Thursday, March 12, 2026

Algeria’s Hydrogen Export Hopes Will Be Crushed By Economics

Algeria is the largest country in Africa, a former French colony and deeply dependent on natural gas exports to Europe. It will be deeply challenged as climate policies inevitably eliminate the 14.39% of its GDP directly dependent on fossil fuels. As such, it’s easy to see why they would believe that there is a world in which they could replace the natural gas in the Mahgreb pipeline with hydrogen. But the economics of energy mean that won’t happen. With luck, they’ll be left with a lot more renewables, storage, transmission, and electrolyzers for their own hydrogen needs, and little money will have been wasted on hydrogen shipping.
As part of my recently published report for Corporate Europe Observatory (CEO) and The Transnational Institute (TNI) on hydrogen in Northern Africa and the European organizations and firms supporting manufacturing it for export to Europe, I…

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