POWER PORTFOLIOS
How to hedge against the Eskom blues
A few JSE-listed companies will benefit from South Africa’s power crisis. We round them up
Eskom is on the fritz, and there will be no quick fix to load-shedding. Is there any way investors can hedge, or rather insulate, their investment portfolio against the power production crisis?
Perhaps in times of headier sentiment, the JSE might have seen a flurry of new listings aimed at capitalising on the electricity generation shortfall. But right now there are only three pure renewable energy plays on the JSE — Mahube Infrastructure Capital and Renergen, as well as Montauk Renewables, which operates gas and electricity plants on landfill sites and farms entirely in the US. Micro-cap Kibo Energy is focusing on green energy projects, but it’s been long on promises and short on delivery...
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