MASSIVE EXPLOSION AT ESKOM’S NEW POWER UNIT ‘MEDUPI’
By Dr David Davies
It is likely therefore that the anticipated energy gap discussed will indeed widen significantly over the next 5 years as a result of:
- the low energy availability factor (EAF) of existing coal-fired plants.
- a 3 - 4 year slippage in the newbuild programme
- capital constraints
Dr David Davis believes this energy gap will most likely cause a direct impact on PGM mining operations within the next 2 - 3 years, with a significant drop in PGM supply caused by higher levels and frequency of load shedding. Please reference his latest report attached.
CLICK HERE to download the report in full.
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