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SA’s Energy Outlook Brightens with Eskom’s Continued Operational Gains

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10 November 2025 • TBG SA Energy Brief • 2 MIN READ

SA’s Energy Outlook Brightens with Eskom’s Continued Operational Gains

Over the past 72 hours, Eskom has delivered a series of positive milestones, most notably the 20 year license extension for Koeberg Unit 2, sustained improvements in the Energy Availability Factor (EAF), sharp reductions in unplanned outages, and continued stability in national grid operations.

On November 6, Eskom confirmed that the National Nuclear Regulator approved a 20 year extension for Koeberg Nuclear Power Station Unit 2. This ensures both units will supply a combined 1,860MW of clean baseload power until at least 2045, reinforcing long-term energy security and underlining Koeberg’s world-class safety record.​

EAF for November is tracking at 71.50%, up 7.46% from last year’s 64.04%, with year-to-date EAF increasing to 63.29%. These gains, under Eskom’s Generation Recovery Plan, mean the power system has stayed stable for 175 consecutive days with no load shedding, delivering uninterrupted supply to South Africa.​

Year-on-year, unplanned outages (UCLF) have dropped by 2,302MW, demonstrating improved fleet resilience. Diesel generation now accounts for a mere 0.75% load factor—down sharply from previous months, translating to significant cost savings and reduced reliance on emergency generation.​

On November 8, the Labour Appeal Court upheld Eskom’s employment equity policies, confirming their rationality and the utility’s ongoing support for fairness and transformation. This decision marks an affirmation of Eskom’s commitment to both operational excellence and broader social mandates.​

Eskom’s latest performance marks a decisive step towards energy security and operational excellence. Improved Energy Availability Factor (EAF), reduced outages, and the Koeberg license extension position South Africa for reliable power and support the nation’s clean energy future.

However, irrespective of this positive outlook, the cost of electricity will remain a major stumbling block for the majority of Eskom’s subscribers. The likelihood of lower tariffs is extremely small, as more consumers choose to install or expand solar systems to reduce reliance on the grid or go completely off-grid. This trend increases financial pressure on Eskom’s paying customer base.

TBG SA is uniquely positioned to support this shift, offering a comprehensive range of solar products and turnkey installations designed to deliver reliable, cost-effective energy solutions. Our expertise ensures clients maximize their investment in renewable energy while navigating the challenges of South Africa’s evolving energy landscape.

Sources: Eskom, Green Building Africa, Ecofin Agency, Sunday World, IOL, EBNewsDaily, sanews.gov.za, Labour Appeal Court Records