
Energy & Just Transition
Unbundling of Eskom; deregulation of private energy generation;
accelerated renewable procurement rounds
Transmission company established
Private embedded generation deregulated (up to 100 MW)
Grid upgrades and IPP procurement rounds ongoing
Proof Points
R250 billion in renewable energy projects closed since 2022
Over 80 GW in private-sector renewable pipeline unlocked
Green hydrogen ecosystem emerging at Coega, Prieska, Boegoebaai
Investor Impact
Load-shedding risk falling
Independent power scaling across sectors
Early-mover access to Africa’s green hydrogen exports
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