South Africa Power Market Outlook to 2030, Update 2014 - Market Trends, Regulations and Competitive Landscape

1 Table of Contents

1 Table of Contents 4

1.1 List of Tables 7

1.2 List of Figures 9

2 Introduction 10

2.1 GlobalData Report Guidance 11

3 South Africa, Power Market, Snapshot 12

3.1 South Africa, Power Market, Macro-economic Factors 12

3.2 South Africa, Power Market, Supply Security 15

3.3 South Africa, Power Market, Generation Infrastructure 16

3.4 South Africa, Power Market, Transmission Infrastructure 17

3.5 South Africa, Power Market, Opportunities 17

3.6 South Africa, Power Market, Challenges 18

4 South Africa, Power Market, Market Analysis 19

4.1 South Africa, Power Market, Supply Structure 19

4.2 South Africa, Power Market, Key Market Players 19

4.3 South Africa, Power Market, Financial Deals 20

4.3.1 Deal Volume and Value Analysis, 2004-2013 20

4.3.2 Deals by Type, 2013 22

4.4 South Africa, Power Market, Demand Structure 23

4.4.1 Electricity Consumption by Sector, 2013 25

5 South Africa, Power Market, Regulatory Scenario 26

5.1 South Africa, Power Market, Key Electricity Policies 26

5.1.1 Integrated National Electrification Plan 26

5.1.2 Integrated Energy Plan 27

5.1.3 Integrated Resource Plan 27

5.1.4 Independent System and Market Operator Bill 28

5.1.5 White Paper on Energy Policy of 1998 28

5.1.6 National Energy Efficiency Strategy 29

5.1.7 The National Environmental Management: Air Quality Act, 2004 30

5.1.8 Ambient Air Quality Act, 2010 31

5.1.9 New Build Program 32

5.1.10 Energy Efficiency and Demand Side Management Program 32

5.2 South Africa, Power Market, Renewable Energy Development 32

5.2.1 The White Paper on Renewable Energy 32

5.2.2 National Response to South Africa’s Electricity Shortage 33

5.2.3 National Climate Change Response Policy 34

5.3 South Africa, Power Market, Foreign Investment Scenario 35

6 South Africa, Power Market, Capacity and Generation Overview 36

6.1 South Africa, Power Market, Cumulative Installed Capacity, Breakdown by Fuel Type, 2013 36

6.2 South Africa, Power Market, Cumulative Installed Capacity and Annual Power Generation, 2000-2030 37

6.2.1 Cumulative Installed Thermal Power Capacity and Annual Thermal Power Generation, 2000-2030 40

6.2.2 Cumulative Installed Hydropower Capacity and Annual Hydropower Generation, 2000-2030 45

6.2.3 Cumulative Installed Nuclear Power Capacity and Annual Nuclear Power Generation, 2000-2030 49

6.2.4 Cumulative Installed Renewable Power Capacity and Annual Renewable Power Generation, 2000-2030 51

7 South Africa, Power Market, Transmission and Distribution Overview 54

7.1 South Africa, Power Market, Transmission Overview 54

7.2 South Africa, Power Market, Distribution Overview 55

7.3 South Africa, Transmission Network, Development Plan, 2013-2020 57

7.3.1 Eastern Province 57

7.3.2 Northern Province 58

7.3.3 Western Province 59

7.4 South Africa, Power Market, Grid Interconnection 59

7.4.1 Electricity Imports and Exports, 2000-2013 59

8 South Africa, Power Market, Snapshot of Leading Power Generating Company 62

8.1 South Africa, Power Market, Key Company: Eskom Holdings SOC Limited 62

8.1.1 Company Overview 62

8.1.2 Eskom Holdings SOC Limited, Business Description 62

8.1.3 Eskom Holdings SOC Limited, SWOT Analysis 64

9 Appendix 72

9.1 Market Definitions 72

9.1.1 Power 72

9.1.2 Installed Capacity 72

9.1.3 Electricity Generation 72

9.1.4 Electricity Consumption 72

9.1.5 Thermal Power Plant 72

9.1.6 Hydropower Plant 72

9.1.7 Nuclear Power 72

9.1.8 Renewable Energy Resources 73

9.2 Abbreviations 74

9.3 Bibliography 75

9.4 Research Methodology 76

9.4.1 Coverage 76

9.4.2 Secondary Research 77

9.4.3 Primary Research and Analysis 77

9.5 Disclaimer 78