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00:00 Joined the Africa region recently

00:02 as the director for regional integration and then

00:06 I have Stefan

00:07 Haigat who is uh

00:09 our lead champion on climate change in.

00:13 The bank,

00:13 he will discuss the CCDR of South Africa

00:16 and John Room

00:17 from South Africa

00:19 has worked a lot in South Africa but currently he is in South Asia,

00:23 so he may be able actually to bring also some linkages between South Africa

00:28 and some of the challenges in Asia.

00:31 So,

00:32 uh,

00:32 with no further ado,

00:34 let me turn to uh uh

00:36 uh Ayat

00:37 for her introductory remarks and then move to uh.

00:43 Thank you very much,

00:44 Axel and good morning everybody.

00:45 It's really a pleasure to be here.

00:49 OK,

00:49 can you hear me now?

00:50 Yes,

00:51 it's a pleasure to be here and it's a great example.

00:54 The CCDR is a great example

00:56 of the collaborative way in which,

00:58 uh,

00:59 the analysis for the report was conducted

01:02 and

01:02 the reason that it was so collaborative was because

01:05 it built on a national dialogue that South Africa,

01:07 uh,

01:08 as a,

01:08 as a government,

01:09 as a country embarked on more than a decade ago

01:12 and,

01:12 um,

01:13 that dialogue.

01:13 Of that national dialogue,

01:14 the knowledge platforms and the research that the country has embarked on

01:19 has really helped

01:20 the CCDR team when they were about to,

01:23 uh,

01:23 launch uh uh the work and

01:25 actually a number of action steps and

01:27 national strategies have taken place over the decade

01:31 that really enabled that research to be launched very,

01:33 very effectively and I wanted to share just a few

01:36 examples of the recent.

01:39 Key actions that the government has taken

01:41 that have enabled that and that have been key

01:44 to the progress made on the climate change dialogue.

01:47 In 2020,

01:48 the government of South Africa has launched

01:51 or set up the Presidential Climate commission.

01:54 It's an advisory body that is chaired by the president of the country,

01:58 uh,

01:58 President Ramaphosa,

01:59 and it was really put in place

02:02 to

02:04 enable a national,

02:05 uh,

02:05 platform

02:06 for developing a vision towards a just

02:09 transition for low carbon development and low carbon

02:12 transition and also resilient climate.

02:14 Economic growth by 2050

02:17 and the presidential commission

02:19 has uh uh

02:20 in in its process of establishing that dialogue done extensive consultations

02:25 and has come up with the just

02:27 transition framework

02:29 that has just been approved

02:31 uh by the cabinet in 2020 in August of 2020.

02:35 And together with the just energy transition investment plan

02:39 that the country also developed and the climate change bill

02:42 which is currently being reviewed by parliament,

02:46 they put together the framework for a people-centered vision for climate change

02:51 over the next two.

02:53 Decades,

02:54 so it was in this context of a very rich national dialogue,

02:58 uh,

02:58 a big involvement by multiple stakeholders in academia,

03:01 in knowledge,

03:02 in civil society

03:03 that the team of the CCDR was able to

03:07 benefit from that platform and build a very collaborative approach

03:11 for the analysis.

03:12 It took 12 months of extensive.

03:14 Consultations

03:15 with various stakeholders,

03:17 but we believe that the final product for this CCDR is much richer because of this,

03:23 uh,

03:23 strong collaboration in the development

03:25 and as you said Axel this we are also very pleased with this CCDR in a very timely way

03:31 because it does shed light on two

03:33 very important elements.

03:34 Elements of the transition for South Africa

03:37 low carbon transition and the exit from coal,

03:40 as well as strong resilience elements and how do you build

03:44 on adaptation

03:45 in the coming two decades to build the resilience of the economy.

03:49 So without further ado I wanna hand it over to Stefan

03:52 to run us through the elements of the report.

03:56 Thank you very much Ayat and uh I'll ask you to put the slides on please

04:01 um so let me start by saying that I'm speaking on behalf of a very large team

04:05 um and I know some of them are connected and

04:08 and and might want to be able to answer uh questions

04:11 along this uh this session,

04:12 but let me

04:13 jump in directly into the the CCDR content.

04:17 CCDRs,

04:18 as,

04:18 um,

04:19 Axel mentioned,

04:20 are not only climate reports,

04:22 they are development reports.

04:24 And as such

04:25 we're starting from the development challenges that countries meet

04:29 in the case of South Africa,

04:30 of course

04:31 the economic challenge

04:33 is

04:33 there

04:34 first,

04:35 low economic growth in the last decade,

04:38 a very high level

04:39 of inequality,

04:40 and of course very large unemployment.

04:43 So anything we do on climate

04:45 has to be designed in that context

04:47 and help

04:48 support solving those economic challenges,

04:51 but the country also faces.

04:54 Climate-related issues.

04:56 First,

04:57 the mitigation challenge.

05:00 And of course

05:02 South Africa is one of the most

05:05 carbon intensive country in the world

05:07 with a very high dependency to coal,

05:09 so in a world that is decarbonizing,

05:11 the country has a long way to go to catch up.

05:15 Also,

05:15 the country is in an energy crisis

05:18 with a lot of load shedding at the moment that costs

05:20 the country by some estimates up to $200 million a day.

05:25 So a big mitigation challenge,

05:27 but of course

05:29 also adaptation issues and resilience issues.

05:32 We all have in mind the water crisis in Cape Town a few years ago,

05:37 but the country also faces

05:39 increasing heat waves

05:41 and floods,

05:42 especially in cities in the country.

