BCG波士顿咨询&BII：2025年电力市场自由化路径：全球经验启示与南非转型实践研究报告（英文版）

South Africa has made great progress in stabilising its electricity supply and addressing its historic problem of loadshedding, the controlled power cuts introduced when demand for electricity exceeded the available supply. To sustain this progress and secure the energy foundation for future economic growth, South Africa will require over $100 billion in new investment by 2035, one of the largest infrastructure programmes in its history. However, with rising public debt and significant contin