demand to be met by green hydrogen, thus playing a
key role in its own climate goals (EC, 2020). One important step towards the implementation
of the EU Hydrogen Strategy was the legislative package on hydrogen and decarbonized
markets in December 2021, which is currently (as of March 2022) still under review. The
legislative package also proposes new rules for the development of a hydrogen market in the
EU. These bring legal clarity to the definition and role of green and low-carbon hydrogen
within the EU.
It is anticipated that a supply chain law will also be passed at the European level. Non-
governmental organizations (NGOs) and other political actors will most likely be plaintiffs for
supply chain due diligence at the EU level as well, since each EU country must transpose the
EU directives into national law.
If done right, the supply gap for hydrogen offers a significant development opportunity for
countries in the Global South and specifically in Africa, satisfying local needs, providing jobs
and continuous income from a participation in energy markets as a supplier. But large
investment projects in the Global South, specifically with an export-orientation to provide
xiv
Fair Green Hydrogen
basic commodities for the Global North, reminisce of exploitative economic relationships and
practices of the colonial times and the oil era. Such developments need to be avoided.
Upscaling hydrogen production can perpetuate existing or create new practices of ‘economic
colonialism’, even under the guise of being ‘green’, continuing in a pattern in which the
survival and security of those living within Western borders are put above the needs of those
living outside of it. Specifically, there is a risk that hydrogen production capacities come at the
expense of national efforts to achieve national development objectives, including climate
neutrality, or the provision of basic services like electricity or water supplies.
Among others, van de Graaf stresses that the ‘Hydrogen Hype’ is the product of the
expectation that hydrogen could “become the next great prize, a zero-carbon version of oil”
(Van de Graaf, 2021; p. 30). On the other hand, establishing infrastructure for hydrogen
transport seems simpler and less costly along established trade routes – in other words, the
winners of globalization are also in the pole position to become the winners of the ‘Hydrogen
Economy’, irrespective of their location factors (water, renewable power, investment capital).
In that sense, in line with the definition of Adoko et al. (2021, p. 196), neo-colonial structures
in hydrogen can also arise in the neglect to include Africa into the economic and development
opportunities that arise from the new technology. Therefore, it can be seen as relevant that
countries of the Global South build up hydrogen production capacities both for their own
needs and for export, and thus overcome their current dependence on fossil fuels and
corresponding structures. Export of hydrogen to countries of the Global North should be tied
to criteria that ensure alignment with the Sustainable Development Goals, and the
maximization of local benefits from the deployment of these new technologies.
5 Case studies
In order to show both the possibility and potential of producing and exporting ‘fair green
hydrogen’ as well as the multitude of challenges in quickly upscaling the production of green
hydrogen on African continent, three case studies have been chosen: Morocco, Niger and
Senegal. Niger is a good example of a landlocked country, which with its arid natural
conditions is typical for some African states. Landlocked countries (like Niger) face different
challenges than coastal states in terms of logistics and transport routes. As an arid country,
water availability is an additional challenge. The questions of space and land use plays a rather
subordinate role, as the population and settlement density are naturally lower or limited to
only small parts of the country. Senegal, as a coastal state with less availability of land, but a
currently ongoing fossil fuels boom, is also prototypical for a significant number of African
states. Morocco as a large country with a considerable headstart in solar technology is
considered in a pole position for the hydrogen economy – in mid-February 2022 the EU
unveiled plans to invest EUR 1.6 bn in Morocco as part of the EU’s EUR 300 bn
xv
Fair Green Hydrogen
‘Global Gateway’ infrastructure plan, Europe’s first-ever African scheme and response to
China's Belt and Road Initiative (DW, 2022).
All three case studies demonstrate how ecological factors and social concerns will continue to
prove a major barrier to scaling up green hydrogen infrastructure, as long as the government
takes them into account. Infrastructure issues are also a hurdle. Specifically, the need for
desalination plants and the safe disposal of their waste is challenging. But ensuring that the
local population benefits directly from both (new) desalination plants as well as economically
deserves additional interventions.
Green hydrogen production in Niger is more difficult compared to other locations in Africa,
but not impossible. Niger currently gives no reason to believe that at some point in the near-
to medium-term future, green hydrogen could be produced in a ‘fair’ way or easily be
transported either southwards to Nigeria or northwards to Algeria and then further to Europe.
If the country decides – and there could be good reasons for it – to invest in hydrogen
production plants, questions of infrastructural connection and water availability must first be
clarified.
In Senegal, too, the current focus is on reaping the “benefits” from gas and oil rather than
hydrogen. It should be prevented that (green) hydrogen follows the economic model of
‘enclave production’, i.e., of extraction and export. Large population groups have hardly
benefited from the vast natural resources of the coastal country. For green hydrogen to not
perpetuate the same pattern, the imposition of socially and ecologically fair criteria will be
inevitable.
xvi
Fair Green Hydrogen
hydrogen production capacities, as early as in the construction phase, should take place locally
and in cooperation with local and regional economic actors.
In order to ensure the implementation of these guiding principles, the principle of
additionality described above is to be expanded into what could be called ‘Additionality 2.0’.
‘Additionality 2.0’ describes accompanying measures to ensure that the development of
hydrogen export infrastructure not only does not hinder the development of exporting
countries, but also guarantees added value for supplier countries. Such accompanying
measures could be, for example, additional investments in renewable energy plants and
corresponding infrastructure on site, on a relevant scale in addition to those wind or
photovoltaic plants that are needed for the electrolysis itself. These would require a
correspondingly extended availability of land and water as well as the avoidance of conflicts
of use with the local population and biodiversity. Thus, the principle of ‘Additionality 2.0’ goes
beyond a pure "do no harm" approach, and calls for ‘+X solutions’ for hydrogen projects.
On this basis, the study proposes fourteen criteria based on four overarching dimensions:
Social, Ecological, Economic and Political, to ensure that the right questions can be asked when
planning or discussing hydrogen projects in Africa.
Infrastructure
Participation in the global hydrogen economy can also open up new development potential
to countries that are currently less developed. The infrastructural ‘bridge-building’ to Africa
must be started and largely financed from Europe. In addition to the cost aspect, geopolitical
and developmental considerations must also be taken into account when planning the
infrastructure. This also explicitly applies to the transnational planning of the individual
components of the hydrogen production chain (electrolysers, electricity, water).
Since the development of the corresponding infrastructure is complex, cost-intensive and
takes a long time (both in Africa and on the importing side in Germany and Europe) and
corresponding path dependencies will arise here, it is advisable that the infrastructure is not
designed for ‘dual-use’, i.e. that the supplier countries do not focus on fossil exports and
hydrogen at the same time, but that the infrastructure development in question is clearly
focused on hydrogen. Unlike in the European or Eastern European context, in the African
context there is little recourse to already existing infrastructure (which, in case of doubt, still
xvii
Fair Green Hydrogen
needs to be adapted to hydrogen). This opens up the opportunity to find new useful and
optimal solutions for logistics in cooperation with the African partner countries without
already existing restrictions. From the German side, this process should be approached via the
EU or in close coordination with the EU.
In principle, there is great renewable energy potential in all West African countries. But the
energy for hydrogen production needs to be made available on top of the domestic needs. In
the case studies on Senegal and Niger, it became clear that these countries still have very low
RE quotas in their electricity mix. Producing hydrogen from grid electricity would not only
reduce the availability of this power for other purposes, but also not result in “green”
hydrogen. Ambitious political strategies for the expansion of renewable energies and the
electricity grid are needed here and they should be tied to legally binding contracts with the
developers and funders of such infrastructure.
The additional renewable energies can be developed in parallel to the expansion of the energy
system, with direct connection to the existing national or regional electricity grid or off-grid.
In both cases, it is important that the partner countries or project actors involved (business
enterprises, etc.) as well as civil society actors jointly find country-specific solutions and then
implement them adapted to the respective circumstances. Hydrogen production requires a
continuous and trouble-free availability of energy is important for hydrogen production, which
is why corresponding battery or storage systems must be planned when using wind and solar
power. Integrating this into the existing power grid could provide benefits for the local grid
operations.
In addition, local upskilling and know-how and capacity building in the relevant fields should
be an integral part of every hydrogen partnership. The establishment of hydrogen production
and the associated expansion of renewable energies can be a door opener for this and open
up corresponding sustainable business fields and development opportunities.
Financing
Germany avails of a number of options for funding such projects. Among them are a dedicated
support program (Förderrichtlinie) for the National Hydrogen Strategy and the Economic
Recovery Plan (BMWK, 2021b), German Export Credit Guarantees, KfW loans to government
or through its Deutsche Investitions- und Entwicklungsgesellschaft (DEG) as project finance to
the private sector.
In addition, indirect financing of hydrogen production projects is possible through the
innovative funding instrument H2Global. For this instrument, 900 million euros were
approved by the Federal Ministry for Economic Affairs and Climate Protection at the end of
2021. The approach of this instrument is that, in line with the sustainability criteria, green
xviii
Fair Green Hydrogen
hydrogen or its derivatives are purchased via an intermediary at the corresponding currently
high price and then sold at a lower market price (in competition with other types of hydrogen)
and the price difference between green and grey hydrogen is covered by subsidies from the
federal government (H2international, 2021).
It would be worth considering applying this approach to individual countries or groups of
countries (e.g., western Africa) in order to stimulate the development of hydrogen production
in a focused manner.
Institution building
Most importantly, the set of criteria to be found for fair green hydrogen must be legally
anchored and implemented both in Germany and Europe and in the partner country. The
discussions and findings must be fed into the corresponding political processes in order to
create planning and action security for all actors involved. On the German side, initial
approaches in this regard can be found, for example, in the funding guideline for international
hydrogen projects or in the Act on Corporate Due Diligence in Supply Chains, but decisive
criteria are not sufficiently formulated and will need to be fleshed out through litigation. Here
support to NGOs can help solidify the interpretation of the legal requirements.
Additional prerequisites relate to the areas of research and training of skilled workers,
including through broad-based exchange programs in the relevant disciplines, raising
awareness among potential partners for the potential of hydrogen partnerships and to
introduce the possibilities and advantages of the production of green and fair hydrogen in the
political and public discourse. An involvement and the education of local NGOs can also be
helpful here. NGOs could, for example, demand more ambitious decarbonization plans from
their governments or make the option of producing fair green hydrogen for their
transformation to climate neutrality more prominent in the respective national discourse.
It should be noted that it can be assumed that the enormous demand for green hydrogen, the
long lead and build-up times and the highly dynamic technical developments will lead to an
increase in the need for action in the future, but also in the scope for action, which will then
have to be filled politically. There is a danger that in such dynamic developments the time for
developing standards will be lost and much will be subordinated to the achievement of goals.
Therefore, it makes sense to formulate criteria for the production of green and fair hydrogen
as early as possible, so that processes and structures can already be aligned accordingly in the
initial phase that is now beginning. The resulting path dependencies require consideration
early-on.
xix
Fair Green Hydrogen
Zusammenfassung
In einer Welt, in der sich die drohende Klimakrise immer mehr zu einer planetarischen Krise
ausweitet, wird die Entwicklung einer nachhaltigen und sauberen "Wasserstoffwirtschaft" als
unerlässlich angesehen, um die Hoffnung aufrechtzuerhalten, dass die globale Erwärmung auf
1,5°C über dem vorindustriellen Niveau begrenzt werden kann. Viele Länder streben eine
"kohlenstoffneutrale" Gesellschaft und Wirtschaft an – Deutschland zum Beispiel hat sich
dieses Ziel für 2045 gesetzt. Neben (1) dem Ausstieg aus fossilen Brennstoffen, (2) dem Ausbau
der erneuerbaren Energien und (3) der Steigerung der Energieeffizienz ist (4) der Aufbau einer
Wasserstoffinfrastruktur zur Nutzung von Ökostrom in Sektoren und Industrien, in denen bei
stofflichen Prozessen bislang Kohlestoff zum Einsatz kommt (z. B. Reduktion bei
Stahlproduktion), bei denen die direkte Elektrifizierung kaum möglich ist (z. B. Luft- und
Seeverkehr), sowie als kohlenstofffreier Energieträger bei Hochtemperaturprozessen und zur
künftigen Rückverstromung bei Dunkelflauten und als Speichermedium geplant. Bislang dreht
sich die Debatte um Wasserstoff hauptsächlich um die technischen Aspekte einer raschen
Ausweitung der weltweiten Produktion von grünem Wasserstoff. Dabei werden jedoch die
potenziellen sozialen und ökologischen Herausforderungen, die mit diesem (nicht ganz so)
neuen Energieträger verbunden sind, weitgehend außer Acht gelassen. Der Aufbau einer
neuen globalen Infrastruktur und völlig neuer Zweige globale Energie- und Rohstoffsektoren
rund um Wasserstoff bietet jedoch nicht nur enorme wirtschaftliche Chancen, sondern birgt
auch ein erhebliches Risiko. So besteht für die Länder des Globalen Südens zum einen die
Gefahr von den Entwicklungen rund um Wasserstoff ausgeschlossen zu werden und zum
anderen – als potenzielle Produktionsländer für Wasserstoff – das Risiko, dass sich die
negativen wirtschaftlichen, sozialen und ökologischen Erfahrungen und Folgen wiederholen,
die in der Vergangenheit mit der Ausbeutung und dem Export fossiler Energieressourcen
verbunden waren. Das Risiko eines "grünen Kolonialismus“ (Scita et al., 2020) muss reflektiert
und ernst genommen werden.
Grüner Wasserstoff kann prinzipiell in vielen Ländern und Regionen der Welt produziert
werden. Aber insbesondere die sonnen- und windreichen Regionen und Länder des Globalen
Südens sind prädestiniert, um den sich abzeichnenden enormen globalen Bedarf an grünem
Wasserstoff zu decken. Die ehemalige deutsche Forschungsministerin Anja Karliczek betonte,
dass allein Westafrika das Potenzial hat, grünen Wasserstoff zu produzieren, der dem
1.500-fachen des deutschen Bedarfs im Jahr 2030 entspricht (Bundesministerium für Bildung
und Forschung [BMBF], 2021b). Vor diesem Hintergrund wird in dieser Studie speziell der
deutsche Bedarf an grünem Wasserstoff untersucht und die Frage gestellt, ob er durch
Importe, insbesondere aus dem Globalen Süden und Westafrika, gedeckt werden kann und
unter welchen Bedingungen dies in einer sozial und ökologisch verträglichen Art und Weise
für die exportierenden Länder geschehen könnte.
xx
Fair Green Hydrogen
Da es sich noch um einen jungen Industriezweig handelt, sind alle Aspekte der Wasserstoff-
Wertschöpfungskette (Produktionsanlagen, Inputfaktoren, Transportmittel) derzeit teuer und
die zur Verfügung stehenden Mengen sind noch unzureichend.
xxi
Fair Green Hydrogen
Für die Herstellung von grünem Wasserstoff durch die Elektrolyse wird ein Elektrolyseur,
Wasser und Strom benötigt. Das Verfahren selbst ist zwar nicht neu, doch sind Elektrolyseure
im industriellen Maßstab derzeit noch teuer. Mit dem Ausbau der Industrie werden ihre
Kosten und damit die Produktionskosten von grünem Wasserstoff sinken.
Etwa 0,27 Liter Wasser werden benötigt, um eine Kilowattstunde (kWh) Wasserstoff zu
erzeugen (IEA, 2019). In humiden Regionen und Ländern wie Deutschland ist der für die lokale
Wasserstoffproduktion benötigte Süßwassereinsatz im Allgemeinen kaum zu bemerken
(Umweltbundesamt 2020). In ariden Gebieten, wie in weiten Teilen Afrikas, ist das Risiko, dass
der Bedarf einer Wasserstoffproduktion angesichts der Knappheit bestehende
Wasserkonflikte verschärft oder neue schafft, deutlich höher. Die Entsalzung von Meerwasser
ist eine Alternative, erfordert aber zusätzlichen Strom und Infrastruktur.
Die Produktion von Wasserstoff ist sehr energieaufwändig. Ohne jegliche Kontrolle des
genutzten Stroms kann seine Produktion zusätzliche Kohlenstoffdioxidemissionen
verursachen. Deswegen weist das Öko-Institut (2019) darauf hin, dass der Anteil des für die
Wasserstoffproduktion genutzten Ökostroms im Netz mehr als 70 % betragen muss, um
sicherzustellen, dass Wasserstoff tatsächlich grüner ist als herkömmliche Kraftstoffe.
Gegenwärtig deckt der Strom aus erneuerbaren Energiequellen in den meisten Ländern des
Globalen Südens in der Regel noch nicht einmal den eigenen Bedarf, so dass für die
Wasserstofferzeugung zusätzliche Kapazitäten an erneuerbarer Strom erforderlich sein
werden.
Wasserstoff aus Afrika für den deutschen Markt muss über Pipelines oder mit Schiffen
transportiert werden, was zusätzlichen Infrastruktur- und Energiebedarf bedeutet. Bislang
gibt es nur einen Prototyp für ein Flüssigwasserstoff-Transportschiff (Lloyd’s Register, 2022)
und entsprechende Hafenanlagen sind rar. Alternativ könnte Wasserstoff in Form anderer
Chemikalien transportiert werden, z. B. Ammoniak oder sogenannte "E-Fuels" (d. h. Kersoin
oder Diesel) die aus Wasserstoff und einer Kohlenstoffquelle hergestellt werden.
xxii
Fair Green Hydrogen
Stromerzeugung eingesetzt wird. In der Industrie wird Wasserstoff vor allem für die
Direktreduktion von Eisenerz zur CO₂-freien Stahlerzeugung, als Rohstoff in der chemischen
Industrie und zur Erzeugung von Prozessdampf eingesetzt werden. Wasserstoffbasierte
E-Fuels werden in der nationalen und internationalen Schifffahrt und Luftfahrt genutzt
werden (Prognos et al., 2021).
Auf globaler Ebene geht die IEA davon aus, dass bis 2050 ein Bedarf an 19.444 TWh
"kohlenstoffarmen" Wasserstoff besteht (IEA, 2021b). Auf Deutschland würden etwas mehr
als 2 % dieser Nachfrage entfallen (sein Anteil am globalen BIP beträgt zum Zeitpunkt der
Erstellung dieses Berichts etwa 3,3 %).
xxiii
Fair Green Hydrogen
Deutschland
Die neue deutsche Regierungskoalition aus SPD, Bündnis 90/Die Grünen und FDP (seit 2021)
hat kürzlich das Wasserstoff-Ziel der früheren Regierungskoalition unter Angela Merkel
verdoppelt. So sollen bis 2030 statt 5 GW Wasserstoff-Elektrolyseur-Kapazität 10 GW
installiert werden (Radowitz, 2021). Diese Aktualisierung wird in eine Überarbeitung der
bestehenden Nationalen Wasserstoffstrategie (NWS) eingebettet, die 2020 verabschiedet
wurde. Es ist darauf hinzuweisen, dass diese Strategie bereits qualitative Anforderungen und
Kriterien für Wasserstoffimporte enthält. Insbesondere wird der Grundsatz aufgestellt, dass
jeder Import von grünem Wasserstoff oder seinen Derivaten zusätzlich zur inländischen
Energieerzeugung erfolgen muss ("Zusätzlichkeitsprinzip"). Dieses Kriterium ist von
grundlegender Bedeutung für die Bewältigung einiger der wichtigsten wirtschaftlichen und
ökologischen Herausforderungen im Zusammenhang mit der Wasserstofferzeugung.
Das Hauptinstrument der deutschen Außenwirtschaftspolitik im Bereich Wasserstoff sind
bilaterale Partnerschaften im Energiesektor (NWS-Maßnahmen 34 und 36). Bilaterale
Energiepartnerschaften sollen "den hochrangigen zwischenstaatlichen Dialog mit praktischer,
zielorientierter Projektarbeit zusammenführen" (GIZ, 2021a) und dabei über den
Energiebereich hinausgehen und die länderspezifischen Prioritäten berücksichtigen.
Deutschland unterhält eine Reihe solcher Energiepartnerschaften, darunter acht
Kooperationen, die sich speziell mit Wasserstoff befassen (Dietz-Polte & Vacha, 2021;
GIZ, 2021a). Diese Partnerschaften bestehen sowohl mit Ländern des Globalen Nordens als
auch mit Ländern des Globalen Südens. Drei dieser Kooperationen bauen auf bestehenden
bilateralen Energiepartnerschaften auf (Chile, Marokko, Südafrika). Darüber hinaus wurden
Wasserstoffpartnerschaften mit Australien, Kanada, Japan, Namibia und Saudi-Arabien
geschlossen.
