The Hormuz Warning South Africa Refuses to Hear

South Africa's plan to add 6,000 MW of gas-to-power capacity relies on LNG imports vulnerable to global supply shocks, as recent disruptions in the Strait of Hormuz have led to sharp LNG price increases without a clear tariff recovery mechanism in place. This exposes South Africa to significant financial risks during price shocks, especially as current regulatory frameworks do not adequately address fuel cost volatility or recovery.

This Wire brief sits within Fusion42's coverage of Climate Tech.