Eskom’s Next Crisis - Why 2029 Could Bring Load Shedding Back with Chris Yelland...
Electricity prices are rising far above inflation and South Africans are paying for a decade of bad planning, mega-project delays, and a broken electricity market. In this episode, electricity analyst Chris Yelland explains what’s driving tariffs, why energy-intensive jobs are collapsing, why rooftop solar is “winning,” and why Eskom’s own outlook flags a high risk of “unserved energy” in 2029/2030. IN THIS EPISODE: • Why electricity prices keep rising faster than inflation • Why SA lost its “cheap power” advantage (and what the real trick was) • Medupi & Kusile: debt, delays, and the price shock • Smelters asking for massive discounts and the subsidy problem • Eskom vs NERSA: who actually sets the price and how it works • Unbundling explained: generation, transmission, distribution and who’s resisting • Why rooftop solar + batteries are accelerating (and why incumbents hate it) • Gas, LNG, nuclear timelines what’s realistic before 2030 • The big warning: why 2029/2030 could be t...