Jun 19, 2026 · 20 min · 13 segments
The Finance Ghost sits down with Tokollo Tau from Nedbank CIB to unpack how South Africa’s energy landscape is evolving beyond the dark days of…
Tokollo TauGuest
The Finance GhostHostIt's super interesting to get these utility scale projects like the one you've just mentioned there.
It reminds me when there was this proliferation of these grocery apps, just when everyone started with on-demand grocery.
And I think there was one, I've forgotten its name, but their whole claim to fame was that they could run around and buy whatever you wanted from whichever shop you wanted.
So you weren't just ordering from a Checkers or a Woolworths or a Pick and Pay.
They were running around and you could buy from each of these different stores and they would bring everything to you.
Feels a little bit like that's what the aggregator's role is, right? There's all these different power options out there.
There's power wheeling, there's these projects, and they focus on delivering these power sources to the customer, right?
The role that aggregators play is that they're able to source, for instance, in your example, a vegetable from one shop and then source cleaning equipment from another source and be able to deliver it all to customers.
This makes the life of the customer much easier because they never have to leave their home.
So understandably, this spreads the load around power generation, right? Because historically, that's been our problem.
We have the transmission infrastructure, as I understand it, but generation is where we've struggled because ESCOM just couldn't keep up with the needs of the country's power.
and a whole bunch of just infrastructure type developments to then make it possible for things to happen this way.
And the way that Nedbank is then participating in this is across both public and private sector opportunities.
So what are the sort of shifts that you've then seen in the market that is really driving this underlying evolution? Power availability must be one of them.
It's super interesting to get these utility scale projects like the one you've just mentioned there.
It reminds me when there was this proliferation of these grocery apps, just when everyone started with on-demand grocery.
And I think there was one, I've forgotten its name, but their whole claim to fame was that they could run around and buy whatever you wanted from whichever shop you wanted.
So you weren't just ordering from a Checkers or a Woolworths or a Pick and Pay.
They were running around and you could buy from each of these different stores and they would bring everything to you.
Feels a little bit like that's what the aggregator's role is, right? There's all these different power options out there.
There's power wheeling, there's these projects, and they focus on delivering these power sources to the customer, right?
The role that aggregators play is that they're able to source, for instance, in your example, a vegetable from one shop and then source cleaning equipment from another source and be able to deliver it all to customers.
This makes the life of the customer much easier because they never have to leave their home.
So understandably, this spreads the load around power generation, right? Because historically, that's been our problem.
We have the transmission infrastructure, as I understand it, but generation is where we've struggled because ESCOM just couldn't keep up with the needs of the country's power.
and a whole bunch of just infrastructure type developments to then make it possible for things to happen this way.
And the way that Nedbank is then participating in this is across both public and private sector opportunities.
So what are the sort of shifts that you've then seen in the market that is really driving this underlying evolution? Power availability must be one of them.
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