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OP-Ed: From Labs to Listings. How the AfroHackathon Can Unlock Africa’s First Lithium-Ion IPOs

Africa is inextricably linked to the global decarbonising future, but the cycle must be broken that has defined this transition for eons: exporting unprocessed lithium, cobalt, manganese, nickel, phosphates and graphite while importing finished batteries at a premium. The Lithium-Ion Battery Value Chain is brutally clear. Mining captures just $11 billion, while value-added segments and end-user markets i.e. Electric Vehicles (EVs) and Battery energy storage systems (BESS) send a minimum $7 trillion beyond the continent’s shores.
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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 Eskom's court challenge to five trading licences is stayed rather than withdrawn, which makes the drafting a negotiation as much as a consultation.
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South Africa LNG imports could answer both the gas cliff and the power cliff

South Africa has no grid-connected gas-to-power at all, and two supply deadlines arriving in 2030. Standard Bank's gas sector lead sets out how two LNG import terminals, four bids submitted in May and the 6GW the IRP wants built could change that, and what the whole programme might cost.
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West Africa is wiring itself into one market

A four-hour test announced last November ran the region's grids as a single synchronous network for the first time, and the power pool behind it wants that permanent by mid-year. The World Economic Forum's Rakesh Bohra and Justine Roche set out the reforms, and the $36 billion pipeline, asking investors to pay attention.
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Off-grid power is now an execution business

Fifty million people gained electricity under Mission 300 and another 250 million wait on a deadline of 2030. At AEF, Ignite's Yariv Cohen, Sun King's Radhika Thakkar and the Mission 300 Accelerator's Andrew Herscowitz argued that the distributed energy sector's task has shifted from proving the model to scaling it.
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IPP Office Highlights Storage and Grid Expansion as Critical to South Africa’s Next Energy Growth Phase

South Africa’s energy sector is entering a new phase of its transition, with increasing attention focused on battery energy storage, transmission infrastructure and the reforms required to unlock further investment. As the country continues to expand renewable energy capacity and modernise its electricity market, questions around grid resilience, system flexibility and long-term energy security have […]
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Momentum gathers for Madagascar’s 127MW Volobe hydro

Madagascar's largest-ever power project is moving towards financial close, with development finance lining up behind it. Writing for African Energy, Marc Howard reports on the 127MW Volobe hydro scheme, set to provide around a third of on-grid supply and help end the country's costly reliance on imported fuel.
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Turning Ambition into Action: How RFCC and ATP are Collaborating to Support Mission 300 Delivery 

Mission 300 aims to connect 300 million people by 2030, but turning national plans into delivery takes specialist expertise, fast. This piece sets out how RF Catalytic Capital and Allied Talent Partners are building an expert roster facility to get niche technical talent to governments at the moment they need it.

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