Publications

Bayakha Infrastructure Partners Investment Update:

2017 Q1

On Friday, the 31st of March 2017, South Africans woke up to the news of a cabinet reshuffle. The following Monday, Standard & Poor’s (S&P) took a decision to downgrade South Africa’s (SA’s) foreign currency denominated debt to non-investment grade. As I’m writing this, news has just broken that Fitch has become the first ratings agency to downgrade SA’s foreign and local denominated debt to junk status. Naturally, citizens and investors have since sought to understand what these events mean for them. For Bayakha specifically, the question relates to the continued viability of the clean energy sector.

 

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SAREC May 2017 Briefing: Are Eskom’s concerns relating to Renewable Energy Independent Power Purchase Agreements Valid?

By April 2015, after the successful conclusion of 3 bid rounds involving 64 individual projects, the Minister of Energy had announced thirty-eight Preferred Bidders for the next

rounds of government’s internationally acclaimed Renewable Energy Independent Power Producer Procurement Programme (REIPPPP). Only one project which was from the CSP round 3.5 has since signed a power purchase agreements (PPAs) with Eskom.

 

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Op-Ed: Renewable Energy Claims
and Counterclaims

JEFF RUDIN & SHUMI MUDAVANHU attempt to present the main claims being made against renewable energy, followed by the briefest possible statement of the actual situation.

 

Until fairly recently, renewable energy was widely seen as being the welcome future that couldn’t come soon enough. This changed most dramatically, in March 2017, when a coal truckers’ demonstration caused peak-hour traffic mayhem in Pretoria. The cause of the mayhem was the truckers’ hostility to the government’s intention of going ahead with its renewable energy programme.

 

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Bayakha Infrastructure Partners

Investment Update: 2016 Q3

If you’ve been paying attention to the SA energy sector over the last week, you will have undoubtedly noticed the various news headlines indicating Eskom’s reticence in relation to the Renewable Energy Independent Power Producer Procurement Programme (REIPPPP). These headlines have justifiably raised concerns amongst the energy investment community given Eskom’s role as the national utility and sole buyer of on-grid power.

 

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Bayakha Infrastructure Partners Investment Update: 2017 Q2

There has certainly been no shortage of news around Eskom recently. The events have ranged from confusion regarding the former CEO’s resignation status, corruption allegations linked to senior executives, the appointment of a new interim Board and most recently, the appointment of new Acting Chief Executive,
Mr. Johnny Dladla, on the 22nd of June. All this, against a backdrop of Eskom’s continued reticence in relation to the signing of the Renewable Energy Independent Power Producer Procurement Programme
(REIPPPP) agreements.

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