GreenH2 Fertiliser — ESG & Development Impact

The decarbonisation impact, the environmental, social and governance dimensions and the alignment with national priorities underpinning GreenH2.

GreenH2 Fertiliser Business PlanSection 12 › ESG & Development Impact

Section 12 · Business Plan

ESG & Development Impact

The decarbonisation impact, the environmental, social and governance dimensions and the alignment with national priorities underpinning GreenH2.

Decarbonisation and development impact are central to the investment
case, not an afterthought. The Project displaces carbon-intensive
imports and grey production, captures CO₂ at source, integrates
renewable power, and anchors a just transition in a coal-dependent
region. These outcomes align directly with national policy and with the
mandates of development-finance and ESG-screened capital.

12.1 Environmental

  • Carbon capture: integrated capture reduces the
    product carbon footprint and the carbon-tax liability while generating
    tradeable credits as the tax climbs to R462/t by
    2030.[9]
  • Renewable integration: a dedicated 120 MW solar
    array lowers grid dependence and Scope 2 emissions, with a roadmap
    toward green-hydrogen feedstock over time.
  • Resource stewardship: water-efficiency design,
    emissions abatement on nitric-acid units, and responsible CO₂
    storage/utilisation pathways.

12.2 Social

  • Just transition: durable industrial employment
    and re-skilling for the Mpumalanga coal workforce as power generation is
    retired.
  • Food security: stable, domestic fertiliser
    supply supports national food-security programmes and smallholder
    access.
  • Empowerment: B-BBEE ownership and a community
    trust embed local economic participation.

12.3 Governance

Project-finance-grade governance — an independent board, ESG and risk
committees, lender reporting, and internationally benchmarked HSE
systems — provides the transparency and accountability that
institutional and development-finance investors require.

12.4 Alignment with the UN Sustainable Development Goals

Table 12. Mapped SDG contributions with
indicative targets.

SDG Contribution Indicative target
SDG 2 – Zero Hunger Domestic fertiliser security for food production ≥ 1 Mt nitrogen products p.a.
SDG 7 – Affordable Clean Energy On-site renewable power and merchant hydrogen 120 MW solar; merchant H₂
SDG 8 – Decent Work Skilled jobs and just-transition employment Thousands of construction & operating jobs
SDG 9 – Industry & Innovation World-scale low-carbon industrial capacity R32bn industrial investment
SDG 13 – Climate Action Carbon capture and import-displacement Material annual CO₂ abatement

Confidential — this business plan is provided to prospective investors and lenders for evaluation purposes only and may not be reproduced or distributed without the written consent of GreenH2 Fertiliser Holdings (Pty) Ltd.