The Current | Ep 1 | At the coalface of SA's energy transition

Loading player...
Welcome to the inaugural episode of the The Current, an Investec Focus Radio podcast series, in which your host Iman Rappetti takes you on a thought-provoking 10-part journey of South Africa's energy transition.

In this episode, Investec's Campbell Parry, Chris Holdsworth and Samantha Mooi are joined by James Mackay, CEO of the Energy Council of SA. Together they discuss the multifaceted social, economic, and environmental implications that South Africa faces amidst its journey towards a sustainable future.

00:00 Introduction
02:33 Meet the guests
03:11 Solving South Africa’s energy crisis
04:35 “South Africa is going to transition by mistake”
05:13 The economic impact of not undergoing a Just Energy Transition
07:58 Is it fair for developing countries to be penalised?
08:30 Managing the balance between profit and people
09:19 The European energy crisis
10:48 Government more committed to public-private partnerships
12:49 Progress on corporate emissions reductions and the REIPPP
15:00 Technology disruption is what’s really driving the value of the energy transition
15:35 Targets in the Integrated Resources Plan
16:50 Is nuclear an option?
17:56 The potential of natural gas as an alternative power sources
19:16 It’s time to implement our plans
20:20 What do we need to achieve in the next 10 years?
21:38 What impact will the energy transition have on jobs?
24:32 Affordability of renewable energy
25:42 Insights from COP28
27:21 Closing comments

Tune in to this enlightening conversation and be part of the dialogue that could shape the trajectory of South Africa's energy landscape. Whether you're an industry professional, policy-maker, or a concerned citizen, this episode promises to offer valuable insights into the challenges and opportunities that lie ahead.

This episode was brought to you by Investec Wealth & Investment's Global Sustainability Equity Fund. Invest in world class companies dedicated to achieving the UN's Sustainable Development Goals (SDGs), and that we believe can provide you with attractive returns. The fund strives to have a 100% net positive SDG impact. Learn more: https://www.investec.com/en_za/investment/invest-offshore/global-sustainable-equity-fund.html
26 Feb 2024 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep118: US economic data point to higher interest rates

Economic data in the US, such as jobs growth, have surprised to the upside of late, pointing to a resilient economy. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says this strength has unsettled markets, on rising expectations of rate hikes by the Fed.
8 Jun 9 min

Wine as an asset: what collectors look for

Marble's head sommelier, Wikus Human and Investec's Roy van Eck, discuss what to consider when graduating from casual wine purchaser to wine collector. Together with host Palesa Mapheelle, they explain how to identifying age-worthy vintages, and the risks and rewards of investing in wine to make a financial return. They…
4 Jun 27 min

NOW Ep 128 : The dragon’s new terms

China remains South Africa's largest trading partner, but the landscape of global trade is evolving. As compliance requirements tighten, supply chains face new pressures, and geopolitical tensions reshape trade flows, businesses must navigate an increasingly complex relationship with the world's second-largest economy. In this episode of No Ordinary Wednesday, Investec…
3 Jun 18 min

Macro Monday Ep117: Tech sector lifts emerging markets

While the tech sector has been a well-known driver of earnings and performance on Wall Street, it’s also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that’s largely to the contributions of TSMC in Taiwan and Samsung…
1 Jun 11 min