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The document assesses South Africa's energy sector, primarily its electricity supply industry (ESI), through the lens of sustainable development. It analyzes the transition of Eskom from a vertically integrated monopoly to a corporatized entity and the government's efforts to liberalize the market while maintaining social equity. Key findings highlight the environmental burden of coal-dependency, the success of national electrification programs in expanding access to the poor, and the necessity of restructuring the ESI to optimize future investment and integrate renewable energy sources.

The report details South Africa's transition from a secret nuclear weapons programme to a global advocate for nuclear disarmament and peaceful nuclear use. It analyzes the current nuclear governance framework, the state of aging facilities like the Koeberg Nuclear Power Plant, and the political and financial turmoil surrounding nuclear expansion plans, particularly during the Zuma presidency. The document highlights systemic challenges including state capture, dwindling expertise, and fragmented governance, while outlining the Ramaphosa administration's more cautious approach to adding 2,500MW of nuclear capacity.

The report finds that South Africa's energy fiscal policies are largely misaligned with its climate goals, with fossil fuel subsidies totaling ZAR 172 billion in FY 2020/21. These subsidies, particularly Eskom bailouts and carbon tax exemptions, outweigh the ZAR 100.5 billion in fossil fuel revenues. The social costs of fossil fuel combustion—estimated at a minimum of ZAR 550 billion annually—far exceed both revenues and subsidies. While the Renewable Energy Independent Power Producer Procurement Programme (REIPPPP) has successfully lowered renewable energy costs, investment has been hindered by political opposition and Eskom's financial instability. The report recommends tying bailouts to transition reforms, phasing out carbon tax exemptions, and using fossil fuel tax revenues to support vulnerable households and a just transition.

The document examines the intersection of South Africa's renewable energy goals and indigenous land rights, focusing on the Boegoebaai site in the Northern Cape. It highlights how the failure to resolve historical land dispossessions and finalize restitution claims for the Richtersveld community risks further alienating indigenous populations during the energy transition. The brief advocates for moving beyond narrow definitions of 'justice'—which currently focus on employment and BBBEE—toward a framework that recognizes indigenous land sovereignty and implements inclusive partnership models.

African Civil Society Organisations have urged the South African G20 Presidency to champion a justice-driven energy transition by focusing on critical minerals. They call for the support of the African Green Minerals Strategy to move the Global South up the value chain, the implementation of people-centred governance including Free, Prior, and Informed Consent (FPIC), and the transformation of global industrial financing and technology transfer. The group advocates for public investment in infrastructure to address energy poverty for 650 million Africans and the creation of a Global Critical Energy Transition Minerals Skills Compact for women and youth.

The fact sheet outlines the necessity of a just transition in South Africa's food system to combat land inequality, corporate dominance, and food insecurity. It argues that the current industrial food system contributes approximately 18% of the country's greenhouse gas emissions and is highly vulnerable to climate change. The document proposes a framework based on food sovereignty, focusing on three targets: equitable livelihoods, environmental sustainability through agroecology, and the right to food and nutrition. It identifies several barriers to this transition, including a policy bias toward energy and the market-driven approach established by the Marketing of Agricultural Products Act of 1996.

The document critiques the South African JETP for prioritising blended finance and public-private partnerships (PPPs), which the authors argue shifts commercial risk to the state while privatising gains. It highlights how this model can increase energy poverty through higher tariffs and hinder local renewable energy manufacturing. The brief suggests alternatives such as regulating private finance, pursuing debt cancellation and climate reparations, and implementing allocative green credit policies.

The document argues that while North-South just energy transition partnerships are innovative, they are limited by issues of financing, local ownership, and equity. South-South cooperation (SSC) is presented as a complementary approach that can foster peer learning and context-specific, justice-centred solutions focusing on energy access, job creation, and socio-political inclusion. The brief highlights South Africa and Colombia as examples of countries facing transition challenges with untapped potential for cooperation in mine closure, green industrialization, and community benefit-sharing.

The document argues that South Africa must transition from a coal-dependent energy system to a low-carbon economy to ensure energy security and maintain competitive advantage. It highlights the need for institutional and regulatory reform to allow clean electricity suppliers to enter a market currently dominated by coal and the national utility. The text notes that current energy and climate policies are undermined by a lack of coherence across government departments. Additionally, it identifies a significant funding gap for local infrastructure, noting that South African municipalities receive less than 10% of the country's climate finance.

The document analyzes South Africa's transition from a coal-dependent economy, highlighting the tension between transformative visions of social justice and narrower, market-based decarbonization efforts. It identifies significant challenges, including high regional economic dependence in Mpumalanga, a massive funding gap for the Just Energy Transition Investment Plan (JET IP), and institutional failures such as state capture and fragmented governance. The report examines the divergent perspectives of trade unions, national and local governments, state-owned utility Eskom, and civil society, while emphasizing the need for procedural justice and bottom-up engagement to ensure the transition does not entrench existing inequalities.

