Josh Chifamba

Consultant in energy management, electricity retail & renewable energy. Former Group CEO of ZESA HOLDINGS, the power utility in Zimbabwe. I love Arsenal.

[Josh Chifamba @JoshChifamba]

I'm blessed to have grandchildren! Really nice! 🙏🙏🙏🙏

[Josh Chifamba @JoshChifamba]

@TIZim_info @molokele @chikumbut @anticorruption Well deserved Busi - a great professional!

[Josh Chifamba @JoshChifamba]

@EBL2017 Such an incisive post. A masterpiece in showing the virtues of patience & thinking long term.

[Bla B @bla_bidza]

When I say this about lawyers and CAs, they turn guns on me.

[Josh Chifamba @JoshChifamba]

@bla_bidza Very well written my boet. Thanks for sharing the article, it’s so enlightening.

[Josh Chifamba @JoshChifamba]

@daddyhope Iwe Hopuwero usadaro muningina. Takarara nebhutsu nezuro.

[Josh Chifamba @JoshChifamba]

@MickyJnr__ What a joke! Have people taken leave of their senses, to determine the outcome of a football match in a court, many moons after the match was played & a winner decided on the day. In this instance the court can neither override nor confirm the result. It’s a given. Period.

[Josh Chifamba @JoshChifamba]

@Alarsenalnews_ Very concise analysis. Different players who induce different expectations. We need both for a good team. Comparison makes sense when profiles are identical.

[Josh Chifamba @JoshChifamba]

@wicknellchivayo @Armsdealerzw Very wise words indeed.

[Josh Chifamba @JoshChifamba]

@baba_nyenyedzi Very enlightening.

[Josh Chifamba @JoshChifamba]

@EBL2017 Arsenal is clearly missing the service of Odegard, especially his ability to provide control. There was at some point too much vertical play that made the game resemble basketball. In such cases chaos rules & pressure increases.

[Josh Chifamba @JoshChifamba]

Interesting.

[Jacob Maroga @jacob_maroga]

The real reason we had the worst era of load-shedding from 2021 to 2023 is that engineering fundamentals were replaced by sponsored fairytales. Like weather dependant generation can replace dispatchable coal capacity.

The lights are on because engineering competence returned to @eskom

The rest is noise

[Jacob Maroga @jacob_maroga]

Over the past +30 years the UK and Germany have spent trillions on ‘cleaner’ generation, but the output has been declining and the prices rising. Energy Intensive industries have defected to fossil-intense countries like China and the US

Electricity demand is a proxy for industrial output. Indonesia and China are increasing electricity demand as their industrial base grows.

[Josh Chifamba @JoshChifamba]

@jacob_maroga Serious madness had crept in that was made worse by political leadership in the region that didn’t listen to advice from sector experts.

[Engineer Matšhela Koko, MBL @koko_matshela]

This is going to upset a lot of people

[Josh Chifamba @JoshChifamba]

@Wisdom_HQ 49

[Josh Chifamba @JoshChifamba]

@ElonMuskZAB 2

[Mario Nawfal @MarioNawfal]

🇩🇪🇪🇺 GERMANY’S OFFSHORE WIND POWER DREAM JUST HIT THE WALL - AND NO ONE WANTS TO SAY WHY

Germany just suffered the kind of humiliation that would have been unthinkable a decade ago:

A 10-gigawatt offshore wind auction - the biggest in Europe - and not a single company showed up.

Zero bids. Zero interest. Zero illusion left about Berlin’s green-industrial grand plan.

The Bundestag’s response? Not to fix the system - but to shrink it.

Germany has now slashed its 2026 offshore wind auction from 6 GW down to a measly 2.5–5 GW.

Far from a “strategic adjustment,” thi is an admission of failure.

The offshore wind industry did the math that Berlin refused to do.

Developers took one look at the deal and realized:

- Zero-subsidy projects no longer work in a world of skyrocketing steel prices

- Supply chains are a mess

- Turbines have doubled in cost

- Interest rates make capital-intensive megaprojects impossible

And Germany still thinks companies will magically absorb all risk while politicians take all the moral credit

Offshore wind companies are businesses, not activists.

And right now, offshore wind is a bad business in Germany.

The truth behind the flop:

Germany wants 70 GW of offshore wind by 2045.

Reality check: Current additions are nowhere near that trajectory - and they’re slowing.

Industry groups warned Berlin months before the failed auction that the system was collapsing.

Permitting is too slow, tenders are structurally unprofitable, revenue certainty doesn’t exist, supply chains can’t keep up, and costs have exploded across the board.

Berlin ignored them.

And now Germany is shocked - shocked! - that no one wants to lose billions on their utopian timeline.

Germany was supposed to be the green engine of Europe.

Instead, it has become the case study in what happens when ideology outruns physics, economics, and industrial capacity.

Shutting off cheap Russian gas created an energy cost explosion.

Nuclear was retired early. Coal briefly returned. Industry left.

And now even wind - the supposed savior - is buckling.

At some point, you run out of slogans and start running into reality.

The green future isn’t canceled... but Germany just learned (hopefully) it won’t arrive on political virtue alone.

Source: @ZeroHedge

[Josh Chifamba @JoshChifamba]

Interesting! It puts to question the much held belief that efficiency is a function of ownership. Some of these state utilities are excellent performers. What’s important is good regulation in the sector, not ownership per se. The introduction of renewables & net zero initiatives have also affected pricing.

[Jacob Maroga @jacob_maroga]

35 years of UK privatisation & competition in the power industry:

1) High prices in the world
2) +75% generation now owned by foreign companies, mostly state owned, eg EDF(France), Vattenfal (Sweden), Orsted (Denmark), Uniper(Germany)
3) Reduced industrial competitiveness

So, UK Power Market Reforms since 1989, moved from UK state-ownership to foreign state-ownership while exporting jobs and profits.