GRID GAMBLE: SA’s transmission build opens a R440bn test for private capital and local industry (opens original article in a new tab)

South Africa's R440bn transmission development plan aims to expand grid infrastructure, involving private capital and local industry, but faces challenges in speed, permitting, and localisation.

• South Africa's NTCSA plans to build 14,500km of transmission lines over 10 years with a R440bn budget.
• Private sector involvement is critical, but challenges include permitting delays, sequencing, and ensuring 100% local component sourcing.
• The Credit Guarantee Vehicle aims to attract private capital for infrastructure without relying on sovereign guarantees.