National hydrogen strategies tend to be long on ambition and short on sequenced commitments. South Africa's is more concrete than most, particularly on the export corridors it intends to serve.
What it commits to
Platinum group metal beneficiation for electrolyser components, dedicated hydrogen valleys around existing industrial clusters, and a skills pipeline built with technical universities.
What it leaves open
Water allocation in arid regions, the tariff structure for electrolyser electricity, and who carries the cost of shared export infrastructure.
Where projects will land first
Expect the earliest large projects to sit next to existing ammonia and refining complexes, where feedstock handling, port access and skilled operators already exist.