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generation electricity southern africa

The Generation of Electricity in Southern Africa 2022

Gary Phillips | Angola; Botswana; Democratic Republic of Congo; Eswatini (formerly Swaziland); Lesotho; Malawi; Mozambique; Namibia; South Africa; Tanzania; Zambia; Zimbabwe | 27 January 2022

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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.

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The Generation of Electricity in Southern Africa
The Generation of Electricity in Southern Africa 2022

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Industry Landscape

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Table of Contents

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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