Telkom fought to keep its network and South Africa lost a decade. Eskom risks making the same mistake.
Browsing: BLSA
The fight over who owns South Africa’s transmission grid has burst spectacularly into the open.
Business is calling for urgent intervention to stabilise a city that accounts for 16% of South Africa’s GDP.
Eskom’s generation recovery is working, but unbundling has stalled and municipal debt signals deeper trouble.
The president’s clarity of electricity reform was welcome but his silence on de-industrialisation was alarming.
South Africa will push ahead with breaking up Eskom and creating a standalone company to run the transmission grid.
Eskom’s revised unbundling plan threatens grid investment. President Ramaphosa must clarify his stance on electricity reform.
The economy is showing recovery signs as key infrastructure reforms begin strengthening growth prospects.
Agoa’s expiry after 25 years ends a cornerstone of US-South Africa trade relations.
There is no greater sign of the urgent need for reform of the electricity sector than the way Eskom’s tariffs are set.