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 Ep122: A new cycle for Private Equity

Private equity is shifting gears. As rates turn and investor confidence improves, funds are deploying again, and South Africa is firmly back on the radar. But this isn’t a return to excess, it’s a shift toward smarter leverage, disciplined execution and sharper capital structuring. In the latest episode of No…
3 Mar 19 min

Macro Monday Ep106: What the Strait of Hormuz means for energy prices

What will be the impact of the hostilities in the Middle East on the world economy? Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International, examines the impact on oil prices, in particular, taking into account further disruption at the key Strait of Hormuz.
2 Mar 10 min

What's next? | The value of values

In this episode, of What's Next, we explore how corporate values shape decision-making in a time of political polarisation and markets that reward short-term performance. Ethics expert, Alison Taylor, and experienced board chair, Karen Wood, discuss the tension between purpose and profit, the realities of trade-offs, and how leaders can…
26 Feb 48 min

Macro Monday Ep105: Trump’s tariff setback

It was a difficult Friday for US President Donald Trump, as the Supreme Court ruled against his tariffs, while GDP in the fourth quarter grew by less than expected and a core measure of inflation rose. But, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, Trump…
23 Feb 13 min