Generell soll das neue deutsche Lieferkettensorgfaltspflichtengesetz die internationale
Menschenrechtssituation verbessern, indem es Verantwortlichkeiten für das Management
von Lieferketten definiert. Deutsche Unternehmen müssen sicherstellen, dass sie eine Reihe
von Sorgfaltspflichten erfüllen um Menschenrechtsverletzungen zu verhindern
(BMWK, 2022). Dazu können auch ökologische und soziale Aspekte gehören. Die Tragweite
und Ausgestaltung des Gesetzes wird jedoch erst in der Praxis und in der Rechtsprechung
deutlich werden. Neben der Wasserstoffproduktion und den Wasserressourcen könnte es sich
auch auf die Beschaffung von spezifischen Metallen beziehen, die für Elektrolyseure benötigt
werden (Johann, 2022).
xxiv
Fair Green Hydrogen
EU-Ebene
xxv
Fair Green Hydrogen
5 Fallstudien
Um sowohl die Möglichkeiten als auch das Potenzial der Produktion und des Exports von
"fairem grünen Wasserstoff" als auch die zahlreichen Herausforderungen bei der schnellen
Ausweitung der Produktion von grünem Wasserstoff auf dem afrikanischen Kontinent
aufzuzeigen, wurden drei Fallstudien durchgeführt: für Marokko, Niger und Senegal. Niger ist
ein gutes Beispiel für ein Binnenland, das mit seinen ariden Bedingungen typisch für eine
Vielzahl von afrikanischen Staaten ist. Binnenländer (wie Niger) stehen bezüglich der Export-
Logistik und den Transportwegen vor anderen Herausforderungen als Küstenstaaten. Als
trockenes Land ist die Verfügbarkeit von Wasser eine zusätzliche Herausforderung bei der
Produktion von Wasserstoff. Raum- und Landnutzungsfragen hingegen spielen eine eher
untergeordnete Rolle, da die Bevölkerungs- und Siedlungsdichte naturgemäß geringer oder
nur auf kleine Landesteile beschränkt ist. Auch der Senegal als Küstenstaat mit geringerer
Flächenverfügbarkeit, aber mit einem derzeit stattfindenden Boom fossiler Energieträger,
steht prototypisch für eine Vielzahl afrikanischer Staaten. Marokko als Flächenland mit einem
beträchtlichen Vorsprung in der Solartechnologie gilt als Vorreiter für eine afrikanische
Wasserstoffwirtschaft – Mitte Februar 2022 stellte die EU Pläne für Investitionen in Höhe von
1,6 Mrd. EUR in Marokko vor, die Teil des 300 Mrd. EUR umfassenden EU-Infrastrukturplans
xxvi
Fair Green Hydrogen
"Global Gateway" sind, Europas erstem afrikanischen Projekt und Antwort auf Chinas Belt and
Road Initiative (DW, 2022).
Alle drei Fallstudien zeigen, dass ökologische Faktoren und soziale Belange den Ausbau der
grünen Wasserstoffinfrastruktur begrenzen werden, sofern die Regierung sie berücksichtigen.
Auch infrastrukturelle Fragen sind eine Hürde. Insbesondere der Bedarf an
Entsalzungsanlagen und die sichere Entsorgung ihrer Abfälle sind eine Herausforderung. Um
sicherzustellen, dass die örtliche Bevölkerung sowohl direkt von den (neuen)
Entsalzungsanlagen als auch wirtschaftlich profitiert, sind jedoch zusätzliche Maßnahmen
erforderlich.
Die Produktion von grünem Wasserstoff in Niger ist im Vergleich zu anderen Standorten in
Afrika schwieriger, aber nicht unmöglich. Es gibt derzeit keinen Anlass zu der Annahme, dass
grüner Wasserstoff in Niger in naher oder mittlerer Zukunft auf "faire" Weise hergestellt oder
problemlos entweder nach Süden nach Nigeria oder nach Norden nach Algerien und dann
weiter nach Europa transportiert werden könnte. Sollte sich das Land entscheiden – und dafür
könnte es gute Gründe geben – in Wasserstoffproduktionsanlagen zu investieren, müssen
zunächst wichtige Fragen der infrastrukturellen Anbindung und der Wasserverfügbarkeit
geklärt werden.
Auch im Senegal liegt der Fokus derzeit auf den "Vorteilen" von Gas und Öl und nicht auf
Wasserstoff. Es muss verhindert werden, dass (grüner) Wasserstoff dem Wirtschaftsmodell
der "Enklavenproduktion", d.h. Förderung und alleiniger Export, folgt. Große
Bevölkerungsgruppen profitieren bislang kaum von den riesigen natürlichen Ressourcen des
Küstenlandes.
Damit eine Wasserstoffproduktion in Afrika nicht das bekannte extraktivistische Muster
fortschreibt und die damit verbundenen Nachteile weiter festschreibt, ist die Etablierung und
Anwendung sozial und ökologisch gerechter Kriterien unumgänglich.
xxvii
Fair Green Hydrogen
Infrastruktur
Die Teilnahme an der globalen Wasserstoffwirtschaft kann auch Ländern, die derzeit weniger
entwickelt sind, neue Entwicklungsmöglichkeiten eröffnen. Der infrastrukturelle
"Brückenschlag" nach Afrika muss von Europa aus begonnen und weitgehend finanziert
xxviii
Fair Green Hydrogen
xxix
Fair Green Hydrogen
Darüber hinaus sollte der Aufbau von Know-how und Kapazitäten vor Ort in den
entsprechenden Bereichen integraler Bestandteil jeder Wasserstoffpartnerschaft sein. Die
Etablierung der Wasserstoffproduktion und der damit verbundene Ausbau der erneuerbaren
Energien kann hierfür ein Türöffner sein und entsprechende nachhaltige Geschäftsfelder und
Entwicklungschancen eröffnen.
Finanzierung
Deutschland verfügt über eine Reihe von Möglichkeiten zur Finanzierung solcher Projekte.
Dazu gehören eine eigene Förderrichtlinie für internationale Wasserstoffprojekte im Rahmen
der Nationalen Wasserstoffstrategie und des Konjunkturprogramms (BMWK, 2021b),
Deutsche Exportkreditgarantien, KfW-Darlehen oder die Deutsche Investitions- und
Entwicklungsgesellschaft (DEG) als Projektfinanzierung an den privaten Sektor.
Darüber hinaus ist eine indirekte Finanzierung von Wasserstofferzeugungsprojekten über das
innovative Förderinstrument H2Global möglich. Für dieses Instrument wurden vom
Bundesministerium für Wirtschaft und Klimaschutz bis Ende 2021 900 Millionen Euro
bewilligt. Der Ansatz dieses Instruments besteht darin, dass grüner Wasserstoff oder seine
Derivate über einen Zwischenhändler zum entsprechend hohen Preis eingekauft und dann zu
einem niedrigeren Marktpreis (im Wettbewerb mit anderen Wasserstoffarten) verkauft
werden und die Preisdifferenz zwischen grünem und grauem Wasserstoff durch Zuschüsse des
Bundes gedeckt wird (H2international, 2021).
Es wäre eine Überlegung wert, diesen Ansatz auf einzelne Länder oder Ländergruppen
(z. B. Westafrika) zu fokussieren, um die Entwicklung der Wasserstoffproduktion in diesen
Regionen gezielt zu fördern.
Vor allem aber muss der Kriterienkatalog für fairen grünen Wasserstoff sowohl in Deutschland
und Europa als auch im Partnerland gesetzlich verankert und umgesetzt werden. Die
Diskussionen und Erkenntnisse müssen in die entsprechenden politischen Prozesse
eingespeist werden, um Planungs- und Handlungssicherheit für alle beteiligten Akteure zu
schaffen. Auf deutscher Seite finden sich erste Ansätze dazu beispielsweise in der
Förderrichtlinie für internationale Wasserstoffprojekte oder im
Lieferkettensorgfaltspflichtengesetz, entscheidende Kriterien sind jedoch nicht ausreichend
formuliert und müssen durch Rechtsprechung konkretisiert werden. Hier kann durch
Unterstützung für (afrikanische) NGOs dafür gesorgt werden, dass fragliche Punkte durch
Rechtsprechung konkretisiert wird.
Weitere Voraussetzungen betreffen die Bereiche Forschung und Ausbildung von Fachkräften,
u.a. durch breit angelegte Austauschprogramme in den relevanten Disziplinen, die
Sensibilisierung potenzieller Partner für das Potenzial von Wasserstoffpartnerschaften und die
xxx
Fair Green Hydrogen
Vorstellung der Möglichkeiten und Vorteile der Produktion von grünem und fairem
Wasserstoff im politischen und öffentlichen Diskurs. Auch eine Einbindung und Aufklärung
von lokalen NGOs kann hier hilfreich sein. NGOs könnten z. B. ambitioniertere
Dekarbonisierungspläne von ihren Regierungen einfordern oder die Option der Produktion
von fairem grünem Wasserstoff für ihre Transformation zur Klimaneutralität im jeweiligen
nationalen Diskurs prominenter machen.
Festzuhalten ist, dass davon auszugehen ist, dass die enorme Nachfrage nach grünem
Wasserstoff sowie die langen Vorlauf- und Aufbauzeiten und die absehbaren
hochdynamischen technischen Entwicklungen zu einem Anstieg des Handlungsbedarfs führen
werden. Ebenso werden sich Handlungsspielräume und -notwendigkeiten ergeben, die dann
politisch gefüllt werden müssen. Es besteht die Gefahr, dass bei solch dynamischen
Entwicklungen der Zeitraum für die Entwicklung und Etablierung von Standards verpasst wird
und später viele wichtige ökologische und soziale Fragen der Zielerreichung untergeordnet
werden. Daher ist es ratsam, so früh wie möglich Kriterien für die Produktion von grünem und
fairem Wasserstoff zu formulieren, damit bereits in der jetzt beginnenden Anfangsphase des
sich entwickelnden globalen Wasserstoffmarktes die Prozesse und Strukturen entsprechend
ausgerichtet werden können. Die entstehenden Pfadabhängigkeiten erfordern ein
frühzeitiges Handeln.
xxxi
Fair Green Hydrogen
1 Introduction
In a world where the dooming climate crisis increasingly turns into a planetary crisis, the
development of a sustainable and clean ‘hydrogen economy’ is considered essential if the
world wants to keep the hope alive to limit global warming to 1.5°C above pre-industrial
levels.1 Thus, alongside (1) the phase-out of fossil fuels, (2) the development of renewable
energy generation and (3) increased energy efficiency, the establishment of (4) a hydrogen
infrastructure as an avenue to utilize green electricity in sectors and industries where fossils
has been used in material processes up to now (e.g. reduction in steel production), where
direct electrification is hardly possible (e.g. air and sea transport), and as a carbon-free energy
source in high-temperature processes and for future reconversion to electricity during dark
doldrums and as a storage medium is planned.
Many countries strive for ‘carbon-neutral’2 societies and economies - Germany, for example,
has set this aim for 2045. As of now, discussions surrounding hydrogen are mostly concerned
with the technical aspects of scaling up global green hydrogen production quickly, vastly
ignoring the manifold social and ecological challenges coming with this (not so) new energy
carrier.
The demand for green hydrogen will grow rapidly by the middle of the century, especially in
countries and regions of the Global North such as Germany and Europe. At the same time,
however, it is foreseeable that only a few of these countries will be able to meet their own
demand for green energy.
In principle, green hydrogen can be produced in many countries and regions of the world.
Experts and decision makers see an opportunity for the sun- and wind-rich regions and
countries in the Global South3 to meet the enormous future demand for hydrogen. For
example, Germany’s former research minister Anja Karliczek, emphasized that West Africa
alone has the potential to produce green hydrogen equivalent to 1,500 times Germany's
demand in 2030 (Bundesministerium für Bildung und Forschung [BMBF], 2021a).
1
The Paris Agreement of 2015 states in Art. 2 the aim of “[h]olding the increase in the global average temperature
to well below 2°C above pre-industrial levels and pursuing efforts to limit the temperature increase to 1.5°C
above pre-industrial levels, recognizing that this would significantly reduce the risks and impacts of climate
change […].” (United Nations Framework Convention on Climate Change [UNFCCC], 2015).
2
That is, societies and economies not reliant on fossil fuels or only to such a small extent that the remaining
sources of climate-damaging greenhouse gases can be stored, compensated for or re-used for industrial
processes.
3
The terms countries of the ’Global South‘/’Global North’ are preferred over the use of ‘developing countries’
and ‘developed countries’ as they are not intended to be judgemental in any way and since there is no one clear-
cut distinction between countries in their respective development ambitions and trajectories. The authors are
aware of the inadequateness of both terms but, in the absence of better-fitting terms, make use of them
throughout the study.
1
Fair Green Hydrogen
However, the political discourse does not properly reflect that a hydrogen rush can also have
negative effects on the countries of the Global South. Satisfying the Global North's demand
for water should not come at the ecological, economic, and political expense of the respective
countries of the Global South. The risk of ‘green colonialism’ (Scita et al., 2020) must be
considered and taken into account in decision making.
This study looks specifically at the German demand for green hydrogen and asks whether and
under what conditions it can be met by imports from the Global South. Can this be done in a
both socially and ecologically acceptable way for the countries exporting green hydrogen?4 As
the West Africa region has received some attention by decision makers in Germany, and is
considered a potential future export region for green hydrogen (e.g. FZ Jülich, 2022), three
case studies in this region are conducted. They illustrate some of the essential challenges for
the importation of green hydrogen from the Global South. On this basis the study proposes a
catalogue of criteria for the sustainable and fair production and export of green hydrogen. The
derived set of criteria, which cover both the ‘fair’ and the ‘green’ aspects, enriches the current
discourse by a social dimension, in addition to the ecological aspects that have been at the
forefront in existing publications (e.g. Bundesregierung, 2020b; Öko-Institut et al., 2021),
Nationaler Wasserstoffrat [NWR], 2021; Sachverständigenrat für Umweltfragen [SRU], 2020).
Germany is in the process of developing a new National Hydrogen Strategy (Nationale
Wasserstoffstrategie [NWS]) which will be presented in 2022. This study also aims to
constructively shape the discourse around this strategy so that it can leverage development
opportunities in the countries of the Global South. The study presents concrete action points
so that the "missing piece of the clean energy puzzle" (International Renewable Energy Agency
[IRENA, 2022a; p. 10) benefits both the countries of the Global North and the Global South.5
4
This study will solely discuss criteria for exporting/importing green hydrogen. Other forms of hydrogen and
hydrogen in general are reflected sufficiently elsewhere (e.g. Bundesregierung, 2020; Öko-Institut et al., 2021).
5
Though profiting the latter more, both in relative and absolute terms, considering, among others, the historical
injustices regarding contributions to the climate crisis (disproportionately by the Global North) and the ongoing
failure of industrialised countries to significantly increase their climate protection targets (e.g. Climate Action
Tracker [CAT] 2022).
2
Fair Green Hydrogen
Box 1: Hydrogen
The first element of the periodic table, hydrogen is a highly reactive colorless gas. In contact
with oxygen, it is unstable which is the reason why there are no harvestable natural
resources. In technical systems, hydrogen is both an energy carrier and a resource.
Hydrogen can be produced from electricity and water, and its climate impact depends on
the source for this power.
6
Transport options are the same for all kinds of hydrogen.
3
Fair Green Hydrogen
For the colors with * sometimes, other definitions are also used. The following types of
hydrogen are most prominent in the current discourse (Eversheds Sutherland, 2021):
1. As of now, grey hydrogen is by far, the most widespread form of hydrogen. It is
produced by steam reforming of methane. Brown hydrogen is produced with the
same process but based on coal instead of methane. The carbon dioxide emitted in
this process is released into the atmosphere. This and the associated energy
consumption lead to a significant carbon dioxide footprint of grey hydrogen, and
thus useless as a decarbonization agent.
2. Blue hydrogen is produced like grey hydrogen but major parts of the carbon dioxide
from the production are captured and stored. The storage must ensure that the
carbon dioxide cannot be released back into the atmosphere. Yet, blue hydrogen
will still be associated with carbon emission, from methane production as well as
7
Not yet commercially deployable (Eversheds Sutherland, 2021).
8
The most common form of producing hydrogen as of now (Eversheds Sutherland, 2021).
9
The second-most common form of producing hydrogen as of now (Eversheds Sutherland, 2021).
4
Fair Green Hydrogen
the generation of the electricity used in the steam reforming process. Carbon
emissions can therefore be reduced in blue hydrogen production, but cannot be fully
eliminated (IRENA, 2020a). In addition, underground storage is controversial.
3. Turquoise hydrogen is still in the pilot phase. It is produced by pyrolysis which
extracts hydrogen from fossil methane, leaving behind a solid block of carbon.
Emissions of methane production and power generation still arise.
4. Green hydrogen is produced with renewable electricity, by electrolysis of water into
hydrogen and oxygen and using renewable electricity, avoiding greenhouse gas
emissions.
Grey hydrogen, produced by steam-reforming from natural gas, causes about 830 Mt of
carbon dioxide emissions per year, equivalent to combined emissions of the United Kingdom
and Indonesia (IEA, 2019). This study’s focus is on green hydrogen, based on renewable
electricity, since other processes for the production of hydrogen such as those based on
natural gas by steam reforming or pyrolysis cannot be considered compatible with the
commitments of the global community to fast decarbonization: They are either not yet
commercially deployable (turquoise hydrogen), are reliant on energy technologies that come
with severe security risks (pink hydrogen) or are dependent on fossil fuels (yellow, blue and
brown hydrogen). Red and white hydrogen could be argued to be associated with low carbon
emissions under specific conditions (e.g. if a feasible solution for carbon sequestration is
found, if biomass is produced in low carbon agriculture, etc.), but as of 2022 play hardly any
role (Hydrogen Europe, 2022; World Economic Forum, 2021).10
10
In fact, both sources use the label ‘red hydrogen’ not for biomass gasification but for another, nuclear-related
process.
5
Fair Green Hydrogen
2.2 Electrolysers
The electrolysis of water (Fraunhofer ISI et al., 2019) has been known and used since the
19th century (International Energy Agency [IEA], 2019). This electrochemical process splits
water into hydrogen and oxygen. The appliance in which this happens is called electrolyser,
and the process requires water as well as electricity.
The three main electrolyser technologies today are alkaline electrolysis, proton exchange
membrane (PEM) electrolysis, and solid oxide electrolysis cells (SOEC). Alkaline electrolysers
have relatively low investment costs compared to other electrolysers as the technology is
more or less mature. Their disadvantage is that they use potassium hydroxide as the
electrolyte rather than pure water, which requires an additional production step for the
recovery and recycling of the potassium hydroxide electrolyte solution. PEM electrolysis can
use pure water as electrolyte but has a lower efficiency and higher costs. The
SOEC electrolyser has the best electrical efficiency of the three, but also the highest
investment costs, and is dependent on a heat source since steam is used as the electrolyte
(IEA, 2019).
The following development of electrolyser technology is expected:
the first stage is characterized by few manufacturers with small plants
(1-100 megawatt [MW]);
In a second phase, a diversification of players and higher growth rates of
0.1-5 gigawatt (GW) production capacity/year (a) will take place;
The last stage is marked by a competitive environment with growth rates up to
5-10 GW production capacity/a.
The transition from the first to the second phase is characterized by the fact that more and
more smaller electrolyser modules are combined to form an overall larger production unit. In
the transition from stage 2 to stage 3, the size of the individual modules will increase and their
production will be successively optimized (Matthes et al., 2021).
11
According to IEA (2019): 9 l for 1 kilogram (kg) hydrogen corresponds to 9 l for 33 kWh hydrogen, so 0.27 l are
needed for 1 kWh.
12
Beyond American and British English, the number 1,000,000,000 is known as ‘Milliarde’ in German and French.
6
Fair Green Hydrogen
than forty times as much. IRENA assumes that the global hydrogen production in 2050 will still
require less than 1 % of today’s water needs for irrigation, and only about 2/3 of today’s
desalination capacity (IRENA, 2022; p.98).
Thus, in non-arid regions and countries such as Germany the amount of freshwater needed
for hydrogen is unlikely to be noticed (Umweltbundesamt 2020). But in arid regions such as in
large parts of Africa, there is a much higher risk that such water demand will exacerbate
existing water conflicts or generate new ones, given the scarcity of water. According to World
Bank statistics, Sub-Saharan Africa has a renewable internal freshwater resource of
approximately 3,844 bn m3.13 But for example, Niger has only 3.5 bn m3 of freshwater
resources, Senegal 25.8 bn m3 and Nigeria 221 bn m3.
In order to avoid additional stress on water supplies in water-scarce areas, the use of seawater
is considered as an alternative. For use in an electrolyser, this water must first be treated in
desalination plants. Using reverse osmosis for desalination requires 3-4 kWh of electricity per
m3 of water, so that the energy demand for that will have only a small impact on the total cost
(IEA, 2019).14 But there are additional challenges associated with desalination, including
investment costs, more land use through renewable energies, siting and disposal of brines.
Transporting fresh water to the hydrogen production sites via pipelines is also a conceivable
alternative, and its economic benefit must be assessed on a case-by-case basis.
In countries where fresh water is scarce and water stress is already high, additional
consumption of available water can exacerbate existing problems around competing water
uses. At the same time, however, it is also possible that the establishment of a hydrogen
production chain will improve the water situation in the regions concerned. This can happen
through the construction of desalination plants which cover more than the needs of the
electrolyser, and correspondingly supply fresh water for other uses. It is also conceivable that
the development of renewable energies necessary for the production of green hydrogen and
the simultaneous reduction of fossil energy production technologies (especially coal and gas),
which consume large amounts of water, can save water and use it in other
ways (SRU, 2020; p. 29).
13
For comparison, the European Union has a renewable internal freshwater resource of approximately
1360 bn m3.
14
According to IRENA (2022a) desalination for green hydrogen only adds about 1–2 % to energy consumption
and the cost of production, where the electricity consumed is the determining factor.
7
Fair Green Hydrogen
fuels. Öko-Institut (2019) claims that this can only be excluded if the share of green power on
the grid is higher than 70 %.
