This is the second part of a miniseries about South Africa's energy transition, based on Chris' travels there in September and October of 2025. The first part was Episode 264, in which we heard how the end of apartheid precipitated reform of the country's energy systems.
South Africa is arguably one of the most exciting places in the world to see the energy transition unfolding right now, because after nearly 150 years of relying almost exclusively on coal for its energy, it is finally implementing reforms that will allow its electricity system to integrate more renewables onto its grid.
Eskom, the state-owned monopoly, has owned and controlled the grid for over a century. Its aging coal fleet still provides around 80 percent of the country's electricity, even though solar power is now far cheaper, and it has been able to block new renewable projects because they threatened its coal business. But now Eskom is being broken up into separate units for generation, transmission, and distribution. And the country is launching its first wholesale electricity market — the South Africa Wholesale Electricity Market, or SAWEM — opening the door for renewables to compete with coal.
At the same time, there is also an enormous and growing informal supply in the form of distributed solar — enough to meet a quarter of the country's electricity demand. Many businesses and residents are installing their own solar and battery systems, often without any kind of permission from or notice to the utility. That is simultaneously creating an entirely new and complex sort of electricity system that's hard for utilities to manage, while also making the system far more resilient. In fact, distributed solar batteries are credited with putting an end to the "load shedding" blackouts that plagued customers for over 15 years.
Formally and informally, South Africa is rushing headlong from its coal-fired past and into the renewably powered future. Clean generation led by solar surged past 30 percent in late 2025, while coal fell to a record monthly low. South Africa's experiment in restructuring a vertically integrated, coal-dependent grid offers an early look at the politics, economics, and surprises that other markets will face as they take on their own transitions to renewables.
In this episode, we'll be hearing from experts who are closely involved with the electricity reforms in South Africa. In the next episode, we'll see how those reforms play an important role in delivering a just transition.
Keith Bowen is a power systems economist and Senior Manager: Market Operator at the National Transmission Company of South Africa (NTCSA) in the Eskom Transmission Division. He has extensive experience in energy economics and planning in the power sector, and is responsible for developing wholesale pricing mechanisms, supporting internal transfers within the vertically integrated utility, and payments to independent power producers. With the restructuring of Eskom, he is involved in developing future market mechanisms and trading arrangements between the transmission subsidiary and other industry participants. Keith has bachelor’s degrees in computer science and economics, and a master’s degree in economics from Witwatersrand (Wits) University.
On LinkedIn: https://www.linkedin.com/in/keith-bowen-9674821a/
Dr Kenneth Creamer is an academic economist based at the University of the Witwatersrand.
Over the past 30 years, Creamer has published on macroeconomic policy and energy policy, in local and international academic journals and books.
Creamer is a member of South African President Cyril Ramaphosa’s Economic Advisory Council as well as the advisory council of South Africa’s Minister of Trade, Industry and Competition.
In addition to his position at the University of the Witwatersrand, Creamer serves as a Director of Creamer Media, publisher of news and information platforms Engineering News, Mining Weekly and Polity.
On the web:
- Personal website: https://www.kennethcreamer.com/
- Kenneth Creamer’s faculty page at University of Witwatersrand
Dr. Josh Dippenaar is a researcher and practitioner focused on DER grid integration in South Africa. He has published on rooftop PV economics, utility tariff design, interconnection policy, and electricity markets in the developing world. He is currently working on developing new markets with Mulilo, an Independent Power Producer (IPP) in Southern Africa. Previously, he was an energy engineer with Sustainable Energy Africa, and a senior engineer at the Centre for Renewable and Sustainable Energy Studies. He has a Masters of Engineering and a PhD in Electrical Engineering from Stellenbosch University.
On LinkedIn
Megan Euston-Brown is the Director and Project Manager of Sustainable Energy Africa (SEA). Megan has worked in sustainable energy development since 2003, managing multi-year urban energy transition and climate response capacity building programs. This has included State of Energy reporting, city energy strategy development and climate action planning, cost of supply, tariffs and distribution sector reform, green building policy development, energy efficiency, energy poverty and just transition tracking. Megan is an experienced development facilitator and has worked extensively with local level energy data collection, policy and institutional development.
On LinkedIn
On X: @SEA_UrbanEnergy
Dr Wikus Kruger is the Director of the Power Futures Lab at the University of Cape Town’s Graduate School of Business. He is a research lead and lecturer on power sector investment in sub-Saharan Africa. His research focuses on measures to accelerate investment, in particular into renewables, through structured procurement programmes such as auctions. Dr. Wikus Kruger has been working in the African energy sector for 14 years. He holds a PhD from UCT; an MSc from Antwerp University; and MPhil, BPhil and BA degrees from Stellenbosch University.
Lebogang Mulaisi is the Executive Manager responsible for Policy and Research in the Presidential Climate Commission (PCC). She previously served on the commission as a commissioner representing labour and as Chief Operations Officer in the Secretariat. She was previously the head of policy at the Congress of South African Trade Unions (COSATU), responsible for labour market policy and the just transition. Through engagements with labour unions, she has developed a blueprint for workers on the mechanisms to transition to a low carbon economy through collective bargaining.
Lebogang was an EXCO and MANCO member at the National Economic Development and Labour Council (NEDLAC). Lebogang has co-authored a chapter in Mistra’s book on a low-carbon future for South Africa. The chapter titled: Democratising a just transition in South Africa Identifies the labour movement as a key lever to build social movements around the concept of a radical vision for a just transition.
Lebogang holds a Master’s degree in Development Economics from the University of Johannesburg (2018) and is completing a PhD in Economics. Her area of focus is climate-induced structural change and its impacts on labour productivity.
On the Web: Profile of Lebogang Mulaisi at the National Youth Development Agency
On LinkedIn: https://www.linkedin.com/in/lebogang-mulaisi-a376324
Dr. Mark Swilling is Distinguished Professor and Co-director of the Centre for Sustainability Transitions at Stellenbosch University. His latest book is The Age of Sustainability: Just Transitions in a Complex World (London and New York: Routledge, 2020). Together with Eve Annecke, he has co-authored, Just Transitions: Explorations of Sustainability in an Unfair World (Tokyo: United Nations University Press, 2012), co-edited with Adriana Allen and Andreas Lampis Untamed Urbanism (New York and London: Routledge, 2016), co-edited with Josephine Musango and Jeremy Wakeford Greening the South African Economy (Cape Town: Juta, 2016) and was the lead author with Ivor Chipkin et. al. of Shadow State: Politics of State Capture (Johannesburg: WITS Press, 2018). He is a member of UNEP’s International Resource Panel where he was the co-lead author of The Weight of Cities: Resource Requirements of Future Urbanization, published in 2018.
Mark was on the Board of the Development Bank of Southern Africa for nine years and until September 2023 where held the position of Chairperson of the Board. The President of South Africa appointed Mark as a member of the National Planning Commission (2022-2027). In 2024. he was appointed to the Board of the National Transmission Company of South Africa. He has been a visiting Professor at the universities of Sheffield and Utrecht, and Georgetown University in Washington D.C, and in 2018 was the Edward P. Bass Visiting Environmental Scholar at Yale University. As of 2023, he published 20 books, 86 book chapters, 66 peer reviewed articles, 56 reports, 143 presentations, 49 major research projects, and supervised 56 Master’s theses and 27 PhDs (six incomplete as of 2023). His private sector roles include Chair of the Board of Ekapa Energy (Pty) Ltd and Chair of the Board of Creation Capital Investments (Pty) Ltd.
On the Web: Mark’s website
Recording date: October 21, 2025
Air date: May 20, 2026
Geek rating: 7