Eskom Data: July 2025

Eskom data - July 2025

Sorry I missed June, I was travelling.

July is looking positive! Big decrease in total loss, and this time it's in the good way (decrease in unplanned, increase in planned)

Diesel use also looking better - lowest since November 2024, but still twice as high as July 2024.

And we're still using these things up to 3GW at peaks, so the max is still very high.

Thermal (coal) is looking really flat, so I'm not sure where all that extra availability is coming from. Maybe we have coal plants that are working but switched off? Not sure exactly how they calculate that re planned maintenance.

Nuclear is also flat so it's not that

Kinda interesting pattern in Demand vs Generation here - demand is still dropping, so either SA is having a sunny winter or private solar isn't as big a factor as I hypothesized before in reducing demand (maybe the economy is just that dead?)

Hopefully we can get back at least to 2024 levels soon

Overall I'm surprised that things held together pretty well for July, usually the worst of winter I think. Koeberg unit 2 return got delayed again (not that unexpected, but was meant ot be July) and Medupi is only scheduled to get to full commercial operation in September.

I'm still 'cautiously optimistic about progress with a side dose of something could blow up at any time'