Just Energy Transition Implementation Plan
Executive Dashboard
Total Pledged
Allocated Funds
Total Projects
Active Partners
Completed Projects
In Implementation
Grants Allocated
Policy Loans Allocated
Key Highlights — Q4 2025
- ✅ Governance operating: IMC (10 Ministers) providing leadership; JET Government Steering Committee coordinating 19 institutions.
- ✅ ITP Phase 1 progress: Seven pre-qualified bidders announced 15 Dec 2025; draft RFP issued; final RFP expected in 2026/27 FY.
- ✅ ACT IP preparations: JET PMU working with World Bank, AfDB, Eskom, NT, DEE, and DFFE on updated plans for Camden, Grootvlei, Hendrina, Kriel, and Arnot — to be presented to CIF in May 2026.
- ✅ Credit Guarantee Vehicle: CGV expected to launch H2 2026 to de-risk private capital for ITP procurement.
- ✅ Municipal JET structures: SALGA-led JET Municipal Council meeting regularly; three workstreams (Distribution, Energy Access, Capability) preparing investment mechanisms.
- ✅ Skills system: JET Skills Desk established at DHET; HRDC convened multi-stakeholder JET Skills Advisory Forum with emphasis on demand-led skills.
- ✅ Funding Platform: 240 applications received; 26 projects ready for matching (>ZAR 660 mn); 5 projects matched (~ZAR 78 mn).
- ℹ️ Partnership update: USA withdrew from JET Partnership (Feb 2025); remaining IPG partners publicly reaffirmed commitment to SA's JET.
Figures reflect the Quarterly Progress Report as at 31 December 2025.
JET International Financing Status
As at 31 December 2025 (Q4 2025 Quarterly Progress Report)
Allocation Rate by Instrument (Allocated vs Pledged)
Grants
Highly Concessional Loans
Concessional Loans
Policy Loans
Commercial Debt & Equity
Guarantees
Export Credits
Key Financing Highlights
- Germany: 100% deployment across all instruments (USD 2.68 bn) — grants, concessional loans, and policy loans fully allocated.
- Portfolio allocations: USD 3.95 bn (ZAR 69.92 bn) allocated across portfolios, with Electricity accounting for USD 3.08 bn (≈78% of total allocations).
- Guarantees: USD 236 mn allocated of USD 1.30 bn pledged (18%), supporting credit enhancement for JET investments.
- Partnership update: USA withdrew from the JET Partnership in February 2025; remaining IPG partners have publicly reaffirmed their commitment.
Electricity Portfolio Dashboard
Portfolio Overview
Status by phase: 6 Planned · 2 Approved · 42 Implementation · 23 Completed (as at 31 Dec 2025).
Total Projects
Allocated to Electricity
Dominant Phase
Completed Projects
Key Developments — Q4 2025
| ITP Phase 1 Pre-qualification | 7 Bidders (15 Dec 2025) |
| ITP Phase 1 Procurement | Scheduled 2026 |
| Credit Guarantee Vehicle (CGV) | Launch H2 2026 |
| ACT IP Update Approval | CIF Approved (Jun 2025) |
| ACT IP Governance Structures | Desk + Committee Establishing |
| IRP 2025 Publication | Published 17 Oct 2025 |
| Coal Plant Decommissioning (5 stations) | Target Mar 2030 |
| Transmission Grid Investment | Eskom Borrowing Constrained |
Source: Q4 2025 Quarterly Progress Report (31 Dec 2025) and JET Investment Register. Electricity allocations total USD 3.08 bn (ZAR 54.39 bn), representing 78% of all JET portfolio allocations.
Municipal Portfolio Dashboard
Portfolio Overview
Status by phase: 1 Planned · 0 Approved · 15 Implementation · 13 Completed (as at 31 Dec 2025).
Total Projects
Portfolio Value
Dominant Phase (by value)
Planned Pipeline
Workstream Status
| Capability Development (SALGA/COGTA) | Operational |
| Financing Workstream (DBSA) | Operational |
| Energy Access (DEE) | Operational |
| JET Municipal Council | Established |
Funding by Project Status (USD 281 mn)
Source: Q4 2025 Quarterly Progress Report (31 Dec 2025) and JET Investment Register. Municipal portfolio totals USD 281 mn (ZAR 4.98 bn).
Mpumalanga Just Transition Portfolio Dashboard
Portfolio Overview
Status by phase: 5 Planned · 8 Approved · 30 Implementation · 20 Completed (as at 31 Dec 2025).
Total Projects
Portfolio Value
Dominant Phase (by value)
Implementation Phase
Funding by Project Status (USD 184 mn)
Key Developments — Q4 2025
- Funding Platform traction: 92 of 240 applications (38%) are from Mpumalanga; 3 of 5 matched projects and 11 of 26 ready for matching have a Mpumalanga focus.
