Episode notes
This is part 1 of a 2-part episode. In the midst of constant load shedding, this episode sketches a possible new future as Eskom’s 100-year monopoly is broken, the country moves from coal to renewables, and a whole new industry is born with enormous investment possibilities. We also address Eskom’s debt and the question of when load shedding will end. So what? South Africa’s biggest crisis currently is electricity, and its biggest opportunity is electricity. For more about JP, and to read his newsletter, please visit his website.