05:45 So

05:46 3 challenges

05:48 and the CCDR is trying to find solutions,

05:50 proposed options

05:52 to tackle the 3 together

05:54 and doing that by

05:56 looking at 3 interconnected transitions.

05:59 Uh,

06:00 a low carbon path.

06:02 An adaptation and resilience path

06:05 and of course the just transition so

06:06 important in the country because of the inequalities

06:09 and unemployment.

06:12 The first message is

06:14 on the low carbon transition

06:16 and the fact that even though reducing emissions in

06:19 South Africa is contributing to global public goods,

06:22 it's not the first reason to do it.

06:24 The country has a self-interest.

06:28 In moving

06:28 toward renewable and away from coal,

06:31 let me dig in a little bit.

06:32 The CCDR used

06:34 one path

06:35 towards

06:37 in 2050 about net zero,

06:39 and this emission path that you see here

06:42 has action on the power sector,

06:43 of course,

06:44 but also then on transportation industries and all

06:47 of the other sectors of the economy.

06:49 And of course in South Africa today the power sector is front and center.

06:54 Again,

06:55 the CCDR found that today

06:57 the least cost and quickest option

07:00 to increase power generation

07:03 and meet the needs of the growing energy demand in the country

07:07 is to invest in renewable energy.

07:09 But of course doing that would require

07:12 a lot of things and first,

07:14 large investments

07:15 in renewable capacity itself,

07:17 but also in the grid transmission and distribution

07:20 and in energy efficiency across the economy.

07:24 And of course as you can see in this figure,

07:26 it means

07:27 moving away from coal,

07:28 which in itself creates some challenges that I will come back to in a minute.

07:34 The macroeconomic implications of this transition is uh

07:37 uh one of the big focus of the CCDR

07:40 which shows that lowering emissions in the country

07:43 could help increase economic growth

07:46 in the country,

07:47 getting it to 2.3% per year

07:49 over the whole period.

07:51 So

07:52 climate action in that case is really

07:53 contributing to fixing the economic challenge.

07:56 However,

07:57 the CCDR is very clear

07:59 climate action in itself cannot replace

08:02 the growth enhancing reforms that the country needs,

08:05 especially to tackle unemployment and inequality,

08:08 so it helps,

08:10 but it's not the whole story.

08:12 The second message is that even though

08:15 the country can benefit in aggregate

08:17 that transition,

08:19 it creates a lot of changes in the labor market with a lot of challenges.

08:23 What you see here is

08:25 a figure with the job loss

08:28 and the job gains in the country

08:30 and you see of course

08:31 sectors like coal are losing jobs in that transition.

08:34 Other sectors like electricity are gaining.

08:37 If you make the total,

08:39 it's a net gain,

08:40 but of course it doesn't mean it's necessarily easy to do this transition,

08:44 and there are 3 challenges

08:45 a timing challenge.

08:47 Some of the jobs are created after some jobs are destroyed,

08:50 a location challenge,

08:52 those jobs are not in the same place,

08:54 and a skill challenge

08:56 because workers cannot move directly from one job to

08:58 the other if the skill set is completely different,

09:01 and I'll come back to the measures that needs to be implemented to make that happen.

09:05 There is

09:06 a specific challenge

09:08 in the Mmpalanga province.

09:10 Most of the coal assets of the country are located in that region,

09:14 and of course it creates specific challenges for the transition.

09:17 And the CCDR proposed to create a road map

09:19 with an implementation plan to help that province,

09:22 building on

09:24 support to the workers that are affected,

09:26 um,

09:27 very active labor policies to facilitate the shift,

09:30 and the support to small companies,

09:33 especially to help them transition.

09:36 A third message is.

09:38 On climate impacts

09:40 and here

09:42 everybody will be affected in the country by climate change,

09:44 of course,

09:44 like all of us,

09:45 but like always

09:47 poor people will be more affected than the average.

09:50 The CCDR

09:51 looks at different regions and find that

09:54 the poorest provinces

09:55 will be more affected by climate change than the rest of the country.

09:59 And highlight a few priorities for action

10:01 from better early warning systems and weather forecasts

10:05 to prioritizing resilience in infrastructure investments,

10:10 building an insurance

10:11 market to help people and firms manage disasters,

10:15 and make the social protection system better able to respond to shocks

10:18 so that when somebody is affected by a drought or a flood,

10:21 she gets the support she needs to recover.

10:25 I won't go into the details of all

10:26 of the adaptation measures that the CCDR discusses.

10:29 As you know,

10:30 adaptation is challenging because it's,

10:31 you need so many things to build resilience.

10:33 It's not one big solution,

10:35 but the CCDR looks at water,

10:38 agriculture,

10:38 cities,

10:38 and transport,

10:39 making very concrete recommendations

10:41 and flagging the need to coordinate because of course

10:44 what happens in water and agriculture is strongly connected.

10:48 So

10:49 a lot of recommendations now how do we make it happen?

10:52 And here I want to talk about finance

10:54 and institutions,

10:55 but finance first.

10:57 So the CCDR estimates the needs at 4.4%

11:01 of the country's GDP.

11:03 So it's a very

11:05 high

11:05 need

11:06 and

11:07 if you wonder how it fits compared with other countries,

11:10 this is an extract from our CCDR synthesis that collects the data of all of the CCDRs.

11:15 South Africa is in the middle,

11:16 so in terms of

11:17 the fraction of GDP that needs to be invested,

11:20 it's not an outlier,

11:22 but compared with China that we just discussed,

11:24 the country has a saving challenge,

11:27 so less resources

11:28 makes it more difficult to meet that bar.

