Views & Insights
Views & Insights
Our perspective on energy markets, policy and the transition across Southern and East Africa.
SAPP Day-Ahead Market: Liquidity, Pricing and the Path to a Deeper Regional Market
The SAPP Day-Ahead Market has matured significantly since its launch, but persistent structural challenges — transmission constraints, credit risk and regulatory fragmentation — continue to limit its depth. We examine the market's evolution and the opportunities it presents for new entrants.
Zambia's Energy Sector Reform: What the ERB's New Licensing Framework Means for Independent Traders
The Energy Regulation Board's revised licensing framework opens new pathways for independent energy traders in Zambia. We break down the key changes, compliance requirements and what they mean for market participants.
Kafue Gorge Lower: How Zambia's Newest Hydro Plant Changes the Regional Supply Picture
The commissioning of Kafue Gorge Lower adds 750MW to Zambia's grid — the largest addition in decades. We assess the implications for ZESCO's export capacity, SAPP pricing and Cascadia's supply strategy.
Solar's Moment in Southern Africa: Why the Economics Have Finally Shifted
Falling panel costs, improving battery storage and a growing C&I off-take market have made utility-scale solar commercially viable across the SAPP region. We examine the investment case and the policy environment.
RERA's Harmonisation Agenda: Progress, Obstacles and What It Means for Cross-Border Trade
The Regional Electricity Regulators Association has been working to harmonise tariff structures, licensing regimes and technical standards across SAPP member states. We assess progress and the remaining obstacles.
The DRC's Inga Potential: Grand Inga and the Long Road to Regional Integration
The Democratic Republic of Congo holds the potential to transform Southern Africa's energy landscape through the Grand Inga hydropower project. We examine the project's status, financing challenges and regional implications.