The demand reduction is certainly part of this, but it's not the most important factor. Not in terms of GWs. Look even at that biased graph that ignores the year we ALL know demand dropped through the floor, with no subsequent improvement in reliability of the generating fleet. Even that thing says what... 2GWs of reduced demand?
Just bringing the extra units online in December from Kusile alone was something like 3 stages of loadshedding. Forget all the capacity improvements Eskom has made since then that clawed back something like 7GW.
The solar people have installed isn't even close to that. It all adds up, but it very obviously, and very objectively, is not the most important factor.
I don't like Eskom, but I won't lie, I won't bend the truth, to try and cover up what they've achieved this year. We owe the lack of loadshedding to their capacity improvements. That's undeniable. Even if it leaves a bitter taste in my mouth.
You can't claw back 6 stages of loadshedding AND load reduction AND big consumers like mines cutting extra GWs with just a 2GW drop in demand. I mean come on.
I was one of those people that said it would easily take a decade to get rid of loadshedding. Turns out I, like a lot of people, underestimated how useless Eskom had been up until recently. All it took was a few months of maintenance performed by qualified people from OEMs, instead of the current BEE contractors Eskom had been determined to let destroy this country, and viola... capacity exceeds demand to the point where whole generating units can be shutdown. Incredible.