【环球财经】南非政府拟投资1200多亿美元推进能源转型

Core Insights - The South African government plans to invest 2.2 trillion rand (approximately 126.7 billion USD) to advance energy transition and address long-standing electricity supply issues, aiming to stimulate economic growth [1] Investment and Energy Transition - The investment is part of the 2025 Integrated Resource Plan approved by the South African cabinet, which aims to significantly increase the share of renewable energy, natural gas, and nuclear power in the energy mix by 2039 [1] - By 2039, coal's share in electricity generation is expected to decrease from 58% to 27%, while wind energy will rise from 8% to 24%, solar photovoltaic from 10% to 18%, and nuclear energy from approximately 2% to 5% [1] - For the first time, natural gas generation will be introduced, contributing 11% to the energy mix [1] Economic Implications - Stable electricity supply is deemed crucial for South Africa to overcome power outages and revitalize the economy, with the minister emphasizing that without electricity, economic growth is unattainable [1] - The provision of reliable and reasonably priced electricity is essential for attracting businesses to South Africa [1]