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

Macro Monday Ep116: Don’t expect much lower energy prices soon

US President Donald Trump announced over the weekend that the US and Iran were close to finalising a deal to end the war. However, notes Investment Strategist Osa Mazwai, even if the Strait of Hormuz were to be reopened completely, it will take some time for traffic to return to…
25 May 11 min

Wine in Focus | Inside the judging room: How wines win

Ever wondered what actually happens behind closed doors at a wine competition? How do judges decide what makes a wine exceptional and what separates a gold medal from the rest? In this episode of Wine in Focus, Palesa Mapheelle is joined by local wine doyenne, Michael Fridjhon and Wine Master…
20 May 27 min

NOW Ep 127: The Everything Shock

What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story. Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war. In the latest episode of…
20 May 27 min

Everything Counts | Episode 47: How to invest during economic uncertainty

When markets feel uncertain, the hardest part isn’t the volatility, it’s knowing how to respond. In this episode of Everything Counts, chief investment strategist of Investec Wealth & Investment International Chris Holdsworth breaks down how to think about investing during uncertain times, and why behaviour often matters more than market…
19 May 18 min

Macro Monday Ep115: Growth comes with inflation

While inflation is rising around the world – largely as expected – there are few signs of ‘stagflation’ (rising prices alongside slowing growth). However, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, GDP growth in the US and across Europe have been robust.
18 May 7 min