Topic: Electricity Grid

[Episode #277] – Just Transition in South Africa

Jun 3 2026

This is the third and final part of our 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. The second part was Episode #276, where we learned how South Africa is reforming its electricity system from a state-owned monopoly to a free market, and from coal to renewables.

South Africa has enough wind and solar resources and land to generate at least three times as much power as its entire annual load, but the country is still locked into its old coal-fired electricity grid. Market reform is the key to unlocking that potential.

In this episode, we'll hear how those reforms can help deliver a just transition for South Africa, the most economically unequal country in the world. Because there, the energy transition isn't only about cheap, clean power; it's also a driver of economic justice. Today, some of the poorest households pay up to three times the grid price for electricity drawn through informal connections, and formalizing that power is a chance to deliver cheaper, fairer access to those who need it most.

We'll also learn how utilities and regulators across sub-Saharan Africa are working to integrate unsanctioned, distributed solar and storage into their grids. In South Africa, roughly 60% of those systems were never reported to the utility, and in Kenya the figure is effectively 100%. The economics are hard to argue with: the $1.7 billion Africa spent on solar panels last year is already meeting more demand than the $20 billion a year it spends on diesel fuel, with more than 85% of it self-financed. That bottom-up adoption is now transforming energy systems not only in South Africa, but across the entire region.

Guest #1:

Dr. Joel Nana is a Fellow at the Energy for Growth Hub and a Senior Manager at Sustainable Energy Africa. His Africa-focused work spans grid integration of distributed energy resources, urban energy profiling, city-wide energy-systems modeling, and electric mobility, with capacity-building for policymakers woven into every project. Joel holds a PhD in Energy Systems Engineering at the University of Cape Town.

Guest #2:

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.

Guest #3:

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

Guest #4:

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

Guest #5:

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

Guest #6:

Dr. Megan Davies is an inter-disciplinary researcher at the Centre for Sustainability Transitions (CST) at Stellenbosch University in South Africa. She explores the governance, finance, and justice dimensions of infrastructure transitions in the global South, focussing on South Africa’s energy transition. She completed her PhD, South Africa’s contested transition to energy democracy – lessons and struggles emerging from the Renewable Energy Independent Power Producer Procurement Programme, which investigated the socio-economic and political ramifications of decentralised renewable energy infrastructure and used a transdisciplinary research methodology to explore this in the context of South Africa’s flagship renewable energy initiative. Megan’s PhD research provides the basis for her continued exploration of South Africa’s energy transition, with an awareness of the ongoing struggles to advance just, equitable and sustainable futures in the country.

Megan is also involved in the CST’s postgraduate programmes. As programme leader and co-convenor for the foundation and capstone modules for the PGDip in Sustainable Development, she is motivated to bridge research and teaching at the Centre by enlivening connections between CST’s transdisciplinary research and the range of modules on offer. In the teaching space, she is curious about education for sustainable development and how transformative learning might support sustainability transitions. In addition to the PGDip programme, she is a postgraduate supervisor of Master’s and PhD students, and in this context is interested in the role of embedded research and reflective practice to support knowledge co-production for sustainability.

On the Web: Megan’s page at Stellenbosch University

On LinkedIn: https://www.linkedin.com/in/megan-davies-a81b9241/

Guest #7:

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 X: @SEA_UrbanEnergy

Guest #8:

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.

Geek rating: 7

[Episode #276] – Electricity Reform in South Africa

May 20 2026

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.

Guest #1:

Guest #2:

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/

Guest #3:

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.

On the web:

Personal website: https://www.kennethcreamer.com/
Kenneth Creamer’s faculty page at University of Witwatersrand

Guest #4:

On the Web: Profile of Lebogang Mulaisi at the National Youth Development Agency

On LinkedIn: https://www.linkedin.com/in/lebogang-mulaisi-a376324

Guest #5:

On the Web: Mark’s website

Guest #6:

On X: @SEA_UrbanEnergy

Guest #7:

Geek rating: 7

[Episode #274] – Global Electricity Review 2026

Apr 22 2026

For years, transition skeptics have argued that what's really happening globally is "energy addition," where renewables are piling on top of fossil fuels rather than pushing them aside. The data that's just landing from 2025 finally puts that argument to rest.