Currently, renewable electricity in most situations and countries is typically not yet covering
the demand, so that hydrogen production will require additional renewable electricity
capacity. These additional renewable energy capacities required for hydrogen production are
enormous. For Germany alone, the 169 TWh of imported hydrogen and 158 TWh of imported
synthetic fuels (“e-fuels”)15 needed by 2045 would require a combined 327 TWh of
electrolysed hydrogen and therefore about 524 TWh of electricity.16
Many countries in the Global South have much better solar irradiation values per year than
Germany. In sunny areas (with e.g., 2,000 full load hours/a), additional installed photovoltaic
capacity of around 262 GW would suffice to cover Germany’s import needs (for comparison,
Germany today has already 54 GW installed capacity). Using onshore wind energy systems
with 3,000 full load hours/a, an installed capacity of 175 GW would be needed to provide the
same amount of electricity (compared to Germany’s capacity today of 63 GW). But in 2019
the entire African continent had an installed capacity of approximately 7.4 GW of solar energy
and 5.8 GW of combined offshore and onshore wind energy (IRENA, 2020c).
15
Also known as “Power-to-Liquid”-fuels, these are kerosene-, petrol- or Diesel-like liquids produced from carbon
and hydrogen.
16
Assuming an electrolysis efficiency of 70 % (Bundesregierung, 2020) for hydrogen, the 169 TWh hydrogen
require about 241 TWhel (electrical energy). For the 158 TWh of Power-to-Liquid (PtL), the following is assumed
as an example for e-methanol. This also requires hydrogen from water electrolysis (70 % efficiency) as well as
methane synthesis and carbon dioxide capture. For the methane synthesis, an efficiency of 80 % and thus a total
efficiency of 56 % is estimated (IRENA, 2021). From this, a demand of 198 TWh hydrogen and thus 282 TWhel can
be derived. Hydrogen required for transport are missing. Since efficiency losses in transport and the carbon
dioxide capture process are not taken into account, the actual requirements are expected to be even higher.
These values should only be used for size classification.
8
Fair Green Hydrogen
transport mode (Buchmann, n.d.). It is also possible to inject hydrogen into natural gas
pipelines to some degree. Due to the different pressures on the pipes, special requirements
must be observed when changing the operating concept from natural gas to hydrogen
(SCI4climate.NRW et al., 2021), and this also constitutes a dilution of the high-value product
hydrogen with its raw material natural gas. But from a technical perspective, this is an option
(IRENA, 2022a, 2022b).
For transport by ship, hydrogen must be liquefied or compressed. Currently, no ship is
available for the commercial transport of compressed gaseous hydrogen. So far, only one
prototype for a liquid hydrogen transport ship exists (Lloyd’s Register, 2022). For the transport
of liquid hydrogen, shipping containers with a capacity of up to 3,000 kg of liquid hydrogen
are already used in some cases (SCI4climate.NRW et al., 2021). Alternatively, hydrogen could
be transported by ship in the form of ammonia or in LOHCs. These substances are already
being transported around the world.
The transport of compressed gaseous hydrogen and hydrogen in containers on trucks or trains
is established on the global market. Approximately one ton of compressed gaseous hydrogen
can be transported per truck, and for longer distances, 3-4 tons (t) of liquid hydrogen can be
transported per truck in the case of liquid hydrogen.17
17
See for many other aspects linked to the transportation of hydrogen Matthes et al. (2021).
9
Fair Green Hydrogen
18
See SCI4climate.NRW et al.(2021, p. 46).
19
See IEA (2019).
10
Fair Green Hydrogen
2.7 Summary
In summary, it will take a significant effort (and time) to build the infrastructure for green
hydrogen production facilities. However, the costs of electrolysers are expected to drop
rapidly while efficiencies will improve. Further reductions are also expected in the costs for
generating renewable electricity, and research is being conducted into the direct use of
seawater in electrolysis plants, reducing the operating costs of producing green hydrogen in
the future. With regard to the general readiness and availability of the green hydrogen
technology, a study by Öko-Institut (2019) assumes that the first large-scale production plants
will require at least a planning and construction phase of approximately ten years. The 2020s,
however, will proof decisive for the central phase of the market ramp-up for hydrogen: Up to
2035, hydrogen used in Europe will be overwhelmingly produced and transported across the
continent; only from the mid-2030s onwards, importing hydrogen from outside Europe per
pipeline or ship seems to be any feasible (Öko-Institut 2019).
20
A coalition constituted by seven self-acclaimed world-leading companies.
11
Fair Green Hydrogen
21
The paths towards climate neutrality in these studies do not build on renunciation or post-growth scenarios as
a necessary precondition for climate neutrality. For example, the Prognos et al. (2021) path assumes economic
growth of 1.3 %/a. Even if we switch to zero per cent economic growth, the demand for hydrogen for climate
neutrality would still be so high that hydrogen imports would be necessary either way.
12
Fair Green Hydrogen
Demand for hydrogen (TWh/a) Demand for hydrogen and e-fuels (TWh/a) Share of final
energy (%)
Notes: (a) hydrogen, (b) hydrogen and e-fuels and (c) the final energy share of hydrogen and E-fuels in 2045 from the five current scenario analyses for achieving climate
neutrality in Germany.
Source: Ariadne (2021b, p. 11).
13
Fair Green Hydrogen
In all cases, the projections for future hydrogen demand vary widely. A number of factors
explain this wide range. The most important factor is that the different scenarios are based
on different assumptions about the energy needs and services for which hydrogen will be used
in the future.22 For many energy needs, technical options exist for using either electricity or
hydrogen. As hydrogen is produced from electricity, the option that uses electricity directly
always requires much less electricity for the same energy service than the option that uses
hydrogen. The reason for this is that energy is lost when electricity is converted to hydrogen
and back. However, studies choose different technology mixes, some favoring hydrogen-
based options (often in the form of ‘e-fuels’23 for the transport sector), others favoring direct
electrification options. Overall, the strategies that rely on large hydrogen amounts, e-fuels (or
synfuels) and import, will require much more energy since additional energy will always be
required for transport and maybe also conversion.
Scenarios with higher hydrogen consumption assume more hydrogen is imported (in relative
and absolute terms). This leads to a situation where 20 % less renewable energy installations
will be required within Germany than in scenarios with higher direct electricity uses (Ariadne,
2021b).24 In addition to hydrogen, these scenarios assume that e-fuels are more likely to be
imported rather than produced domestically so that domestic production will not rise as fast.
However, to produce e-fuels, production abroad will require many more solar plants and wind
farms globally than for scenarios that apply more direct electrification.
Figure 2 shows the demand for green hydrogen and e-fuels (here called power-to-liquid or
PtL)25 by domestic production and imports for the years 2030, 2035, 2040 and 2045 following
Prognos et al. (2021). The demand for e-fuels exhibits, a linear increase for the years 2035 and
2040.26 Imports triple between 2030 and 2035, and then grow slower as domestic production
of green electricity is catching up.
22
In so-called ‘direct electrification’ scenarios, heat pumps and battery-powered vehicles play a major role, while
‘indirect electrification’ scenarios place greater emphasis on the widespread use of e-fuels, hydrogen cars and
heating systems. Scenarios with higher expectations for ‘direct electrification’ (i.e., electric vehicles, heat pumps)
will calculate lower hydrogen needs and vice versa.
23
Referring to synthetically produced fuels with the same characteristics as today’s mineral oil products,
produced from carbon that is captured from the air and hydrogen – a very energy intensive process.
24
That is, all else being held equal, as renewable energy sources could undoubtedly be used for many other
applications.
25
The concept refers to all conversion of renewable energy to liquid fuels and chemicals such as methanol,
oxymethylene ether or ammonia, but often simply kerosene or petrol. They offer high energy density required
for aircraft, ships and other applications with a high power demand and the need to serve long distances
(Fraunhofer ISE, 2022).
26
According to Prognos et al. (2021), 1 TWh of PtL is forecasted for 2030 and 158 TWh of PtL in 2045. Assuming
a linear expansion of PtL capacities, this results in 53 TWh in 2035 and 104 TWh in 2040. In reality, however, the
expansion of PtL capacities will most likely not take place in a linear way but rather in the form of an exponential
curve.
14
Fair Green Hydrogen
The combined demand for green hydrogen and PtL in 2030 is 64 TWh (Prognos et al., 2021).
With a domestic electrolysis production of 19 TWh, 70 % will have to be imported in 2030. For
comparison, the National Hydrogen Strategy of the former German government headed by
Angela Merkel assumes only 14 TWh of domestic green hydrogen production for 2030 with
an installed electrolysis capacity of 5 GW (Bundesregierung, 2020), implying an even higher
import need.27 The new German government coalition headed by Olaf Scholz is planning to
renew the hydrogen strategy in 2022 , including a doubling of electrolysis capacity compared
to the previous government, to 10 GW in 2030 (Coalition Treaty, 2021), which implies that the
domestic production could be as high as 28 TWh, implying a smaller import need.
For 2045, a total demand of 423 TWh of green hydrogen and PtL in Germany has been
calculated by Prognos et al. (2021). The scenario assumes that, at that point in time, most
hydrogen will be used in power generation. In industry, hydrogen will be mainly used for the
direct reduction of iron ore for CO₂-free steel production, as a raw material in the chemical
industry and for the generation of process steam (Prognos et al., 2021).
In 2045, in addition to hydrogen, e-fuels will be used predominantly in the national and
international shipping and aviation sectors. PtL will not be produced in Germany according to
this scenario, but imported, totaling about 158 TWh. Taken together, about 77 % (327 TWh)
of the 423 TWh need for green hydrogen in Germany in 2045 will be imported
(Prognos et al., 2021). By way of comparison: At the global level, IEA assumes that there is
27
Based on the assumption: 4,000 full load hours and an average efficiency of the electrolysis plants of 70 %.
15
Fair Green Hydrogen
demand for 70 ExaJoules (EJ) (19,444 TWh) of low-emission hydrogen28 by 2050 (IEA, 2021b).
This comparison highlights on the one hand that there is very large uncertainty in these
scenarios, but also that the German projections are on the low side compared to the global
expectations for the sector. Germany’s share of global hydrogen consumption in 2045/2050
would be around 2.2 %, which is commensurate with its current share of the global GDP of
around 3.3 %.
The scenario elaborated here and the German government's National Hydrogen Strategy
(Bundesregierung, 2020) make it clear that even if hydrogen is used efficiently and targeted,
a considerable amount – consistently around 80 % – of green hydrogen will have to be
imported to put Germany on the path to climate neutrality across all sectors. The expansion
of renewable energies abroad required for these unprecedented imports of green hydrogen
and e-fuel is part of scenarios that aim for direct electrification, i.e. comparatively lower
hydrogen demand), with just under 500 TWh (Ariadne, 2021b). This is in the same order of
magnitude as Germany's total electricity demand in 2022 (560 TWh)
(Agora Energiewende, 2022). Even in a no-growth scenario, a very high share of energy import
will be necessary. Germany cannot install enough renewable energy capacity domestically
(or only above-average-market prices and with significant conflicts around competing land
uses) to meet the projected green hydrogen demand.
This dilemma – Germany cannot install sufficient renewable energy domestically and will
depend on other countries to supply its energy needs – highlights drastically how important
energy efficiency and conscious use of our resources is for the decarbonization
transformation. Independent from the economic argument of high costs of hydrogen, the
technically more efficient solution remains the direct electrification and the utilization of
domestic renewable resources also in the heat sector, including higher efficiency and use of
smaller amounts of energy like waste heat and others.
28
IEA defines ‘low-carbon hydrogen’ as “hydrogen produced from renewable and nuclear electricity, biomass,
and fossil fuels with CCUS”. CCUS, in turn, “includes CCU [carbon capture and use] as well as CCS, including carbon
dioxide that is both used and stored (e.g. for enhanced oil recovery or building materials) if some or all of the
carbon dioxide is permanently stored.” (IEA, 2021b; p. 15).
16
Fair Green Hydrogen
according to Prognos et al. (2021) for Germany for the year 2045 (see chapter 3.1). None of
the scenarios focuses on green hydrogen.
Estimated annual
Study Remarks
demand in TWh
Driven mainly by transportation
Hydrogen Council
21,667 (6,111 TWh) and industrial energy
(2017)
(4,444 TWh)
Estimates reflect conservative and
BNEF (2019) 1,389-10,833
optimistic scenarios
Only a handful of states and regions produce and consume (green) hydrogen and its
derivatives in significant amounts or aim to export (green) hydrogen at all
(IRENA, 2022b, 2022a). As of now, China is the largest consumer of hydrogen (of all colors)
(close to 9 Mt hydrogen/a), followed by the United States (more than 7 Mt hydrogen/a) and
the Middle East (close to 4 Mt hydrogen/a). These three countries/regions alone account for
more than half of global demand (IEA, 2021b).
The US accounts for 13 % of global demand for hydrogen,29 and is slowly stepping up
ambitions with its recently announced first ‘Energy Earthshot’, aiming to reduce the cost of
‘clean’ hydrogen30 by 80 % to 1 USD/kg in one decade (Office of Energy Efficiency & Renewable
Energy, 2021). Around 80 % of US hydrogen production is based on natural gas reforming
(IEA, 2021b).
29
This is mostly due to its large refining and chemical sectors.
30
Defined as hydrogen based on renewables, nuclear, or thermal conversion (Office of Energy Efficiency &
Renewable Energy, 2021).
17
Fair Green Hydrogen
IEA indicates that the new installed electrolyser capacity in both the US and China must be
considered rather modest.31 Neither of the two countries aim to export large amounts of
hydrogen in the future, but add capacity mainly with the intent to cover the growing demand
for so-called ‘low-carbon’ hydrogen and hydrogen-based fuels domestically (IEA, 2021b).32
As of 2019, some of the lowest hydrogen production costs occurred in the Middle East, Russia,
and North America (USA and Canada), due to historically low gas prices at the time and the
process based on steam reforming. Again, low gas prices do not automatically translate into
higher hydrogen exports (IEA, 2021b).
It should be stressed that all figures and scenarios regarding the future global demand for
hydrogen are highly speculative. However, they do indicate the rough direction in which the
market for hydrogen will develop in the coming years. This is also plausible because the
demand growth described for Germany will be paralleled in other industrialized countries. In
addition, developing or industrializing countries should ideally not first enter the fossil path
and build up corresponding structures, but rather cover their energy needs in the industrial
sector with green hydrogen.
31
This is even though the Chinese energy giant Sinopec began construction on the world’s largest green hydrogen
production plant in December 2021: a facility with 260 MW of electrolyser capacity expected to enter service by
mid-2023, at a projected cost of USD 470 million, with half the needed electricity to run from a 300 MW solar
facility and the rest from nearby wind farms, including a hydrogen transportation pipeline with takeaway capacity
of 2.5 t per hour (Conrad, 2021). It remains unclear in the IEA report under which category Russia has been
included.
32
The latter holds especially true for China.
33
‘Clean hydrogen’ refers to a mix of ‘green’ and ‘blue’ hydrogen. IRENA’s scenario assumes a mix of 2/3 green
hydrogen, with gas and carbon capture, use and storage (CCUS) making up 1/3 of the mix.
18
Fair Green Hydrogen
systems (e.g., Jensterle et al., 2019; Pflugmann & Blasio, 2020) and name particularly suitable
candidates for producer countries. In particular, countries with large renewable energy and
infrastructure potential are considered future ‘export champions’, including Australia, the
United States, Morocco and Norway (Pflugmann & Blasio, 2020).
From a technological and research perspective, the industrialized countries are currently the
pioneers in the hydrogen sector, as expected. Figure 3 shows that clean hydrogen projects are
rather concentrated in the Global North (including Australia) and East Asia (China and Japan).
It is foreseeable that technological pioneers will establish themselves here.
Notes: The figure describes large-scale projects only, including commissioning after 2030. It does not include
more than 1,000 small-scale projects and project proposals. ktpa = kilotons per annum.
Source: IRENA (2022a, p. 43).
For the moment, however, a large production gap remains globally. IRENA (2022a) stated that
the pipeline of announced electrolyser projects globally reached over 260 GW by October
2021, and, if implemented, would bring an additional 475 GW of wind and solar PV capacity
online by 2030. “Although this is a dramatic increase from the 0.3 GW of electrolysis that was
installed in 2020, it is far from the 160 GW that must be installed on average every year
through 2050 to meet the 1.5°C goal.” (IRENA, 2022a) Therefore, the question must be raised
as to where the required green hydrogen will come from and which countries or regions can
provide the corresponding supply.
19
Fair Green Hydrogen
Particularly because of the large quantities of hydrogen required by 2050 (see chapter 3.1 and
3.2), very large quantities of renewable energies must be made available for green hydrogen,
which in turn generate very large land requirements. It is plausible that, in order to satisfy the
global demand for green hydrogen, cooperation between countries with technological
leadership and countries with the natural conditions will be developed.
IRENA finds that “green hydrogen could disrupt global trade and bilateral energy relations,
reshaping the positioning of states with new hydrogen exporters and users emerging” (IRENA,
2022b). New energy-trading relationships might be the result of some countries aiming to
become significant exports of (green) hydrogen (e.g., Australia, Chile, France, Morocco),34
whilst others prepare to become large-scale importers (e.g., Japan, Korea, Germany) or are
heading towards hydrogen self-sufficiency (e.g., the US, China, India, Brazil)
(Van de Graaf, 2021).
In this reshaping, and in addition to the potential of renewable energies and the existing
infrastructural and industrial base, transport costs play an important role in the locational
decisions for production and import/export of hydrogen. From a German or European
perspective, it therefore makes sense to cooperate with countries and regions that are
geographically close to each other in order to minimize transport costs. Here, the African
continent and the Near and Middle East come into focus. Due to lower distances to Europe,
these regions have an advantage over countries that will be leaders in the production of
hydrogen in the foreseeable future (e.g., USA or Japan) or could have large export capacities
(e.g., China or Australia), but have very long distances to Europe and Germany and thus higher
transport costs and infrastructural and logistical challenges.
The following chapter therefore examines the extent to which Germany's demand for green
hydrogen could be met by African countries or regions.
34
France aims to become a pink “hydrogen powerhouse by 2030” (Lee, 2021). Both Australia and Chile have
already announced the aim of producing hydrogen for less than 1.5 USD/kg in the future (Ghosh & Chhabra,
2021)
35
In the light of the Russian invasion and war in Ukraine that started in February 2022, by the time of writing this
study, the EU’s aim seems overhauled. If anything, this might shift the EU’s focus even more to Africa.
20
Fair Green Hydrogen
horizons or quantities. Figure 5 illustrates, the low productions costs in Africa, on the Arabian
Peninsula and in vast parts of Asia (see the red areas on the map).
Figure 4: Technical potential for producing green hydrogen under 1.5 USD/kg by 2050, in EJ
21
Fair Green Hydrogen
Figure 5: Hydrogen production cost from hybrid solar PV and wind systems in 2030
Notes: For each location, production costs were derived by optimizing the mix of solar PV, onshore wind, and electrolyser capacities, resulting in the lowest costs and including
the option to curtail electricity generation.
Source: IEA (2021b, p. 126).
22
Fair Green Hydrogen
For many other world regions, hydrogen imports from West or North Africa will most likely
not play a role at all, considering the long transport needed (IEA, 2021b). Figure 6 illustrates
how IRENA envisions the necessary (green) hydrogen infrastructure to be set up across the
African continent, including the Trans-Saharan Gas Pipeline running from Lagos to Algiers that
could be re-functioned to transport (green) hydrogen across the continent.
As of now, high-volume transcontinental hydrogen-only pipelines do not yet exist. A gas
pipeline between Africa and Europe, the 4000 km-long Trans-Sahara Gas Pipeline from Nigeria
over Algeria to Italy and/or Spain has been discussed for a long time, and could theoretically
also transport hydrogen, or exclusively transport hydrogen. With the groundbreaking
ceremony for the first subproject, the AKK Gas Pipeline in 2021, a construction period of
25 years is estimated. Completion is not foreseen until well after 2045
(SCI4climate.NRW et al., 2021).
23
Fair Green Hydrogen
Figure 6: Possible hydrogen routes across Africa along existing and future trans-African
highways
24
Fair Green Hydrogen
Hardly any trade routes are currently established or under development for exporting (green)
hydrogen from the African continent, with the exception of South Africa, Namibia and
Morocco (Figure 7).36 Many more trade routes especially by ship can be expected in the near
and medium-term future, facilitated by, among others, dedicated ‘hydrogen offices’ (e.g. by
Germany in partnering countries) (Auswärtiges Amt, 2021; GIZ, 2021a, 2021b) and the ever-
increasing number (41) of Bilateral Hydrogen Partnerships (Bateman, 2021).
From a political viewpoint, in the most recent EU-Africa summit, leaders from both sides
agreed on a joint vision for a renewed partnership, based on the aims of solidarity, security,
peace and sustainable and sustained economic development and prosperity for the citizens
of both the EU and the African Union (AU). While hydrogen has not been mentioned
specifically, the Africa-Europe Investment Package aims to support a common ambition for
2030 and the AU Agenda 2063 with EUR 150 bn by 2030. This includes, among others, three
areas with direct linkages to (green) hydrogen: energy, transport and digital infrastructure;
energy transitions; and green transition (European Council, 2022).
