{"id":5514,"date":"2026-04-08T13:01:08","date_gmt":"2026-04-08T11:01:08","guid":{"rendered":"https:\/\/mypr.co.za\/?p=180723"},"modified":"2026-04-08T13:01:08","modified_gmt":"2026-04-08T11:01:08","slug":"eskom-meet-evs-a-massive-operational-arbitrage-opportunity","status":"publish","type":"post","link":"https:\/\/mypr.co.za\/mail\/eskom-meet-evs-a-massive-operational-arbitrage-opportunity\/","title":{"rendered":"Eskom Meet EV\u2019s \u2013 A Massive Operational Arbitrage Opportunity"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 ez-toc-wrap-center counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title ez-toc-toggle\">Table of Contents<\/p>\n<p><span class=\"ez-toc-title-toggle\"><a href=\"https:\/\/mypr.co.za\/eskom-meet-evs-a-massive-operational-arbitrage-opportunity\/#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class><span class=\"ez-toc-icon-toggle-span\"><svg class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\" \/><\/svg><svg class=\"arrow-unsorted-368013\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\" \/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><\/nav>\n<\/div>\n<p>A couple of weeks back I was musing that Eskom should be at the forefront of using electricity to drive their fleet\/s of vehicles.<\/p>\n<p>After all the use-case is compelling: Eskom makes the stuff and should benefit from the lowest price possible to power their fleet.<\/p>\n<p>Applying <a href=\"https:\/\/basystems.co.za\" target=\"_blank\" rel=\"noopener\">BA Systems<\/a> <strong>\u201cMeasure to Manage\u201d<\/strong> logic to Eskom\u2019s own fleet reveals a staggering financial discrepancy. If Eskom can generate power at <strong>R1.30 per kWh <\/strong>(even cheaper if they use <a href=\"https:\/\/mynmb.co.za\/what-it-costs-eskom-to-produce-and-deliver-electricity\/#Eskoms_Primary_Energy_Cost_Production_Only\">\u2018Koeberg energy\u2019<\/a>), continuing to run internal combustion engine (ICE) vehicles is effectively \u201cburning money\u201d at a rate nearly <strong>6 times higher<\/strong> than using their own product.<\/p>\n<p>For Eskom, moving to Electric Vehicles (EVs) isn\u2019t just about sustainability \u2013 it\u2019s a massive <strong>operational arbitrage<\/strong> opportunity.<\/p>\n<p>It would appear that the brains at Eskom were way ahead of me thinking about operational efficiencies at Eskom that could be unlocked by moving to Electric Vehicles as <a href=\"https:\/\/straton.co.za\">installations of Eskom Branded EV Chargers<\/a> are happening across the Eastern Cape.<\/p>\n<p>In late 2025&nbsp; Eskom signed the formal Eskom-BYD Memorandum of Cooperation (MoC), which moved the test EV project from a small internal pilot to a national infrastructure rollout.<\/p>\n<p>The Eskom \u2013 BYD MoC outlines the roadmap for 200 to 300 public EV charging stations to be installed by the end of 2026.<\/p>\n<p>The rollout features ultra-fast 1MW \u201cFlash Chargers\u201d (capable of adding 400km in five minutes).<\/p>\n<p><strong>VERY NB:<\/strong> The Access Policy explicitly mandates an \u201cOpen Access\u201d model, meaning the stations (from Grid Cars) are not proprietary to BYD and can be used by any EV brand.<\/p>\n<p>Eskom has published its roadmap to electrify its fleet of roughly 13,000 vehicles and is targeting full conversion of the Distribution Division by 2035 and the entire fleet by 2040.<\/p>\n<p>The strategy distinguishes between DC Fast Chargers (60kW) for rapid field use and AC Dual Chargers (22kW) for overnight depot and workplace charging.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Gqeberha_Eastern_Cape_Rollout_Updates\"><\/span><strong>Gqeberha \/ Eastern Cape Rollout Updates<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>While the initial pilots focused on Gauteng and Mpumalanga, the Eastern Cape has recently seen major movement through the AIDC-EC (Automotive Industry Development Centre Eastern Cape) and Zero Carbon Charge.