The issue leads with Tanzania, where the commissioning of a fourth unit at the 2.1GW Julius Nyerere hydroelectric power plant has prompted the Tanzanian government to move away from gas-to-power capacity.
The immediate consequence is that a power purchase agreement for Songas, the country’s first IPP, will not be renewed. Meanwhile, two foreign investors have launched arbitral claims of $500m and $1.2bn against the government, and progress remains static at the much-vaunted Tanzania LNG megaproject.
The issue also focuses on Tunisia, where the government's programme for small, on-grid solar PV projects is being revived with the launch of a fifth bidding round. A new feed-in-tariff structure is also being devised, applicable to new and past projects. Although investors saw disappointing results from the first four rounds, the new policies indicate that political and
official will is behind a drive to fix Tunisia’s renewable procurement process.
Power sector coverage also includes a look at Kenya, where talks are underway to a renew a power purchase agreement for the 56MW Muhoroni thermal power plant, dormant since June 2023. Sources in the electricity supply industry say that a revival of one of Kenya’s most expensive plants could signal that the end is in sight for a long-running ban on new IPP developments.
African Energy examines South Africa's progress with green hydrogen projects. A manufacturing plant that will produce crucial components for fuel cells and electrolysers is expected to kick-start the country’s budding green hydrogen industry. But while Isondo Precious Metals is confident of making progress, many more upcoming large-scale GH2 projects remain stuck at pre-feasibility stage.
Meanwhile, Saudi giant Acwa Power has agreed to supply electricity to Gotion High Tech Group’s planned Kenitra gigafactory in what will be Morocco’s biggest ever merchant power deal. The agreement could open the door to bigger and even more transformative developments.
Oil and gas coverage includes analysis of Impact Oil & Gas' farm-out of stakes in offshore Namibia blocks to TotalEnergies. African Energy also reports on progress with FLNG projects in Senegal/Mauritania and Nigeria.
The African Energy View examines what the Trump US election win could mean for Africa.
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