South Africa Power Sector: NTCSA says it will clear R1.5bn in solar curtailment claims by end-August, moving to pay producers the full estimated compensation upfront before technical verification after curtailments surged from ~100 a month to 1,000+ earlier this year. South Africa Gas Policy: Industry warns that replacing the 2001 Gas Act with a new Gas Bill won’t fix gas market problems by itself; the real bottlenecks are coordinating supply, infrastructure, financing and demand as the market shifts beyond Mozambique pipeline gas toward LNG, regasification and gas-to-power. South Africa–China Energy Push: South Africa’s energy mission to China drew interest from six equipment makers across transmission, renewables, hydrogen and nuclear, but the delivery test now is turning talks into projects. Nigeria Upstream Outlook: NUPRC expects 22 offshore projects (2026–2030) worth $30bn–$50bn as fiscal and legislative stability boosts investment confidence. Tanzania–Dangote Expansion: Tanzania signals it wants more Dangote investment in fertiliser, energy and industrial infrastructure, following talks tied to the Dangote refinery and petrochemicals. Regional Trade: India–SACU PTA talks are set to start after ToRs are likely signed on Aug 12, with critical minerals and manufacturing on the agenda. Climate & Energy Costs: Kenya’s El Niño outlook is raising planning stakes for power and telecom resilience, while climate-driven malaria risk is also shifting into new regions.