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The Transmission Test: Can SA's Grid Unbundle Power a Renewable Future?

Jul 18, 2025 · 2 min read

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By Globalza

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With the National Transmission Company's launch delayed, experts warn SA risks missing its green energy targets.

Unbundling Timeline

Minister Ramokgopa confirmed the National Transmission Company (NTC) remains an Eskom subsidiary, with full independence delayed by 8-12 months due to:

  • Global CEO hunt: No suitable candidate found for the new entity
  • Legacy systems: Aging infrastructure complicates separation
  • Investor jitters: IPPs await clarity on grid access rules

Renewables Bottleneck

SA has 5,000MW of approved solar/wind projects stalled by:

  • Grid capacity limits in sun-rich Northern Cape
  • Lack of wheeling agreements
  • NTC's transitional governance vacuum

Model Comparison

Country - Unbundle Year - Renewables Growth

India ---- 2015 ----- 72GW solar since

Brazil-----1999-------84% clean energy

SA--------2026-------6GW backlog

Ramokgopa insists delays ensure 'a transmission system fit for Africa's just transition.'

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