The Finance Ghost sits down with Tokollo Tau from Nedbank CIB to unpack how South Africa’s energy landscape is evolving beyond the dark days of load shedding. What once felt like a permanent crisis has receded into the background, but the real story now is what’s being built in its place (like power wheeling and aggregation). Against the backdrop of the Africa Energy Forum, the conversation explores the infrastructure and commercial models that are reshaping how electricity is generated, moved and sold across the country, unlocking new levels of flexibility and opportunity for businesses.

The investment landscape for solar has evolved dramatically over the past decade, necessitating a relook at where returns are possible for investors.

Private investors are stepping up to bridge critical funding gaps, channelling much-needed capital into initiatives that fuel growth.

Valuing these assets is a complex and highly technical process which can result in a heightened risk of mispricing and overpaying for assets.

There is notable optimism among local PE firms compared with their global counterparts in relation to exit activity.

Its diverse high-growth sectors, ambitious workforce and rich natural resources are some of the key areas of opportunity for PE investments in SA.

The ongoing evolution of the renewable energy investment landscape in South Africa requires innovative funding structures, as explained by Johan Marais and Taona Kokera of Forvis Mazars in South Africa.

This year, South Africa is set to become the tenth-largest solar market in the world. In 2023 R17.5 billion rands of solar panels were imported into this country. In episode 4 of The Current we explore SA's apparent solar boom.