The Current Ep 10 | All you need to know on SA's energy transition

Loading player...
In this final episode of The Current, we revisit some of the highlights and reiterate the critical takeaways you need to know from the nine-part podcast series. From SA's solar boom to progress at Eskom, electric vehicles and how to finance energy infrastructure, this is a summation from 20 experts inside Investec and beyond. This series was hosted by Iman Rappetti- an award-winning journalist and author.
00:00: Intro
01:57: The consequences if SA doesn't transition
03:36: Clean energy's advantages
04:42: Diagnosing Eskom's woes
05:35: Private sector investment in energy: REIPP's success
06:52: The importance of unbundling Eskom
07:17: Eskom's turnaround
08:01: Phasing out of fossil fuels
09:40: Examining humanity's reliance on coal and oil
10:53: The mining sector's contribution to carbonisation
11:39: The opportunity of PGMs (platinum and palladium)
12:53: Battery innovation
13:42: Bringing nuclear into the future energy mix
14:04: A case for nuclear
15:05: Is the promise of hydrogen overstated?
16:46: Investec's Sustainable Solution offering
17:30: SA's solar awakening
18:38: Growth of solar in the commercial and industrial (C&I) space
19:40: Solar's appeal
20:22: Equitable access to renewable energy
21:23: Electricity 'feedback' schemes
22:34: Electric vehicles in SA
24:10: Interest in EVs on the up
25:06: EV's for business rental
26:12: Economics of clean energy too good to ignore
27:39: Africa's crucial role in the globe's energy transition
28:18: Barriers to energy infrastructure investment
28:52: The opportunity for Africa to leapfrog to green industrialisation
29:40: SA to benefit from regional energy demand
31:21: Export and credit agency finance to derisk
32:11: Example of export finance in action: Acre Investment Fund
33:10: Incorporating renewable energy into your investment portfolio
33:57: How to invest to do well, and do good
35:12: The energy transition is worth the turbulent journey
36:23: Concluding comments and thanks
To find out about Investec's private client and business energy offering, visit: https://www.investec.com/en_za/borrow/finance-for-individuals/sustainable-solutions.html
To find learn more about Investec's corporate and institutional energy offering, click: https://www.investec.com/en_za/investec-for-corporates/finance/energy-infrastructure.html
Explore investing in the Global Sustainable Equity Fund here: https://www.investec.com/en_za/investment/invest-offshore/global-sustainable-equity-fund.html
2 Jul 2024 English South Africa Business · Investing

Other recent episodes

NOW Ep 130 | Global economy: mid-year health check

The global economy has held up but that does not mean risk has faded. At the halfway point of 2026, growth has been stronger than feared and inflation has cooled, but not enough. Central banks remain cautious while energy markets are still exposed to Middle East disruption. For South Africa,…
1 Jul 28 min

Macro Monday Ep121: The three factors weighing on commodities

It’s not just the oil price that’s fallen this month. Platinum, gold, iron ore and copper are also down. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says it reflects a softer Chinese economy, US dollar strength and a new Fed chief who’s a hawk on inflation.
29 Jun 8 min

Investec Minds Ep 2: Anglo's Mark Cutifani on the decisions that define a career

In this episode of Investec Minds, former Anglo American and AngloGold Ashanti CEO Mark Cutifani reflects on the leadership decisions that shaped his career and the mining industry. In conversation with Investec's Nkateko Mathonsi and Patrick Mann, he shares insights on navigating crises, transforming organisational culture, driving innovation, improving mine…
26 Jun 31 min

Macro Monday Ep120: New Fed chief commits to price stability

While peace talks between the US and Iran have helped bring down oil prices and, with them, inflation expectations, Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says markets are reading Fed chief Kevin Warsh's commitment to price stability as a sign that a US rate hike…
22 Jun 9 min