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Data vs spin — did Eskom mislead South Africans about the load shedding risk?

Data vs spin — did Eskom mislead South Africans about the load shedding risk?
Experts say Eskom’s diesel use showed load shedding was coming before it hit, which directly contradicts Eskom’s optimistic public statements.

‘The system is stable and has sufficient emergency reserves,” Eskom said on Valentine’s Day. “Load shedding remains suspended, supported by a stable power system and adequate emergency reserves,” the utility said a week later (last Friday).

Then, less than a day later, on Saturday, South Africans had their electricity supply interrupted for the second time this year.

Daily Maverick spoke to three energy experts who suggested Eskom might not have been entirely frank with the public about the true state of their power system. Signs that load shedding was close were there if you knew where and how to look.

Apparent in the technical data but perhaps obscured to the broader public by the incomprehensibility of engineering jargon and repeated optimistic public messaging, Eskom’s publicly available data showed that “there were symptoms that we were heading towards load shedding about a week before the load shedding happened”.

This is according to Clyde Mallinson, an independent energy analyst who explained the data to Daily Maverick.

He explained that South Africa has about 3,000 megawatts (MW) of diesel capacity and that capacity is meant to be used sparingly and, if used at all, it’s meant to be used to be able to lift generation output during peak times “because it’s flexible”.

By diesel capacity, Mallinson was collectively referring to the sum total of generation capacity in South Africa provided by both Eskom and independent power producers (IPP) open cycle gas turbines (OCGTs), which are primarily powered by diesel. Eskom’s OCGT fleet, which includes Ankerlig and Gourikwa, as well as IPP OCGTs, combine for a total of just more than 3,000MW, but actual availability fluctuates based on fuel supply and unit status.

https://www.youtube.com/watch?v=l1Nu18VymyI&t=26s

Mallinson explained that during times of peak electricity demand, usually in the morning and evening, “we tend to use 3,000 or 4,000 more megawatts than we use in the middle of the day, and to meet that shortfall in the evening peak we normally use our pumped storage, which can do about 2,700MW, and if that’s not enough, then we can augment that with a bit of diesel.” 

But in the first two weeks of December, Mallinson spotted an odd trend where Eskom was “running diesel, not just at peak times, but sometimes through the whole night on one or two occasions”. 

“About halfway through December it stopped, mainly because there was a massive downturn in demand after about the 16th of December. But we burnt diesel on New Year’s Day, not just at peak times but pretty much 24/7, which was odd again because New Year’s Day is a public holiday. Then very late in January, we had that first little flirt with load shedding.”

Daily Maverick reported on Friday, 31 January that Eskom had implemented load shedding for the first time following more than 300 days of uninterrupted electricity supply.

Read more: Stage 3 load shedding across South Africa this weekend — power station ‘boiler tube failures’

Mallinson pointed to a more recent anomaly that stood out in Eskom’s data. 

“In the week leading to load shedding we were using our diesel as a provider of energy rather than a provider of power.” By this he meant diesel should be used for short bursts of power at peak times, not continuously for baseload energy supply. 

“Diesel should only ever be used to make up a power shortfall at peak times, and if we’re using it to make up an energy shortfall, it’s a sure sign that things are not well and that we’re heading towards load shedding.” 

He expanded, saying that if one looks at the diesel use on the Eskom data portal, “you can see from Sunday [16 February] through to Thursday [20 February] there was a massive amount of diesel used. And then on Friday it became massive. I mean, I don’t think they could have burnt more diesel than they did.

“In my personal opinion, we should have started stage 2 load shedding a week earlier than we started stage 3 [Saturday, 22 February] because we were missing load shedding by a whisker and we were running down diesel storage tanks and were only able to replenish our pumped storage by running diesel at night. 

“So there were symptoms that we were heading towards load shedding about a week before load shedding actually happened.


Mallinson explained how best to understand this data. The bright red and light orange are only really meant to be used for the morning and evenings, but evident in the data is Eskom’s use of diesel throughout the night of Friday, 21 February. 

“The brown colour you see on February 22nd and 23rd, that’s load shedding. Look at the diesel burn at night leading up to that load shedding event. By Friday, when they said everything’s hunky-dory, they were burning diesel like it was going out of fashion during that night,” he said.

Daily Maverick reported on Sunday that early on Sunday, at about 1.30am, Eskom announced that stage 6 load shedding had been implemented after multiple unit trips at Camden Power Station, following the earlier stage 3 caused by multiple unit trips at Majuba and a unit trip at Medupi.

Read more: Load shedding Stage 6 shock — Ramokgopa rules out sabotage, says ‘the buck stops’ with him

Mallinson said that in his opinion, Eskom was “pushing the limits” and that when an event such as the one at Majuba occurs, it illustrated Eskom’s earlier use of diesel left them with little choice but “to go straight to load shedding basically”.

Speaking to Daily Maverick on Monday, Chris Yelland, managing director of EE Business Intelligence, shared similar thoughts: “If you looked at the Eskom data… it shows that we were running the open-cycle gas turbines and the pump storage scheme through the working day. Now those are emergency reserves. You only run those to prevent load shedding.” 

Asked about the seeming discrepancy between Eskom’s statement of 21 February 2025 that “Eskom confirms that load shedding remains suspended, supported by a stable power system and adequate emergency reserves”, and Eskom’s extensive use of diesel, Yelland said: “I think that is misleading.

“The reality is that last week we were running the open-cycle gas turbines and the pump storage schemes hard during the working day. I don’t think it presented the correct information and it was misleading. It gave the impression that everything was under control whereas, in the meantime, they were running these units, the OCGT, the pump storage schemes hard. It means that they were running out of emergency reserves.”

Yelland added: “Now, I don’t think Eskom has fully explained why, even in the week before these incidents, they were running the emergency reserves hard during the working day. That is a sign that things are getting closer to the edge.”

In response to questions from Daily Maverick, Eskom said “the pumped storage generators and open-cycle gas turbines operate on a one-week cycle. They are used during the week when the demand is high and replenished over the night time and weekend periods when the demand is lower. The incidents over the weekend interrupted the replenishment cycle. The reason why stage 3 and subsequently stage 6 load shedding was implemented is as a result of the two unconnected incidents where multiple units tripped at two power stations which were purely technical in nature related to electrical and control system issues within auxiliary parts of our power station. 

“Additionally, Eskom communicated the status of its power system on Friday, 21 February 2025 by publishing/releasing its weekly Power Alert.”

At Sunday’s media briefing, following the announcement of stage 6 load shedding, Eskom chairperson Mteto Nyati pointed to the need for Eskom to shift its focus from core generation plant to “balance of plant”. In a coal-fired power plant, the core generation plant refers to big-ticket items such as boilers, mills, furnace and the turbine generator. 

Yelland explained that the balance of plant, accordingly, refers to “a whole lot of equipment and services, which are not specifically for a particular generation unit, but are common services to all the generation units” such as water, compressed air and various ancillary services. DM