Report Coverage
This report focuses on the generation of electricity in Southern Africa and includes comprehensive information on generation and operational capacity, demand, prices, the expansion of and further plans for renewables, developments and notable players by country. There are profiles of 42 companies including state-owned entities such as Eskom, Namibia Power Corporation and Zesco, regulators such as the National Energy Regulator of South Africa and renewables companies such as Engie Southern Africa and Enel Green Power and Sola Group.
Introduction
• The electricity generation industry in Southern Africa is seen as a critical vehicle for regional integration and industrial development.\r\n
• Decades of poor revenue, high debt, under-investment and poor maintenance have left the industry falling behind population growth and electricity demand while a significant percentage of its installed capacity is unavailable due to breakdowns and transmission failures.\r\n
• The regional industry is well-integrated and well-organised with significant plans to expand capacity, and it is introducing (at varied pace) wide-ranging regulatory reforms that will attract private sector participation in electricity generation.\r\n
Strengths
• Competitive market platform for trading.
• Growing private sector participation.
• Long experience in large-scale hydroelectric power projects.
• Regional integration, strength of the Southern African Power Pool.
• South Africa’s investment leadership in renewables through its renewable energy procurement programme.
• Widespread regulatory reform to promote private sector involvement and renewable energy.
Weaknesses
• Aging infrastructure.
• Eskom’s continuing struggles.
• Existing capacity unable to meet peak demand.
• Government reluctance to move beyond single buyer model.
• Varying pace of regulatory reform.
Opportunities
• Further integration with the East African Power Pool.
• Growth in energy services (distributed generation).
• Growth in renewable energy, still largely untapped.
Threats
• Challenges to regional integration.
• Climate change affecting hydroelectric power efficiency.
• Continuing dependence on coal.
• High public debt.
• The absence of cost-reflective tariffs and the process towards achieving them.
Outlook
• The impact of the pandemic on public debt in Southern Africa will affect the outlook of the electricity generation industry, given the fundamental role that governments in Southern Africa play in economic growth, electricity generation and transmission and distribution infrastructure. \r\n
• With ailing infrastructure, excess electricity demand and regular rounds of power cuts that affect economic growth, the Southern African region urgently needs to develop its electricity supply.\r\n
• Regulatory reforms that will promote renewable energy electricity generation, and a greater role for the private sector in the region, are therefore vital to unlock critical potential and restore electricity supply security in the region.
The Generation of Electricity in Southern Africa
2022
Full Report
R 6 500.00(ZAR) estimated $360.62 (USD)*
Industry Landscape
R 4 550.00(ZAR) estimated $ 252.43 (USD)*
Table of Contents
[ Close ]| PAGE | ||
|---|---|---|
| 1. | INTRODUCTION | 1 |
| 2. | REGION INFORMATION | 1 |
| 2.1. | Geographic Position | 6 |
| 3. | DESCRIPTION OF THE INDUSTRY | 10 |
| 3.1. | Industry Value Chain | 11 |
| 3.2. | Size of the Industry | 13 |
| 3.3. | Key Success Factors and Pain Points | 28 |
| 4. | SOUTHERN AFRICA | 30 |
| 4.1. | Key Trends | 30 |
| 4.2. | Trade | 46 |
| 4.3. | Corporate Actions | 48 |
| 4.4. | Regulations | 50 |
| 5. | AFRICA | 54 |
| 6. | INTERNATIONAL | 57 |
| 7. | INFLUENCING FACTORS | 60 |
| 7.1. | COVID -19 | 60 |
| 7.2. | Economic Environment | 61 |
| 7.3. | Labour | 63 |
| 7.4. | Environmental Issues | 65 |
| 7.5. | Technology, Research and Development (R&D) and Innovation | 67 |
| 7.6. | Electricity Planning Approach | 69 |
| 7.7. | Cost-Reflective Tariffs | 74 |
| 8. | COMPETITIVE ENVIRONMENT | 75 |
| 8.1. | Competition | 75 |
| 8.2. | Barriers to Entry | 76 |
| 9. | SWOT ANALYSIS | 76 |
| 10. | OUTLOOK | 77 |
| 11. | INDUSTRY ASSOCIATIONS | 78 |
| 12. | REFERENCES | 79 |
| 12.1. | Publications | 79 |
| 12.2. | Websites | 80 |
| APPENDIX 1 -SUMMARY OF NOTABLE PLAYERS | 79 | |
| Notable Players in South Africa | 79 | |
| Notable Players in Other Southern African Countries | 82 | |
| COMPANY PROFILES | 85 | |
| Abengoa South Africa (Pty) Ltd | 85 | |
| Acciona Energy South Africa (Pty) Ltd | 87 | |
| ACWA Power Solafrica Bokpoort CSP Power Plant (RF) (Pty) Ltd | 89 | |
| African Rainbow Energy and Power (Pty) Ltd | 91 | |
| Associated Energy Services (Pty) Ltd | 93 | |
| Avon Peaking Power (RF) (Pty) Ltd | 96 | |
| Azari Wind (Pty) Ltd | 98 | |
| BioTherm Energy (Pty) Ltd | 99 | |
| Botswana Power Corporation | 102 | |
| Cennergi (Pty) Ltd | 105 | |
| Copperbelt Energy Corporation PLC | 108 | |
| Coria (PKF) Investments 28 (RF) (Pty) Ltd | 111 | |
| Dedisa Peaking Power (RF) (Pty) Ltd | 113 | |
| EDF Renewables (Pty) Ltd | 115 | |
| Enel Green Power RSA (Pty) Ltd | 117 | |
| Engie Southern Africa (Pty) Ltd | 119 | |
| Eskom Holdings SOC Ltd | 121 | |
| Eswatini Electricity Company Ltd (The) | 125 | |
| GL Africa Energy Ltd | 128 | |
| Globeleq South Africa Management Services (Pty) Ltd | 130 | |
| Hopefield Wind Farm Local Community Company NPC | 132 | |
| Hulisani Ltd | 134 | |
| Kelvin Power (Pty) Ltd | 137 | |
| Lekela Power Intermediate Holdings (Pty) Ltd | 139 | |
| Lesotho Electricity Company (Pty) Ltd | 141 | |
| Lesotho Highlands Development Authority | 143 | |
| Maamba Collieries Ltd | 145 | |
| Mulilo Energy Holdings (RF) (Pty) Ltd | 147 | |
| Namibia Power Corporation (Pty) Ltd | 149 | |
| National Energy Regulator of South Africa | 152 | |
| Pele Energy Group (RF) (Pty) Ltd | 155 | |
| Phelan Energy Group (Pty) Ltd | 156 | |
| Red Rocket South Africa (Pty) Ltd | 158 | |
| Rede Nacional de Transport de Electricidade EP | 161 | |
| Rosatom Central and Southern Africa (Pty) Ltd | 163 | |
| Scatec Solar Africa (Pty) Ltd | 165 | |
| SEF SOC Ltd | 167 | |
| Shumba Energy Ltd | 171 | |
| Sinogy Holding (Pty) Ltd | 174 | |
| Sola Group (Pty) Ltd | 175 | |
| Solar Capital (Pty) Ltd | 177 | |
| ZESCO Ltd | 179 |
