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Editorial Insight

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What next?
21st February 2025 By: Terence Creamer

Amid much hand wringing over President Donald Trump’s hostility towards South Africa, some clear-eyed analysis has emerged confirming that Trump’s enmity has not been triggered only by the new... 


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New abnormal
14th February 2025 By: Terence Creamer

In normal times, the State of the Nation Address (SoNA) would be the dominant political event in South Africa during the week of its delivery. These are far from normal times, however, so the SoNA... 


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Transition momentum
7th February 2025 By: Terence Creamer

Recent developments in South Africa’s electricity market point to there being growing, albeit still nascent, momentum behind the country’s energy transition. They also suggest that the transition... 


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How should SA respond?
31st January 2025 By: Terence Creamer

Be it apartheid, State capture or even the government of national unity, South Africans know firsthand the importance and influence of politics on all aspects of life. There is a strong... 


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Perfect storm?
24th January 2025 By: Terence Creamer

There is every reason to expect that 2025 will be a year of disruption. It’s an expectation informed largely by the reality of widespread national political rupture, epitomised by the return of... 


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Unsurprising yet painful
17th January 2025 By: Terence Creamer

News that the struggling Newcastle Works will close at the end of this month is yet another painful reminder of South Africa’s ongoing deindustrialisation. The development itself is not surprising,... 


Trading blows
Trading blows
13th December 2024 By: Terence Creamer

Trade and industrial policy will play a more prominent and potentially more destabilising role given that President-elect Donald Trump has signalled his intention to leverage tariffs as part of his... 


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Time to make IRP updating routine
6th December 2024 By: Terence Creamer

After the false start of January when the draft Integrated Resource Plan 2023 (IRP2023) was released to much criticism and even incredulity, an effort is now under way to have a revamped IRP2024... 


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From crisis to . . .
29th November 2024 By: Terence Creamer

It was fascinating to listen to Eskom chairperson Mteto Nyati outline, in a recent exchange with the Centre for Development and Enterprises’ Ann Bernstein, why he believed the latest turnaround... 


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Far-reaching consequences
22nd November 2024 By: Terence Creamer

By the time you read this, the National Energy Regulator of South Africa (Nersa) will be about halfway through its nationwide public hearings into Eskom’s sixth multiyear price determination... 


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Trading in focus
15th November 2024 By: Terence Creamer

Few would disagree that aggregators and traders will have an important and increasing role in South Africa’s future electricity market. Even in the current environment, where the industry is still... 


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Private embrace
8th November 2024 By: Terence Creamer

Building much-needed public infrastructure and scaling up private sector participation in the delivery of such infrastructure emerged as the key theme of the first Medium-Term Budget Policy... 


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Ongoing adaptation
1st November 2024 By: Terence Creamer

It is positive that the current framework used by government to procure new generation capacity from independent power producers (IPPs) is under review. These programmes have been struggling to... 


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Age of Electricity
25th October 2024 By: Terence Creamer

The recent claim made by the International Energy Agency (IEA) that humanity is “moving at speed into the Age of Electricity” may not seem especially profound given that electricity has been a key... 


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Whole greater than sum of parts
18th October 2024 By: Terence Creamer

The official launch of the National Transmission Company South Africa as an independent subsidiary of Eskom Holdings did indeed represent an important milestone in the restructuring of South... 


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Growth glue
11th October 2024 By: Terence Creamer

The so-called second phase of the partnership launched between government and business to tackle South Africa’s electricity, logistics and crime crises under the Government of National Unity (GNU)... 


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Mix(ed) messages
4th October 2024 By: Terence Creamer

It’s time for South Africa to interrogate its policy of pursuing a so-called ‘energy mix’, which may sound reasonable, but which has become little more than a convenient fig leaf for policy... 


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Distribution deadlock
27th September 2024 By: Terence Creamer

Few would disagree that the current financial and operational model for electricity distribution is no longer fit for purpose. This lack of sustainability is reflected in the continual rise in the... 


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Hope beyond hype?
20th September 2024 By: Terence Creamer

The current scepticism surrounding the prospects for green hydrogen in South Africa and globally is only natural. A gap was inevitably going to arise between what many have termed “hydrogen hype”... 


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Square peg
13th September 2024 By: Terence Creamer

The haste at which the Department of Mineral Resources and Energy (DMRE) is moving to remedy the embarrassment of having to withdraw the Ministerial determination opening the way for the... 


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Potential peril
6th September 2024 By: Terence Creamer

The assignment of shareholder responsibilities for State-owned enterprises (SOEs) that previously fell under the Department of Public Enterprises (DPE) to line departments is an important, yet... 


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Remedy required
30th August 2024 By: Terence Creamer

Given the grid-related uncertainties that have overshadowed Bid Window Seven (BW7) of the Renewable Energy Independent Power Producer Procurement Programme (REIPPPP), it was somewhat positive to... 


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Upward pressure
23rd August 2024 By: Terence Creamer

At the first meeting between members of the Cabinet and senior business leaders since the formation of the Government of National Unity it was agreed that the National Energy Crisis Committee... 


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Vertical integration costs
16th August 2024 By: Terence Creamer

For some, the unbundling of South Africa’s vertically integrated electricity utility is viewed as a wonkish problem somewhat akin to insisting that line departments should not have shareholder... 


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No easy road ahead
9th August 2024 By: Terence Creamer

Electricity and Energy Minister Dr Kgosientsho Ramokgopa is correct when he says South Africa’s electricity pricing policy is in need of review, including the approach being taken to set tariffs... 


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Confidence or arrogance
2nd August 2024 By: Terence Creamer

As loadshedding wanes, Eskom’s confidence is growing. This is not a bad thing, as South Africa needs its State-owned companies to be places of delivery and, eventually, even centres of excellence.... 


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Growth levers
26th July 2024 By: Terence Creamer

It was far from certain only weeks ago how a government of national unity (GNU) of ten political parties, some with strongly divergent ideological positions, was going to agree on a common... 


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Leveraging firms
19th July 2024 By: Terence Creamer

South Africa, everyone agrees, has a growth problem. The country has performed poorly when compared with its middle-income peers for more than a decade, averaging growth of only 1.1%. There is also... 


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Rewards and risks
12th July 2024 By: Terence Creamer

The decision to again uncouple the energy portfolio from mineral resources and appoint Dr Kgosientsho Ramokgopa as the new Electricity and Energy Minister in the government of national unity has... 


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Moment of consequence?
5th July 2024 By: Terence Creamer

As is the case for the country as a whole, South Africa’s industrial development is at “a moment of fundamental consequence”, to borrow a line from President Cyril Ramaphosa’s inauguration speech.... 


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Lack of transparency
28th June 2024 By: Terence Creamer

The tapering of loadshedding has arguably provided the Eskom board and executive team with some much-needed time and space to consider the future of the business without the daily distraction of... 


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Defusing CBAM
21st June 2024 By: Terence Creamer

South Africa is strenuously opposing the European Union’s (EU’s) Carbon Border Adjustment Mechanism (CBAM) that, under its evolving design and coverage, could have a significant impact on the... 


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Reality check
14th June 2024 By: Terence Creamer

Regardless of composition, there are certain realities that South Africa’s new government cannot avoid. The first is an unemployment rate so high that, unless it is reduced materially, there is no... 


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