All the latest articles

Thought Leadership

One market, two clocks: what South Africa’s trading rules are actually deciding

NERSA extended the comment window on the third version of the South African Wholesale Electricity Market rules to 28 August after stakeholders asked for more time. Eskom’s court challenge to five trading licences is stayed rather than withdrawn, which makes the drafting a negotiation as much as a consultation.
Southern Africa

Batoka Gorge moves toward formal procurement with $440m of state equity behind it

The Zambezi River Authority held a market sounding session for the 2,400MW scheme at the Africa Energy Forum in June, described as preparation for the formal procurement process. Zambia and Zimbabwe have each committed $220 million from their 2026 budgets, and a second Zambezi scheme is now in prefeasibility behind it.
Finance

Mozambique waits on Rovuma as the FID timetable slips from July toward September

President Daniel Chapo has said he expects ExxonMobil to sanction the $30 billion Area 4 project by mid-2026, with observers framing the target as September. Around 160 trillion cubic feet sits in the Rovuma Basin, and Maputo has linked the decision to TotalEnergies restarting its own $20.5 billion development.
Regional

Namibia’s Venus decision approaches with gas content and fiscal terms still unresolved

TotalEnergies is targeting a final investment decision on the Orange Basin discovery by late 2026, having moved it once from late 2025. Revised projections put output around 150,000 barrels a day, and the reservoir’s gas content is among the reasons the timetable slipped.
News

South Africa gas procurement approaches the decision its LNG market depends on

Four bids totalling around 2,800MW were submitted against a 2,000MW target when the window closed on 29 May. IPP Office head Precious Edward has said the programme remains on the timeline communicated to the market, which put preferred bidders roughly three months after close.
News

Angola to DRC interconnector goes to a Moroccan contractor under private investment

Luanda has selected Société Maghrébine de Génie Civil to build and operate a line connecting Angola to the Southern African Power Pool, the first private transmission investment since Angola amended its general electricity law in January. Around 2GW would run toward the Copperbelt mining corridor rather than to Kinshasa.
Grids

South Africa transmission split turns on creditor consent for 33,199km of grid

Advisers are due within weeks to open negotiations with the banks and funders holding Eskom’s high-voltage assets as security. Valuation and the treatment of municipal debt sit beside that conversation, and Eskom itself has asked that any transfer wait until risks to its finances are addressed.
Tech & Power Generation

Kenya transmission PPP faces its first solvency test under the 2021 Act

KETRACO has sent four privately initiated transmission proposals worth up to Ksh65bn to the PPP Directorate, testing the Act’s own insolvency provisions.