For the first time, global electricity generation from fossil fuels fell, not because of a pandemic shutdown, recession, or unusual weather, but simply because renewables grew faster than demand. Power-sector emissions dropped along with it, also a first. Solar recorded the largest single-year increase of any electricity source on record, with the exception of coal's rebound as the world re-opened after 2020. And renewable generation surpassed coal in the modern era for the first time.

These are just a few of the important findings in Ember's Global Electricity Review 2026. To unpack what they mean, and what they don't, we welcome back to the program Nicolas Fulghum, Senior Energy and Climate Data Analyst at Ember and one of the report's lead authors. Nic was last on the show in Episode #254 reviewing the 2025 edition of this report, which became our most popular episode of the year, and which we re-released without paywall in Episode #266.

In today's show, we'll see how the structural decline in fossil generation, long-anticipated by transitionistas, finally arrived. We'll hear why solar's growth rate refuses to slow even as the technology matures. And we'll explore how the second fossil fuel shock of the decade, this time from the Iran war we covered in Episode #272, is pushing more countries to accelerate their move off imported fuels. The energy transition isn't coming. It's here, and it's getting more unstoppable every year.

Guest:

Nicolas Fulghum is a Senior Energy and Climate Data Analyst at the global energy think Ember, and one of the lead authors of Ember’s flagship report – the Global Electricity Review.

On Bluesky: @nicolasfulghum.bsky.social

On LinkedIn: https://www.linkedin.com/in/nicolas-fulghum/

On Twitter: @nicolasfulghum

Geek rating: 8

[Episode #273] – Solar and Batteries Can Power the World

Apr 8 2026

In the sunniest parts of the world, solar and batteries are already the cheapest way to build new power generation capacity on an unsubsidized full system cost basis, and that cost advantage is expanding quickly.

By the end of this decade, solar and batteries could affordably supply 90% of electricity for most of the world's population at less than €80/MWh—that's a full system cost, including fuel-based backup, for about US 8.7¢/kWh. While this is already cheaper than building a new gas-fired grid, given that European gas prices spiked to ten times their normal level during the 2022 energy crisis and remain volatile today, the gap is only likely to widen.

But beyond 2030—well within the lifetime of any new power generation system built today—solar and batteries will almost certainly be the cheapest, most reliable, and least volatile way to expand a power grid. Doubling down on fossil gas generation under these conditions, as many governments are contemplating, would be a terrible mistake, both economically and geopolitically.

That is the central finding of a model developed by Tom Brown, professor for Digital Transformation in Energy Systems at the Technical University of Berlin. Tom also led the development of the open-source toolbox Python for Power System Analysis (PyPSA), and based this analysis on a blog post titled "Solar and batteries can power the world." If you doubt the conclusions, you can run the model and test the assumptions yourself.

In today's episode, we'll dig into how the model works, what happens when you add wind to the mix, and why battery costs could halve again by 2050, making solar-dominated grids dramatically cheaper than anything we can build with gas. We'll also examine the land question and find that powering the world with solar would take just 0.3% of global land, a fraction of what we currently devote to livestock. And we'll revisit how to meet that last 10% of demand, a topic we last explored in Episode #188 with Paul Denholm of NREL, and hear Tom's case for methanol as a surprisingly practical backup fuel.

Guest:

Dr. Tom Brown is professor for “Digital Transformation in Energy Systems” at the Technical University of Berlin. His group researches future pathways for the energy system, with a particular focus on revealing the trade-offs between energy resources, network expansion, flexibility and public acceptance of new infrastructure. His recent research has emphasised the need for an integrated approach to planning for electricity, heat, and molecules as we head to a net-zero economy. Tom is a strong supporter of openness and transparency in research data and software, with the goal to enable a vigorous public debate on the trade-offs necessary to reach climate neutrality. He led the development of the widely-used open-source toolbox Python for Power System Analysis (PyPSA). Before joining TU Berlin in 2021, he led a Helmholtz Young Investigator Group at the Karlsruhe Institute of Technology. He did his BA and MMath at Cambridge University and his PhD at Queen Mary, University of London.

