Rand and Bonds Fall as Specter of Eskom Blackouts Returns

(Bloomberg) -- South Africa’s rand and government bonds fell after the state-owned electricity company warned it may implement power cuts for the first time in more than 10 months, signaling a potential hit to an economy struggling to emerge from years of stagnation.

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Eskom Holdings SOC Ltd. may carry out rotational blackouts over the weekend to repair breakdowns and replenish its reserves, the utility’s chief executive, Dan Marokane, said on Friday. The warning comes a day after Eskom reported its first profit since 2017.

While Eskom has made significant progress in stabilizing supplies, outages in the past have taken a significant toll on the economy — as much as 899 million rand ($48 million) per day, according to central bank estimates.

“It will put a near-term dampener on investor optimism over the domestic economic outlook,” said Lee Hardman, a senior FX strategist at MUFG Bank Ltd. “It provides a timely reminder that downside risks aren’t just from external sources.”

The rand declined as much as 0.6%, reversing an earlier gain, and traded 0.2% weaker at 18.6289 per dollar by 1:42 p.m. in Johannesburg. The yield on benchmark 2035 government bonds climbed six basis points to 10.39%.

Eskom dollar bonds also dropped. The yield on $500 million of 2028 notes, which don’t have the backing of a government guarantee, climbed seven basis points to 7.19%.

(Updates with Eskom bonds in sixth paragraph.)

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