Plug Power Inc. (PLUG) just notched a win in its effort to expand beyond developed markets, installing what the company says is Africa's first fully integrated commercial green hydrogen facility. The 5MW GenEco electrolyzer went live at the Cleanergy Solutions Namibia project in Walvis Bay, connecting directly to an on-site solar park and battery storage system.

The setup is designed to run completely off-grid, which matters in regions where reliable electricity infrastructure remains spotty. Renewable power flows into the electrolyzer, which splits water into hydrogen and oxygen. That hydrogen then fuels a range of local operations including hydrogen-powered trucks, port and rail equipment, and small vessels working out of the Port of Walvis Bay. The facility will also supply fuel for vehicles converted to dual-fuel systems.

It's a vertically integrated model, the kind that links clean electricity generation straight through to clean hydrogen production without relying on external power sources. Plug Power believes this approach could strengthen Namibia's position as a regional hydrogen hub and potentially serve as a blueprint for similar projects across Africa and neighboring markets.

Jose Luis Crespo, president and chief revenue officer at Plug Power, framed the project as evidence that green hydrogen is moving beyond pilot programs into commercial reality while supporting local economic development. Company executives suggested the Namibia facility could become a template for hydrogen infrastructure buildout in other emerging markets.

The installation fits into a broader global push toward renewable hydrogen as governments and industries hunt for decarbonization solutions. Plug Power has been working to expand its footprint in emerging hydrogen markets, and Namibia represents a key piece of that strategy.

Despite the milestone, PLUG shares slipped 0.35% to $2.28 on Wednesday, continuing the stock's prolonged slide as investors remain cautious about the company's path to profitability.