Insights
Perspectives from across our work — energy consultancy, business development, product and service endorsement, and funding.
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Eskom Green wants 6 GW of partners: who gets the grid?
Eskom Green wants partners for up to 6 GW of renewables and storage by 2030. Offtakers get no grid priority: NERSA allocates first-ready, first-served.
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Off-grid solar in Africa: 450% growth by 2035, and finance decides what gets built
Off-grid solar in Africa is set to grow 450% by 2035. Diesel drives demand, but finance decides what gets built. What buyers should do now.
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Who polices the South African wholesale electricity market?
The South African wholesale electricity market opens in April 2027. NERSA made surveillance a licence condition. Here is what buyers should read into it.
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Choosing your own power company: how far away is South Africa, really?
When can you choose your electricity supplier in South Africa? Large users first, from 2027; households wait on a retail code with no date yet.
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Rooftop solar registration: the 30 September deadline
South Africa has passed 8.3 GW of rooftop solar. Rooftop solar registration is free until 30 September 2026, and the file protects your insurance claim.
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Battery storage financial close: paid for stability, not kilowatt-hours
A battery storage financial close on a 15-year ancillary-services contract: 77 MW, 308 MWh, and why the revenue model is what funders underwrite.
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Congestion curtailment: 1 580 MW of grid capacity, at a 4% cap
Congestion curtailment releases 1 580 MW of Cape grid capacity at a 4% cap. What that does to a wheeled PPA yield model, and who carries the risk.
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Corporate PPA South Africa: who is actually buying the power now
Ten of seventeen projects that reached commercial operation in H1 2026 sold direct to industry. What the corporate PPA South Africa shift changes.
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The bill is being restructured, not just raised
Eskom fixed charges reach 100% of their glide path in 2027/28 while the 8.83% average holds. What a C&I site should model before 2 October.
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Eskom negotiated pricing agreement: three deals, one signal
An Eskom negotiated pricing agreement now sets the price for three large users. What the 62c/kWh ferrochrome deal means for everyone else’s planning.
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R20 billion in one quarter: the municipal grid connection question
NERSA registered 124 new generation facilities in one quarter. 63 chose a municipal grid connection in South Africa, carrying under 6% of the capacity.
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The market that keeps moving: planning around the SAWEM launch date
The SAWEM launch date has moved from April 2026 to Q3 2026, and industry now expects April 2027. How to structure a deal that does not depend on the date.