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Energy & Just Transition

Unbundling of Eskom; deregulation of private energy generation;
accelerated renewable procurement rounds

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Transmission company established

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Private embedded generation deregulated (up to 100 MW)

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Grid upgrades and IPP procurement rounds ongoing

Proof Points

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R250 billion in renewable energy projects closed since 2022

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Over 80 GW in private-sector renewable pipeline unlocked

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Green hydrogen ecosystem emerging at Coega, Prieska, Boegoebaai

Investor Impact

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Load-shedding risk falling

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Independent power scaling across sectors

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Early-mover access to Africa’s green hydrogen exports

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