This episode unpacks the Integrated Resource Plan 2023, recently published for public comment in order to replace the previous version from 2019. It is a deeply disappointing document, visionless and without urgency.

So what? Eskom will not get us out of the our energy crisis. The utility’s energy availability factor keeps falling, sketching a relentless downward trend. Fortunately, regulatory reform since 2021 has opened the way for the private sector to step into the breach. This is happening. An opportunity for re-industrialisation in the sphere of renewable energy still exists. For more about JP, and to read his newsletter, please visit his website.