The incredible shift from Stage 6 load shedding to Stage 3, potentially even lower, was arguably always predictable.
Just weeks ago, the country was on edge, anticipating Stage 8 – or worse – load shedding during the winter months. This will likely not come to pass.
It is a stone-cold fact that Eskom’s coal generation fleet performs far better in winter than in summer.
Partial load losses reduce and the non-existence of the summer heat in Mpumalanga means the output from the plants is generally ahead of what would be experienced in the hotter months. Basically, fears of Stage 8 (or worse) are probably overblown. For now, at least.
Data from the Council for Scientific and Industrial Research (CSIR) over last seven years illustrates this brilliantly.
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As one can see, this was always on the cards, as Eskom’s load shedding schedule eased from a peak of Stage 6 just one week ago to a peak of Stage 3.
During daytime hours this week, there is no scheduled load shedding.
The reason for load shedding overnight until the end of the morning peak is due simply to the large differential between the daytime baseload demand and the peak. In winter, this is extreme, in summer the curve is far flatter.
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The difference between what was expected and what the current reality is comes from five sources:
Currently, data for June – albeit a week in – points to a much-improved generation performance.
The energy availability factor (EAF), a measure of how much generation capacity is online, is above 60% – for the first time since August.
In fact, over the last year, its available generation capacity in the first week of June is higher than in all but two months.
Of course, in ‘better’ months the amount of unplanned breakdowns was lower than currently, but its planned maintenance was significantly higher.
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Much depends on Eskom’s ability to return Koeberg Unit 1 back to the grid (900MW) after the replacement of its three steam generator units, currently delayed by approximately three months.
This means dependable baseload power for the south-western part of the country, without the ±20% overhead of transmitting this over high voltage lines through the Free State and Karoo. Following this, it needs to take Unit 2 offline for the replacement of its steam generators. There is no room for error here with the application to extend the plant’s life for a further 20 years on the table.
Beyond this, the return of ±2000MW from Kusile’s units currently offline due to a duct failure will make a massive impact to the power system in December.
Originally, Eskom said these would be brought on stream with temporary flues from December onwards (into 2024). In its most recent presentation the 2300MW from the three units plus Unit 5 which still has to be commissioned is due to all come on stream in December.
A further 720MW will be connected to the grid from Medupi Unit 4 (which exploded in August 2021, shortly after the entire station was commissioned).
There is also some renewable capacity due to come on stream in the near term, as well as demand-side measures.
Things might not quite be as bad as we expected…
This article originally appeared on Moneyweb and was republished with permission.
Read the original article here.
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