On the Web:

Personal blog

Department of Digital Transformation in Energy Systems at the Technical University of Berlin

On LinkedIn: Tom Brown

On Bluesky: @nworbmot.bsky.social

On Mastodon: @nworbmot@mastodon.social

Geek rating: 8

[Episode #258] – Alaska’s Railbelt Utilities

Sep 10 2025

Alaska is an energy superpower with more untapped renewable resources than most countries. Yet its largest population, in the Anchorage area, faces a real risk of blackouts beginning in 2027 due to declining gas supply from the nearby Cook Inlet gas field, which is likely to force this historical major supplier of oil and gas to import LNG to keep its residents warm and keep the lights on. A key part of getting ahead of the crisis is addressing transmission dysfunction so severe that it turns 6-cent renewable electricity into 20-cent retail power due to 'pancaking' tariffs.

In this episode, we explore Alaska's sole electricity transmission grid, which connects most of the major population centers along what is called the Railbelt. We learn about how Railbelt utilities are part of a system that's overbuilt, unoptimized, unnecessarily expensive, and slow to change. For example, four rural electric cooperatives built more than $1 billion in unnecessary gas generation between 2012-2016 while knowing gas supplies were declining. Despite sitting atop an estimated 18 gigawatts of tidal energy potential in Cook Inlet alone, the four Railbelt cooperatives lack economic dispatch coordination, wasting tens of million annually through inefficient scheduling of gas-fired generation. The Railbelt utilities could transition away from their dependence on gas and toward the vast renewable resources surrounding them, but it would take a kind of political leadership that is currently lacking in the state. We dive into how the regulatory agencies could help Alaska transition to renewables, as well as why they haven't done so thus far.

We also take a quick look at the future of Alaska's famous oil pipeline, the Trans-Alaska Pipeline System (TAPS), and some of the expectations for nuclear power in the state.

This episode is the third and final part of our miniseries about the energy transition in Alaska.

Guest #1:

Chris Rose is the founder and Executive Director of Renewable Energy Alaska Project (REAP), a non-profit coalition of over 60 diverse energy stakeholder organizations working to increase the development of renewable energy and promote energy efficiency across Alaska. REAP has been instrumental in helping to establish and fund clean energy programs and projects across Alaska, including the creation of the state’s Renewable Energy Fund in 2008, the Emerging Energy Technology Fund in 2010, Commercial Property Assessed Clean Energy legislation in 2017 and the formation of the Railbelt’s first regional Electric Reliability Organization in 2020 and state green bank in 2024. Before establishing REAP in 2004, Chris had a private law practice for over a decade that included work in remote Northwest Arctic villages and the mediation of a variety disputes around the state. He has written a monthly opinion column for Alaska’s only statewide newspaper, served on various statewide boards and committees, including the state’s Renewable Energy Fund Advisory Committee. Since 2008, that Fund has granted over $330 million to more than 100 renewable energy projects that today are displacing the equivalent of 30 million gallons of diesel fuel each year. Chris also served on the climate action advisory committees for both Governors Sarah Palin and Bill Walker. He lives 65 miles northeast of Anchorage, where he and his partner grow flowers and enjoy the mountains. In his free time, he loves to cook, walk in the Alaska wilderness and visit ancient cultures around the world. He graduated Phi Beta Kappa from the University of Iowa with a B.A. in Political Science and a Certificate in Global Studies and received his law degree from the University of Oregon, with a Certificate in Environmental and Natural Resources Law.

On the Web: https://alaskarenewableenergy.org/

On LinkedIn: https://www.linkedin.com/in/chris-rose-69192251/

Guest #2:

Philip Wight is an Associate Professor of History and Arctic & Northern Studies at the University of Alaska Fairbanks.

He is an energy and environmental historian, with a focus on infrastructure, mobility, and climate. He teaches classes in Alaska history, the contemporary history of the circumpolar north as well as energy and climate history.

Wight wrote his doctoral dissertation on the history of the Trans-Alaska Pipeline System. He is currently finalizing a book manuscript, Arctic Artery: The Trans-Alaska Pipeline System and the World it Made, based on his doctoral research. Wight’s more recent research examines the historical electrification of Alaska, including studies which examine generation and transmission on the Railbelt, as well as technological and energy policy innovation throughout the state.