11:31 The CCDL is making recommendations on how to close that gap.

11:36 First,

11:36 encouraging private investment,

11:38 and that's a combination of enabling environments,

11:40 pricing,

11:41 subsidy reforms and regulations,

11:43 increasing public financing

11:45 for the just transition,

11:46 which should be a priority,

11:48 but also the enabling environment like the grid so that renewables can enter.

11:52 And finally,

11:54 because of the lack of savings,

11:55 external resources will play a critical role

11:58 and it's a whole set of things.

12:01 Of course multilateral and bilateral development partners,

12:04 but also

12:05 using

12:06 external institutional investors with with climate bonds for instance

12:11 and the the CCDR makes a very strong case for

12:13 the role of grants and concessional loans in the country

12:17 for affordability reasons because of the lack of savings,

12:20 but also because climate change is a global public goods and the costs,

12:24 for instance,

12:24 to exit coal

12:25 needs to be shared globally.

12:28 My last point is on institutions because finance is an obstacle,

12:30 but very often CCDRs show that institutions are

12:33 also really important and a big obstacle.

12:35 The CCDR talks about

12:37 state-owned enterprise and how their governance needs to change,

12:40 and they're responsible for a large share of emissions

12:43 and also the role of the climate change bill,

12:45 importance of the coordination across sectors.

12:48 Capacity building and very importantly

12:51 and the the the PCC is playing a key role in that

12:54 participation so that you build a country consensus on how to achieve those goals.

12:58 So I'll stop here.

12:59 Thank you very much for your attention and

13:01 I'm really looking forward to the discussion.

13:07 Thank you very much,

13:08 Stefan.

13:09 Um,

13:09 we will move now to our two distinguished panelists,

13:12 and I will give you the floor first,

13:15 Ritu Mitze,

13:16 and welcome to,

13:18 um,

13:18 this launch.

13:19 The report itself was launched last week also in South Africa,

13:23 and you saw in the last part of it

13:25 that there is a lot of thinking about what it takes to get actually

13:29 this.

13:29 Transition to happen low carbon development and resilience

13:33 and the private sector you represent the private sector

13:35 from the National Business Initiative of South Africa.

13:38 The private sector will have an important role to play.

13:40 It is a source

13:41 of the problem sometimes but it also can be a source of the solution

13:45 and so the question is how can we incentivize

13:47 the private sector in the context of South Africa

13:50 and beyond to play its role and.

13:52 To go towards

13:54 uh a low carbon

13:55 transition and and developing uh these solutions in the

13:58 distribution systems in the production systems but also perhaps

14:02 giving uh uh a sense to the government on

14:04 how what kind of key policy reforms would be needed

14:08 for the private sector to play its role.

14:13 Yeah.

14:15 Thank you very much for,

14:16 for the introduction,

14:17 for the opportunity and uh congratulations on the report.

14:21 Um,

14:21 yeah,

14:21 it's been wonderful reading.

14:23 Just reflections on,

14:24 I think the role of the business community in driving this transition,

14:28 um,

14:28 and you were talking about incentivization.

14:31 You know,

14:31 we've just completed work on

14:34 really trying to understand at a sectoral level what what sort

14:37 of interventions are required to shift the South African economy.

14:40 But I think very importantly,

14:41 working very closely with business.

14:44 So,

14:44 so really business was,

14:46 um,

14:46 you know,

14:47 the,

14:47 the community that we drew upon,

14:49 I think both to internalize the kinds of changes that were required.

14:52 To invest in what,

14:54 you know,

14:54 the amount of work that's going to be required as well going forward.

14:57 Um,

14:57 but also bringing in other stakeholders.

14:59 I think one to build

15:01 a common understanding of

15:03 the enormity of the challenge,

15:04 but also to engender this understanding that it,

15:07 it is possible.

15:08 So building and understanding what the solutions and

15:10 the interventions need to be with business.

15:13 And in having that conversation and doing that work,

15:16 we,

15:16 we,

15:16 we had

15:17 something like over 400 hours of stakeholder engagements,

15:20 um,

15:21 many,

15:21 many workshops,

15:22 uh,

15:23 yeah,

15:23 many,

15:23 many years of technical working groups and conversations.

15:27 Um,

15:27 what was clear is that

15:28 not transitioning.

15:30 Uh,

15:31 is,

15:31 is a huge economic cost.

15:33 Um,

15:33 it's,

15:34 it's,

15:34 it's a huge economic and competitiveness

15:37 imperative

15:38 to be able to to transition.

15:40 So I think that

15:41 in of itself is,

15:42 is the main incentive.

15:44 That if we don't move as a business community,

15:47 if we don't integrate the business

15:49 voice and really moving the entire country.

15:51 Forward,

15:52 building a competitiveness,

15:53 the ability to,

15:54 to adapt,

15:55 to be resilient to,

15:56 to climate shocks.

15:57 Um,

15:58 we,

15:58 we stand to lose a huge amount from the jobs perspective,

16:01 from GDP in addition to the broader social,

16:04 um,

16:04 and economic imperatives.

16:06 So that was the one,

16:07 I think half of that conversation that we stand to lose.

16:10 So that should motivate us to start moving.

16:13 But then the second part is

16:15 the opportunities that sit in transitioning and and

16:18 being able to build a stronger economy,

16:20 one that is more responsive to what is happening globally as well

16:23 as a taker of global change.

16:25 There are opportunities that are

16:26 opening up,

16:27 um,

16:27 in which the business community can be quite active.