<\/p>\n<p>A public-private partnership is currently rolling out 29 off-grid charging sites across the Eastern Cape \u2013 many of them being installed by local powerhouse <a href=\"https:\/\/straton.co.za\">Straton Electrical<\/a>.<\/p>\n<p>Specifically, the Gqeberha Government Garage and local Eskom depots are being prioritized for \u201cV2L\u201d (Vehicle-to-Load) infrastructure. This allows fleet bakkies (like the BYD Shark) to serve as mobile power sources during local outages<\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_Comparison_BYD_Shark_6_EV_vs_Toyota_Hilux_Legend_Diesel\"><\/span><strong>The Comparison: BYD Shark 6 EV vs. Toyota Hilux Legend (Diesel)<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The BYD Shark 6 (the electric\/PHEV bakkie) is the most relevant comparison for a utility fleet like Eskom\u2019s, as it matches the utility of a traditional 4\u00d74 double-cab.<\/p>\n<table>\n<thead readability=\"1\">\n<tr readability=\"2\">\n<td><strong>Metric<\/strong><\/td>\n<td><strong>BYD Shark 6 (EV Mode)<\/strong><\/td>\n<td><strong>Toyota Hilux 2.8 GD-6 (ICE)<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody readability=\"1\">\n<tr>\n<td>Energy Consumption<\/td>\n<td>29.6 kWh \/ 100 km<\/td>\n<td>8.5 Liters \/ 100 km<\/td>\n<\/tr>\n<tr readability=\"2\">\n<td>Fuel\/Energy Cost<\/td>\n<td>R1.30 (Eskom Gen Cost)<\/td>\n<td>R26.11 (April 2026 Price)<\/td>\n<\/tr>\n<tr>\n<td>Cost per 100 km<\/td>\n<td>R38.48<\/td>\n<td>R221.94<\/td>\n<\/tr>\n<tr>\n<td>Efficiency Factor<\/td>\n<td>5.7x Cheaper<\/td>\n<td>Baseline<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><span class=\"ez-toc-section\" id=\"Why_it_makes_%E2%80%9CCents%E2%80%9D_The_ROI\"><\/span><strong>Why it makes \u201cCents\u201d (The ROI)<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"1_The_Arbitrage_Gap\"><\/span><strong>1. The Arbitrage Gap<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Eskom is in the unique position of being the only fleet operator in South Africa that can \u201cfuel\u201d their vehicles at the wholesale generation cost rather than the retail consumer tariff (which in Gqeberha is hitting R4.50+).<\/p>\n<p>ICE Fleet: Every 1,000 km driven by an Eskom Hilux costs the taxpayer R2,219 in diesel.<\/p>\n<p>EV Fleet: Every 1,000 km driven by an Eskom Shark costs the utility only R384 in internal energy.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"2_Maintenance_%E2%80%9CMeasure_to_Manage%E2%80%9D\"><\/span><strong>2. Maintenance &amp; \u201cMeasure to Manage\u201d<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>The BYD Shark utilizes the \u201cBlade Battery\u201d (Cell-to-Chassis) technology, which significantly reduces the moving parts compared to the complex turbo-diesel engine of a Hilux.<\/p>\n<p>Using the <a href=\"https:\/\/stratlec.co.za\/shop\/shelly-wave-pro-1\/\">Shelly PM<\/a> logic at Eskom depots, they could ensure fleet charging happens only during \u201cOff-Peak\u201d hours, further protecting the grid while maintaining a 100% \u201cFull Tank\u201d every morning for field technicians.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"3_The_V2L_Vehicle-to-Load_%E2%80%9CCrisis_Playbook%E2%80%9D_Bonus\"><\/span><strong>3. The V2L (Vehicle-to-Load) \u201cCrisis Playbook\u201d Bonus<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>The BYD Shark offers 6 kW V2L capability. An Eskom technician in an EV doesn\u2019t just fix a fault; their vehicle can act as a mobile power station to run critical equipment, medical devices, or localized lighting while the grid is down.