AGP Executive Report
Last update: 7 hours agoSouth Africa’s Power Build-out: Ekurhuleni is advancing 400MW of new generation—100MW of solar and 300MW of gas-to-power—with about R8.5bn in private investment expected. The country’s 5,153MW wind fleet is also ageing, prompting calls for stronger maintenance and plans to manage assets after power-purchase agreements expire. Nigeria’s Outages: The power minister blamed recent supply cuts on Egbin maintenance, gas constraints and transmission-line sabotage, and said repairs and restored generation could improve supply within 48 to 72 hours. Gas Market Risks: The IEA warned that restricted Hormuz shipments have cut global LNG output and could tighten supplies this winter, with new projects unlikely to fully offset the disruption. Energy Access and Finance: Nigeria commissioned a 1.6MW hybrid mini-grid at Lafia University, expected to save N30m a month, while Africa’s new $5bn Energy Bank faces the test of turning capital into projects. Regional Supply: Mozambique has proposed a floating LNG import terminal as a lower-cost option to help ease South Africa’s gas shortage.
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