,) President Ramaphosa's Energy plan

INSIGHT

President Ramaphosa's Energy plan

A REGIONAL PERSPECTIVE:

As a consultancy we are very excited by the President's initiative to open the South African electricity market to regional supply.

Southern Africa is blessed with:

  • >200 TCF of natural gas – a world class resource.
  • Ample unexploited hydropower potential in the Congo and Zambezi rivers.
  • World class solar and wind resources in southern Namibia.


We are also working with stakeholders in the region on practical options for these opportunities to be realised.

A MOZAMBIQUAN PERPECTIVE:

Mozambique can provide competitive electricity and gas to South Africa in the medium to long term:

  • Mpanda Nkua hydro project can deliver 1500 MW by the early 2030’s
  • 126 Trillion Cubic Feet (TCF) of gas in northern Mozambique can provide cost advantaged gas-to-power by 2027
  • Maputo is a well positioned harbour to ensure LNG supply security to South Africa by late 2025
  • Sufficient spare grid capacity to deliver 2600 megawatts to South Africa


A NAMIBIAN PERPECTIVE:

Namibia can provide energy solutions that can integrate well with South Africa’s energy transition:

  • World class solar resources that can add half-an-hour of sunlight to South Africa’s solar resources
  • Recent world class gas and oil discoveries creates the opportunity for gas-to-power
  • Gas to power projects will provide grid stability and open capacity for more renewables in the Northern Cape
  • Possibility to integrate gas infrastructure with hydrogen


AN ANGOLAN PERPECTIVE:

  • Mapping studies have revealed 18 GW of hydropower potential with 2,1 GW being currently developed
  • Gas discoveries in the Kwanza basin creates the possibility for 1,2 GW of gas-to-power by 2030
  • Angola’s integration into the Southern African Power Pool positions it well to address South Africa’s needs




Sep 2022
Henry Gilfillan

Henry Gilfillan is the Integrated Energy Practice Leader at AIA. Henry holds an Honours degree in Accounting Science (BCompt Hons) from the University of South Africa. He has 20 years’ experience in finance, strategy, business development and regulatory engagement in the energy and chemical industries. He held senior positions in the areas of strategy, regulatory engagement and business development at South Africa’s leading energy and chemicals company. During this time, he successfully led several multi-disciplinary teams on projects ranging from scenario and strategy development to the development of gas supply options for South Africa. Henry is passionate about the energy transition and the significant opportunities it holds for the Southern Africa region. He believes that this transition holds the potential to re-position the region and provide an engine for economic development. He has joined the AIA team to help make that outcome a reality