16:30 And I think at the same time respond to many of the challenges that you highlighted,

16:34 uh,

16:34 in terms of the

16:36 the the social issues that we face as a country.

16:39 louder.

16:39 OK.

16:40 Thank you.

16:41 So,

16:41 so this has been a very important part

16:43 to understand that it is in our interests

16:46 to be able to transition,

16:47 but that there are so many opportunities to take the country forward.

16:52 Uh,

16:52 but also at the business level,

16:54 so many,

16:55 you know,

16:55 opportunities from building competitiveness to accessing additional markets

17:00 to diversifying and strengthening the economy.

17:02 And,

17:02 and I think those have been the two components that we've used.

17:06 As a basis to drive the conversations that we've had,

17:09 uh,

17:09 with business in the lead,

17:10 but with other key stakeholders in the room,

17:13 really building that consensus base of what needs to be done.

17:16 And so I think also from a from a policy perspective,

17:19 from

17:20 building that enabling,

17:21 you know,

17:21 infrastructure and where reports like the CCDR reports

17:25 have been key,

17:26 but the work that we've done

17:27 on our just transition pathways

17:29 has been to build a very strong information base.

17:33 To have a central,

17:35 most well-recognized point from which we can

17:38 start making decisions,

17:40 um,

17:40 and really coming together around the table to,

17:42 to,

17:42 to take things forward,

17:44 to,

17:44 to build the partnerships,

17:46 to start working on very practical implementation imperatives,

17:49 um,

17:49 and understanding the degree of coordination that's required.

17:52 Across the economy,

17:54 we really do need those multiple partners in the room to co-create,

17:58 you know,

17:58 how we take these steps forward,

18:00 how we make sure that all of these different

18:02 partners that are so important are enabled to play

18:06 a a a a a productive role,

18:08 a leading role in reshaping,

18:10 you know,

18:10 the South Africa of tomorrow.

18:16 Thank you,

18:16 thank you.

18:17 I'll now pass it on to John,

18:19 regional director for sustainable development in South

18:22 South Asia region,

18:23 and John,

18:24 um,

18:25 you have had several CCTRs also being issued in,

18:28 in your region.

18:29 How do you see the differences and the similarities in

18:32 some of the actions and recommendations that have been emerging

18:36 out of the South Asia region

18:37 compared to what we've just heard today for South Africa?

18:42 Good morning everyone and thank you.

18:43 Um,

18:44 in South Asia,

18:45 we've completed the CCDRs for

18:47 Nepal,

18:48 Bangladesh,

18:48 and Pakistan,

18:50 and we've done the background work for the concept review for the India one.

18:54 So a few similarities and difference.

18:56 First of all,

18:57 climate change is here now.

19:00 The impact is huge

19:02 on people.

19:04 It's localized and impacts the poor more than others.

19:09 It's also clear that it's not only the longer term impact,

19:13 but the impact of short shocks is huge.

19:16 We're seeing it in sync now.

19:18 You saw it in KwaZulu-Natal.

19:20 This has a huge impact in terms of managing this particularly at a localized level.

19:25 It's also clear that the impacts get exponentially worse as carbon emissions,

19:30 uh,

19:31 increase.

19:31 So I hope our friends in the green zone make progress on that,

19:34 uh,

19:34 this week.

19:36 This also raises a broader definition of just transition.

19:39 Often we talk about just transition

19:42 in terms of coal miners and coal workers.

19:45 There's a just transition for poor people in rural areas that's just as important on

19:50 the adaptation side and elevating that into

19:53 the wider part is an important discussion.

19:56 Which brings me to decarbonization.

19:58 Across all of the countries we've looked at,

20:01 there's a large amount of decarbonization that is in the country's interests.

20:05 Renewable prices are falling,

20:07 better fuel security,

20:08 and in South Asia,

20:10 huge positive impacts on air pollution.

20:14 If one looks forward,

20:15 there is still an issue of how you phase down

20:18 your coal.

20:20 And there it's interesting to compare South Africa and India

20:23 and as difficult as it is in South Africa,

20:26 I think you're well positioned compared to India.

20:29 First of all,

20:30 your coal fleet is much older

20:32 and you're not gonna have stranded assets.

20:35 Secondly,

20:36 you have a much better established social dialogue already established

20:41 between the union,

20:42 civil society,

20:43 business and government,

20:44 which is hugely helpful.

20:47 Which brings me to my next point.

20:48 What strikes me is that across South Africa as you've done this work,

20:52 there's much stronger societal buy-in,

20:54 for example,

20:55 on the importance of getting to net zero

20:58 and the discussion and the framework and a tradition to bring civil society,

21:02 government,

21:03 and business together to deal with it.

21:04 And given all the parties that are gonna come together,

21:07 I think South Africa is very well positioned on this.

21:11 There's broad alignment across all of these CCDRs

21:14 that climate change and development go together.

21:17 There's a special set of opportunities for countries like India and South Africa

21:23 to innovate in green hydrogen batteries and these sorts of technologies.

21:27 Countries like Nepal are just gonna be receivers.

21:30 South Africa,

21:31 India can innovate,

21:32 but it's a crowded space.

21:34 It's not gonna be easy.

21:36 Which then brings me to the challenges.

21:38 These investment numbers are huge.

21:40 You probably saw Pakistan was even higher on that list.

21:44 Poorer countries,

21:45 more exposed countries,

21:46 higher needs.

21:47 Now you can debate the numbers backwards and forwards,

21:50 but they are huge,

21:53 which means the prioritization is going to be needed,

21:56 particularly

21:57 when you look at financing.

