ANALYSES

En juin 2026, le blocage du détroit d’Ormuz avait retranché plus de 10 millions de barils par jour de l’offre mondiale. Les exportations américaines, le recul temporaire des …

Pour les opérateurs énergétiques, l’intelligence artificielle peut élargir l’analyse des scénarios et renforcer la résilience. La décision finale reste toutefois une responsabilité humaine, ancrée dans l’ingénierie et la …

The Middle Eastern crisis brings renewed attention to a question often overshadowed by crude oil volumes: where is the capacity to turn crude into usable fuels? Nigeria’s Dangote refinery has become an important international supplier as supply and trade-flow disruptions tighten petroleum-product markets. Its role suggests Africa can help diversify refining geography, but the continent’s expansion projects remain exposed to supply, financing and execution obstacles.

Morocco has positioned itself among the first North African countries to structure a national green hydrogen strategy. Its solar and wind development, the “Morocco Offer” and the presence of consuming industries such as OCP Group underpin this ambition. But project announcements do not yet mean investments have been decided or exportable volumes will soon be available. Costs, water, infrastructure and offtake contracts remain decisive conditions.

Research published in Nature Climate Change urges governments to direct low-carbon hydrogen toward uses where it can cut emissions at lower cost. Comparing ten high-emitting sectors around 2035, researchers identify steelmaking, refining and ammonia production as priority applications. Conversely, hydrogen in road and rail vehicles appears less competitive than direct electrification under the assumptions studied.

Namibia wants to change the relationship between mining investors and national resources. President Netumbo Nandi-Ndaitwah is calling on foreign companies to build processing and manufacturing facilities in the country, so minerals are no longer exported raw before being bought back as processed products. The direction is clear: access to subsurface resources must contribute more to industrialization, employment and local skills.

Fortuna Mining’s latest drilling results at Diamba Sud broaden exploration prospects for the Senegalese gold project without, by themselves, changing its economic status. The campaign intersected several mineralized intervals beyond Southern Arc’s currently modeled outlines, while drilling began at Bambadji, a recently acquired neighboring license. Laboratory assays from this second area are still awaited.

Les projets de Lamu, Hoima et Tanga pourraient dépasser la demande actuelle de produits raffinés en Afrique de l’Est. Leur viabilité dépendra des approvisionnements, de la logistique, des …

En Allemagne, les entreprises s’interrogent sur le coût et le rythme de la transition énergétique. Le débat oppose deux priorités : préserver la compétitivité industrielle et accélérer les …

La pyrolyse plasma décompose le méthane en hydrogène et en carbone solide sans former directement de CO₂ dans la réaction. Un cabinet estime que ce marché de niche …