Eskom Loadshedding Monitor – May 2024
Key message: Higher planned maintenance through summer has improved the coal fleet performance. Lower unplanned outages have improved the loadshedding outlook.
Eskom Loadshedding Monitor – February 2024
Key message: Slight improvement from low base – some election year fiddling also suspected with very high planned maintenance.
Auto Anemometer: New Vehicle Sales – July 2023
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Eskom Loadshedding Monitor – 24 July 2023
Key message: Concerns over Koeberg increase – the chance of both units being offline at the same time is rising (unless regulatory deadlines are relaxed).
Eskom Loadshedding Monitor
Key message: High demand is causing loadshedding now, as opposed to a high level of outages.
Eskom Loadshedding Monitor
Key message: We release our initial Loadshedding Forecast. The UCLF has improved over recent weeks – but remains volatile.
Diversified Industrials, Construction & Materials: Post Results Wrap and Chart Book – March 23
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Eskom – The Rough Guide (FY 2022)
Key message: It is unlikely that Eskom in its current form can be fixed (operationally and politically). Financial stress may accelerate unbundling and privatisation. Eskom’s late release of the FY22 Annual Report (YE Feb) has been overshadowed by ongoing Stage 6 loadshedding since December. Eskom once again received a qualified audit opinion regarding its status […]
Diversified Industrials, Construction & Materials – Post Results Wrap and Chart Book
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Infrastructure Outlook 2022
Key message: Private sector intervention due to government incapacity or failures is likely to be a significant growth area