Investec Focus Radio SA Investec

Wind and solar are the predominant renewable energy sources being brought online now, but what about other clean energy technologies in the future of SA's energy mix? In episode 6 of the Current, we delve into geothermal, battery advancements, innovations in nuclear, biomass, smart grids and more. If you want a peek into the future of energy, listen to host Iman Rappetti in conversation with Investec's Harold Hutchinson, Campbell Parry and Chanda Nxumalo, MD of Harmattan Renewables as they explore the pros and cons of some of the latest advancements in energy.

00:00: Introduction
01:56: Meet the guests
02:26: Size matters when it comes to wind
03:32: Solar developments in the UK
04:33: Lazard's levelised cost of energy
06:09: Battery technology advancements
08:19: Factoring in long-term weather patterns
09:33: Reimagining nuclear
12:23: Are nuclear safety concerns unfounded?
13:20: Dealing with nuclear waste
13:59: Funding of nuclear
15:30: Hydrogen only viable in long-term
17:39: Hydrogen use in fertilizer and petrochemicals
18:31: Geothermal’s potential as energy source
23:33: Tidal energy pros and cons
24:23: Biomass in the UK
25:26: Hybrid energy solutions are the answer
27:22: Smart grid technology
29:14: Tech that enables efficient use
30:54: Closing comments

This episode was brought to you by Investec Wealth & Investment. Learn more about their responsible investment strategy and how you can invest your money so it can do well, and do good.
Read more: https://www.investec.com/en_za/investment/responsible-investing.html

In this week’s episode, Chief Investment Strategist Chris Holdsworth takes a look at SA's state-owned enterprises and in particular at the positive trends in electricity availability, as well as in ports and rail. He also looks at the recent rand strength, US interest rates, US jobs and earnings.

South Africa’s ailing healthcare system has significant implications for the population and the economy. What needs to be done to change the course of healthcare in SA? In the latest episode of the No Ordinary Wednesday podcast, Health Activist Dr Aslam Dasoo and Investec Healthcare Equity Analyst Letlotlo Lenake discuss the NHI and the future of healthcare in the country.

Podcast key moments:

00:00 – Introduction

02:47 - What are the biggest challenges facing South Africa's healthcare system?

08:39 – The economic impact of a weak healthcare system

10:41 – Opportunities for public private partnership in healthcare

12:30 - What should be the key focus areas to improve healthcare in SA?

17:50 – Can South Africa afford NHI?

20:35 – NHI, is there an alternative?

25:40 – Lessons from other countries

27:13 – How do we fix the healthcare system?

Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.

Read more on www.investec.com/now

This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses the latest US GDP print and core PCE inflation. And in South Africa, the latest on election polls.

In episode 5 of The Current, we examine fossil fuels- mankind's centuries-old mixed blessing. We discuss the numerous applications of oil and gas and just how quickly we can phase them out, whilst sticking to a 'just energy transition'.
Listen to Iman Rappetti, and Investec's Callum Macpherson, Campbell Parry, Melanie Janse van Vuuren and SAPIA's Executive Director Fani Tshifularo unpack the most fundamental question of the global energy transition: What is the future of fossil fuels?

00:00 Introduction
02:22 Meet the guests
02:42 What was agreed at COP28 on fossil fuels
04:50 Fossil fuels account for 75% of global GHG emissions
06:38 Our everyday dependence on fossil fuel products: from clothes to fertilizer
08:34 Electric vehicle adoption in SA versus the rest of the world
09:56 When will the demand for oil fall?
11:06 Road transport drives 50% of oil demand
13:02 What is a transition fuel and why are they important?
15:16 Opportunities for SA off demand for gas
17:58 When will we see a peak in global oil demand?
19:14 Geopolitics and fluctuating prices of fossil fuels
20:56 What is SA govt and industry doing to move away from fossil fuels?
22:17 How to make a dirty industry more efficient
24:21 How to bring oil-rich countries onto the transition journey
25:43 Investec approach to oil and gas: commitments and targets
27:21 A pragmatic approach to transitioning away from oil and gas

This episode was brought to you by Investec Wealth & Investment. Learn more about their responsible investment strategy and how you can invest your money so it can do well, and do good.
Read more: https://www.investec.com/en_za/investment/responsible-investing.html

This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the latest US economic data, outlook for interest rates in the US, what is happening to global markets and CPI in SA.