Insights
Perspectives from across our work — energy consultancy, business development, product and service endorsement, and funding origination.
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The year the capital stack changed
Renewable energy financial close in South Africa hit 1 932 MW in four months, funded entirely by local banks. What that changes for your project.
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Grid access is now the scarce resource
Grid access in South Africa now carries a 4% curtailment cap, unlocking about 1.5 GW in the Cape. Here is what a buyer should ask before signing.
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Two doors: trader-led wheeling or a negotiated price agreement
Trader-led wheeling is set to become South Africa’s dominant private power model in 2026. The alternative is a negotiated tariff you do not control.
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Two years, eighteen percent: the tariff maths nobody budgets for
South Africa’s approved electricity tariff increases compound 18.4% over two years. Here is what that does to a commercial budget, worked line by line.
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Storage stopped being exotic
Battery storage in South Africa has moved from pilot project to routine infrastructure. What that shift means for commercial energy planning.
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Private solar has quietly overtaken the grid’s own renewable fleet
Private solar now exceeds the grid’s own renewable fleet in South Africa. Why most businesses are still sizing their systems too small.
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SAWEM is coming: how a wholesale electricity market changes the maths for large users
South Africa’s wholesale electricity market is coming. What SAWEM changes for large users, and the decisions worth making before it lands.
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New rules of the game: what NERSA’s electricity trading rules mean for your business
NERSA’s new electricity trading rules change who may buy and sell power. What the framework means for South African businesses.
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The 14 GW hole: why storage, why now
South Africa faces a 14 GW capacity hole. Why energy storage has become the fastest route to firm supply for commercial users.
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The 2.7 GWh already on South Africa’s roofs
South Africa already has 2.7 GWh of rooftop solar installed. What that hidden fleet means for grid planning and commercial energy strategy.
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Beyond Megawatts: Why Grid, Storage and Capital Now Decide South Africa’s Energy Transition
South Africa’s energy transition now turns on grid, storage and capital rather than megawatts. What that means for project viability.
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Eskom Green
Eskom’s green transition puts transmission risk at the centre. What an independent grid operator means for South African energy users.