From a technical viewpoint, as was shown in Figure 4, vast parts of Africa could provide for
rather low hydrogen production costs by 2030. As Europe’s neighboring continent,
transportation costs for hydrogen would be significantly cheaper than, for example, importing
hydrogen from Australia, either via pipelines (see Figure 6) or shipping (see Figure 7). With
rather low installed capacity of renewable energy sources (see IRENA 2020c) and frequent
occurrences of droughts and water scarcity in various regions of the continent, however, the
choice among African countries becomes more limited and all of them still have to create the
right framework conditions to produce and potentially export (green and fair) hydrogen in the
future. High amounts of solar radiation promise lower electricity generation costs as in Europe
(FZ Jülich, 2022), as the world’s largest solar complex Ouarzazate in Morocco demonstrates.
These and further issues such as the need for freshwater desalination plants and their
interconnection with local populations and regions will be discussed in the next chapter for
three case studies (Morocco, Niger, Senegal), and possible demands from countries of the
Global South to hydrogen importers from the Global North been outlined.
36
Though the DRC is included in IRENA’s map, the authors are not aware of any formalised agreement on
hydrogen exports, nor does IRENA itself map any hydrogen projects in the country (IRENA, 2022; p. 43). Another
factor complicating the trade of hydrogen is the lacking global harmonisation of hydrogen certification, as the
eponymous study by Germany’s energy agency comparing eleven different countries recently found (World
Energy Council - Germany & German Energy Agency, 2022).
25
Fair Green Hydrogen
Notes: Based on the information contained in government documents as of late 2021. MoUs = Memorandums of Understanding.
Source: IRENA (2022, p. 12).
26
Fair Green Hydrogen
37
The 13 overarching aims of the NWS are: (1) Assuming global responsibility; (2) Making hydrogen a competitive
option; (3) Developing a domestic market for hydrogen technology in Germany, paving the way for imports; (4)
Establishing hydrogen as an alternative for other energy sources; (5) Making hydrogen a sustainable base
material for the industrial sector; (6) Enhancing transport and distribution infrastructure; (7) Fostering science,
mobilising skilled labour; (8) Shaping and accompanying transformation processes; (9) Strengthening German
industry and securing global market opportunities for German firms; (10) Establishing international markets and
cooperation for hydrogen; (11) Regarding global cooperation as an opportunity; (12) Building up and securing
the quality assurance infrastructure for hydrogen production, transport, storage and use, and building trust; (13)
Improving the policy environment and addressing current developments on an ongoing basis.
27
Fair Green Hydrogen
38 These are: hydrogen production; fields of application (transport, industrial sector, heat); infrastructure/supply;
research, education, innovation; need for action at European level; international hydrogen market and external
economic partnerships.
39
It deserves note that measure 35 suggests that Germany is not interested in green hydrogen alone, but
‘climate-neutral hydrogen’ more generally – which could also include nuclear power-generated hydrogen, among
others. The NWS contradicts itself to some extent by stating in a footnote that “[t]he Federal Government
considers only hydrogen that has been produced using renewable energy (green hydrogen) to be sustainable in
the long term.” (Bundesregierung, 2020b; p. 2).
40
It is particularly stunning that one sub-measure of Measure 34 and Measure 36 are more or less identical, and
that at no point ‘short term’ or ‘long term’ are defined in the document.
28
Fair Green Hydrogen
One important instrument for Germany’s foreign trade policy are bilateral partnerships in the
energy sector (NWS measure 34 and 36). Bilateral Energy Partnerships are intended to “bring
together high-level intergovernmental dialogue with practical, goal-oriented project work”
(GIZ, 2021a), across energy-related areas and on country-specific priorities. Germany
maintains a number of such energy partnerships as well as some partnerships that are
specifically focused on hydrogen (Dietz-Polte & Vacha, 2021; GIZ, 2021a). These partnerships
exist with countries in both the Global North and the Global South (see Figure 8).41
So far, Germany has entered into eight officially communicated Bilateral Hydrogen
Partnerships with governments of other countries, as of March 2022 (Table 3). Three of them
build on existing Bilateral Energy Partnerships (Chile, Morocco, South Africa). Implementing
measure 35 of the NWS, Germany is also a member of the Clean Hydrogen Mission initiated
by the European Commission (EC), on top of its Bilateral Hydrogen Partnerships and Bilateral
Energy Partnerships. Some of the partner countries under the Clean Hydrogen Mission are
also bilateral partners of Germany, as Figure 8 illustrates.
41
Overall, though, Bilateral Hydrogen Partnerships tend to be more common between countries of the Global
North (Ghosh & Chhabra, 2021).
29
Fair Green Hydrogen
Notes: The Hydrogen (H2)-Atlas Africa (FZ Jülich, 2022) for 31 West and Southern African states has not been
considered as it does not represent a partnership in its own right. Nigeria has been added even though it is not
a member state of the Bilateral Energy Partnerships, but since the Nigerian Energy Support Programme II by GIZ
has been built upon in November 2021 with the opening of a German Hydrogen Office in Abuja
(Auswärtiges Amt, 2021; GIZ, 2021a, 2021b).42
Source: Own illustration, based on Dietz-Polte and Vacha (2021) and GIZ (2021a).
All of Germany’s current Bilateral Hydrogen Partnerships are listed in Table 3. In quantitative
terms, only the size of the demonstration plant in Morocco (measure 37) has been announced
at this point, with a capacity of 100 MW. Against this background, it must be noted that at
least for the 2030 time period, no contractually binding import agreements exist at this point,
which would satisfy the hydrogen needs calculated above.
42
The German Federal Foreign Office is currently also setting up dedicated hydrogen diplomacy offices linked to
its embassies in Luanda (Angola), Moscow (Russia), Riyadh (Saudi Arabia) and Kiev (Ukraine) (IRENA, 2022a). As
of mid-February 2022, three more bilateral energy partnerships have been planned with Germany: Egypt,
Senegal and Côte d’Ivoire (Ehlerding, 2022). If this map was to be expanded, it would also show that Bilateral
Hydrogen Partnerships tend to be more common between countries of the Global North (Ghosh & Chhabra,
2021).
30
Fair Green Hydrogen
31
Fair Green Hydrogen
Source: Own illustration, based on Dietz-Polte and Vacha (2021); * = GIZ (2021a), ** = Reuters (2021), *** = Ghorfa (2021).
32
Fair Green Hydrogen
Besides these bi- and multilateral partnerships on state level, there are various other
measures of relevance.43 Several financial support mechanisms exist and will be discussed in
a later chapter. Informational tools are provided, as well. One such tool is the Hydrogen
(H2)-Atlas Africa, which is an interactive map commissioned by Germany’s Federal Ministry of
Education and Research showing and quantifying West Africa’s vast potential for hydrogen
production in detail: Its expansion to other African regions is planned.
Various other forms of hydrogen cooperation have already been initiated between Germany
and countries in the Global South (beyond development cooperation – NWS measure 37),
including for example the establishment of a West African Science Service Centre on Climate
Change and Adapted Land Use (WASCAL) with its graduate school programme to train the
hydrogen professionals of tomorrow (BMBF, 2021; FONA, 2021).
43
Other forms of cooperation are not included in Figure 8 for the sake of comparability.
44
As of 2020, only 22 % of German businesses voluntarily monitored their foreign subsidiaries and contractors
for human rights compliance (European Parliament, 2020).
45
From 1st January 2023 for companies with at least 3,000 employees; from 1 January 2024, companies with at
least 1,000 employees in Germany (BMWK, 2022b).
33
Fair Green Hydrogen
however, LkSG will make it more difficult for there to be inhumane working conditions and
exploitation as the epitome of (neo-)colonial structures within the supply chain of large
German companies. Thinking in terms of value chains, this would also include precious metals
as those needed for electrolysers producing hydrogen (Johann, 2022).
It deserves notice that it can be expected that the European Parliament will draw heavily on
Germany’s LkSG in its strive for a mandatory EU system of due diligence for supply chains
(European Parliament, 2020).46 At the same time as the extension and deepening of such
standards across governance levels is promising for ensuring human rights, it must not be
forgotten that no international standards for producing hydrogen in a fair manner exist at this
point.47
46
Non-governmental organisations (NGOs) and other political actors will most likely be possible plaintiffs in the
case of the EU of due diligence for supply chains as well since every EU country has to implement EU directives
into national law.
47
The authors are away of the argument that, thus, the threat of free riding of countries outside the EU might
increase. Further research should enquire this ‘downward spiral’ vs. ‘upward spiral’-discussion specifically for the
case of hydrogen. At the European level, there are currently also efforts to introduce a European supply chain
law that sets new standards that could go beyond the German standards (EC, 2022).
34
Fair Green Hydrogen
In direct comparison it becomes clear that, so far, the German and the EU’s respective
hydrogen strategies use differing time frames (Table 5). Both strategies were agreed on in
2020, but they hardly inform each other. Thus, it is on Germany’s new government to better
align the two in its promised new National Hydrogen Strategy. So far, however, both strategies
already include some large-scale projects on green hydrogen – research projects in the case
of Germany, but green hydrogen infrastructure projects in the case of the EU strategy.
48
In the light of the Russian invasion of and war against the Ukraine since late February 2022, the EU has already
communicated its intention to update is hydrogen strategy in order to reduce its fossil fuel-dependency on Russia
as soon as possible (Lohse, 2022).
35
Fair Green Hydrogen
49
Demands of other sectors for which the application of hydrogen is of relevance are not quantified in either of the two strategies. The EU, for example, shows an
understanding of ‘industrial demand’ and that of other sectors very similar to that of Germany, ensuring that its second phase (2025-2030) will “gradually include new
applications, including steel-making, trucks, rail and some maritime transport applications, and other transport modes […]” and that “a dedicated hydrogen infrastructure
can use hydrogen not only for industrial and transport applications, and electricity balancing, but also for the provision of heat for residential and commercial buildings.“ (EC,
2020; p. 6).
36
Fair Green Hydrogen
The EU lags behind its own plans with regard to the production and import of green
hydrogen.50 And even if the EU were to meet its targets, this would not be enough to cover
Germany's import demand for green hydrogen. The gap between demand and Germany's and
the EU's own production capacities, which is widening over time, should therefore be covered
by imports from outside Europe.
Criteria for green hydrogen at the EU level are also being established (Oyarzabal et al., 2022).
As of late February 2022, the EU Commission is preparing to launch an EU-wide database to
certify the carbon footprint of hydrogen – of which 96 % are currently reliant on fossil fuels –
and other so-called ‘low-carbon’ fuels in a harmonized way (Kurmayer, 2021). By 2050, the EU
expects almost ¼ of global energy demand to be met by green hydrogen, thus playing a key
role in its own climate goals (EC, 2020). By then, with annual global sales of up to EUR 630 bn,
this would translate into 1 million jobs in the hydrogen value chain in Europe alone
(Simon, 2020).
An important step towards the implementation of the EU Hydrogen Strategy was the
legislative package on hydrogen and decarbonized markets in December 2021 (EC, 2021b),
which - as of March 2022 - is still under consideration. The Commission's legislative package
aims to promote the use of blue hydrogen until at least 2030, provided it achieves at least the
same level of decarbonization as green hydrogen (i.e., 70 % greenhouse gas reduction).51 The
legislative package also proposes new rules for the development of a hydrogen market in the
EU. These bring legal clarity to the definition and role of green and low-carbon hydrogen
within the EU. For example, the proposed Gas and Hydrogen Directive defines renewable
hydrogen as hydrogen that (i) derives its energy content from renewable sources other than
biomass and (ii) achieves a 70 % reduction in greenhouse gas emissions compared to fossil
fuels. Low-carbon hydrogen is defined as hydrogen whose energy content comes from non-
renewable sources and which achieves a GHG emission reduction threshold of 70 % compared
to hydrogen from fossil fuels (EC, 2021) – this thus includes blue hydrogen
(Oyarzabal et al., 2022).
One important step to implement the EU’s Hydrogen Strategy has been the proposal for a
directive amending Directive (EU) 2018/2001 for the promotion of energy from renewable
sources in April 2021 (EC, 2021). Even though the EU still has not defined ‘green hydrogen’,
50
This is exacerbated by the EU’s promotion of ‘low-carbon’ hydrogen. Various campaigning groups have
criticised using such hydrogen (with CCS) in the transition period would “a gift to fossil fuel companies.” (Simon,
2020).
51
The European Parliament and the Council can still change both the proposed definition and the conditions for
blue hydrogen as well as the proposed regulatory incentives through the following legislative procedure.
37
Fair Green Hydrogen
this regulation can be considered to set the remarkable standard for the sustainable
production of hydrogen (Oyarzabal & Falco, 2021).
In addition, the Delegated Regulation (EU) 2021/2139 formulates criteria for sustainable
hydrogen activities o assess whether the listed economic activities may qualify as contributing
substantially to climate change mitigation and adaptation. With respect to hydrogen, the
Delegated Regulation establishes mitigation and adaptation criteria (EC, 2021a;
Oyarzabal & Falco, 2021).
Compared to the recommendations made by Germany’s hydrogen strategy, however, the EU’s
sustainability criteria for manufacturing (green) hydrogen largely ignore potential
consequences of an unrestricted development of hydrogen production, merely stating that
the manufacturing of hydrogen should not adversely affect other adaptation efforts. It is
against this de facto-minimum criteria that the key actions of the EU’s Hydrogen Strategy must
be understood. Among others, it aims to import green hydrogen from its “Southern and
Eastern Neighborhood partners and Energy Community countries”, notably Ukraine and from
member states of the African Union in the framework of the Africa-Europe Green Energy
Initiative – without providing any time horizons or quantities (EC, 2020). Crucially, the EU is
about to finalize the delegated act for “renewable liquid and gaseous transport fuels of non-
biological origin” in 2022 which will help decide the future of the fledgling European hydrogen
industry itself (van Renssen, 2021).
It is anticipated that a supply chain law will also be passed at the European level. Non-
governmental organizations (NGOs) and other political actors will most likely be plaintiffs for
supply chain due diligence at the EU level as well, since each EU country must transpose the
EU directives into national law.
38
Fair Green Hydrogen
52
No working definition of ‘neo-colonialism’ will be given here. See for example the definition by Adoko et al.
(2021, p. 196). See for other ongoing practices of ‘green’ neo-colonialism for example (Knox, 2021).
53
More precisely, of the 33 countries and regions analysed by (Ghosh & Chhabra, 2021), only seven are located
in Asia, two of which are countries of the Global North (three are major oil and gas producers). Only Morocco
and South Africa are featured on the African continent, even though many other regions could claim to be good
sites for green hydrogen, e.g., West Africa.
54 According to which “[n]eo-colonialism presupposes a practice where former colonizers and or new emerging
super-powers subtly impose their interests and enforce economic, political, and cultural dominance over other
nations. It is a modern manifestation of colonialism that occurs when colonial powers subtly control power, the
political and economic institutions of former colonies with the intention of creating perpetual dependency […].”
39
Fair Green Hydrogen
they will be excluded from the global energy structures and the high investment requirements
might contribute to this persisting for a long time. Due to the high infrastructural and energy-
intensive requirements for the production of hydrogen, it is to be expected that once
production clusters have been established, they will remain in place due to path
dependencies. If countries of the Global South do not turn to this emergent field and build up
capacities and structures, it is not unlikely that they can be left behind or dependent on
countries of the Global North for importing hydrogen in the medium and long term even if
they could produce it locally.
Therefore, it can be seen as relevant that countries of the Global South build up hydrogen
production capacities both for their own needs and for export, and thus overcome their
current dependence on fossil fuels and corresponding structures.55 On the other hand, trade
relations always have the risk of mutual dependency and it could be argued that a too forceful
expansion of hydrogen investments for the sake of any individual customer could be leading
to similarly unbalanced economic situations as earlier colonial structures. It should also be
noted that this would argue for a very market-oriented dynamic in the scale up and it is not
easy to imagine that this could be a process of high inclusivity.
6 Case studies
West Africa alone has the technical potential to generate 1,500 times Germany's expected
green hydrogen need of 2030 (BMBF, 2021). From a European viewpoint, Africa’s proximity
promises lower transportation costs than other parts of the world’s, especially given the fact
that several means of transportation (pipelines or ships) on and from the African continent
are considered feasible (see Figure 6 and Figure 7).
In order to discuss both, the possibility of producing and exporting ‘fair green hydrogen’ as
well as the challenges for a quick scale-up of the production of green hydrogen on African
continent, three countries have been chosen for a case study discussion: Morocco, Niger and
Senegal. The latter two are West African countries that have been covered by the H2-Atlas
Africa as of spring 2022 and thus there is a good foundation for a discussion of their generation
potential. As of yet, none of them are having hydrogen partnerships with Germany or the EU
(see Table 3 and Figure 8). Morocco, on the other hand, is already part of several partnerships
with both Germany and the EU (see Table 3 and Figure 8).
The case studies were also selected along their prototypical characteristics. Niger is a good
example of a landlocked country and arid natural conditions, typical for a number of African
states. Landlocked countries (like Niger) face different challenges than coastal states
55
Chile is only one example for a country located in the Global South that published its own National Green
Hydrogen Strategy, with the aim to turn Chile into a frontrunner in the green hydrogen generation and
exportation market (Hilger, 2021; Gobierno de Chile, 2021), with support of e.g. the existing German-Chilean
Energy Partnership (Dietz-Polte & Vacha, 2021).
40
Fair Green Hydrogen
(like Morocco or Senegal) in terms of logistics and transport of resources such as hydrogen.
Landlocked countries need to bridge large distances on land, which is why technical solutions
such as pipelines might play a greater role here. In large countries such as Niger or Morocco,
the questions of space and land use plays a rather subordinate role, as the population and
settlement density is overall lower and often concentrated in specific parts of the country. On
the other hand, the geographic distances to be overcome between locations in these countries
are greater, which can pose not only logistical but also security challenges. Senegal, as a
coastal state, is prototypical for another set of African states. Thus, together the three case
studies exemplary illustrate the chances and risks for the African continent with regard to
producing and exporting green hydrogen in the near- to long-term future.
The presentation and discussion of each of the three case studies will be structured as follows:
First, a geographic and energy-related overview of the country will be given and discussed,
followed by energy-related problems, thus embedding the respective potential of and barriers
to producing green hydrogen. Every case study will be briefly summarized in a SWOT analysis:
Strengths in this analysis are to be interpreted as positive locational factors for producing
hydrogen for export, weaknesses as negative locational factors. Opportunities are specifically
formulated with respect to the opportunities for (positive) movements towards the SDGs,
while threats include risks of perpetuated if not increasing dependency on
(hydrogen-)importing countries.
41
Fair Green Hydrogen
Electric power
consumption (kWh 904,000 51,200 229,400
per capita; as of 2014)
Notes: * = This includes the contested territory of the Western Sahara; ** = This does not include the contested
territory of the Western Sahara.
Source: CIA( 2021a, 2021b, 2021c), World Bank (2022a, 2022b, 2022c).
56
Data points are in 2017 dollars.
57
Including hydropower. Without: 15 %, 5 % and 11 % respectively.
42
Fair Green Hydrogen
6.1 Morocco
Morocco is often considered a forerunner of climate and renewable energy policy in North
Africa. With the world’s largest concentrated solar power plant project in Ouarzazate located
in the country and a target of 52 % installed renewable energy capacity by 2030 (Kingdom of
Morocco, 2016), Morocco is placed at rank eight of Germanwatch’s Climate Change
Performance Index 2022, for example (Burck et al., 2022).
Morocco has scaled up its renewable energy generation capacity significantly. At the end of
2020, 40 % of the total installed electricity generation capacity were from renewables
(IEA, 2021c), and 20 % of electricity was generated from renewable energy sources. 4 % of grid
electricity came from solar facilities (1,581 GWh), 12 % from wind power (4,587 GWh) and
4 % from hydropower (1,654 GWh) (EcoActu, 2020; Our World in Data, 2022).58 The larger
share of Morocco’s electricity production – around 75 % – is still generated by burning coal or
gas – the absolute electricity generation in GWh from coal has more than doubled since 2013
(IEA, 2021c).
In the long term, Morocco has embarked on a path of decarbonization (CAT, 2021b). Despite
the inclusion of additional natural gas infrastructure in its newest Nationally Determined
Contribution (NDC; Royaume du Maroc, 2021) and the lack of a net-zero target, Morocco is
still one of the few countries whose NDC has been considered “1.5°C Paris Agreement
compatible” (CAT, 2021): The country aims to reduce its greenhouse gas (GHG) emissions
unconditionally by 18.3 % below business-as-usual (BAU) by 2030, and conditionally (with
international support) by 45 % below BAU by 2030 (CAT, 2021). According to official numbers
that exclude the occupied territory of Western Sahara, Morocco’s electrification rate is 100 %
as of 2020, including rural areas (CIA, 2021c). Due to its close proximity to the Iberian
Peninsula and the long-lasting (colonial) ties to France, more than 40 % of all of Morocco’s
exports of commodities are destined for France and Spain alone, but only 20 % of its imports
of commodities come from these two countries as of 2017. The exported commodities range
from cars over fertilizers and agricultural produce to clothing and apparel (CIA, 2021c), but
also include small amounts of (coal-based) electricity to Spain, by undersea cable (Monnet,
2019). As of 2015, these exports did not exceed 165 GWh, whilst Morocco imported more
than 5,000 GWh of electricity (CIA, 2021c).
