Ep189 of @TransitionShow makes me even more worried about energy utilities in Sub-Saharan Africa. In 2016 only Seychelles and Uganda had #costReflectiveTariffs, most utilities can't even recover OPEX and lose money with every kWh they sell. Fuel price hikes exacerbate the problem.
If Commercial & Industrial captive solar projects take off 5x - 10x like @sethkl71 claims, utilities will lose these anchor customers, spiralling to bankruptcy.