South Africa achieved more than 335 consecutive days without loadshedding by March 2026. This is a genuine structural shift, not luck. But the coal fleet is aging, the just energy transition is underfunded, and Eskom’s debt has not gone away. The analysis behind the milestone.
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Energy & Climate
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Africa’s Clean Energy Blind Spot: How Drought Is Destroying the Continent’s Most Reliable Renewable
Seven African countries generate more than 80% of their electricity from hydropower. As El Niño-driven droughts drain their reservoirs, the continent’s oldest and most dependable clean energy source is becoming its biggest liability — and climate finance is not designed to save it.
Nigeria’s $750M DARES Programme: Africa’s Most Ambitious Solar Mini-Grid Deployment — And It’s Already Working
Nigeria’s DARES programme has secured 391 signed grant agreements and is commissioning 28 new solar mini-grids in Q1 2026 alone, backed by $750M in World Bank financing and over $1 billion in blended development capital. Here is how the performance-based model is making it work.
Nigeria’s DARES Programme: A $750M Solar Mini-Grid Deployment, the World’s Largest
Nigeria DARES $750M solar mini-grid programme — scale, World Bank financing, REA delivery model, and what makes it the world’s largest deployment.
South Africa’s JETP: $11B Promised. Disbursement Is Stalled. Who Is Accountable?
South Africa JETP climate finance — $11B commitment, disbursement delays, governance gaps, and who is accountable for the just transition.
Power Africa Is Gone. Who Fills the $2–3B Annual Gap It Left Behind?
Power Africa is operationally over after USAID dismantling. Analysis of the $2-3B annual financing gap and who — if anyone — replaces it.
Lyra Energy’s $240M Thakadu Solar Plant Breaks Ground — Standard Bank Finances It Alone
Lyra Energy Thakadu 255MW solar — Standard Bank solo financing, no DFI, and what it signals for South African renewable energy capital markets.
Morocco’s Gotion Battery Gigafactory Is Africa’s First. It Won’t Be the Last.
Morocco Gotion battery gigafactory Kenitra — Africa’s first gigafactory, investment rationale, and implications for EV battery manufacturing.
Africa’s COP30 Countdown: Which Countries Have the Finance to Back Their Climate Pledges?
With COP30 eight months away and African NDC updates due before June, BETAR rates five Tier-1 markets on whether their climate pledges have credible financing behind them — or whether Belém will expose a widening gap.
America’s Africa Energy Pivot: Clean Cooking and Critical Minerals Instead of Climate Aid
America’s Africa energy pivot in 2026: from Power Africa aid to DFC commercial lending, critical minerals extraction, and clean cooking market development.