Independent transmission company ‘one of most important reforms in country’s history’

President Cyril Ramaphosa has described the move to establish a fully independent State-owned transmission company as “one of the most important reforms in our country’s history”, while confirming the composition of the dedicated task team he has established to clarify the implementation and timing of its establishment. In his response to the debate on his State of the Nation Address (SoNA), the President also emphasised the complexity of the initiative, which he said required detailed technical work and strong coordination across different entities.
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Global green hydrogen production is set to surge, forecasts global analytics group

Global production of green hydrogen has started to surge, driven mainly by major policy initiatives in North America, UK-based international data analytics and consultancy group GlobalData has reported. Production of low-carbon hydrogen in general has been largely flat, or grown only slowly, for years, it pointed out. But acceleration started a couple of years ago. Global production of all forms of low-carbon hydrogen had reached 0.84-million tons a year in 2024. Total global low-carbon production capacity in that year had amounted to 1.7-million tons a year. The consultancy forecast, in its ‘Low-Carbon Hydrogen Market Report, Update 2025 – Global Market Outlook, Trends, and Key Country Analysis’, that, by 2030, global low-carbon hydrogen production would hit 42-million tons a year in the low case scenario, or 65.3-million tons a year in the high case scenario.
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Eskom starts stakeholder engagements in Eastern Cape for new nuclear builds

State-owned power utility Eskom’s Nuclear Operating Unit has started with a strategic stakeholder engagement programme in the Eastern Cape to outline its vision and plans for the implementation of 5.2 GW of new nuclear capacity. The new nuclear capacity aligns with what is allocated in the country’s Integrated Resource Plan 2025.
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South Africa part of broader shift in acceleration of domestic solar panel production

Countries around the world are accelerating investment in domestic solar panel production capacity to strengthen energy security and industrial resilience, and South Africa is part of that broader shift, with new local manufacturing capacity contributing to a more diversified and reliable solar supply ecosystem, says South African solar panel manufacturer Ener-G-Africa. The Africa Solar Industry Association ‘Africa Solar Outlook 2026’ report found that Africa is the fastest-growing solar market globally. As the market matures, there is a growing need for consistency, quality, accountability and service.
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Trader-led wheeling to play big role S Africa’s renewable power market in 2026

South Africa’s renewable-energy market is entering a decisive new phase in 2026, shaped by electricity reform, tightening grid capacity and changing project economics — with trader-led wheeling models rapidly emerging as the principal commercial structure for large power users. This is the view of Discovery Green CEO Andre Nepgen, who highlights that procurement strategy is now as important as price in securing long-term energy resilience. “Electricity reform is moving from policy design into practical implementation, bringing clearer governance structures and participation rules,” he notes.
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