Eskom’s current performance and plans to guarantee security of energy supply in the future скачать в хорошем качестве

Eskom’s current performance and plans to guarantee security of energy supply in the future

JHB Indaba 2024 Day 1 07 session 3, Eskom & Transnet - A National Project Turnaround In conversation with Dan Marokane Panel discussion: The role of Public-Private Partnerships (PPPs) in solving South Africa’s infrastructure challenges Featuring: Bernard Swanepoel, Chairman Dan Marokane, Group Chief Executive, Eskom Holdings SOC Ltd Michelle Phillips, Group Chief Executive, Transnet SOC Ltd Dan Marokane, Group Chief Executive, Eskom Holdings SOC Ltd Adv. Michelle Phillips, Group Chief Executive, Transnet SOC Ltd Mpumi Zikalala, CEO, Kumba Iron Ore Rudi Dicks, Head: Project Management Office, The Presidency Martin Kingston, Executive Chairman, Rothschild & Co South Africa; Chair, Steering Committee, Business for South Africa (B4SA) Eskom CEO Dan Marokane and Transnet Group CEO Michelle Phillips, alongside government and mining leadership, deliver a candid assessment of the state-owned giants. This panel unpacks the "national project" to fix South Africa's energy and logistics crises, exploring the intense collaboration between government and private sector under the National Energy Crisis Committee (NECC) and National Logistics Crisis Committee (NLCC). Discover the truth behind Eskom's 6+ months without loadshedding, the delayed decommissioning of coal stations, and the future energy mix including nuclear. For Transnet, hear a frank admission on the scale of the challenge, the R67bn "ineffective debt," and the critical push for private sector participation through concessions and reforms. The discussion highlights the delicate balance between cost-reflective tariffs, execution speed, and securing the country's economic growth. Timestamps: 0:00 Introduction: Infrastructure And The Mining Industry 2:20 Eskom Update: Ending Load Shedding And Engineering Resilience 5:10 Leadership And Accountability: Credit For The Turnaround 10:50 Coal Fleet Strategy: Decommissioning Vs. Energy Security 14:05 Renewable Transition: Building Eskom's Green Portfolio 15:15 The Nuclear Question: Role In The Future Energy Mix 18:20 Grid Stability: Managing Base Load With Renewables 20:45 The Tariff Debate: Cost-Reflectivity And Unpaid Bills 25:10 Economic Growth: Guaranteeing Power For A 3.3% GDP Target 27:10 Coal Supply: Investment Gaps And The "Coal Cliff" 30:10 Transnet Outlook: Turning The Corner On A Downward Trajectory 32:45 Recovery Phases: Stop The Bleeding, Stabilize, And Improve 37:35 Shareholder Dynamics: Executing Policy For The Country Asset 40:00 The R67 Billion Debt Anchor: Ineffective Debt And Tariffs 44:20 Customer Perspective: Global Competitiveness For Bulk Miners 51:40 The Partnership Origin: Lessons From The Pandemic 58:00 The Presidency’s Role: Central Coordination And Execution 1:01:30 Institutional Reform: Unbundling And Transformation 1:05:00 Logistics Solutions: Managing The Network Deterioration 1:08:40 Structural Milestones: Corporatization And Open Access 1:15:00 The Country Project: Evolution Of The National War Room 1:19:40 Crime And Corruption: Addressing The Systemic Dilemma 1:26:30 Momentum And Confidence: Smashing The Coal Mafia 1:28:30 The One-Year Commitment: Accountability And Volume Targets Key Takeaways: Eskom's Recovery is a Deliberate "Country Project": The end of loadshedding is attributed not to a miracle but to a nationally coordinated effort under the Energy Action Plan, involving intensive maintenance, focused leadership, and private-sector support through the NECC. Strategic Shift on Coal & Energy Mix: Eskom has delayed the decommissioning of ageing coal stations to 2030 to ensure security of supply, acknowledging delays in renewable projects. Transnet Acknowledges a Long Road Ahead: The CEO states clearly that Transnet has not yet "turned the corner" after a six-year downward trajectory. Private Sector Participation is Non-Negotiable for Logistics Recovery: The focus is on structuring reforms (concessions, vertical separation, third-party access) to "crowd in" private capital and expertise at speed. Collaborative Governance Model is Bearing Fruit: The partnership between government and business, structured through the NECC and NLCC, is presented as a unique, action-oriented model. The Critical Balance: Tariffs, Debt, and Growth: Both SOEs face the dilemma of needing cost-reflective tariffs to sustain and invest in their assets, while customers (and the economy) are price-sensitive. Note on Timestamps: Timestamps are linked to key discussion points and may begin a few seconds before each segment for contextual continuity. Subscribe to our other platforms and keep the conversations going: The Zero Bull Sh*t Newsletter:   / zero-bull-sht-7312489607210635266   THINKspiration:   / thinkspiration   Resources For Africa:   / resources-for-africa