Geoffrey Gangla, Chief Representative Officer, Nedbank CIB

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.

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.

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.

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.

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

Five contractors have twelve months to build a 2MW installation with 4MWh of storage in each of 156 constituencies, at a stated ZMW 4.3bn. Permanent Secretary Nicholas Phiri has described the ownership stake as a revenue stream for the local authorities hosting them.

Nextier and The Electricity Hub both research the Nigerian power and policy landscape and publish through their own podcasts and platforms. Their involvement around the Nigeria NOW! Global Investors Expo in November puts domestic analysis alongside the international coverage a summit of this kind usually attracts.

UNEP and the Frankfurt School opened applications on 20 July under the second phase of a programme built around commercial and industrial power users. The window closes on 20 September, and applicants must reach implementation within 18 months, which sets the bar at projects already close to construction.