South Africa’s electricity reform momentum risks stalling unless transmission infrastructure is urgently expanded, with grid capacity, rather than generation investment, now the primary constraint to unlocking private investments and ensuring energy security, says renewable-energy company Discovery Green executive director and actuarial research head Dan Ginsberg. He argues that, in addition to continued policy reform, the immediate priority should be focused on the physical power grid build-out at scale. South Africa’s energy transition is increasingly shaped by a structural imbalance, with strong private-sector appetite to build generation capacity, but insufficient transmission capacity to connect new projects.
