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Where private capital can earn a return on electricity access in Ethiopia: captive industrial solar, anchor-load mini-grids and, later, utility-scale PPPs
Short answer: Ethiopia's investable power-access opportunity is no longer a shortage of megawatts. It is the last mile and the paying customer. Generation capacity has more than doubled to 9,752 MW, led by the 5,150 MW Grand Ethiopian Renaissance Dam (GERD) [8][13]. Yet only 44% of households reach even Tier 1 reliable supply, and rural access stands at 56% against 91% in towns [2]. Three models are investable today, in this order of bankability: Captive solar and storage for industrial and agro-processing users. The industrial tariff is on a scheduled path from ETB 4.58 to ETB 26.91 pe…
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