21:59 In every country,

22:00 the amount of available finance

22:02 is way below

22:04 the amount of investments that will be needed,

22:06 and the recommendations

22:07 are clear,

22:08 OK?

22:09 Increase private sector financing through policy.

22:13 Do as much as you can to get international financing,

22:17 concessional international financing,

22:18 it's justified,

22:20 it's needed.

22:21 But at the country level,

22:23 a certain amount of realism is also gonna be needed in

22:26 terms of what might happen in the next few years.

22:28 And finally,

22:29 huge opportunity to increase domestic revenue

22:31 and repurpose subsidies and investments.

22:35 But when you pull this all together,

22:36 particularly in the short term with countries like South Africa,

22:40 Pakistan facing macro prices,

22:42 there are gonna be tough tradeoffs that are gonna be needed,

22:45 which again comes back to why the civil society piece is important.

22:49 Final challenge comes then to implementation.

22:52 Strong focus needed over the next 5 to 10 years.

22:55 We can talk about 20-30 years from now

22:58 we can model it,

22:59 but there are a lot of things that need to be done now in order to

23:03 implement it and all the countries are looking

23:05 not only at bigger institutional incentive questions,

23:09 but also nuts and bolts capacity to do the

23:12 implementation of the kinds of projects that are needed.

23:15 Thanks.

23:16 Thanks.

23:19 Can you hear me?

23:19 Yes,

23:20 so,

23:20 um,

23:21 Ritu Metse,

23:21 maybe a last point from your side on

23:24 how you see the role of the banking sector and in,

23:27 in that context of finance and the,

23:29 the,

23:29 the constraints on scarce resources in South Africa.

23:33 Maybe some finer reflections from your side on

23:36 how can the banking sector be more incentivized to play its role.

23:41 So thanks,

23:42 thank you very much for the,

23:43 for the que.

23:43 I mean,

23:44 as part of the work we did,

23:45 we did focus on the financial sector,

23:47 um,

23:48 and as John says you can debate the numbers,

23:50 but I think what is important is the degree to which

23:53 that part of our our business community was organized to systematically tackle

23:59 and talk about these key issues and I think build them into,

24:03 you know,

24:03 how those banks are positioned uh going forward.

24:07 So And,

24:08 and I think this also speaks to broadly what's happening in the country.

24:11 So this was just one

24:12 very specific conversation around transitioning our economy.

24:16 But in addition to that,

24:17 for example,

24:17 we've been involved in the development of a green finance taxonomy,

24:22 um,

24:22 and,

24:22 and kind of the,

24:23 the structures that were developed between National Treasury,

24:27 but key parts of the financial sector from commercial financing,

24:30 asset owners,

24:31 a whole range of pension.

24:32 Funds as well,

24:33 um,

24:33 in,

24:34 in,

24:34 in really coming together to position to explicitly

24:38 and deliberately position the financial sector in building,

24:42 you know,

24:43 this capacity we need to have to unlock uh finance.

24:46 I think what is key from the work that we've done,

24:48 we've acknowledged that up to 60%

24:50 of the finance that we need within this decade,

24:53 um,

24:54 up to 2030 in building,

24:56 I think those initial steps.

24:57 that John was also referring to

24:59 can come from commercial finance,

25:01 um,

25:01 and that's a very big message and I think one that was

25:04 importantly developed and built with the commercial financing sector in the room

25:09 and identifying that.

25:10 So I think that,

25:10 that,

25:11 you know,

25:11 really does position as well from,

25:13 from unleashing,

25:14 from taking advantage of these opportunities um and playing a

25:18 very active role in in taking the transition forward.

25:22 All right,

25:22 thank you very much,

25:23 Axel.

25:24 I'm gonna hand it back to you

25:26 to close us with some final reflections.

25:28 South Africa is one where we've also put our

25:31 own financing behind this important plan going forward.

25:34 How do you see it going forward from your side?

25:37 Well,

25:37 thank you about that.

25:38 I,

25:38 I think this was an um.

25:40 A good week in the relationship between

25:44 uh the World Bank and South Africa.

25:47 It was the launch of the CCDR but also

25:50 um our board discussed

25:53 uh the Kuma

25:55 uh decommissioning project.

25:57 I think that is important to keep in

26:00 mind that this was the very first decommissioning

26:04 project of the World Bank

26:07 undertaken.

26:09 But we have to keep in mind.

26:12 Um,

26:13 that the challenge is much bigger,

26:15 not only for South Africa,

26:16 but for the world.

26:18 Uh,

26:19 we had,

26:19 uh,

26:20 today already also another discussion about the CCDR,

26:23 uh,

26:24 of,

26:24 um,

26:25 China.

26:26 In China,

26:27 there are more than,

26:28 um,

26:29 uh,

26:30 how much 100,050,

26:32 uh,

26:33 coal-fired plants.

26:35 And so the challenge is

26:37 that this project,

26:39 the Komati project,

26:41 cannot be only a prototype

26:44 that we

26:46 visit

26:47 and feel good about that,

26:50 but this will need to be replicated,

26:52 not twice,

26:53 not 5 times,

26:54 it's hundreds of times.

26:56 And that is then the challenge

26:58 is a challenge,

27:00 namely

27:01 how we do this,

27:04 and that has to be

27:06 that alternatives have to be offered because in South Africa

27:10 with the power interruptions

27:13 at fairly high levels this year,

27:16 it will need

27:17 to have alternatives.

