纳米比亚的可再生能源机遇（英）2024

Investment Rating - The report does not explicitly provide an investment rating for the renewable energy sector in Namibia Core Insights - Namibia's abundant solar and wind resources present significant opportunities for sustainable development and economic growth, with the potential to drive local value creation and industrialization [3][22] - The government aims to generate 80% of its electricity domestically by 2028, reducing reliance on expensive electricity imports, which currently account for 60%-70% of its electricity needs [23][24] - The mining sector, which constitutes 14% of Namibia's GDP, can benefit from renewable energy by lowering energy costs and emissions, enhancing global competitiveness [5][25] - Namibia is positioned to develop a renewable hydrogen industry, with targets of producing 1-2 million tonnes by 2030 and 5-7 million tonnes by 2040 [6][27] - The integration of renewable energy into the mining sector can significantly reduce costs, with recent auction prices for solar PV and wind being nearly 80% and 65% lower than the retail price of USD 135/MWh paid by mines [25][27] Summary by Sections Executive Summary - Namibia's renewable energy potential can significantly contribute to socio-economic development, with solar PV systems capable of generating double the electricity of similar systems in Germany [22][23] - The country aims for universal electricity access by 2040, with off-grid renewables being a key solution for rural areas [24][28] Chapter 1: Namibia's Vision - Namibia's Vision 2030 emphasizes sustainable development and industrialization, with a focus on renewable energy as a crucial enabler [43][47] - The government has launched the Harambee Prosperity Plan II to reduce poverty and improve quality of life, highlighting the importance of renewable hydrogen as a transformative industry [49][58] Chapter 2: Overview of Namibia's Energy System - In 2021, Namibia's total net energy supply was around 80 petajoules, with significant reliance on energy imports [76][81] - The government aims to become energy self-sufficient and expand electricity access to the entire population [81][82] Chapter 3: Opportunities for Renewables in Mining - The mining sector consumes 21% of Namibia's electricity, and integrating renewables can enhance competitiveness and reduce emissions [5][25] - Current renewable projects associated with mining total 40 MW of capacity [27] Chapter 4: Opportunities for Renewable Hydrogen - Namibia has set ambitious targets for renewable hydrogen production, with plans for large-scale projects to attract investment [6][27] - The country aims to produce renewable hydrogen at scale to contribute to global decarbonization efforts [74] Chapter 5: Socio-Economic Benefits through Renewable Energy - Incorporating socio-economic factors into renewable energy project design can support job creation and community investments [29][30] - A holistic approach that integrates renewable energy with industrialization and development targets is essential for socio-economic progress [31]