Energy Book 2025

Energy security thus remains compromised

Reliance on the compensatory load is evidence thereof

4000

Compensatory load

average (2019-2021) average 2022

3500

3000

2500

2000

1500

1000

500

2019 2020 2021

2022

2023 2024 2025

So are extraordinarily high levels of unplanned outages and the reality of load-shedding

2500

20

Unplanned capability loss factor (UCLF) UCLF 5 month ma

Manual load reduction (i.e. LS)

18

LS returned in Q1 2025. This followed an increase in unplanned outages while many units were offline for planned maintenance. 589.04 GW were shed over the quarter– 85% less than in Q1 2024 but 6.1% more than in 2022.

2000

16

1500

14

12

1000

10

500

8

6

0 2019 2020 2021

2022 2023 2024 2025

Source: Eskom & Nedbank calculations

27

South Africa’s Energy Prospects

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