27:19 And that means a very rapid

27:24 expansion

27:25 of the renewable energy sector,

27:28 but also

27:29 the cost

27:30 that have been

27:32 named

27:33 in doing so

27:35 is going in the tens of billions of dollars,

27:39 and that is a challenge for any country,

27:41 but also for South Africa that alone,

27:43 the public sector cannot do it,

27:45 so the private sector will have to come in.

27:48 I think there are good opportunities to uh to do so,

27:53 but

27:54 time is not on our side,

27:56 and that means that actually this will need to go much faster.

28:01 And I think that what John mentioned

28:05 is

28:06 one can look at

28:08 the just energy transition

28:11 to the people who are affected by this directly,

28:15 and we can deal with them,

28:17 but

28:18 excuse me,

28:19 we will need to look also much more

28:22 to all those who are left behind and particularly the poor.

28:27 And and and and that is whether we are in South

28:30 Africa or in South Asia or the rest of Africa,

28:33 this is a massive challenge.

28:36 And so

28:37 I think what the CCDRs we hope to intend

28:41 is not that it is a nice

28:44 document.

28:45 I hope it is a living document

28:48 that triggers discussion,

28:50 and yes,

28:50 I hope that it will trigger controversy

28:54 because I think that the questions are difficult

28:57 and

28:59 I think everybody is struggling,

29:01 so there are good ideas and they need to be debated.

29:05 And after that they be debated,

29:08 we don't want that.

29:09 this is.

29:12 It,

29:13 it we want that it is then translated in actionable programs

29:17 and I think that is where we then need to look at

29:21 uh the projects

29:23 we will need to also to look at the financing.

29:26 What is very clear is

29:28 the financing is not there neither in South Africa

29:33 nor

29:34 in other parts of the world,

29:36 and that is the dramatic

29:38 part that we are facing.

29:40 It is that we need to scale up much more aggressively.

29:45 I think that the World Bank

29:46 is willing,

29:47 uh,

29:47 to do so.

29:48 We have been scaling up,

29:50 but it is

29:51 just.

29:53 A small part of it,

29:54 it needs to be much,

29:55 much bigger.

29:56 And so what we hope that also this COP 27 will

30:01 convey is not only an urgency

30:04 in talking

30:05 but an urgency in acting and putting the money down.

30:09 What we would

30:10 like to challenge the world much more is that

30:13 people show how much money they want to put on the table,

30:17 including on South Africa,

30:18 not by.

30:19 Announceables,

30:20 but that you can see

30:21 at the end of the next

30:24 year when we have COP 28 that you can report that indeed South Africa

30:30 has received

30:31 the billions of dollars that were promised

30:34 and not

30:35 only

30:36 in announceables and that is what will count to make a difference

30:41 so we hope that the CCDR

30:43 will be

30:45 pushing.

30:46 The envelope not only in South Africa but elsewhere.

30:51 So that is actually my take.

30:54 Thank you very much,

30:55 Acellent thank you to our distinguished panelists,

30:57 and,

30:58 uh,

30:58 we really invite everybody to

31:00 keep uh their eye on South Africa and the road to the next

31:03 COP in implementing many of these uh action steps that we have identified.

31:08 Thank you.