- Grootvlei RE hub: Construction is underway as part of the Netherlands-supported initiative to repurpose the power plant into a renewable energy hub, with associated training and job opportunities.
- Post-decommissioning planning: MGCA, OECD, DFFE, and Indalo Inclusive are working with stakeholders at Grootvlei and Komati power stations on post-decommissioning development needs and MSME opportunities (Sep 2025–Jul 2026).
- AfDB SAJJOF: The Jobs First project is entering its closing phase in Mpumalanga, with the Top Technology Tools for Women in Business (Rural Programme) concluded in November 2025, supporting 25 women farmers across five clusters.
- JTWG coordination: The Just Technical Working Group (AFD/GEAPP) hosted a session on job creation and SME development in Mpumalanga this quarter.
Source: Q4 2025 Quarterly Progress Report (31 Dec 2025) and JET Investment Register. JT-Mpumalanga portfolio totals USD 184 mn (ZAR 3.25 bn).
New Energy Vehicles Portfolio Dashboard
Portfolio Overview
Status by phase: 3 Planned · 1 Approved · 0 Implementation · 3 Completed (as at 31 Dec 2025).
Total Projects
Portfolio Value
Dominant Phase (by value)
Completed Projects
Funding by Project Status (USD 6.8 mn)
Key Developments — Q4 2025
- Golden Arrow EV buses: South Africa's flagship EV bus project completed — 120 EV buses procured with approximately 50 fast chargers installed.
- Uber electric e-hailing: Uber and Valternative Energy launched electric e-hailing in Sandton (Nov 2025) with 70 EVs, expanding to 350 by end of January 2026.
- Logistics sector: DSV acquired Volvo electric trucks (three 8-ton and six 4x2) to support their 50% emissions reduction target by 2030.
- A2D Funding Facility: UK DESNZ and UNIDO launched the Accelerate to Demonstrate facility (USD 5 mn per project), supporting pilot and proof-of-concept projects across priority themes; five South African NEV projects applied.
- Public Transport Workstream: The NEV Public Transport Workstream held its inaugural meeting on 3 December 2025, led by DBSA.
Source: Q4 2025 Quarterly Progress Report (31 Dec 2025) and JET Investment Register. NEVs portfolio totals USD 6.8 mn (ZAR 119.80 mn).
Green Hydrogen Portfolio Dashboard
Portfolio Overview
Total Projects
Portfolio Value
Grant Funding Secured
Loan Status
Funding by Project Status (USD 228 mn)
Key Developments — Q4 2025
- Advisory Committee: The GH₂ Advisory Committee held its inaugural meeting on 25 November 2025.
- Pipeline development: The Project Development Standard Template was piloted with Western Cape project developers in early December 2025; engagements with DFIs funding GH₂ projects have commenced.
- PtX progress: Three PtX projects (1 domestic, 2 export) reached pre-feasibility, feasibility, or FEED stage by 31 December 2025.
- CIF programme: The DEE convened the CIF Industrial Decarbonisation Programme kick-off in November 2025; the GH₂ PMO has joined the government steering committee.
- Funding gap: Grant funding of USD 96.82 mn secured against a USD 100 mn target; no loans signed in 2025 and the SAH₂ Fund remains in development tranche.
Source: Q4 2025 Quarterly Progress Report (31 Dec 2025) and JET Investment Register. Green Hydrogen portfolio totals USD 228 mn (ZAR 4.04 bn).
Skills Portfolio Dashboard
Portfolio Overview
Status by phase: 9 Planned · 5 Approved · 24 Implementation · 15 Completed (as at 31 Dec 2025).
Total Grants
Portfolio Value
Dominant Phase (by value)
Implementation Phase
Funding by Project Status (USD 148.15 mn)
Key Developments — Q4 2025
- JET Skills Desk: Established as the Secretariat in the DHET Office of the Director General.
- Advisory Forum: The HRDC is convening the multi-stakeholder National JET Skills Advisory Forum.
- JET SEP Programme: NBI-led initiative awarded USD 1 mn FAPA grant (Phase 1) plus CAD 5 mn / USD 3.75 mn Canadian funding for Phase 2.
- JET Labour Centre: Received initial grant funding and is defining a skills programme of action for organised labour.
- Portfolio growth: 53 grants now registered (up from 45 last quarter); 77% focused on capacity development, studies, and research.
Source: Q4 2025 Quarterly Progress Report (31 Dec 2025) and JET Investment Register. Skills portfolio totals USD 148.15 mn (ZAR 2.62 bn).
JET Funding Platform Dashboard
Platform Overview
Applications Processed
Projects Listed
Projects Matched
Matched in Q4
Key Developments — Q4 2025
- Matching progress: 5 projects matched to date (ZAR 78.4 mn total); 1 project matched this quarter at ZAR 7.4 mn (USD 0.42 mn).