Undoubtedly, Morocco is ahead of Niger or Senegal in terms of exporting hydrogen: the
country on Europe’s doorstep has passed its long expected National Hydrogen Strategy in late
2021, building on its National Hydrogen Commission in 2019 and green hydrogen roadmap
from January 2021 (Ministère de la transition énergétique et du développement durable,
58
However, between 2012 and 2015 alone, electricity production from renewable sources (excluding
hydroelectric) tripled in the country.
43
Fair Green Hydrogen
2021). Moreover, according to IRENA (2022a), hydrogen (across the color spectrum) is
considered a key growth sector in the national economy – by 2030, the country envisages a
local hydrogen market of 4 TWh and an export market of 10 TWh, which would require the
construction of 6 GW of new installed renewable electricity production capacity, supporting
the creation of more than 15,000 direct and indirect jobs (The North Africa Post, 2022).59 As
early as 2025, Morocco is set to produce approximately 10,000 t of green hydrogen/a,
equaling approximately 0.33 TWh),60 (The Africa Report, 2021) and up to 4 % of the world’s
green hydrogen demand by 2030 (Eichhammer et al., 2019; p. 57).
Official numbers regarding Morocco’s future domestic demand for hydrogen are not yet
publicly available. However, the country makes no secret of the fact that it aims to become
the world’s market leader in the production of green hydrogen (Baumann, 2021). With its
Green Hydrogen Cluster, the Moroccan government aims to promote collaboration among
private and academic stakeholders to support the emerging renewable hydrogen sector in
general, and specifically a collaboration in technology development and the positioning
Morocco as a potential exporting hub, by building international partnerships with countries
such as Germany and Portugal (IEA, 2021b), e.g., the German-Moroccan Memorandum of
Understanding agreed on in 2020 (see Table 3).
The freshwater needed to produce (green) hydrogen could be provided by water desalination
plants of which Morocco already has built several across the country, though to address
freshwater scarcity (Mebtoul, 2020). Recently, Morocco commenced the construction of the
world largest seawater desalination plant, which will be powered by wind energy, near Agadir
in the south of Morocco (Construction Review Online 2021). It is expected to have a treatment
capacity of 75 million m3 of water/a, equaling 450,000 m3 desalinated water per day at peak
as drinking water to the people of the region and for irrigating land
(Construction Review Online 2021).
Though water desalination plants are an option to address the need for freshwater to produce
hydrogen it should be stressed that these plants produce brine, i.e. waste water loaded with
salt and chemicals, so ecological harm could arise from its return to the sea (IRENA, 2022b).
Whilst more than 98 % of Morocco’s urban population has access to drinking water, only 79 %
of its rural population have (CIA, 2021c). This must be considered when discussing Morocco’s
aims to export green hydrogen in large quantities. German development aid is working on the
sector as are many other actors. For example, KfW is supporting the expansion of water supply
and sanitation for the remote hinterland of Morocco on behalf of the German Federal Ministry
for Economic Cooperation and Development (KfW, 2020). Another problem in Moroccan
59
Summarising Morocco’s Green Hydrogen Roadmap (Royaume du Maroc, 2021b).
60
See some rules of thumb on the website Carbon Commentary (2021).
44
Fair Green Hydrogen
water management is the low efficiency of water use, with up to 4,790 million m³ lost annually
due to various factors. The losses could be reduced by about 2,300 million m³
(Umweltradar, 2021). By way of comparison the electrolyser needs are not that large: while
at least 300,000 m3 of water would be needed to produce the amount of hydrogen envisaged
from the Moroccan government (14 TWh of which 4 TWh for own consumption and 10 TWh
for export), this is an order of magnitude less than the current losses.
Another important, though more political point relates to the occupied territory of Western
Sahara. Any (green) hydrogen-related project in this territory would obviously be politically
sensitive. At this point, the German-Moroccan Hydrogen Partnership has been temporarily
suspended and is under review due to diplomatic tensions arising from Germany's public
support for the sovereignty of the Western Sahara (Sanz, 2021). The nationalist liberation
movement claiming the Western Sahara (Polisario) has recently accused Morocco of the
exploitation of Western Sahara’s wind and solar power, in order to reach its goal of getting
53 % of its energy from renewables by 2030 as well as to power its phosphate, desalination
and airport industries (Lo, 2021).61
Another challenge for bilateral cooperation between Morocco and Germany is the diplomatic
relationship between the two countries, which has become strained in the process. After a
unilateral break-off of contact on the part of Morocco in the spring of 2021, the first
rapprochements are now taking place again after the German change of government in 2021
(DW, 2021).
6.1.3 Summary
Figure 9 sums up the strengths, weaknesses, opportunities and threats (SWOT) for green
hydrogen in Morocco. Our assessment is convergent with that of IRENA (2022a), Jensterle et
al. (2019) and others that Morocco indeed has a huge potential (one of the world’s highest)
to become a major green hydrogen producer. As we have seen, the water-related challenges
seem manageable. However, the occupied territory of Western Sahara remains a sensitive
issue, together with the construction and running of seawater desalination plants. If Morocco
wants to spearhead the production of and export from green hydrogen in (North) Africa, land
use issues will have to be resolved by including all relevant stakeholders and ensure that local
communities profit first. Lessons learned from the Ouarzazate concentrated solar power plant
should be applied such as the need for planning (mega) power plants and desalinations plants
together with local communities (Baumann, 2021) as well as the importance of technology
diffusion and linked with it local capacity building.
61
Similarly, while climatic data referred to in Morocco’s NDC suggests there has been no long-term, Western
Sahara-wide decline in rainfall, a leader of Polisario recently stated that it had not rained in most parts of Western
Sahara for about five or six years (Lo, 2021).
45
Fair Green Hydrogen
Figure 9: SWOT analysis of Morocco’s potential to produce and export green and fair hydrogen
to Germany
Strengths Weaknesses
• High area and generation potential for RE and • Arid desert state, therefore, necessity to
hydrogen desalinate seawater (additional
• Possibility for hybrid systems Wind/PV offer energy/electricity demand)
potential for very high full load hours • Long distance, high transport costs to Germany
• Within pipeline radius of EU and Germany • Need for expansion of energy infrastructure
• Political ambition to become a pioneer in • Autocratic system
renewable energy expansion and leading
• Currently high dependence on fossil energies
green hydrogen exporter
Opportunities Threats
• High potential for local value creation both in • Delays in the expansion of renewable energies,
Morocco (through production) and in Germany hydrogen production and infrastructure -
(through hydrogen plant export). jeopardizing or failing to meet own renewable
energy and hydrogen targets as well as local
• Starting point for energy networking with
energy and water supply (through hydrogen
other countries in the region
exports).
• Synergy effects for own supply of drinking
• Lack of acceptance for hydrogen exports
water, renewable energy, and raw materials
• Geopolitical conflicts, such as the current one
• Hydrogen partnership with Germany
over the Western Sahara, can impair the
• Various energy- and hydrogen-related hydrogen partnership with Germany.
partnerships with Germany and the EU already
• Possible Changes in strategy Drought and
agreed on
water scarcity or competition for water use.
Source: Own illustration; own translation, based on SCI4climate.NRW et al. (2021, p. 13).
6.2 Niger
One of the world’s poorest countries by several measures (CIA, 2021a), Niger is faced with a
number of challenges in the attempt to produce green hydrogen.
Niger is rich in conventional energy resources. It is considered an 'oil resource center’ by the
IEA and is one of the ten largest uranium resource holders in the world (IEA, 2021d).
Specifically, France – the country with the world’s largest share of nuclear energy
(Statista, 2021) – has been importing a significant share of its uranium need from its former
colony (Tertrais, 2014). Niger also exports refined petroleum products as well as gold.
46
Fair Green Hydrogen
Biofuels and waste constitute the sources of energy for most people in Niger (IEA, 2021d),
whilst 95 % of its electricity is produced by burning fossil fuels and only 5 % stem from
renewable energy (CIA, 2021a). Thus, despite the lack of renewable electricity generation
capacity in the country (e.g. hydropower, solar PV, wind) Niger’s energy sector accounts for
less than 9 % of the country’s total GHG emissions (Republic of Niger, 2015). Niger’s most
recent NDC confirms that around 90 % of all GHG emissions are due to land use, land use
change and forestry as well as agriculture (Republic of Niger, 2015). In its NDC, Niger focuses
on co-benefits, marrying mitigation and adaptation efforts, visioning “climatically intelligent
agriculture and […] access to modern energy services for everyone in 2030”
(Republic of Niger, 2015; p. 5).
Niger has set up its own agency – The Niger Agency for the Promotion of Rural Electrification
– which has developed ambitious goals to bring clean energy to rural areas
(PowerAfrica, 2020). But as of 2019, Niger still had a long way to go in terms of electricity
access to its population. Whilst 71 % of urban areas were electrified, only 2 % in rural areas
were. Thus, only every seventh person in the rural-dominated country had access to electricity
in 2019 (IEA, 2021d). For 2030, Niger aims to improve these rates to 100 % and 30 %
respectively, amounting to 60 % in total (Republic of Niger, 2015). Currently, the country still
relies to a significant extent on electricity imports,62 which have increased steadily over the
last 20 years (IEA, 2021d).
In addition to increasing electricity access, Niger is also striving to increase the share of
renewable energy sources in its electricity mix, from 10 MW installed power generation
capacity in 2010 to 250 MW in 2030, via constructing one large hydropower plant along the
Niger River (Republic of Niger, 2015), the World Bank backed Kandadji dam close to the border
with Mali (World Bank, 2020). Niger is in the process of awarding a contract for building a
50 MW solar photovoltaic plant near the capital Niamey under the International Finance
Corporation's ‘Scaling Solar’ programme (Takouleu, 2022).
Judging from the data analyzed for the H2-Atlas Africa, Niger has a very high technical potential
to produce hydrogen (more than 16 kWh/(a*m2), especially in the North-East). Solar PV could
be generated most cheaply in Niger’s north-east at costs getting of EUR 2.3-2.8 cents (ct)/kWh
and onshore wind for EUR 2.1-6.4 ct/kWh (north-eastern fringe) to EUR 6.4-10.7 ct/kWh (most
of the rest of the country) (FZ Jülich, 2022).
But around 20 % of its area are not eligible for the development of onshore wind, and this
figure is even higher for solar PV. Specifically, large areas in the southern part of the country
62
3/4 from Nigeria alone under a preferential of about USD 4 ct/kWh (World Bank, 2015).
47
Fair Green Hydrogen
are excluded as other land uses or protected areas prevail here.63 The areas suited for the
generation of renewable electricity need to be selected and developed very carefully and it
can be expected that the areas that are not subject to competing land uses are far away from
most infrastructure, including roads, in the deserts of the North East.
In addition, apart from Niger’s South, the whole country faces water scarcity issues as of
now.64 There, in turn, the costs to produce hydrogen would be higher due to higher levelized
costs of electricity (FZ Jülich, 2022). While that area is located closer to the Gulf of Guinea and
better linked to transportation infrastructure, which could lead to decreasing transportation
costs to ports for hydrogen shipping, the North is potentially better placed for transport by
pipeline. Both means of transportation remain very challenging and require a build-up of new
infrastructure.
In its NDC, Niger states the intention to “[d]ouble the rate of [renewable] energy […] to reach
30 % energy mix in the primary and final energy balance” (Republic of Niger, 2015; p. 2). For
that, Niger would require a six-fold increase by 2030, and any electricity used for hydrogen
production would need to be additional to that.
Considering the large needs for freshwater for both agriculture and uranium production,
producing hydrogen which equally relies on fresh water might, in general, not seem a good
choice for the landlocked country that already experiences high water stress levels
(IRENA, 2022a).65
This becomes even clearer considering the security situation in Niger. The extraction and
transport of uranium in Niger has been requiring private security firms and even special forces
(both Nigerien and French) for many years, first initiated by the hostage-taking of five French
citizens in the Sahel in 2010 and the constant threat of Islamist attacks (BBC, 2010, 2013).
Arguably, the same threat looms large for foreign technical specialists coming to Niger to work
on gas or hydrogen pipelines.
Though information on the costs for these security measures is scarce, one might also raise
the question how Niger would protect hydrogen pipelines of presumably many hundreds of
kilometers length from terrorists. This question is particularly interesting in light of the
experiences around the Trans-Saharan Gas Pipeline. Planned since the 1970s and put on hold
in recent years – among other things because of security fears in northern Niger
(Majeed, 2021; The North Africa Post, 2017) – construction is set to continue with the
63
‘Excluded areas’ are defined in the H2-Atlas Africa as such areas where an initial, detailed land analysis took
into account several socio-political, physical and ecological restrictions (e.g., settlements, water surfaces or
nature conservation).
64
Measured by FZ Jülich (2021a) as hydrogen (potential) producible from groundwater (in %) and hydrogen
producible from groundwater per area (in kWh/(a*m 2).
65
However, IRENA projects that by 2050, global hydrogen production will still be less than 1 % of today’s
agricultural water consumption, and only 2/3 of today’s desalination production (IRENA, 2022; p. 98).
48
Fair Green Hydrogen
Declaration of Niamey66 in mid-February 2022 (African Business, 2022). Security aspects are,
are as of now, not considered in the H2-Atlas Africa, which analyses the feasibility of large-
scale (green) hydrogen projects in Niger by drawing on technical (and some social) indicators
alone. From that perspective, the area around the capital Niamey in Niger’s South-West is
widely considered the safest one, but from the physical geography-factors considered in the
H2-Atlas Africa, of marginal use for producing green hydrogen (FZ Jülich, 2022).
6.2.3 Summary
In the light of these aspects and the less than optimal natural conditions (best groundwater
availability in the South-West, highest hydrogen production potential in the Centre and
North), it becomes clear why Niger is not mentioned among the “particularly suitable
countries of origin” in a comprehensive study examining the most suitable countries for
Germany to import green hydrogen from by 2030 (Jensterle et al., 2019). The low levels of
availability of renewable electricity and the high domestic needs for additional capacity would
require significant scale-up in the energy sector to satisfy domestic demand before adding
electricity generation capacity for export-focused hydrogen production. Potentially, island
solutions could be considered, under preconditions complying to the criteria system
developed below.
Producing and exporting green hydrogen could undoubtedly have great local and regional
economic importance, not least in the light of the urgently needed diversification of Niger’s
exports, including of its uranium sector. As we have seen, only a comparatively small area of
Niger (surrounding the capital Niamey) would be able to produce both renewable electricity
and green hydrogen without impeding local population needs. Despite these challenges, Niger
is engaging in the hydrogen economy. For example, a project to carry out a feasibility study to
examine suitable sites for green hydrogen production with a German energy promoter was
announced in early 2022 (DGAP-News, 2022).
The SWOT analysis in Figure 10 illustrates that producing ‘fair green hydrogen’ in Niger still
has a long way to go, based on what was presented in this chapter as well as derived from
Figure 4 and Figure 5.
66
Signed by Niger, Algeria and Nigeria on occasion of the third Mining and Petroleum Forum of the Economic
Communities of West African States with the concrete aim of reviving the multi-billion-dollar Trans-Saharan Gas
Pipeline project (African Business, 2022).
49
Fair Green Hydrogen
Figure 10: SWOT analysis of Niger’s potential to produce and export green hydrogen to
Germany
Strengths Weaknesses
• High area and generation potential for • Arid, landlocked desert country, desalination
renewable energy and hydrogen in vast parts absolutely necessary (additional
of the country energy/electricity demand/power
• Comparatively little costs for producing requirements)
hydrogen in some parts of the country • Periodic droughts and desertification of on-
desert portions of the country
• Long distance, high transport costs
• No direct access to the sea
• Need for expansion of energy infrastructure
• Currently high dependence on fossil energies
• Still reliant on electricity imports for a
significant share of its supply
Opportunities Threats
• Some potential for local value creation in Niger • Delays in the expansion of renewable energies,
(through production), more potential in hydrogen production and infrastructure -
Germany (through plant export) jeopardizing or failing to meet own RE and
hydrogen targets as well as energy and water
• Created local jobs might mitigate loss of jobs
supply (through hydrogen exports)
due to prospective closure of uranium mines
to some extent • Act of Islamist terrorism could disrupt supply
chains of green hydrogen or impair an
• Existing partnership with Germany as part of
emerging partnership with Germany
WASCAL (training of future engineers)
• Changes in government and strategy, including
the surge to power of Islamist groups
• Drought and water scarcity
• Competition between own supply of drinking
water, renewable energy, and raw materials
Source: Own illustration.
50
Fair Green Hydrogen
6.3 Senegal
So far, Senegal’s electricity generation is mainly based on oil and coal (82 %), with the absolute
use of coal having more than doubled since 2017. Renewable energy plays a small role in
Senegal’s electricity mix (11 %) though solar generation skyrocketed from a very low base level
in 2016 (6 GWh) to 2019 (almost 300 GWh).67 In direct comparison, Senegal is more oil-
dependent than Niger (IEA, 2021e).
Under the current president, Macky Sall, Senegal has experienced unprecedented growth
from exporting its oil and gas resources: revenues from its hydrocarbon sectors increased by
almost 40 % between 2018 and 2019 alone (up to USD 42.5 million) (Goosen, 2021). In fact,
the hype around its oil and gas industry is so great that Senegal is positioning itself to compete
on the international oil market, with major investments in maritime infrastructure, such as
the launch of the Port of the Future project, a USD 1.1 bn superport located 50 km southeast
of its capital Dakar (Hundermark, 2021).
Other superlatives purport the country’s focus on hydrocarbons as well: Senegal already hosts
two of the largest oil and gas projects in Africa – including the continent’s deepest offshore
project –, with commissioning scheduled for 2023. Against this background the governmental
view on natural gas is that of a transition resource that is essential for Senegal’s energy
transition whilst spurring economic growth and maintaining regional security (Goosen, 2021).
But still, Senegal is not energy independent. Natural gas was first discovered in 1997 and has
been exploited since 2001.68 Using almost 60 million m3 of natural gas for domestic
consumption in 2017, Senegal neither imported nor exported any natural gas. While in 2015,
the country did not export any crude oil, Senegal imported 17,880 barrels of crude oil per day.
Domestic production of refined petroleum products was 17,590 bbl/day as of 2015, but its
domestic consumption of refined petroleum products is three times as much. Thus, Senegal
still had to import 2/3 of its consumption of refined petroleum products as of 2015
(CIA, 2021b).
In sharp contrast to its oil and gas projects and targets, the country’s first-ever NDC, submitted
in 2020, aims for an unconditional reduction of its GHG emissions by 5 % and 7 % by 2025 and
2030 respectively, compared to “Business-as-usual”. These relative reductions could be
increased to 23 % and 29 % by 2025 and 2030 respectively, compared to ”Business-as-usual”,
if Senegal: (1) receives support from the international community with substantial funding;
(2) receives facilitation of the transfer of environmentally sound technologies and capacity
and (3) if its institutional and human capacities in the field of climate change are strengthened.
67
For a brief overview about Senegal’s (solar) energy policy, see (Energy Capital & Power, 2019).
68
By the American company Fortesa.
51
Fair Green Hydrogen
The NDC measures related to renewable energy sources are listed in Table 7. Senegal’s
estimated costs for the unconditional and conditional targets are USD 4.8 bn and USD 8.2 bn
respectively, summing up to USD 13 bn (Republique du Senegal, 2020) for both, climate
mitigation and adaptation to climate change.
As of now (March 2022), no projections about Senegal’s own future domestic demand for
(green) hydrogen are publicly available. Such a scenario would be an important information
for negotiating the Bilateral Energy Partnership with Germany, which is about to be signed
soon (Ehlerding, 2022).
As of 2019, electricity access in Senegal is significantly higher than in Niger but still less than
Morocco. 94 % of urban areas and 50 % of rural areas are connected to the grid, bringing the
total to 71 % (CIA, 2021b).
52
Fair Green Hydrogen
Despite its large solar potential, some pioneering projects and legal measures (e.g. value-
added tax exemption for renewable energy materials) to support the renewable energy
sector, there are still major institutional and structural hurdles to overcome for a
breakthrough of renewable energy (BMWK, 2022).
Similar to Niger, Senegal faces the problem that in the areas with the highest technical
hydrogen potential per area (kWh/(a*m2),69 i.e., the country’s northern and north-eastern
fringe, almost no groundwater is available. So far, there are hardly any ground water conflicts
in the country. According to the H2-Atlas Africa (FZ Jülich, 2022), some areas of Senegal are
close to 90-100 % hydrogen producible from groundwater, whilst others (especially in the
country’s western half) are close to 0 %.70
In terms of restrictions, around half the country is excluded for onshore wind turbines,
including large chunks of the country’s east.71 Not much area is available for offshore wind
around Senegal’s coastal capital Dakar, but more towards the southern coastal strip of the
country – where the levelized costs of electricity, in turn, can be considered high. Only central
and central-east Senegal’s area is available for solar PV with hardly any costs in the country’s
most eastern fringe (2.8-3.2 ct/kWh) (FZ Jülich, 2022).
Some cross-border challenges for natural gas are likely to arise and remain: The gas
discoveries resulting in the Greater Tortue Ahmeyim project72 are located on both sides of the
maritime border between Senegal and its neighboring state of Mauritania. Thus, the project
could turn into a prime example of how two countries can cooperate in co-developing joint
natural resources (Artacho, 2021; BP, 2017) and potential learnings for regional cooperation
on (green) hydrogen be derived.
