The Current Ep 10 | All you need to know on SA's energy transition
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Description
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
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