- Pipeline growth: 26 projects now listed on the JET FP Register; many projects at an advanced stage of matching.
- Strategic repositioning: Based on learnings from Windows 1 and 2, the Platform has shifted to curated, theme-specific programmatic approaches to improve efficiency and matching outcomes.
- Future windows: Three tailored application windows are in final development for launch in 2026, designed around clearly defined thematic priorities.
- Project preparation: Light project preparation support provided since September 2025; expanded support in progress for onboarding in early 2026.
Source: Q4 2025 Quarterly Progress Report (31 Dec 2025). JET Funding Platform launched 25 October 2024.
JET IP Governance
Governance Overview
Reporting period: Q4 2025 (as at 31 December 2025).
JET IMC Meeting
Cabinet Ministers
Steering Committee Meeting
Steering Committee Composition
JET Inter-Ministerial Committee (IMC) Composition
| # | Minister | Role |
|---|---|---|
| 1 | Minister of Energy and Electricity | Chairperson |
| 2 | Minister of Finance | Member |
| 3 | Minister of Forestry, Fisheries and Environment | Member |
| 4 | Minister of Mineral and Petroleum Resources | Member |
| 5 | Minister of Trade, Industry and Competition | Member |
| 6 | Minister of Cooperative Governance and Traditional Affairs | Member |
| 7 | Minister of Higher Education and Training | Member |
| 8 | Minister of Science and Innovation | Member |
| 9 | Minister of Transport | Member |
| 10 | Minister of International Relations and Cooperation | Member |
JET Government Steering Committee
- The Presidency (Chair): Convenes and chairs the Steering Committee.
- National Departments (12): Senior representatives from departments with JET implementation responsibilities.
- Development Finance: Development Bank of Southern Africa (DBSA) and Industrial Development Corporation (IDC).
- Local Government: South African Local Government Association (SALGA).
- State-Owned Enterprises: Eskom.
- Provincial Government: Mpumalanga Province.
- Advisory: Presidential Climate Commission (PCC).
The Steering Committee met on 10 October 2025 during this reporting period.
Source: Q4 2025 Quarterly Progress Report (31 Dec 2025).
Short- & Medium-Term Outcomes (Infographic)
As at Q4 2025 (31 Dec 2025), most outcomes are on track (light green), with significant challenges (orange) concentrated in agreed funding flows across portfolios (STO1) and the scale of Funding Platform matching against the December 2025 milestone (STO4).
Short-Term Outcomes (1–3 years)
Medium-Term Outcomes (3–5 years)
| Outcome | Indicator / Q4 2025 Progress | Status |
|---|---|---|
| MTO1 | USD 13.9 bn (ZAR 246.3 bn) pledged; ZAR 1.43 bn (USD 80.78 mn) reported as spent on completed projects; concessional loan commitments reported (e.g., Germany and EU facility), while some data remains unavailable and private investment analysis awaits funding. | Orange |
| MTO2 | Strategic plans and APPs reviewed for JET indicators; unions/CSOs engaged through portfolio structures and the Funding Platform; international partner pledges reported as of 31 Dec 2025. | Light green |
| MTO3 | JET plans implemented across all portfolios; progress on integrating portfolio priorities into planning and budget systems through indicator review and submissions. | Light green |
| MTO4 | Skills coordination advancing via JET Skills Desk and Advisory Forum; SEP and Labour Centre initiatives progressing; SETAs requested to report JET contribution and SDZ engagements initiated in priority provinces. | Light green |
Outcome Narrative Highlights — Q4 2025
- Funding flows across portfolios: Transmission enablement is advancing (ITP/CGV), GH2 grant funding has exceeded target while the SAH2 concessional debt facility target was not achieved, and NEV A2D applications were unsuccessful. (STO1)
- Governance and coordination: IMC meeting held on 24 October 2025 and Government Steering Committee meeting held on 10 October 2025; coordination structures operational across all portfolios (Mpumalanga, Municipal, NEVs, GH2, Skills). (STO2)
- Mpumalanga interventions: Diagnostic TORs and feasibility processes progressed (including EOI for studies), with community participation models under development and emphasis on front-loading community development alongside ACT IP implementation structures. (STO3)
- Funding Platform performance: FP remains operational with 240 applications assessed and 26 projects listed; five projects matched (ZAR 78.4 mn) including one match in the quarter (ZAR 7.4 mn), below the December 2025 milestone. (STO4)
- Catalytic programmes and projects: NEV initiatives progressed (e-hailing pilot, electric buses, electric trucks, charging sites) and GH2 pipeline progress recorded (PtX projects reaching pre-feasibility/feasibility/FEED). (STO6)
- Finance mobilisation and deployment: Pledges reported as of 31 Dec 2025; spending on completed projects reported; concessional loan commitments noted, while some finance categories remain without available data and further analysis awaits funding. (MTO1)
Data visualisation compiled by the JET PMU M&E Unit · Updated for Q4 2025.