6.3.3 Summary
The SWOT analysis in Figure 11 illustrates that producing ‘fair green hydrogen’ production
may be closer to starting in Senegal than Niger at this stage, but is still far behind Morocco
(see also Figure 4 and Figure 5).
69
Defined by FZ Jülich (2021a) as the theoretically producible amount of hydrogen for each NUTS 2-3 region
(Nomenclature of territorial units for statistics), divided by the region area. The calculated potential is only
limited by the land eligibility constraints as well as the available power limited by energy intake.
70
Defined by FZ Jülich (2021a) as the producible share of the theoretical hydrogen potential if water availability
is taken into account. The range is between the minimum of 0 % and the maximum of 100 % theoretical potential
that can be produced with sustainable ground water reserves (limited by energy availability).
71
According to FZ Jülich (2022), these are “[a]reas not eligible for the erection of onshore wind turbines due to
several exclusion factors and safety buffers considered in a detailed land eligibility analysis.”
72
Made from 2015 onwards mostly by the American firm Kosmos Energy and the British giant BP as well as the
national companies Petrosen (Senegal) and Société Mauritanienne des Hydrocarbures (Artacho, 2021; BP, 2017).
53
Fair Green Hydrogen
Figure 11: SWOT analysis of Senegal’s potential to produce and export green hydrogen to
Germany
Strengths Weaknesses
• Possibility for hybrid systems Wind/PV offer • Long distance, high transport costs via shipping
potential for very high full load hours
• Need for expansion of energy infrastructure
• Coastal country often dubbed as “Gateway to
• Currently high and further increasing
Africa” for its many maritime travel/shipping
dependence on fossil energies
routes
• Need to build many desalination plants
following the ‘additionality principle’
Opportunities Threats
• Medium area and generation potential for RE • Delays in the expansion of renewable energies,
and hydrogen hydrogen production and infrastructure -
jeopardizing or failing to meet own RE and
• Some potential for local value creation in
hydrogen targets as well as energy and water
Senegal (through production), more potential
supply (through hydrogen exports)
in Germany (through plant export).
• Low acceptance of hydrogen-projects as
• Starting point for energy networking with
hydrogen exports are not even discussed
other countries in the region
widely yet
• Synergy effects for own supply of drinking
• Drought and water scarcity in some areas or
water and renewable energy and raw
competition for water use
materials
Source: Own illustration.
Overall, due to its coastal location and higher water, the generation of renewable energy-
based electricity and production of green hydrogen is mostly determined by the (restricted)
available land. As large areas are excluded for onshore wind energy, for example, Senegal’s
vast offshore wind potential (FZ Jülich, 2022) might become more attractive and accompany
(if not substitute) the ongoing oil and gas ‘hype’ in the country. Seawater desalination plants
would and could have to be built to allow for electrolysis in the first place and be ensured that
they profit first and foremost local communities by providing drinking water. Shipping instead
of (hydrogen) pipelines could allow for rather quick hydrogen exports but would most likely
render green hydrogen ‘Made in Senegal’ more expensive than, say, that of Morocco. Similar
to Niger, however, local energy supply and access to renewable electricity for domestic
consumption would still need to receive priority before utilizing the power for hydrogen
production.
54
Fair Green Hydrogen
government takes them into account – as well as their points of overlap, especially the need
for and waste products of desalination plants.73 Morocco has both the highest potential and
ability to both produce and export green hydrogen in the near- to mid-term future. Tellingly,
in mid-February 2022 the EU unveiled plans to invest EUR 1.6 bn in Morocco as part of the
EU’s EUR 300 bn ‘Global Gateway’ infrastructure plan, Europe’s first-ever African scheme and
response to China's Belt and Road Initiative (DW, 2022).
In Morocco it has to be ensured that its own population benefits directly from both (new)
desalination plants as well as economically from the current hydrogen boom. This can only be
ensured if the necessary increase of the renewable energy-share in the domestic electricity
mix does not automatically translate into immediate exports of green hydrogen.
For Niger it is hard to imagine that in the near-to medium-term future, green hydrogen could
be produced in a ‘fair’ way or easily be transported to the South (to Nigerian port facilities) or
to the North through pipelines to Algeria and then further to Europe. Given the time, material,
cost, and logistical challenges involved, Niger is not currently a competitive location for green
hydrogen production, despite the country's vast solar and wind resources. If the country
decides – and there could be good reasons for it – to invest in hydrogen production plants,
questions of infrastructural connection, power availability and water availability must first be
clarified. Green hydrogen production is more difficult compared to other locations in Africa,
but not impossible.
In Senegal, as well, the hydrogen economy will not be a no-brainer. It is not impossible that
(green) hydrogen follows the model of ‘enclave production’, i.e., of extraction74 and export
that is piloted by the oil industry. Senegal – like many other countries of the Global South –
has sold its own resources in trade relationships mostly dominated by European countries
rather than integrating its value chain. Senegal exports modest amounts of crude oil (worth
USD 20.2 million in 2019), but imports huge amounts of crude oil worth the 20-fold
(OEC, 2022) and imports eight times the amount of refined petroleum products that it exports
(CIA, 2021b). Large population groups likely have hardly benefited from the vast natural
resources of the coastal country. For green hydrogen to not perpetuate the same pattern,
socially and ecologically fair criteria will be inevitable.
Germany already has several initiatives in research cooperation with West African countries,
such as WASCAL or the bilateral Master's programme for future hydrogen leaders. Thus, initial
capacity building is taking place that can benefit the initiation and implementation of further
hydrogen projects. Such cooperation efforts also contribute to raising awareness for the
expansion of renewable energy and thus enable green hydrogen production in the medium
term.
73
At the same time, green hydrogen could give a spur to the desalination industry, potentially resulting in a
massive scale-up of desalination capacity. This, in turn, could also increase the supply of freshwater for other
purposes beyond electrolysis, or drive down the cost of desalination (IRENA, 2022a).
74
Arguably, „[h]ydrogen is a conversion, not an extraction business”, though (IRENA, 2022; p. 10).
55
Fair Green Hydrogen
Reflecting on these aspects and challenges, as well as the existing safeguards raised in chapter
5, the following chapter highlights the current debate on broader criteria related to the
production and trading of green hydrogen and discusses where and how the debate still needs
to be broadened with regard to the fairness dimension.
Box 4: Sustainability
As a normative vision of the future, sustainability can be considered to encompass "all areas
of human life and economic activity" (Bundesministerium für Umwelt, Naturschutz, nukleare
Sicherheit und Verbraucherschutz [BMUV], 2021). This explicitly includes economic,
environmental, and social dimensions. Thus, social justice is an integral part of sustainable
development. Already back in 1987, the Brundtland Report stressed the importance of
inter- and intragenerational justice. Although there have been positive developments in
many areas, consistent efforts to address the social aspects of environmental and climate
policy are still lacking (Reineck et al., 2021).
‘Sustainability’ in this study will be understood as working towards achieving individual
Sustainable Development Goals (SDGs) that were agreed on by the United Nations in 2015,
without compromising any other of the 17 SDGs specifically and the Agenda 2030 more
75
Misleadingly, the Hydrogen Council is only “a global CEO-led initiative of leading companies” (Hydrogen
Council, n.d.).
56
Fair Green Hydrogen
generally. The SDGs, in turn, should not be equalized with ‘sustainability’ in general but
represent a large step in the direction of considering social aspects of sustainability
particularly.76
There is already a broad debate regarding a ‘better’ production and trade of green hydrogen,
and in the context of this debate, initial criteria and approaches have been formulated.
Currently, several sets of criteria for green hydrogen, which take into account sustainable
approaches and perspectives are being developed and discussed on a national and
international level.77 From a German perspective, noteworthy contributions have been
formulated by Öko-Institut et al. (2021) and the National Hydrogen Council (NWR, 2021). Both
discuss potential gaps and finally formulate a further developed set of criteria for ‘Fair Green
Hydrogen’, which should address the problems and challenges raised so far in this study more
comprehensively.
76
Though not exactly the same, in this study ‘sustainability’ is intended to be equal to ‘sustainable development’.
Most often and historically defined as “development that meets the needs of the present without compromising
the ability of future generations to meet their own needs” (United Nations, 1987).
77
This study will not look further at the aspect of scarce resources such as metals for electrolysers needed for
producing hydrogen (e.g. Johann, 2022). This deserves standalone studies and would certainly add further
criteria for producing and exporting ‘fair green hydrogen’.
57
Fair Green Hydrogen
58
Fair Green Hydrogen
7.3 Discussion
Similar to the National Hydrogen Strategy (NWS) by the German Government
(Bundesregierung, 2020), both the German Hydrogen Council (NWR, 2021) and
59
Fair Green Hydrogen
Öko-Institut et al. (2021) propose the principle of ‘additionality’. That is, no existing renewable
energy or water infrastructure should be used for producing green hydrogen for export.
National decarbonization and development ambitions should be prioritized, and thus only
surplus renewable energy and water used for producing and exporting green hydrogen. This
means that a build-up of hydrogen production capacities must be subordinate (in terms of
time) to the capacity build-up required to achieve the respective national climate neutrality
targets.
However, it remains unclear who would be held accountable for this principle,78 and who
would have to pay for constructing the necessary local renewable energy supply in the first
place. From a ‘fairness viewpoint’, however, this would have to be done by the importing
country or investor, and technology/knowledge transfer be assured.
The discussed approaches also agree upon the need to look at the energy sector and negotiate
the competition between export and local decarbonization ambitions
(Öko-Institut et al., 2021), or embed the hydrogen development in an energy transition
strategy (NWR, 2021).79 Tellingly, the German Government does not list such a measure in the
NWS, focusing instead of country-level cooperation, particularly via existing Bilateral Energy
Partnerships and within development cooperation, and aligned with the efforts of the EU
(Bundesregierung, 2020).
Where there is lacking local participation and local value creation (Bundesregierung, 2020),
grievance mechanisms (as recommended by, for example, Öko-Institut et al. (2021) seem all
the more important in order to prevent neo-colonial, exploitative practices from
(re-)occurring. The same holds true for exclusion criteria: Surface and ground water in areas
with regional water stress must not be used for hydrogen production. Similarly, (ecological)
protected areas and areas with contested or informal land rights should be excluded, in order
to avoid playing nature, people and climate off against each other.
Furthermore, strict guidance by human rights and SDGs should be required.80
Öko-Institut et al. (2021) makes these points explicit. However, it has to be stressed that even
their criteria are still far from preventing ‘green’ neo-colonial practices as such, as they only
demand, for example, “provisions for additional (funds for) infrastructure [...]”, enabling
co-benefits such as local economic participation or “[s]ecur[ing] a share of local work force”.
While Öko-Institut et al.'s (2021) criteria can be considered the most progressive criteria
scheme at this point, they do not sufficiently address the potential impacts of hydrogen
production plants on local social and political systems. As we have seen in chapter 6, the
challenges but also opportunities of green hydrogen vary significantly across the three case
78
The measure is restricted by the circumstance that the principle of additionality will only “attention […] be paid
to.”
79
More details on this and other proposed criteria can be found in the annex.
80
Arguably, the SDGs themselves are not free of critique such as their lack of mentioning fossil fuels and their
subsidies.
60
Fair Green Hydrogen
studies. For example, whilst Morocco can draw on a vast range of experiences with
international donors and funders for large-scale energy projects such as the solar complex in
Ouarzazate, the same can hardly be said for Niger. Consequently, criteria such as the ability of
a country to steer development dialogues and investment flows can be considered necessary
for speaking of ‘fair green hydrogen’ projects on country level.
On another note, as was shown especially with the case study on Niger, criteria such as
ensuring human rights or international labor standards can only be minimum standards (as
proposed by Öko-Institut et al., 2021). In order to speak of ‘fair green hydrogen’, not only
should potentially detrimental local effects of labor or on the environment be mitigated, but
positive effects for the local population and region be actively aimed for. That is against the
background of the future hydrogen dependency of countries of the Global North such as
Germany on countries of the Global South, besides the historic responsibility of (now)
developed countries for causing the climate crisis. Building on a discussion how hydrogen
investments can exacerbate inequities, we will derive ‘fairness’ criteria in the next step.
Summarizing, while the sets of criteria presented by the Öko-Institut and the NWR already
add some further components to the technical dimension of green hydrogen and thus expand
the debate around the sustainability of green hydrogen, the sets of criteria presented do not
go far enough. The criteria presented are not fully suited to adequately address the potential
neo-colonialist challenges and the case studies. In particular, the issue of social sustainability
needs to be given greater consideration and formulated in an advanced approach criteria set.
81
NB: The IEA does not speak of ‘green hydrogen’, thus including, among others, natural gas, and nuclear power-
based hydrogen in its calculation.
61
Fair Green Hydrogen
provides guiding principles as well as a concrete set of criteria for Fair Green Hydrogen, with
which the foreseeable problems can be prevented.
In order to speak of ‘fair green hydrogen’, not only should potentially detrimental local effects
of labor or on the environment be mitigated, but positive effects of the local population and
region be actively aimed for. That is against the background of the future hydrogen
dependency of countries of the Global North such as Germany on countries of the Global
South, besides the historic responsibility of (now) developed countries for causing the climate
crisis. From the discussion how hydrogen investments can exacerbate inequities, we will
derive further ‘fairness’ criteria in the next step.
‘Fair Green Hydrogen’ requires that the needs of the population as well as the decarbonization
pathways of the exporting countries must be the starting point of a sustainable import
strategy. In other words, ‘fair’ in this study is understood as the combination of sustainability
criteria (environmental, economic, social), the prevention of (potentially emerging) neo-
colonial practices, structures, and statuses as well as operations for the benefits of local
populations and regions, both in absolute and relative terms. Our focus on social aspects of
sustainability is the reason why the use of ‘fair’ is preferred over similar terms that are less
connected to sustainability thinking as such (e.g., ‘socially equitable’).
62
Fair Green Hydrogen
(who might then be forced to burn additional fossil fuels or incur higher costs).
Wherever possible, local decarbonization in countries of the Global North should be
preferred over exporting ‘carbon solutions’ such as green hydrogen from countries of
the Global South.
These go in some dimensions beyond the mere additionality principle that is already
acknowledged by e.g., German government advisors like the National Hydrogen Council.
With regard to the sustainability dimension, the SDGs provide useful guidelines. Investment
flows should not blindly benefit those who already have but be oriented towards the SDGs.
Fairness dimensions exist in positive and quantifiable effects for (at least) the following SDGs
and their respective targets:
6: Clean water and sanitation,
7: Affordable and clean energy,
8: Decent work and economic growth,
9: Industry, innovation, and infrastructure,
12: Responsible consumption and production,
13: Climate action,
14: Life below water.
It would be conceivable, for example, that those projects that cover either the most SDGs or
the greatest breadth in the spectrum of SDGs would receive awards or funding.
On the political level, any relationship between Germany and Europe on the one side and the
countries of the Global South on the other side that includes the export or import of green
hydrogen should be aware of the potentially negative factors and be structured accordingly.
This means that the relationships and partnerships should be based politically on
(1) the ability, empowerment, incentives and motivation of a country to steer
investment flows and development dialogues on all levels (international, national,
local) to overcome historical or conventional power relations,
(2) competence and capability transfer,
(3) the creation of economic opportunities in the exporting country,
(4) fair prices (for the hydrogen sold) as well as for the production components and
(5) independence or diversification options for exporting countries (no exclusive rights
for importing countries).
From an economic perspective, too, cooperation should be designed in such a way that
exploitative structures are prevented, and the interests of foreign economic actors are not at
the expense of the local population and its needs. A large part of the value chain of hydrogen
63
Fair Green Hydrogen
production capacities, as early as in the construction phase, should take place locally and in
cooperation with local and regional economic actors. The prerequisites for this should be
created through appropriate capacity building in the local education, the research sectors and
job market (Bezdek, 2019). The H2-Atlas Africa, initiated and supported by the German federal
government, makes the strong case for pursuing green hydrogen projects in West Africa
(BMBF, 2021; FZ Jülich, 2022). Furthermore, Germany has invested considerably to train the
staff that will be required in a few years’ time (BMBF, 2021; FZ Jülich, 2021).
So far, neither the German nor European plans, strategies and partnerships cover the
foreseeable challenges in a way that could be deemed sufficient to prevent practices of ‘green’
neo-colonialism. However, both sides of a trade partnership must ensure that structures and
actions meet fairness requirements. This is the more important since West Africa has already
been dubbed a potential ‘global powerhouse’ for procuring green hydrogen by Germany’s
former research minister (BMBF, 2021). Statements equating the West Africa hydrogen
generation potential with 1,500 times the Germany's hydrogen need in 2030 (BMBF, 2021)
conjure up overly optimistic picture that obscures the structural and political challenges that
need to be addressed in the development of such grand objectives. The failure of promised
silver-bullet solutions such as Desertec82 – at least in the form originally envisaged – has shown
the mere reliance of (overly optimistic) technological aspects is not sufficient to realize such
projects. It is necessary to realistically take stock of all factors to be considered (economic,
political, cultural, economic, etc.) and to adopt an approach that prevents negative impacts of
this new branch of the economy. This is first and foremost a political process.
82
Since 2009, when the Desertec Industrial Initiative was founded by several, predominant German enterprises,
failed not once, but twice in realising the Desertec idea: (a) to supply Europe, in a large-scale manner, with
electricity produced in solar power plants in North Africa and the Arabic peninsula and (b) to contribute to the
self-supply of the Middle East North Africa region (Schmitt, 2018). With the current hype of (green) hydrogen,
the Desertec idea – once more – is said to be revived (Willis, 2020).
64
Fair Green Hydrogen
countries, but also guarantees added value for supplier countries. Such accompanying
measures could be, for example, additional investments in renewable energy plants and
corresponding infrastructure on site, on a relevant scale in addition to those wind or
photovoltaic plants that are needed for the electrolysis itself. These would require a
correspondingly extended availability of land and water as well as the avoidance of conflicts
of use with the local population and biodiversity. Thus, the principle of ‘Additionality 2.0’ goes
beyond a pure "do no harm" approach, and calls for ‘+X solutions’ for hydrogen projects.
‘Additionality 2.0’ means that before German (or Western) companies start hydrogen projects
in African countries (or countries of the Global South more generally), they have to ensure
that the infrastructure built directly benefits local communities and regions in various ways.
For example, it would be insufficient to ensure that existing desalination plants are not
repurposed to provide water for electrolysis instead of drinking water first (i.e., ‘do no harm’),
and the project developers would have to provide for new freshwater production facilities for
their hydrogen production, but in addition to that, they might be required to build additional
capacity to provide water for local communities. The same could hold true for renewable
energies.
Benchmarks and standards for this ‘Additionality 2.0’ could be included in international
Memoranda of Understanding (MoUs), e.g., as part of (new) Bilateral Hydrogen Partnerships.
These MoUs could define percentages (e.g., in terms of investments, water or electricity
consumption) that would need to be provided as the +X.
For understanding what would be ‘more than’ additional with respect to the climate
dimension, one benchmark could be national 1.5 C pathways and emission trajectories (for
exporters as well as importers of hydrogen). But ‘Additionality 2.0’ cannot serve to reduce
emission reduction commitments to the UNFCCC. For example, across the three case studies,
repurposing renewable energies for producing green hydrogen that is exported to Europe
would endanger their chances to meet their own domestic climate targets, as long as there is
scarcity of installed renewable energy capacity, as it would be conceivable that shortfalls in
electricity will be covered by additional fossil capacity (including but not limited to Diesel
generators). Even a strong focus on producing and exporting green hydrogen does not
automatically translate into decarbonizing countries’ own electricity system. In other words,
large investment projects in the Global South, specifically with an export-orientation to
provide basic commodities for the Global North, reminisce of exploitative economic
relationships and practices of the colonial times and the Oil Era. These are to be avoided.
65
Fair Green Hydrogen
recommended by other publications (e.g. ‘Energy partnerships and coordination with regional
efforts’, based on (Bundesregierung, 2020). Other criteria have been combined and extended
to mainstream the ‘additionality principle’. The overarching criteria groups are aligned with
the overarching dimensions of sustainability:
(1) Social,
(2) Ecological,
(3) Economic and
(4) Political.
The proposed set of criteria thus highlights fairness aspects much more than previous
recommendations for producing/importing green hydrogen. Ultimately, they are supposed to
support countries of the Global South in demanding fair conditions. Table 8 provides an
overview of the individual criteria for the four dimensions, which are then explained and
defined in more detail.
The discussion has demonstrated that on the one hand, there is a need to brace against the
risks of ecological, social or economic imbalances through large scale infrastructure projects.
On the other, the postulate of ‘Additionality 2.0’ has demonstrated that there are significant
opportunities to design the projects in such a way that the contribute actively to local
development. Table 8 illustrates how these two approaches can be captured in different ways
for the same basic set of criteria.
Use of carbon dioxide (for PtL) For PtL, is only CO2 from
---
only from sustainable sources sustainable sources used?
66
Fair Green Hydrogen
The criteria in the social dimension should ensure that green hydrogen production is socially
sustainable. The inclusion and consideration of the affected population groups and actors is
to be ensured at all levels. This is necessary so that the hydrogen projects are not only
67
Fair Green Hydrogen
considered from an economic perspective but also from a social and cultural perspective and
the foreseeable enormous structure-building and transforming effects on existing social,
economic, and political structures are reflected.