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_Verdict\"><\/span><strong>The Verdict<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Assuming a worst-case generation cost of R1.30, Eskom is currently wasting roughly R183.00 in profit\/savings for every 100 km their ICE fleet travels. For a fleet that likely travels millions of kilometers monthly, the transition to EVs would pay for itself in fuel savings alone within roughly 24\u201330 months, even with the higher initial purchase price of the BYD.<\/p>\n<figure id=\"attachment_180724\" aria-describedby=\"caption-attachment-180724\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/straton.co.za\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-180724 lazyload\" alt width=\"1024\" height=\"885\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https:\/\/mypr.co.za\/wp-content\/uploads\/2026\/04\/xEskom-EV-Charger.jpg.pagespeed.ic.WfeuixLoMD.jpg\" srcset=\"https:\/\/mypr.co.za\/wp-content\/uploads\/2026\/04\/xEskom-EV-Charger.jpg.pagespeed.ic.WfeuixLoMD.jpg 1024w, https:\/\/mypr.co.za\/wp-content\/uploads\/2026\/04\/Eskom-EV-Charger-625x540.jpg 625w, https:\/\/mypr.co.za\/wp-content\/uploads\/2026\/04\/Eskom-EV-Charger-300x259.jpg 300w, https:\/\/mypr.co.za\/wp-content\/uploads\/2026\/04\/Eskom-EV-Charger-768x664.jpg 768w\"><\/a><figcaption id=\"caption-attachment-180724\" class=\"wp-caption-text\">Eskom EV Charger<\/figcaption><\/figure>\n<p><strong><\/p>\n<h3>Track Your Press Release HERE:<\/h3>\n<p><\/strong><\/p>\n<div class=\"mypr-visibility-box\" readability=\"4.2608695652174\">\n<h4>Check Online Visibility<\/h4>\n<p>Verify where this release is currently indexed:<\/p>\n<\/div>\n<p><a href=\"https:\/\/mypr.co.za\/eskom-meet-evs-a-massive-operational-arbitrage-opportunity\/\" target=\"_blank\">CLICK HERE to Read the Original Press Release on MyPR<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Table of Contents A couple of weeks back I was musing that Eskom should be at the forefront of using electricity to drive their fleet\/s of vehicles. After all the use-case is compelling: Eskom makes the stuff and should benefit from the lowest price possible to power their fleet. Applying BA Systems \u201cMeasure to Manage\u201d &hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","autoblue_enabled":true,"autoblue_custom_message":"","autoblue_shares":[{"did":"did:plc:revymtt5qssww7e7avbruzic","date":"2026-04-08T11:15:25+00:00","uri":"at:\/\/did:plc:revymtt5qssww7e7avbruzic\/app.bsky.feed.post\/3miy645f6hq2d","response":"{\"uri\":\"at:\/\/did:plc:revymtt5qssww7e7avbruzic\/app.bsky.feed.post\/3miy645f6hq2d\",\"cid\":\"bafyreig4gzjiexew7a37wxj3jccvr4wbmosnlj4yc5au2hzas6a7mojuo4\",\"commit\":{\"cid\":\"bafyreigk2jpqjszyqelsuss4746sjvqdcrxjrb3dkg3qzpfho7mevp6en4\",\"rev\":\"3miy645fk6q2d\"},\"validationStatus\":\"valid\"}"}],"autoblue_post_url":"","autoblue_publish_document":false,"republication-tracker-tool-hide-widget":false,"footnotes":""},"categories":[28,3],"tags":[29],"class_list":["type-post","category-featured","category-news","tag-mypr-africa","entry"],"acf":[],"_links":{"self":[{"href":"https:\/\/mypr.co.za\/mail\/wp-json\/wp\/v2\/posts\/5514","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mypr.co.za\/mail\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mypr.co.za\/mail\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mypr.co.za\/mail\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mypr.co.za\/mail\/wp-json\/wp\/v2\/comments?post=5514"}],"version-history":[{"count":0,"href":"https:\/\/mypr.co.za\/mail\/wp-json\/wp\/v2\/posts\/5514\/revisions"}],"wp:attachment":[{"href":"https:\/\/mypr.co.za\/mail\/wp-json\/wp\/v2\/media?parent=5514"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mypr.co.za\/mail\/wp-json\/wp\/v2\/categories?post=5514"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mypr.co.za\/mail\/wp-json\/wp\/v2\/tags?post=5514"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}