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transcript
Joined the Africa region recently as the director for regional integration and then I have Stefan Haigat who is uh our lead champion on climate change in. The bank, he will discuss the CCDR of South Africa and John Room from South Africa has worked a lot in South Africa but currently he is in South Asia, so he may be able actually to bring also some linkages between South Africa and some of the challenges in Asia. So, uh, with no further ado, let me turn to uh uh uh Ayat for her introductory remarks and then move to uh. Thank you very much, Axel and good morning everybody. It's really a pleasure to be here. OK, can you hear me now? Yes, it's a pleasure to be here and it's a great example. The CCDR is a great example of the collaborative way in which, uh, the analysis for the report was conducted and the reason that it was so collaborative was because it built on a national dialogue that South Africa, uh, as a, as a government, as a country embarked on more than a decade ago and, um, that dialogue. Of that national dialogue, the knowledge platforms and the research that the country has embarked on has really helped the CCDR team when they were about to, uh, launch uh uh the work and actually a number of action steps and national strategies have taken place over the decade that really enabled that research to be launched very, very effectively and I wanted to share just a few examples of the recent. Key actions that the government has taken that have enabled that and that have been key to the progress made on the climate change dialogue. In 2020, the government of South Africa has launched or set up the Presidential Climate commission. It's an advisory body that is chaired by the president of the country, uh, President Ramaphosa, and it was really put in place to enable a national, uh, platform for developing a vision towards a just transition for low carbon development and low carbon transition and also resilient climate. Economic growth by 2050 and the presidential commission has uh uh in in its process of establishing that dialogue done extensive consultations and has come up with the just transition framework that has just been approved uh by the cabinet in 2020 in August of 2020. And together with the just energy transition investment plan that the country also developed and the climate change bill which is currently being reviewed by parliament, they put together the framework for a people-centered vision for climate change over the next two. Decades, so it was in this context of a very rich national dialogue, uh, a big involvement by multiple stakeholders in academia, in knowledge, in civil society that the team of the CCDR was able to benefit from that platform and build a very collaborative approach for the analysis. It took 12 months of extensive. Consultations with various stakeholders, but we believe that the final product for this CCDR is much richer because of this, uh, strong collaboration in the development and as you said Axel this we are also very pleased with this CCDR in a very timely way because it does shed light on two very important elements. Elements of the transition for South Africa low carbon transition and the exit from coal, as well as strong resilience elements and how do you build on adaptation in the coming two decades to build the resilience of the economy. So without further ado I wanna hand it over to Stefan to run us through the elements of the report. Thank you very much Ayat and uh I'll ask you to put the slides on please um so let me start by saying that I'm speaking on behalf of a very large team um and I know some of them are connected and and and might want to be able to answer uh questions along this uh this session, but let me jump in directly into the the CCDR content. CCDRs, as, um, Axel mentioned, are not only climate reports, they are development reports. And as such we're starting from the development challenges that countries meet in the case of South Africa, of course the economic challenge is there first, low economic growth in the last decade, a very high level of inequality, and of course very large unemployment. So anything we do on climate has to be designed in that context and help support solving those economic challenges, but the country also faces. Climate-related issues. First, the mitigation challenge. And of course South Africa is one of the most carbon intensive country in the world with a very high dependency to coal, so in a world that is decarbonizing, the country has a long way to go to catch up. Also, the country is in an energy crisis with a lot of load shedding at the moment that costs the country by some estimates up to $200 million a day. So a big mitigation challenge, but of course also adaptation issues and resilience issues. We all have in mind the water crisis in Cape Town a few years ago, but the country also faces increasing heat waves and floods, especially in cities in the country. So 3 challenges and the CCDR is trying to find solutions, proposed options to tackle the 3 together and doing that by looking at 3 interconnected transitions. Uh, a low carbon path. An adaptation and resilience path and of course the just transition so important in the country because of the inequalities and unemployment. The first message is on the low carbon transition and the fact that even though reducing emissions in South Africa is contributing to global public goods, it's not the first reason to do it. The country has a self-interest. In moving toward renewable and away from coal, let me dig in a little bit. The CCDR used one path towards in 2050 about net zero, and this emission path that you see here has action on the power sector, of course, but also then on transportation industries and all of the other sectors of the economy. And of course in South Africa today the power sector is front and center. Again, the CCDR found that today the least cost and quickest option to increase power generation and meet the needs of the growing energy demand in the country is to invest in renewable energy. But of course doing that would require a lot of things and first, large investments in renewable capacity itself, but also in the grid transmission and distribution and in energy efficiency across the economy. And of course as you can see in this figure, it means moving away from coal, which in itself creates some challenges that I will come back to in a minute. The macroeconomic implications of this transition is uh uh one of the big focus of the CCDR which shows that lowering emissions in the country could help increase economic growth in the country, getting it to 2.3% per year over the whole period. So climate action in that case is really contributing to fixing the economic challenge. However, the CCDR is very clear climate action in itself cannot replace the growth enhancing reforms that the country needs, especially to tackle unemployment and inequality, so it helps, but it's not the whole story. The second message is that even though the country can benefit in aggregate that transition, it creates a lot of changes in the labor market with a lot of challenges. What you see here is a figure with the job loss and the job gains in the country and you see of course sectors like coal are losing jobs in that transition. Other sectors like electricity are gaining. If you make the total, it's a net gain, but of course it doesn't mean it's necessarily easy to do this transition, and there are 3 challenges a timing challenge. Some of the jobs are created after some jobs are destroyed, a location challenge, those jobs are not in the same place, and a skill challenge because workers cannot move directly from one job to the other if the skill set is completely different, and I'll come back to the measures that needs to be implemented to make that happen. There is a specific challenge in the Mmpalanga province. Most of the coal assets of the country are located in that region, and of course it creates specific challenges for the transition. And the CCDR proposed to create a road map with an implementation plan to help that province, building on support to the workers that are affected, um, very active labor policies to facilitate the shift, and the support to small companies, especially to help them transition. A third message is. On climate impacts and here everybody will be affected in the country by climate change, of course, like all of us, but like always poor people will be more affected than the average. The CCDR looks at different regions and find that the poorest provinces will be more affected by climate change than the rest of the country. And highlight a few priorities for action from better early warning systems and weather forecasts to prioritizing resilience in infrastructure investments, building an insurance market to help people and firms manage disasters, and make the social protection system better able to respond to shocks so that when somebody is affected by a drought or a flood, she gets the support she needs to recover. I won't go into the details of all of the adaptation measures that the CCDR discusses. As you know, adaptation is challenging because it's, you need so many things to build resilience. It's not one big solution, but the CCDR looks at water, agriculture, cities, and transport, making very concrete recommendations