The establishment of a hydrogen production must contribute to the sustainable goals (SDGs)
at the local and regional level that goes beyond any economic benefits (e.g., taxes). This should
include, for example, education or the empowerment of local communities.
Human rights and ongoing processes in the field of environmental and social governance
should be starting points for hydrogen projects in countries of the Global South. Among
others, this includes the Organization for Economic Cooperation and Development’s (OECD)
Due Diligence Guidance for Responsible Business Conduct, the United Nations (UN) Global
Compact, the UN Guiding Principles on Business and Human Rights, the German Supply Chain
Due Diligence Act (LkSG) and the World Bank’s Environmental and Social Framework. Further,
upcoming and new laws such as the European Supply Chain Law must be considered in the
project phase and followed as soon as they enter into force. Annual reports of the
implementing project partners have to adequately report on them.
The ecological dimension ensures that hydrogen production is not implemented at the
expense of local or regional ecological structures and resources. This is to prevent extractivist
practices and structures and, for example, a hidden export of possibly scare water reserves
from the Global South to the Global North. Three criteria can be differentiated.
People- and population-centric planning should be the guiding principle for planning any
hydrogen or renewable energy project, considering locally different social and environmental
circumstances. No parts of the hydrogen value chain (including the generation of renewable-
based electricity) should be developed in (ecological) protected areas or land with contested
(informal) land rights. No land should be converted that could be used for agricultural
purposes in order to avoid land conflicts. Hydrogen and renewable energy infrastructure
should only be built where detailed ex-ante assessments do not find any foreseeable threats
for the local ecosystem, including water scarcity and other threats multiplied by climate
change. Biomass that is no by-product of the agricultural sector or food industry should not
be considered as ‘green’ or even ‘renewable’ energy source and thus qualifying to produce
‘green’ hydrogen.
68
Fair Green Hydrogen
As desalination plants are inevitable for providing drinking water necessary for producing
green hydrogen (at least as long as the electrolysis of salt water is not yet a scalable technical
option), they should first and foremost benefit local communities. That is, pre-existing
desalination plants should not be re-purposed for producing green hydrogen instead of
providing drinking water to people, for agricultural purposes or pre-existing industries. Where
desalination plants have to be newly built, their capacity should be high enough to cover the
needs of all the different interest groups first before providing water for electrolysis and be
powered by renewable energies (‘+X-solution’). Moreover, it has to be ensured that
desalination plants are constructed and run in a way that has no harmful effects on the
environment or people living in its area, including the pouring of brine into water bodies.
For PtL, only carbon dioxide from sustainable sources should be used. Closed carbon cycles
can be established and used for this purpose. Also conceivable are processes that extract
carbon from the air, either directly through direct air capture (DAC) or indirectly through the
use of biomass (plants). The processes used in the process of procuring the carbon must be
operated with renewable electricity.
Thirdly, in the context of economic issues, it should be ensured that the production of
hydrogen and its whole value chain are not isolated solutions detached from the local or
national context but have a sustainable and lasting impact and added value for the local and
national economic, research and industrial landscape. Where these benefits are not yet
sufficiently present, the establishment of hydrogen production can be their starting point.
Here, the transitions to industrial and development policy issues and topics are fluid and
should be considered accordingly and answered on all sides across all ministries. Four criteria
can be differentiated.
No existing renewable energy infrastructure should be used for producing green hydrogen
deemed for export (‘Additionality Principle’). International hydrogen producers should fully
cover the costs for installing the required renewable energy electricity production capacity
and maintenance of the same.
As countries of the Global North (e.g., Germany) have been historically responsible for causing
the climate crisis, and still lack ambitions for holding global warming to less than 1.5°C, these
very same countries should additionally support hydrogen partner countries of the Global
South in upscaling their renewable energy capacity within the framework of
69
Fair Green Hydrogen
‘Additionality 2.0’. This means installing and financing not only the renewable energy capacity
needed for hydrogen production, but additional capacity that will then benefit the local
population and economy.
Wherever possible local workforce, local content and production should be used. Instead of
hoping for a ‘trickle-down’ of wealth generated by hydrogen projects, along the value chain
economic opportunities should be ensured for the local workforce of the hydrogen exporting
country, across different levels of education, age, gender and (dis)ability. Additional
infrastructure, business models and adequate training (practical and academic) of local
communities for emerging jobs should be provided by local and international project partners,
both in the renewable energy sector as well as hydrogen sector and along the entire value
chain of hydrogen and its potential downstream products (e.g., ammonia and fertilizer
production) or uses.
Sustainable Financing
The large amounts of investment required for hydrogen production and transport
infrastructure can only be provided by private and public capital. Long-term commitment of
governments and guidance on sustainable financing are necessary to generate the necessary
private capital. For guidance on sustainable financing the corresponding EU taxonomy for
sustainable activities must not be used as it is misleading.
At the same time, it should be prevented that the debt burden of many countries of the Global
South rises even more. Government funds from the exporting countries should not be used to
incentivize the private sector’s location decisions for export facilities. Private operators of
hydrogen production facilities or infrastructure should pay taxes locally. If governments from
import-minded countries would like to help, they can do this in the form of non-refundable
loans only, as long as no perverse incentives to counteract any of the other criteria for fair and
green hydrogen are counteracted.
The revenues generated from the production and possible export of hydrogen must not be
used for the maintenance or expansion of fossil structures and thus indirectly cause ecological
damage. The profits should be used in the sense of an ecological transformation in other areas
so that the country can achieve its decarbonization goals and implement sustainable
adaptation and mitigation measures.
70
Fair Green Hydrogen
The global demand for hydrogen has an overwhelming potential for transformation in both
importing and exporting countries, which should be moderated by political frameworks. The
political dimension should determine the limits and scope of action of these transformative
processes and thus steer technical, economic, and social developments in the desired
direction.83 Five criteria can be singled out.
In the sense of the additionality principles, NDCs and national climate protection plans of the
implementing countries should be considered the baseline for the emissions trajectory and
local hydrogen needs. Green hydrogen projects deemed for export should not curtail these
national ambitions, particularly in the light of lagging industrialization of many countries of
the Global South, and that producing (green) hydrogen is much more energy intense than
using renewably energies straightaway. But they might contribute to the domestic energy
consumption, with the intent of decarbonizing it.
As a rule, national decarbonization ambitions should be prioritized, and thus only surplus
renewable energy used for producing and exporting green hydrogen.
83
For further details see Weischer et al. (2021).
71
Fair Green Hydrogen
Partner countries must have the ability, incentives and motivation and must be in a position
to plan and steer such large and comprehensive infrastructural. This requires that the relevant
actors at national, regional, and local level have the necessary capacities and knowledge. In
case of doubt, the relevant bodies and institutions should be enabled through capacity
building to engage constructively and participate effectively in decision-making.
Strategic impact assessments as well as environmental impact assessments and life cycle
assessments (including adequate recycling solutions) should be necessary and guiding tools
for building and scaling up local hydrogen economies in a sustainable way.
The introduction or implementation of occupational health and safety regulations, labor laws
and trade union organizing rights should also be ensured accordingly.
Non-judicial grievance mechanisms against all private actors involved in hydrogen projects
and reporting requirements for the same should be installed. At both the local and regional
level stakeholders (affected population, NGOs, civil society, etc.), should be consulted and
involved during the whole project planning and implementation process. Only with the ‘social
license’ to operate as well as perceived and experienced local benefits should these plants be
allowed to run. Litigation options before courts need to be available, as well.
72
Fair Green Hydrogen
Hydrogen and Energy Partnerships, which can bring them to life. It will be important to help
shape the corresponding developments from the beginning and to align any structures and
path dependencies as well as possible with the criteria for fair green hydrogen. It will also be
important to document the experiences and feed these experiences back into an
improvement of the criteria.
In principle, the development of hydrogen production and then the (partial) export of green
and fair hydrogen offers significant opportunities for gradually transforming fossil-exporting
countries or otherwise extractivist structures into sustainable economies. The transfer of
competence in the field of renewable energies and sustainable water management and
treatment that goes hand in hand with the production of green hydrogen can be a stimulus
for other economic sectors. The criteria outlined in this study, which also focus in particular
on the fairness component, can lay the foundation for a change in awareness among all actors
involved and thus become an advantage for the local populations and value chains.
73
Fair Green Hydrogen
74
Fair Green Hydrogen
production. In this case, hydrogen production is conceived as an isolated solution, i.e., the
necessary energy infrastructure required for hydrogen production is aligned with hydrogen
production and built up accordingly. In order to meet the fairness criterion, however, such
isolated solutions must always make additional capacities of renewable energy available to
the domestic electricity market and thus successively advance its modernization and
orientation towards renewable energy. Building and financing of these capacities – which
would be additional to the needs of the hydrogen production – need to be agreed between
investors and the country and quantified with respect the contribution to national sustainable
development, again under inclusion of affected populations and environmental NGOs.
Depending on demand, these additional capacities could be implemented in different shapes:
with direct input into the (if existing) existing national or regional electricity grid or as an
indirect variant through the development of decentralized structures and production
(agaportal, 2022). Here, it is important that the partner countries or project actors involved
(business enterprises, etc.) as well as civil society actors jointly find country-specific solutions
and then implement them adapted to the respective circumstances.
In any case, the energy supply of the respective country must be advanced in such a way that
the economic development of the partner countries makes such progress that they not only
export the hydrogen produced but can also process it locally in their own value chains and use
it appropriately. For this reason, the exchange of know-how in the relevant fields should be
an integral part of every hydrogen partnership. The establishment of hydrogen production
and the associated expansion of renewable energies can be a door opener for this and open
up corresponding sustainable business fields and development opportunities.
This means that there are lots of preconditions for hydrogen exports from countries like Niger
and Senegal, begging the question whether these demands are realistic. Can they be used by
investors or other stakeholders to open doors, without any serious intention of complying to
these criteria? Partial fulfillment might be as dangerous as ignoring the criteria. The proposal
is to discuss all these criteria further in a conversation between science, the politics and NGOs.
9.3 Financing
Building up the infrastructure is expensive. Most likely, significant private investment will be
included, specifically in the production facilities. But depending on the situation, governments
or public utilities might also be involved. They have very different access to investment capital
as well as to donor support. Several options are available for Germany level for financing
hydrogen projects abroad.
The first option to be mentioned is the German funding program for international hydrogen
projects within the framework of the National Hydrogen Strategy and the Economic Recovery
Plan (BMWK, 2021). It is explicitly geared towards projects for the production of green
hydrogen. A total of EUR 350 million in funding is available for the period until the end of 2024.
75
Fair Green Hydrogen
The funding guideline points in the right direction with regard to the criteria (e.g., presentation
of renewable electricity procurement; sustainability of water procurement; waste and
pollutant management; social and environmental compatibility; ILO-International
Labour Standards to be fulfilled for funding), but its volume and time limitation are currently
too limited for steering investments and projects on the necessary scale. If the market and
thus the demand develops as expected, economic actors will also become active outside of
the funding guideline and thus outside of the criteria framework required in the guideline.
One option specifically for the private sector investors, are Export Credit Guarantees, In
Germany called Hermes Cover. They are a government instrument covering policy risks for
private investors, thus enabling investments in contexts in which economic actors’ risk
perception would be prohibitive. When awarding these Hermes Covers, projects should
usually also be assessed for compliance with environmental and social standards and respect
for human rights (BMWK, 2022a). Export transactions that violate internationally defined
environmental, social and human rights standards would not be covered. When examining
these aspects, the World Bank Operational Safeguard Policies, the Performance Standards of
the International Finance Corporation (IFC) and the Environmental, Health and Safety
Guidelines of the World Bank Group are relevant in accordance with the OECD rules and
regulations.
Other options are KfW's own Deutsche Investitions- und Entwicklungsgesellschaft (DEG), for
the private sector which offers project finance for projects in emerging economies. These are
mostly limited to countries on the OECD DAC list. Finally, GLS Bank offers loans in the areas of
wind energy, photovoltaics, biomass and hydropower. Currently, the bank can provide up to
EUR 20 million in debt capital per client, higher amounts only with the involvement of a
syndicate partner or trustee.
Indirect financing of hydrogen production projects is possible through the innovative funding
instrument H2Global. For this instrument, EUR 900 million were approved by the German
Federal Ministry for Economic Affairs and Climate Protection at the end of 2021. The approach
of this instrument is that, in line with the sustainability criteria, green hydrogen or its
derivatives are purchased via an intermediary at the corresponding currently high price and
then sold at a lower market price (in competition with other types of hydrogen) and the price
differential is compensated by subsidies from the federal government. “H2Global is therefore
a funding construct with which the price difference between green and grey hydrogen is to be
balanced out, in order to create a supply of green hydrogen on the one hand and to integrate
green hydrogen into application processes in a timely manner to reduce emissions on the
other. One premise of H2Global is that no functioning market for green hydrogen exists at the
current time, as potential supply and actual demand prices are too far apart.”
(H2international, 2021)
76
Fair Green Hydrogen
77
Fair Green Hydrogen
Hydrogen criteria and pursue any violations legally in their countries or in Germany.
Appropriate capacity building at the civil society level is important here.
In order to avoid neo-colonial structures in the hydrogen economy, the processes and
discussions in the Hydrogen Partnerships should be as inclusive as possible. This means that
political and civil society representatives of the respective regions and NGOs should also be
involved in the planning of possible locations. Likewise, all actors involved should go beyond
the current legally stipulated requirements and criteria and agree on more comprehensive
criteria that guarantee the production of genuine green and fair hydrogen. Ideally, these
criteria should be anchored at the European or international level in order to prevent a race-
to-the-bottom in this future-relevant and highly competitive field.
78
Fair Green Hydrogen
10 References
Adoko, T., Agech, P., Ekwang, D., Eron, G., Akullu, S., Nakiru, R., & Mwesigwa, D. (2021). (Neo)-
Colonialism, globalised modernisation and global energy and environment: A review of
available opportunities and their threats to globalisation.
http://196.43.169.12/bitstream/handle/123456789/316/Neocolonialism%20and%20global%
20modernity.pdf?sequence=1&isAllowed=y
African Business. (2022, February 17). Regional Ministers Sign the Declaration of Niamey, Get Trans-
Saharan Gas Pipeline Back on Track. African Business. https://african.business/2022/02/apo-
newsfeed/regional-ministers-sign-the-declaration-of-niamey-get-trans-saharan-gas-pipeline-
back-on-track/
agaportal. (2022). Solarenergie für 300 Dörfer in Senegal.
https://www.agaportal.de/exportkreditgarantien/praxis/projektbeispiel-solarenergie-
senegal
Agora Energiewende. (2022). Deutschland entfernt sich 2021 vom Klimaziel. https://www.agora-
energiewende.de/presse/neuigkeiten-archiv/deutschland-entfernt-sich-2021-vom-klimaziel/
Ariadne. (2021a). Deutschland auf dem Weg zur Klimaneutralität 2045—Szenarien und Pfade im
Modellvergleich.
Ariadne. (2021b). Durchstarten trotz Unsicherheiten: Eckpunkte einer anpassungsfähigen
Wasserstoffstrategie (Kopernikus-Projekt, Ed.).
Artacho, M. (2021). Maximizing the Development of Shared Natural Gas Resources Between
Mauritania and Senegal. Energy Capital & Power.
https://energycapitalpower.com/maximizing-the-development-of-shared-natural-gas-
resources-between-mauritania-and-senegal/
Auswärtiges Amt. (2021). Hydrogen diplomacy: Germany opens Hydrogen Office in Nigeria. German
Federal Foreign Office. https://www.auswaertiges-
amt.de/en/aussenpolitik/themen/energie/hydrogen-office-nigeria/2495128
Bateman, J. (2021, September 15). Hydrogen import-export partnerships “booming” around the
world. Clean Energy Wire. https://www.cleanenergywire.org/news/hydrogen-import-export-
partnerships-booming-around-world
Baumann, B. (2021). Green hydrogen from Morocco – no magic bullet for Europe’s climate neutrality
| Heinrich Böll Stiftung | Brussels office—European Union. Heinrich-Böll-Stiftung.
https://eu.boell.org/en/2021/02/09/green-hydrogen-morocco-no-magic-bullet-europes-
climate-neutrality
BBC. (2010). French nationals among seven workers kidnapped in Niger. BBC News.
https://www.bbc.com/news/world-africa-11325749
BBC. (2013). France protects Niger uranium mine. BBC News. https://www.bbc.com/news/world-
africa-21318043
79
Fair Green Hydrogen
Bezdek, R. H. (2019). The hydrogen economy and jobs of the future. Renewable Energy and
Environmental Sustainability, 4, 1. https://doi.org/10.1051/rees/2018005
BMBF. (2021). Karliczek: Westafrika kann zum klimafreundlichen „Powerhouse“ der Welt werden.
Bundesministerium für Bildung und Forschung.
https://www.bmbf.de/bmbf/shareddocs/pressemitteilungen/de/karliczek-westafrika-kann-
zum--hen-powerhouse-der-welt-werden.html
BMVU. (2021). What is sustainable development? https://www.bmuv.de/en/topics/sustainability-
digitalisation/sustainability/what-is-sustainable-development
BMWK. (2021). Bekanntmachung der Förderrichtlinie für internationale Wasserstoffprojekte im
Rahmen der Nationalen Wasserstoffstrategie und des Konjunkturprogramms: Corona-Folgen
bekämpfen, Wohlstand sichern, Zukunftsfähigkeit stärken.
BMWK. (2022a). Exportkreditgarantien (sogenannte Hermesdeckungen).
https://www.bmwi.de/Redaktion/DE/Artikel/Aussenwirtschaft/exportkreditgarantien.html
BMWK. (2022b). Lieferkettensorgfaltspflichtengesetz.
https://www.bmwi.de/Redaktion/DE/Gesetze/Wirtschaft/lieferkettensorgfaltspflichtengeset
z.html
BMWK. (2022c). Sektoranalyse Senegal. Potenzial des photovoltaischen Solarenergiemarktes im
agroindustriellen Sektor – eine Studie im Auftrag des Bundesministeriums für Wirtschaft und
Klimaschutz.
BNEF. (2019). ‘Hydrogen’s Plunging Price Boosts Role as Climate Solution’. Bloomberg.
https://www.bloomberg.com/news/articles/2019-08-21/cost-of-hydrogen-from-renewables-
to-plummet-next-decade-bnef
BP. (2017). Future potential: How Mauritania and Senegal are set to become new players in natural
gas supply | News and insights | Home. Bp Global.
https://www.bp.com/en/global/corporate/news-and-insights/reimagining-energy/emma-
delaney-mauritania-senegal-gas-development.html
Buchmann, M. (n.d.). Eine Infrastruktur für grünen Wasserstoff – Wann, wieviel, wie regulieren und
koordinieren? Energy Economic Research Associates. https://www.eera-
consulting.de/blog/wasserstoff-die-wichtigsten-fragen
Bundesregierung. (2020). The National Hydrogen Strategy.
https://www.bmwi.de/Redaktion/EN/Publikationen/Energie/the-national-hydrogen-
strategy.pdf?__blob=publicationFile&v=6
Burck, J., Uhlich, T., Bals, C., Höhne, N., Nascimento, L., & Wong, J. (2022). The Climate Change
Performance Index 2022: Results.
Carbon Commentary. (2021). Some rules of thumb of the hydrogen economy. Carbon Commentary.
https://www.carboncommentary.com/blog/2021/6/11/some-rules-of-thumb-of-the-
hydrogen-economy
CAT. (2021). Morocco. https://climateactiontracker.org/countries/morocco/
CAT. (2022). Home. https://climateactiontracker.org/
80
Fair Green Hydrogen
CIA. (2021a). Niger. In The World Factbook. Central Intelligence Agency. https://www.cia.gov/the-
world-factbook/countries/niger/
CIA. (2021b). Senegal. In The World Factbook. Central Intelligence Agency. https://www.cia.gov/the-
world-factbook/countries/senegal/
CIA. (2021c). Morocco. In The World Factbook. Central Intelligence Agency. https://www.cia.gov/the-
world-factbook/countries/morocco/
Coalition Treaty. (2021). Koalitionsvertrag zwischen SPD, Bündnis 90/Die Grünen und FDP.
https://www.spd.de/fileadmin/Dokumente/Koalitionsvertrag/Koalitionsvertrag_2021-
2025.pdf
Conrad, R. (2021). The Hydrogen Economy: Reality And Hype. Forbes.
https://www.forbes.com/sites/greatspeculations/2021/12/19/the-hydrogen-economy-
reality-and-hype/
DGAP-News. (2022). Niger Republic and German based Emerging Energy Corporation sign agreement
to develop Green Hydrogen in Niger. https://www.dgap.de/dgap/News/corporate/niger-
republic-and-german-based-emerging-energy-corporation-sign-agreement-develop-green-
hydrogen-niger/?newsID=1516925
Dietz-Polte, C., & Vacha, V. (2021). Germany: The German National Hydrogen Strategy and
international hydrogen partnerships.
https://insightplus.bakermckenzie.com/bm/projects/germany-the-german-national-
hydrogen-strategy-and-international-hydrogen-partnerships
DNV. (2018). Hydrogen as an energy carrier. An evaluation of emerging hydrogen value chains. Group
Technology & Research. Position paper 2018.
https://www.dnv.com/oilgas/perspectives/evaluating-hydrogen-as-an-energy-carrier.html
DW. (2021). Tauwetter zwischen Marokko und Deutschland. https://www.dw.com/de/tauwetter-
zwischen-marokko-und-deutschland/a-60233822
DW, D. (2022). EU unveils €1.6 billion investment in Morocco | DW | 09.02.2022. DW.COM.
https://www.dw.com/en/eu-unveils-16-billion-investment-in-morocco/a-60710607
EC. (2020). A hydrogen strategy for a climate-neutral Europe. European Commission.
https://ec.europa.eu/energy/sites/ener/files/hydrogen_strategy.pdf
EC. (2021a). Commission Delegated Regulation (EU) of 4.6.2021 supplementing Regulation (EU)
2020/852 of the European Parliament and of the Council by establishing the technical
screening criteria for determining the conditions under which an economic activity qualifies
as contributing substantially to climate change mitigation or climate change adaptation and
for determining whether that economic activity causes no significant harm to any of the other
environmental objectives. https://ec.europa.eu/finance/docs/level-2-measures/taxonomy-
regulation-delegated-act-2021-2800_en.pdf
EC. (2021b). Commission proposes new EU framework to decarbonise gas markets, promote
hydrogen and reduce methane emissions.
https://ec.europa.eu/commission/presscorner/detail/de/ip_21_6682
81
Fair Green Hydrogen
EC. (2022). Just and sustainable economy: Commission lays down rules for companies to respect
human rights and environment in global value chains [Text].
https://ec.europa.eu/commission/presscorner/home/en
EcoActu. (2020, March 23). Energie marocaine, millésime 2019, quoi de neuf ?
https://www.ecoactu.ma/energie-marocaine-millesime-2019-quoi-de-neuf/
Ehlerding, S. (2022). EU-Afrika-Gipfel will grünen Wasserstoff. Tagesspiegel Background - Energie &
Klima.
https://utf.rdir.de/form.action?agnCI=1024&agnFN=fullview&agnUID=D.B.DISD.9fL.CBtsO.A.
