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Eskom Holdings SOC Ltd is South Africa's vertically integrated, state-owned electricity utility — it generates roughly 80-90% of the country's power (predominantly coal, plus the twin-unit Koeberg pressurised-water reactor, pumped storage, gas peakers, and one company-owned wind farm), and owns and operates the national transmission grid and much of the distribution network.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Eskom IR 2025 (Ensuring Koeberg continuity through nuclear fuel security) says existing contracts with Westinghouse and Framatome ensured uninterrupted delivery of fabricated nuclear fuel, with volumes secured through end-2025; a new fuel-fabrication procurement cycle is being initiated. Receiving plant is Koeberg (Western Cape, ZA). The report names no fabrication plant or country and no amount; WNN (2023) said Koeberg 2 fuel comes from Framatome in France, but the 2025 source does not pin origin, so the flow is left unpinned.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇿🇦 ZA accounts for 100% of severity-weighted pressure.