On LinkedIn: https://www.linkedin.com/in/philip-wight-9a90418b/

On Twitter: @PhilWight

On the Web: Phil’s page at the University of Alaska Fairbanks

Guest #3:

Saqib Javed is a Researcher of Mechanical Engineering working on Applied Research for Communities in Extreme Environments at the National Renewable Energy Laboratory’s (NREL) in Alaska. He has over 18 years of experience in HVAC systems, Geothermal Energy, Ground Source Heat Pumps, Ground Heat Exchangers, Thermal Energy Storage, Environment and Sustainability Interactions, Building Energy Systems, and Engineering Management.

On LinkedIn: https://www.linkedin.com/in/saqib-javed-b10a4239/

On the Web: Saqib’s page at NREL

On Google Scholar: Saqib Javed

Geek rating: 8

[Episode #174] – Decarbonizing Britain’s Grid

Jun 8 2022

As the energy transition proceeds and variable renewable power from wind and solar displaces conventional generators, strict operational limits for the grid's voltage, frequency, and inertia must be maintained. To do this, grid operators are increasingly procuring so-called “stability services” and making other enhancements to the grid that ensure stability.

In this episode, we take a close look at how Great Britain is undertaking this stability challenge by interviewing Julian Leslie, Head of Networks and Chief Engineer at National Grid ESO, which runs the transmission grid for the country. Not only does National Grid ESO operate the fastest-decarbonizing electricity network in the world, it has also recently achieved several important technical accomplishments for the first time in the world, including implementing cutting edge tools that allow accurate measurements of inertia across its system; using grid-forming inverters to provide synthetic inertia; and using synchronous condensers without an associated prime mover. And in another world-first achievement, the company has actually written the specification for using grid-forming inverters into its grid code.

Julian explains all of these technical concepts in today’s conversation and lays out the deliberate strategy that the company is taking to ensure that it can deliver on Great Britain’s decarbonization objectives while maintaining system stability and saving British consumers a great deal of money.

This is a highly technical episode with a Geek Rating of 9, so if you want to brush up on grid power engineering concepts first before listening to this one, you could start with our Energy Basics miniseries—in particular, Episode #126 about how power generators and the grid works—then move on to Episode #55 on voltage stability, and then Episode #153 on grid-forming inverters. Then return to this one.

Geek rating: 9

[Episode #70] – Who Should Control Wholesale Markets?

May 30 2018

As older coal and nuclear generators are pushed off the grid by cheaper, nimbler, cleaner renewables and other technologies, the owners of conventional generators are becoming increasingly nervous about their futures, and seeking new ways to protect their legacy assets. From attempting to change market rules or simply pursuing new subsidies, the effort to retire dirty and unwanted old generators and replace them with newer, cleaner sources of electricity faces a series of challenges. And how those challenges are resolved will have broad implications for how the electric grid of the future will operate, and who will own it.

In this episode we take a deep dive into the intersections between federal authority, wholesale markets, and state policies, explore some of the legal questions therein, and try to understand what they suggest about the process of energy transition, and the pathways for unlocking new ways of using energy and designing electricity markets…and yes, this episode definitely deserves its Geek Rating!

Geek rating: 10

[Episode #29] – Grid Simulation and Wind Potential

Nov 2 2016

Full Episode

What combination of power generators on the U.S. grid produces reliable power at the lowest cost? Or, what’s the most renewable energy that can be deployed at a given grid power cost, and what kind of transmission capacity is needed to support it? How would the U.S. grid be different if it were one, unified grid with more high-voltage direct current (HVDC) transmission capacity? What’s the most productive design for a wind farm? How might weather and a changing climate affect future electricity production from wind and solar farms? And how much renewable power is really feasible on the U.S. grid?

These have been devilishly difficult questions to answer, but now advanced mathematical simulations are beginning to make it possible to answer them much more quickly…and if quantum computing becomes a reality, we could answer them instantly.

In an homage to Comedy Central’s Drunk History, this episode features a conversation conducted over several pints of IPA with a mathematician who recently developed such a simulator while he was working at NOAA (the National Oceanic and Atmospheric Administration) in Boulder, CO. His insights on how the grid of the future might actually function are fascinating, and will likely shatter some of your pre-existing beliefs. It also contains a few nuggets for the serious math geeks out there.

Geek rating: 8