ZqT0ei7MRa04nPXyZjqiSc64C0hDQnTW07cGvIQTmWwcxws-
b22NYO4oGwAVyJVm3sDy6775hTHZwzpSjjMD2Q
Eichhammer, W., Oberle, S., Haendel, M., & al, et. (2019). Study on the opportunities of “Power-to-X”
in Morocco: 10 Hypotheses for Discussion. Fraunhofer ISI.
https://publica.fraunhofer.de/eprints/urn_nbn_de_0011-n-5653338.pdf
Energy Capital & Power. (2019, September 3). Senegal commits to renewable energy.
https://energycapitalpower.com/senegal-commits-to-renewable-energy/
European Council. (2022). European Union—African Union summit, 17-18 February 2022.
https://www.consilium.europa.eu/en/meetings/international-summit/2022/02/17-18/
European Parliament. (2020). Towards a mandatory EU system of due diligence for supply chains.
https://www.europarl.europa.eu/RegData/etudes/BRIE/2020/659299/EPRS_BRI(2020)65929
9_EN.pdf
Evans, S. (n.d.). Analysis: Which countries are historically responsible for climate change?
https://www.carbonbrief.org/analysis-which-countries-are-historically-responsible-for-
climate-change
Eversheds Sutherland. (2021). Clearing up the colours: The hydrogen colour spectrum. Eversheds
Sutherland. https://www.eversheds-
sutherland.com/documents/global/ireland/Desktop/CMS%20upload/hydrogen-colour-
wheel.pdf
FOCUS Online. (2022). Büros für den Wasserstoff-Import. FOCUS Online.
https://www.focus.de/magazin/archiv/energiewende-bueros-fuer-den-wasserstoff-
import_id_45044812.html
FONA. (2021). Karliczek: Gemeinsam mit unseren westafrikanischen Partnern gegen den
Klimawandel. Forschung für Nachhaltigkeit (FONA) – FONA.
https://www.fona.de/de/karliczek-gemeinsam-mit-unseren-afrikanischen-partnern-gegen-
den-klimawandel
Fraunhofer ISE. (2022). Power-to-Liquids—Fraunhofer ISE. Fraunhofer Institute for Solar Energy
Systems ISE. https://www.ise.fraunhofer.de/en/business-areas/hydrogen-technologies-and-
electrical-energy-storage/thermochemical-processes/power-to-liquids.html
Fraunhofer ISI, Hebling, C., Ragwitz, M., Fleiter, T., Groos, U., Härle, D., Held, A., Jahn, M., Müller, N.,
Pfeifer, T., Plötz, P., Ranzmeyer, O., Schaadt, A., Sensfuß, F., Smolinka, T., & Wietschel, M.
82
Fair Green Hydrogen
(2019). Eine Wasserstoff-Roadmap für Deutschland (p. 51). Fraunhofer-Institut für System-
und Innovationsforschung ISI.
FZ Jülich. (2021). WASCAL launches new scholarship program for ECOWAS students.
https://www.h2atlas.de
FZ Jülich. (2022). H2Atlas-Africa. https://africa.h2atlas.de/
Ghorfa. (2021). Bundesregierung unterzeichnet Wasserstoff-Abkommen mit Marokko. Ghorfa Arab-
German Chamber of Commerce and Industry. https://ghorfa.de/de/bundesregierung-
unterzeichnet-wasserstoff-abkommen-mit-marokko/
Ghosh, A., & Chhabra, S. (2021). Case for a Global Green Hydrogen Alliance. Global Challenges
Foundation. https://www.ceew.in/sites/default/files/ceew-study-on-a-global-green-
hydrogen-alliance-for-clean-energy.pdf
GIZ. (2021a). Bilateral Energy Partnerships. https://www.giz.de/en/worldwide/53180.html
GIZ. (2021b). Nigerian Energy Support Programme II. https://www.giz.de/en/worldwide/26374.html
Gobierno de Chile. (2021). National Green Hydrogen Strategy: Chile, a clean energy provider for a
carbon neutral planet. Gobierno de Chile.
https://energia.gob.cl/sites/default/files/national_green_hydrogen_strategy_-_chile.pdf
Goosen, M. (2021). Senegal Welcomes Technip Energies to Play Central Role in Energy Transition.
https://energycapitalpower.com/senegal-welcomes-technip-energies-to-play-central-role-in-
energy-transition/
H2international. (2021). Difference between H2Cloud and H2Global. 1) https://www.h2-
international.com/2021/12/16/difference-between-h2cloud-and-h2global/#more-54297
Hilger, M. (2021). Chile: Green Hydrogen - Background, Regulation and Future. Global Compliance
News. https://www.globalcompliancenews.com/2021/09/24/chile-green-hydrogen-
background-regulation-and-future-10092021/
Hundermark, C. (2021). Senegal Drives Oil and Gas Trade Through Maritime Logistics Improvements.
https://energycapitalpower.com/senegal-drives-oil-and-gas-trade-through-maritime-
logistics-improvements/
Hydrogen Council. (2017). Hydrogen, Scaling Up—Hydrogen Council.
Https://Hydrogencouncil.Com/En/. https://hydrogencouncil.com/en/study-hydrogen-scaling-
up/
Hydrogen Europe. (2022). In a nutshell. Hydrogen Europe. https://hydrogeneurope.eu/industry/in-a-
nutshell/
IEA. (2019). The Future of Hydrogen: Seizing today’s opportunities.
https://iea.blob.core.windows.net/assets/9e3a3493-b9a6-4b7d-b499-
7ca48e357561/The_Future_of_Hydrogen.pdf
IEA. (2021a). Executive summary – Global Hydrogen Review 2021 – Analysis. IEA.
https://www.iea.org/reports/global-hydrogen-review-2021/executive-summary
83
Fair Green Hydrogen
84
Fair Green Hydrogen
Kurmayer, N. J. (2021, November 18). EU plans single database to certify carbon content of hydrogen,
low-carbon fuels. Www.Euractiv.Com. https://www.euractiv.com/section/energy/news/eu-
plans-single-database-to-certify-carbon-content-of-hydrogen-low-carbon-fuels/
Lee, A. (2021, October 21). Macron hails pink hydrogen from nuclear as “primary asset” for France |
Recharge. Recharge | Latest Renewable Energy News.
https://www.rechargenews.com/energy-transition/macron-hails-pink-hydrogen-from-
nuclear-as-primary-asset-for-france/2-1-1086259
Lloyd’s Register. (2022). World first for liquid hydrogen transportation. Lloyd’s Register.
https://www.lr.org/en/insights/articles/world-first-for-liquid-hydrogen-transportation/
Lo, J. (2021, November 25). Morocco accused of “greenwashing occupation” of Western Sahara.
Climate Home News. https://www.climatechangenews.com/2021/11/25/morocco-accused-
greenwashing-occupation-western-sahara/
Lohse, A. (2022, March 11). EU will sich mit Wasserstoff aus der Abhängigkeit von fossilen
Brennstoffen befreien. Power-to-X. https://power-to-x.de/eu-will-sich-mit-wasserstoff-aus-
der-abhaengigkeit-von-fossilen-brennstoffen-befreien/
Majeed, Z. (2021). Algeria prepares for talks on 4,000+ km trans-Saharan gas pipeline with Nigeria &
Niger. Republic World. https://www.republicworld.com/world-news/africa/algeria-prepares-
for-talks-on-4000-km-trans-saharan-gas-pipeline-with-nigeria-and-niger.html
Matthes, F. C., Braungardt, S., Bürger, V., Göckeler, K., Heinemann, C., Hermann, H., Kasten, P.,
Mendelevitch, R., Mottschall, M., & Seebach, D. (2021). Die Wasserstoffstrategie 2.0 für
Deutschland. Öko-Institut e.V.
Ministère de la transition énergétique et du développement durable. (2021). Hydrogène vert vecteur
de transition énergétique et de croissance durable.
https://www.mem.gov.ma/Pages/actualite.aspx?act=278
Monnet, T. (2019). UE-Maroc: Bientôt une taxe sur l’électricité exportée vers l’Europe?
JeuneAfrique.com. https://www.jeuneafrique.com/760126/economie/ue-maroc-bientot-
une-taxe-sur-lelectricite-importee-en-europe/
NWR. (2021). Nachhaltigkeitskriterien für Importprojekte von erneuerbarem Wasserstoff und PtX-
Produkten.
OEC. (2022). Crude Petroleum in Senegal. OEC - The Observatory of Economic Complexity.
https://oec.world/en/profile/bilateral-product/crude-petroleum/reporter/sen
Office of Energy Efficiency & Renewable Energy. (2021). Hydrogen Shot. Energy.Gov.
https://www.energy.gov/eere/fuelcells/hydrogen-shot
Öko-Institut. (2019). Die Bedeutung strombasierter Stoffe für den Klimaschutz in Deutschland.
https://www.oeko.de/fileadmin/oekodoc/PtX-Hintergrundpapier.pdf
Öko-Institut, Heinemann, C., & Mendelevitch, R. (2021). Working Paper: Sustainability dimensions of
imported hydrogen. https://www.oeko.de/fileadmin/oekodoc/WP-imported-hydrogen.pdf
Our World in Data. (2022). Share of electricity production by source. Our World in Data.
https://ourworldindata.org/grapher/share-elec-by-source
85
Fair Green Hydrogen
Oyarzabal, R., & Falco, L. (2021, April 22). The European Commission Approves the EU Criteria on
Sustainable Hydrogen Activities. Inside Energy & Environment.
https://www.insideenergyandenvironment.com/2021/04/the-european-commission-
approves-the-eu-criteria-on-sustainable-hydrogen-activities/
Oyarzabal, R., Mertenskötter, P., & García Molyneux, C. (2022). New Definitions for Blue and Green
Hydrogen: The European Commission’s Package on Hydrogen and Decarbonized Gas
Markets. https://www.insideenergyandenvironment.com/2022/01/new-definitions-for-blue-
and-green-hydrogen-the-european-commissions-package-on-hydrogen-and-decarbonized-
gas-markets/
Pflugmann, F., & Blasio, N. D. (2020). Geopolitical and Market Implications of Renewable Hydrogen.
62.
Pototschnig, A. (2021). Renewable hydrogen and the “additionality” requirement: Why making it
more complex than is needed?. European University Institute.
https://hdl.handle.net/1814/72459
PowerAfrica. (2020). A Blueprint for Rural Electrification: Building a Market for Mini-Grids in Niger.
https://powerafrica.medium.com/a-blueprint-for-rural-electrification-building-a-market-for-
mini-grids-in-niger-da0dcdd9c858
Prognos, Öko-Institut, & Wuppertal-Institut. (2021). Klimaneutrales Deutschland 2045. Wie
Deutschland seine Klimaziele schon vor 2050 erreichen kann (p. 32). Zusammenfassung im
Auftrag von Agora Energiewende, Agora Verkehrswende und Stiftung Klimaneutralität.
Radowitz, B. (2021, November 25). Germany plans to double hydrogen electrolyser capacity target to
10GW by 2030 | Recharge. Recharge | Latest Renewable Energy News.
https://www.rechargenews.com/energy-transition/germany-plans-to-double-hydrogen-
electrolyser-capacity-target-to-10gw-by-2030/2-1-1105818
Reineck, C., Greib, M., Mohr, K., Schmidt, M., Rudolph, F., & Barriga, M. R. M. (2021). Designing
socially just climate and environmental transformation processes: An analytical report. Arepo
Consult. https://arepoconsult.com/wp-content/uploads/2021/10/GII400270-21e_analytical-
report_19082021-1.pdf
Republic of Niger. (2015). Intended Nationally Determined Contribution (INDC) of Niger. UNFCCC.
https://www4.unfccc.int/sites/ndcstaging/PublishedDocuments/Niger%20First/Niger-INDC-
final_Eng.pdf
Republique du Senegal. (2020). Contribution déterminée au niveau national du Senegal. UNFCCC.
https://www4.unfccc.int/sites/ndcstaging/PublishedDocuments/Senegal%20First/CDNSeneg
al%20approuv%C3%A9e-pdf-.pdf
Reuters. (2021, November 22). Australia, Germany commit $90 mln to fund hydrogen projects.
Reuters. https://www.reuters.com/markets/commodities/australia-germany-commit-90-
mln-fund-hydrogen-projects-2021-11-22/
Royaume du Maroc. (2021a). Contribution déterminée au niveau national—Actualisée. UNFCCC.
https://www4.unfccc.int/sites/ndcstaging/PublishedDocuments/Morocco%20First/Morocca
n%20updated%20NDC%202021%20_Fr.pdf
86
Fair Green Hydrogen
Royaume du Maroc. (2021b). Feuille de Route Hydrogene Vèrt: Vecteur de Transition Énergétique et
de Croissance Durable.
https://www.mem.gov.ma/Lists/Lst_rapports/Attachments/36/Feuille%20de%20route%20d
e%20hydrog%C3%A8ne%20vert.pdf
Sanz, A. (2021). Morocco halts green hydrogen agreement with Germany. Atalayar.
https://atalayar.com/en/content/morocco-halts-green-hydrogen-agreement-germany
Schmitt, T. M. (2018). (Why) did Desertec fail? An interim analysis of a large-scale renewable energy
infrastructure project from a Social Studies of Technology perspective. Local Environment,
23(7), 747–776. https://doi.org/10.1080/13549839.2018.1469119
SCI4climate.NRW, IW, Wuppertal Institute, Fraunhofer UMSICHT, & Mitarbeit von: Simon, Heck;
Steffen, Lange (Wuppertal Institut). (2021). Wasserstoffimporte: Bewertung der
Realisierbarkeit von Wasserstoffimporten gemäß den Zielvorgaben der Nationalen
Wasserstoffstrategie bis zum Jahr 2030. SCI4climate.NRW.
https://www.iwkoeln.de/presse/pressemitteilungen/malte-kueper-thilo-schaefer-
bundesregierung-verschaetzt-sich-bei-importen-bis-2030.html
Scita, R., Raimondi, P. R., & Noussan, M. (2020). Green Hydrogen: The Holy Grail of Decarbonisation?
An analysis of the technical and geopolitical implications of the future hydrogen economy.
https://www.econstor.eu/bitstream/10419/228789/1/ndl2020-013.pdf
Shell. (2018). Shell scenarios SKY. Meeting the goals of the Paris agreement.
Simon, F. (2020, July 8). EU Commission charts path towards 100% renewable hydrogen.
Www.Euractiv.Com. https://www.euractiv.com/section/energy/news/eu-commission-
charts-path-towards-100-renewable-hydrogen/
SRU. (2020). Wasserstoff im Klimaschutz: Klasse statt Masse. Sachverständigenrat für Umweltfragen.
https://www.umweltrat.de/SharedDocs/Downloads/DE/04_Stellungnahmen/2020_2024/20
21_06_stellungnahme_wasserstoff_im_klimaschutz.html
Statista. (2021). Nuclear power generation share by country 2020. Statista.
https://www.statista.com/statistics/270367/share-of-nuclear-power-in-the-power-supply-of-
selected-countries/
Takouleu, J. M. (2022). NIGER: Six IPPs battle for Gorou Banda solar plant contract.
https://www.afrik21.africa/en/niger-six-ipps-battle-for-gorou-banda-solar-plant-contract/
Tertrais, B. (2014). Uranium from Niger: A key resource of diminishing importance for France.
https://www.files.ethz.ch/isn/180947/PB2014_Niger-France-uranium_CVE_Bruno-
Tertrais_web.pdf
The Africa Report. (2021, September 6). Will Hydrogen fuel Morocco’s industrial projects of the
future? The Africa Report.Com. https://www.theafricareport.com/124184/will-hydrogen-
fuel-moroccos-industrial-projects-of-the-future/
The North Africa Post. (2017). Moroccan-Nigerian Pipeline Puts Final Nail in Algeria’s Trans-Saharan
Gas Project | The North Africa Post. https://northafricapost.com/17999-moroccan-nigerian-
pipeline-puts-final-nail-algerias-trans-saharan-gas-project.html
87
Fair Green Hydrogen
The North Africa Post. (2022). Morocco poised to become energy exporter thanks to hydrogen- IRENA
| The North Africa Post. https://northafricapost.com/54963-morocco-poised-to-become-
energy-exporter-thanks-to-hydrogen-irena.html
Umweltbundesamt. (2020). Wasserressourcen und ihre Nutzung.
https://www.umweltbundesamt.de/daten/wasser/wasserressourcen-ihre-nutzung#die-
wassernutzer
Umweltradar. (2021). Wasserwirtschaft Marokko. Umweltradar.
http://umweltradar.net/marokko/abwasser-marokko
UNFCCC. (2015). Paris Agreement. https://unfccc.int/sites/default/files/english_paris_agreement.pdf
UNFCCC. (2020). Green Hydrogen Catapult. Race to Zero & Race to Resilience.
https://racetozero.unfccc.int/green-hydrogen-catapult/
Van de Graaf, T. (2021). THE NEXT PRIZE: GEOPOLITICAL STAKES IN THE CLEAN HYDROGEN RACE. The
Oxford Institute for Energy Studies, 126.
van Renssen, S. (2021, December 8). Seven pages will decide the future of green hydrogen in Europe
via @EnergyMonitorAI. Energy Monitor.
https://www.energymonitor.ai/tech/hydrogen/seven-pages-will-decide-the-future-of-green-
hydrogen-in-europe
Weischer, L., Morgen, S., Schwarz, R., Voß, M., & Marker, F. (2021). Paris-Partnerschaften: Ein Beitrag
zur Neuausrichtung der deutschen Klimaaußenpolitik an den Zielen des Pariser Klima-
Abkommens. Germanwatch. https://germanwatch.org/sites/default/files/Studie_Paris-
Partnerschaften_0.pdf
Willis, B. (2020). The Hype and Hope of Sahara Desert Green Hydrogen.
https://www.greentechmedia.com/articles/read/the-hype-and-hope-of-desert-green-
hydrogen
World Bank. (2015). World Bank help to Increase Access to Electricity in Niger [Text/HTML].
https://www.worldbank.org/en/news/press-release/2015/12/16/world-bank-help-to-
increase-access-to-electricity-in-niger
World Bank. (2020). Kandadji Niger Basin Water Resources Program [Text/HTML]. World Bank.
https://www.worldbank.org/en/country/niger/brief/kandadji-project
World Bank. (2022a). Electric power consumption (kWh per capita)—Morocco.
https://data.worldbank.org/indicator/EG.USE.ELEC.KH.PC?locations=MA
World Bank. (2022b). Electric power consumption (kWh per capita)—Niger.
https://data.worldbank.org/indicator/EG.USE.ELEC.KH.PC?locations=NE
World Bank. (2022c). Electric power consumption (kWh per capita)—Senegal.
https://data.worldbank.org/indicator/EG.USE.ELEC.KH.PC?locations=SN
World Economic Forum. (2021). Grey, blue, green – why are there so many colours of hydrogen?
World Economic Forum. https://www.weforum.org/agenda/2021/07/clean-energy-green-
hydrogen/
88
Fair Green Hydrogen
World Energy Council - Germany, & German Energy Agency. (2022). Global Harmonisation of
Hydrogen Certification: Overview of global regulations and standards for renewable
hydrogen. https://www.weltenergierat.de/wp-
content/uploads/2022/01/dena_WEC_Harmonisation-of-Hydrogen-
Certification_digital_final.pdf
Xue, Y. (2022). China’s clean fuel policies to make green hydrogen cheaper by 2030. South China
Morning Post. https://www.scmp.com/business/china-business/article/3163145/climate-
change-green-hydrogen-get-cheaper-2030-china-drives
89