Energy Book 2025

There has been less load-shedding so far in 2024 relative to 2023 and 2022

4002 GW were shed from the grid in 2024 versus 23187 GW in 2023

The last day of LS was 25-March 2024

30000

Quarter 1

Quarter 2

Quarter 3 Quarter 4

Stage 1

Stage 2

Stage 3

23187

25000

8000

Stage 4

Stage 5

Stage 6

20000

6000

15000

11973

4000

10000

2000

5000

4002

2496

1782

1318

1329

220

0

0

2015 2018 2019 2020 2021 2022 2023 2024

2020

2021

2022

2023

2024

Source: EskomSePush & Nedbank calculations

Improvements were driven by falling energy demand and an uptick in supply

Demand fell below its 2019-2021 average and has remained there

Dispatchable generation increased above its 2023 levels but is still weak compared to 2019-2021

21

20

average demand 2019-2021 average demand 2023-2024

RSA contracted demand

The increase in generation capacity in 2024 was driven by the return of 3 units at Kusile power station and enhanced eciencies due to a sharp increase in planned maintenance.

20

19

19

18

2023 avg.

18

2024 avg.

2023 avg.

17

17

16

The peaks in demand are in July and explained by winter. In 2024 it was 2.6% below the average peak demand over 2019–2021.

16

2024 avg.

15

15

14

14

Dispatchable generation (supply)

Average supply 2019-2021

Average supply 2023-2024

13

13

2019 2020 2021

2022

2023 2024 2025

2019 2020 2021

2022

2023 2024 2025

Source: Eskom & Nedbank calculations

23

South Africa’s Energy Prospects

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