Momentum Investments analyses the economic charge behind SA’s R2.23 trillion power plan

In this month’s Economies at a Glance by Momentum Investments unpacks South Africa’s long-awaited Integrated Resource Plan (IRP) 2025, which gazetted on 24 October. This marks a pivotal moment in the country’s energy evolution. The R2.23 trillion roadmap outlines government’s vision to add more than 105,000 MW of new generation capacity by 2039, steering away from coal dependency toward a diversified energy mix that includes wind, solar, gas, nuclear and battery storage.

While the plan has drawn both optimism and criticism from debates around cost to the inclusion of new nuclear power, it represents one of the most ambitious infrastructure drives in recent history, aimed at delivering a cleaner, more reliable electricity supply and stimulating economic growth.

The infographic unpacks:

• The timeline of South Africa’s IRPs and how policy has evolved
• The current and proposed energy mix, with insights into what’s changing
• The pros and cons of the IRP 2025’s approach
• A closer look at the role of nuclear energy in the global and local context

This Economies at a glance - October 2025 offers a clear, visual snapshot of how South Africa plans to power its next chapter and what it could mean for the economy, sustainability, and investors.