Solar energy is emerging as a growing export opportunity for sub-Saharan Africa, with Kenya and Nigeria attracting increasing attention as markets for solar-related trade and logistics, according to industry executives.
Hennie Heymans, chief executive of DHL Express for sub-Saharan Africa, told The Loadstar that the company was experiencing strong growth in solar panel exports from both countries to the United States. He added that Africa’s broader new-energy sector was recording year-on-year growth of around 20%.
Nigeria reportedly entered the top 10 suppliers of solar panels to the US by the end of the first quarter of 2026. The source also reported that approximately 40% of Nigeria’s solar technology exports, valued at $64 billion, were destined for the US. However, the reported figures require further verification before being treated as confirmed trade statistics.
The expansion is creating opportunities for freight forwarders and logistics providers as demand for solar technology reshapes trade flows and supply chain activity across the region.
Kenya is also experiencing changes in solar-related shipments. Some freight forwarders have reported increased volumes moving in both directions, although the reasons remain unclear. Possible explanations include domestic energy infrastructure development and changes in international shipping routes.
Disruptions around the Strait of Hormuz and congestion at major transshipment hubs have reportedly encouraged some shipments to move through Kenya to avoid delays elsewhere. These developments highlight the potential importance of East African logistics hubs as companies seek alternative routes through increasingly uncertain global supply chains.
Special Economic Zones Attract Investor Interest
Growing interest in solar technology is also taking place alongside wider efforts to establish Africa as a competitive destination for manufacturing and international trade.
Heymans said DHL had received more enquiries about special economic zones (SEZs) in several African countries, particularly Kenya and South Africa. In Kenya, interest has focused on Nairobi and the coastal port city of Mombasa, where new businesses have entered the market.
Special economic zones can support export-oriented industries by providing infrastructure, logistics access and targeted investment incentives. Their effectiveness, however, depends on reliable transport networks, efficient customs procedures, access to energy and a supportive business environment.
As companies reassess international supply chains in response to geopolitical tensions and changing trade policies, African countries have an opportunity to attract investment in manufacturing, renewable energy and related industries.
For Kenya and Nigeria, growing solar-related trade could strengthen their positions in global supply chains while creating opportunities for logistics companies, exporters and supporting businesses. Sustaining that momentum will depend on competitive production capabilities, dependable transport infrastructure and the ability to connect African suppliers with international markets.