AGP Executive Report
Last update: an hour agoPower & Grid Policy: South Africa’s Nersa published a draft market inquiry on fixed charges and Eskom’s capacity and energy charges, flagging that time-of-use changes are hitting agriculture hardest and calling for better customer-impact assessments and revised tariff design. Hydropower Outlook: The IHA reports Africa added 4.2GW of hydropower in 2025, with major projects like Ethiopia’s GERD and Tanzania’s Julius Nyerere reshaping supply, but notes pumped storage commissioning lagged and transmission bottlenecks still constrain potential. Oil & Refining: Ghana’s President Mahama broke ground for Sentuo Oil Refinery Phase 2, lifting capacity from 40,000 to 100,000 bpd and aiming to strengthen energy security; Nigeria’s fuel subsidy “implementation lag” remains a key theme in analysis. Gas & Mobility: TotalEnergies entered the Bab Gas Cap concession (10% stake) targeting 1.5 bcf/d, while Nigeria’s logistics push highlights CNG adoption and AI freight matching to cut costs. Energy Access & Nuclear: The World Bank’s Mission 300 electrification drive may miss its 300mn target, and more African countries are exploring SMRs as a long-term route to close the power gap. Energy for AI: Telcos are turning to AI for energy management to cut network power use, with MTN citing major savings after deployment.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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