Snapshot Pilot Core Indicators
The Core Indicators are a proxy for expected outcomes across the JET IP. Individual projects have their own M&E Frameworks with project-specific indicators not measured by the JET IP.
This section presents a snapshot of pilot data from 16 projects that reported on Core Indicators during the Q3 2025 reporting cycle (ending 30 September 2025), and is referenced in Q4 2025 reporting as no new Core Indicator data were received. The data were submitted by one IPG partner contributing to the first round of pilot reporting. Results should be understood as preliminary, indicative findings that will expand as additional partners adopt the framework in future reporting cycles.
⚠️ Pilot Data: These data represent 16 projects (7.05% coverage) of the 227 projects in the JET Investment Register, by number of projects rather than value of funding pledged.
⚠️ Q4 2025 Note: No new Core Indicator data were received for Q4 2025. Table 14 therefore reflects the same snapshot pilot data reported in Q3 2025 (ending 30 September 2025).
Institutional Strengthening
13 of 16 (81%)Definition: Tracks improvements in institutional capacity, systems, resources, and coordination mechanisms resulting from JET interventions.
Jun 2023 – Dec 2026
Planned Results
Strengthened capacity and systems across government entities (DPME, DMRE, NT, ACF, PCC coordination)
Actuals Reported to Date (30 Sept 2025)
- 5 SMMEs (3 woman-owned) accredited as Energy Performance Certificate Inspection Bodies
- National JET M&E Framework under development
- Participatory justice framework piloted in Mpumalanga
Community Involvement
6 of 16 (37.5%)Definition: Measures the extent to which communities are meaningfully engaged in the design, planning, and implementation of JET interventions.
Jun 2023 – Dec 2026
Planned Results
Engagement of civil society, labour, and community representatives in project design and implementation
Actuals Reported to Date (30 Sept 2025)
- 83% achieved Level 3 engagement (community involved from design stage)
- 88 municipal officials trained in gender-responsive e-mobility planning
Jobs Creation
4 of 16 (25%)Definition: Full-time equivalent (FTE) jobs created and maintained directly and indirectly through JET interventions.
Jun 2023 – Dec 2026
Planned Results
1 400–1 500 construction jobs; 210–220 operational jobs (including SMME-facilitated employment estimates)
Actuals Reported to Date (30 Sept 2025)
- 640–650 permanent operational jobs created
- 27%–30% women's participation in infrastructure roles
- 40%–43% women's participation in SMME-focused interventions
Livelihoods
5 of 16 (31%)Definition: Measures contributions to household welfare and sustainable livelihoods in communities affected by the energy transition.
Jun 2023 – Dec 2026
Planned Results
Human and built capital improvements for households and communities
Actuals Reported to Date (30 Sept 2025)
- 53 000+ people benefiting from renewable energy access (primarily commercial and industrial customers)
- 80+ farmers trained in coal diversification and climate-smart agriculture
- Capacity-building for Mpumalanga stakeholders on Just Transition concepts
Emissions Reductions
2 of 16 (12.5%)Definition: Greenhouse gas emissions reduced or avoided as a direct result of JET interventions, measured in tonnes of CO₂ equivalent per annum.
Sep 2023 – Dec 2026
Planned Results
1.4–1.5 million tonnes CO₂e per annum from renewable energy infrastructure (620+ MW solar and wind projects)
Status Update (30 Sept 2025)
- Projects in pre-commissioning phase
Projects Reporting by Core Indicator (Snapshot Pilot Sample: 16 Projects)
Notes on Core Indicator Reporting
- Non-representative sample: These data represent 16 projects (7.05% of the 227 projects in the JET Investment Register), by number of projects rather than volume of pledge. This is a non-representative pilot sample from one IPG partner.
- Reporting scope: Not all projects are relevant to all five Core Indicators. Projects report only on Core Indicators relevant to their intervention. Percentages indicate the proportion of the 16 reporting projects that submitted data on each indicator.
- Reporting frequency: Quarterly reporting on Core Indicators is not compulsory for JET partners. Inception submissions establish baselines; thereafter, reporting follows individual project cycles.
- Planned vs Actuals: A key distinction exists between planned indicator performance (targets for the project period, Jun/Sep 2023–Dec 2026) and actual indicator performance reported to date (30 Sept 2025). Actuals are reported cumulatively from project start to end. Where actuals are not yet available (e.g., projects in pre-commissioning phase), only planned results are shown.
- Preliminary findings: Results should be understood as preliminary, indicative findings that will expand as additional partners adopt the Core Indicators framework in future reporting cycles.
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