The document examines the effectiveness of Local Community Trusts (LCTs) in South Africa's renewable energy sector, specifically under the REIPPPP. It highlights the pivotal role of the Development Bank of Southern Africa (DBSA) as a financier and oversight body. While some trusts like Sibona, Letsatsi, and Amandla are cited as successful due to robust governance and incubation by Globeleq, many others struggle with 'elite capture', mismanagement, and long periods of inactivity caused by debt repayment to DFIs. The report argues that LCTs are often established for compliance rather than genuine development and recommends a shift toward better trustee selection, improved loan terms, and mandatory transparency reporting to ensure a Just Energy Transition.

The policy brief examines South Africa's energy transition and its strategic partnerships, particularly with the EU. It highlights the shift toward renewable energy sources (RES) and the role of the National Energy Act of 2008 in promoting energy efficiency. While the EU is a key partner through frameworks like the Africa–EU Energy Partnership (AEEP), South Africa also diversifies its engagement via BRICS and IBSA. The document emphasizes South Africa's position as a regional energy hub through the Southern African Power Pool (SAPP) and argues for a trilateral approach to energy cooperation involving the EU, South Africa, and the Southern African Development Community (SADC).

The report argues that South Africa must move beyond linear thinking and 'energy blindness' to embrace systems and futures thinking for its energy transition. It identifies critical leverage points—ranging from infrastructure and regulatory reform to paradigm shifts in economic growth—to avoid energy poverty and social unrest. The framework outlines four strategic priorities: championing cross-border collaboration for energy democracies, practicing active non-alignment in renewable energy diplomacy, challenging 'used' (borrowed) energy futures, and transitioning from growth-centric economic models to anticipatory energy governance.

The document examines South Africa's struggle to transition from a high-carbon, coal-based energy economy to a green economy. It analyzes the role of the state-owned utility Eskom, the impact of the Renewable Energy Independent Power Producer Procurement Programme (REIPPP), and various financial and regulatory incentives designed to attract private investment in renewables. The author argues that while policy signals are positive, a lack of inter-departmental coordination and the entrenched nature of the minerals-energy complex hinder the transition.

This synthesis report discusses the role of South Africa's 2025 G20 presidency in advancing the 'just transition' agenda, building upon a Ministerial Statement from October 2024 that emphasizes structural actions in national economies and the international financial system to scale up climate action.

The document examines the shortcomings of Just Energy Transition Partnerships (JETPs), noting their tendency toward techno-economic framing and donor-driven agendas. It proposes South-South cooperation (SSC) as a vital alternative that leverages shared socio-economic challenges and peer learning to foster more inclusive, justice-centred transitions. Using South Africa and Colombia as case studies, the brief identifies specific opportunities for collaboration in mine closure, green industrialization, and institutional coordination to move beyond one-size-fits-all models.

The document argues for a comprehensive AU-EU partnership that integrates the green transition with Africa's broader developmental goals, such as industrialisation and employment. It highlights the critical gap in energy access—with 600 million Africans lacking electricity as of 2018—and the underutilisation of Africa's solar resources. The authors recommend using public finance to de-risk private investment in renewables and addressing 'nexus issues' linking energy to agriculture, the digital economy, and trade. It also notes the tension in countries like Kenya, South Africa, Uganda, Tanzania, and Mozambique, which are pursuing renewable energy while continuing to develop fossil fuel reserves.

The document analyzes energy transition policies in 34 African countries, categorizing them as direct, integrative, or enabling. It identifies a trend toward market-oriented regimes using auction instruments and de-risking tools, while highlighting that only a few countries—including South Africa, Rwanda, Kenya, Mauritius, Ethiopia, and Egypt—effectively integrate energy justice (distributive, recognitional, and procedural) into their frameworks. The authors warn against over-reliance on market forces and recommend that AU-EU cooperation prioritize energy justice criteria, capacity building, and regional partnerships to ensure a just transition.

South Africa faces a cumulative transition risk of over $120 billion in present value terms between 2013 and 2035, primarily driven by declining global demand for coal exports. While investors initially bear the majority of this risk, implicit transfers and contingent liabilities could shift more than half of the total risk onto the national government, potentially jeopardising its investment-grade sovereign credit rating. The report identifies significant risks to state-owned enterprises like Transnet and Eskom, and private entities such as Sasol and Exxaro. Conversely, a global transition could provide a $45.5 billion windfall for consumers through lower oil prices. The document recommends that the South African government avoid new carbon-intensive investments, develop fiscal tools to capture oil windfalls to offset coal losses, and implement transparent transition plans for workers and municipalities.

The report examines electricity security in Southern Africa and South America, highlighting the heavy reliance of South Africa on coal and Brazil's dependence on hydropower. It argues that while both regions have vast renewable energy potential, adoption is hindered by technological lock-in, risk-averse financing, and restrictive government policies. The document advocates for regional energy integration and policy reforms to diversify energy mixes and improve sustainability.