South Africa now has both a blueprint and a funding tailwind. On Oct 15, the Cabinet approved the final draft of Integrated Resource Plan 2025 (IRP2025), a long-term plan that will steer the country’s power mix and unlock about R2.23 trillion (~128 bn) in investment across renewables, storage, nuclear, gas-to-power, and grid buildout. The Presidency framed the IRP as a cost- and reliability-conscious pathway to balance supply and demand, with implementation to follow once the plan is gazetted. In parallel, Pretoria has been closing legacy build cycles—Kusile Unit 6 reached commercial operation on Sept 29, symbolically ending Eskom’s mega-build era and nudging near-term adequacy while the new plan ramps.

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