Page 18 - IFV Issue 1 January 2026
P. 18

Estate News




            However, a new nuclear-powered    Ruyter  notes,  “And  both  businesses  and   the grid more effectively than many
            solution may take fifteen years and   families who can afford the transition are   realise.  While the state wrestles with
            new coal at least a decade — that is, if   taking the plunge.”     macro-projects, citizens are rewiring the
            anyone were still willing to finance or   This isn’t rebellion, he insists, but   nation one inverter at a time.
            insure it.                        rational adaptation. Old coal plants gulp
              “If you have an imminent shortfall,   water and leak money, but renewables   Designing the next grid
            sure, gas can be  part  of the  portfolio,”  he   free both.       If generation is decentralising, the grid
            concedes, “but we must understand that AI   “Older power stations use an incredible   must evolve to match.
            data centres have pushed demand for gas   amount  of  water,”  he  explains.  “Freeing   De Ruyter postulates,  “Continue the
            turbines to current lead times of seven years.   that water up could drive immense growth   implementation of the independent
            And exposing a large part of your electricity   in agriculture – one of our most labour-  transmission system operator – the JSE of
            cost base to the vagaries of imported natural   intensive  and  economically  essential   electricity – where buyers and sellers can
            gas, with the risk of changes in exchange   sectors.”              engage in longer-term contracts or day-
            rates, may create even more upward   Economic  competitiveness,  tariff  ahead trading. In Germany, prices are set
            pressure on electricity cost.”    stability and job creation all hinge on the   every few minutes; that’s how dynamic a
              Pragmatically, speed saves costs.   same pivot: cleaner, faster, decentralised   market can be. There’s no reason we can’t
            Renewable projects deliver megawatts   power.                      move that way.”
            while slower options are still clearing                              As De Ruyter notes, in Germany’s
            permits. De Ruyter suggests that the   Private energy, public good  “Day-ahead market,” wholesale prices
            result is simple arithmetic: a cheaper,   “The private sector has repeatedly shown   on the Electricity Exchange are set
            faster path to energy security.   itself ready, willing and able to invest in   for every 15-minute interval of the
                                              new generation capacity,” he says.  following  day, reflecting  actual supply
            Competition is an energy question   Indeed, in just eighteen months,   and demand dynamics. This transparent
            Tariffs rise while household budgets   private developers and households   electricity  marketplace  invites
            don’t, and the compound effect is   installed somewhere between 6,000   efficiency, competition and innovation.
            pushing citizens to act before the state   and 7,500 MW of rooftop solar — the   So, logically, as De Ruyter puts it, “Why
            does.                             equivalent of one and a half Medupis   would we not do that?”
              “With the current inflation trajectory,   quietly materialising above the country’s
            rooftop solar and batteries are one of   roofs.                    The borrowed-light moment
            the best investments you can make,” De   That  silent  revolution  has  stabilised   The recent reprieve from load-









































             16  •  January/February 2026  •  The Villager
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