and flagging the need to coordinate because of course what happens in water and agriculture is strongly connected. So a lot of recommendations now how do we make it happen? And here I want to talk about finance and institutions, but finance first. So the CCDR estimates the needs at 4.4% of the country's GDP. So it's a very high need and if you wonder how it fits compared with other countries, this is an extract from our CCDR synthesis that collects the data of all of the CCDRs. South Africa is in the middle, so in terms of the fraction of GDP that needs to be invested, it's not an outlier, but compared with China that we just discussed, the country has a saving challenge, so less resources makes it more difficult to meet that bar. The CCDL is making recommendations on how to close that gap. First, encouraging private investment, and that's a combination of enabling environments, pricing, subsidy reforms and regulations, increasing public financing for the just transition, which should be a priority, but also the enabling environment like the grid so that renewables can enter. And finally, because of the lack of savings, external resources will play a critical role and it's a whole set of things. Of course multilateral and bilateral development partners, but also using external institutional investors with with climate bonds for instance and the the CCDR makes a very strong case for the role of grants and concessional loans in the country for affordability reasons because of the lack of savings, but also because climate change is a global public goods and the costs, for instance, to exit coal needs to be shared globally. My last point is on institutions because finance is an obstacle, but very often CCDRs show that institutions are also really important and a big obstacle. The CCDR talks about state-owned enterprise and how their governance needs to change, and they're responsible for a large share of emissions and also the role of the climate change bill, importance of the coordination across sectors. Capacity building and very importantly and the the the PCC is playing a key role in that participation so that you build a country consensus on how to achieve those goals. So I'll stop here. Thank you very much for your attention and I'm really looking forward to the discussion. Thank you very much, Stefan. Um, we will move now to our two distinguished panelists, and I will give you the floor first, Ritu Mitze, and welcome to, um, this launch. The report itself was launched last week also in South Africa, and you saw in the last part of it that there is a lot of thinking about what it takes to get actually this. Transition to happen low carbon development and resilience and the private sector you represent the private sector from the National Business Initiative of South Africa. The private sector will have an important role to play. It is a source of the problem sometimes but it also can be a source of the solution and so the question is how can we incentivize the private sector in the context of South Africa and beyond to play its role and. To go towards uh a low carbon transition and and developing uh these solutions in the distribution systems in the production systems but also perhaps giving uh uh a sense to the government on how what kind of key policy reforms would be needed for the private sector to play its role. Yeah. Thank you very much for, for the introduction, for the opportunity and uh congratulations on the report. Um, yeah, it's been wonderful reading. Just reflections on, I think the role of the business community in driving this transition, um, and you were talking about incentivization. You know, we've just completed work on really trying to understand at a sectoral level what what sort of interventions are required to shift the South African economy. But I think very importantly, working very closely with business. So, so really business was, um, you know, the, the community that we drew upon, I think both to internalize the kinds of changes that were required. To invest in what, you know, the amount of work that's going to be required as well going forward. Um, but also bringing in other stakeholders. I think one to build a common understanding of the enormity of the challenge, but also to engender this understanding that it, it is possible. So building and understanding what the solutions and the interventions need to be with business. And in having that conversation and doing that work, we, we, we had something like over 400 hours of stakeholder engagements, um, many, many workshops, uh, yeah, many, many years of technical working groups and conversations. Um, what was clear is that not transitioning. Uh, is, is a huge economic cost. Um, it's, it's, it's a huge economic and competitiveness imperative to be able to to transition. So I think that in of itself is, is the main incentive. That if we don't move as a business community, if we don't integrate the business voice and really moving the entire country. Forward, building a competitiveness, the ability to, to adapt, to be resilient to, to climate shocks. Um, we, we stand to lose a huge amount from the jobs perspective, from GDP in addition to the broader social, um, and economic imperatives. So that was the one, I think half of that conversation that we stand to lose. So that should motivate us to start moving. But then the second part is the opportunities that sit in transitioning and and being able to build a stronger economy, one that is more responsive to what is happening globally as well as a taker of global change. There are opportunities that are opening up, um, in which the business community can be quite active. And I think at the same time respond to many of the challenges that you highlighted, uh, in terms of the the the social issues that we face as a country. louder. OK. Thank you. So, so this has been a very important part to understand that it is in our interests to be able to transition, but that there are so many opportunities to take the country forward. Uh, but also at the business level, so many, you know, opportunities from building competitiveness to accessing additional markets to diversifying and strengthening the economy. And, and I think those have been the two components that we've used. As a basis to drive the conversations that we've had, uh, with business in the lead, but with other key stakeholders in the room, really building that consensus base of what needs to be done. And so I think also from a from a policy perspective, from building that enabling, you know, infrastructure and where reports like the CCDR reports have been key, but the work that we've done on our just transition pathways has been to build a very strong information base. To have a central, most well-recognized point from which we can start making decisions, um, and really coming together around the table to, to, to take things forward, to, to build the partnerships, to start working on very practical implementation imperatives, um, and understanding the degree of coordination that's required. Across the economy, we really do need those multiple partners in the room to co-create, you know, how we take these steps forward, how we make sure that all of these different partners that are so important are enabled to play a a a a a productive role, a leading role in reshaping, you know, the South Africa of tomorrow. Thank you, thank you. I'll now pass it on to John, regional director for sustainable development in South South Asia region, and John, um, you have had several CCTRs also being issued in, in your region. How do you see the differences and the similarities in some of the actions and recommendations that have been emerging out of the South Asia region compared to what we've just heard today for South Africa? Good morning everyone and thank you. Um, in South Asia, we've completed the CCDRs for Nepal, Bangladesh, and Pakistan, and we've done the background work for the concept review for the India one. So a few similarities and difference. First of all, climate change is here now. The impact is huge on people. It's localized and impacts the poor more than others. It's also clear that it's not only the longer term impact, but the impact of short shocks is huge. We're seeing it in sync now. You saw it in KwaZulu-Natal. This has a huge impact in terms of managing this particularly at a localized level. It's also clear that the impacts get exponentially worse as carbon emissions, uh, increase. So I hope our friends in the green zone make progress on that, uh, this week. This also raises a broader definition of just transition. Often we talk about just transition in terms of coal miners and coal workers. There's a just transition for poor people in rural areas that's just as important on the adaptation side and elevating that into the wider part is an important discussion. Which brings me to decarbonization. Across all of the countries we've looked at, there's a large amount of decarbonization that is in the country's interests. Renewable prices are falling, better fuel security, and in South Asia, huge positive impacts on air pollution. If one looks forward, there is still an issue of how you phase down your coal. And there it's interesting to compare South Africa and India and as difficult as it is in South Africa, I think you're well positioned compared to India. First of all, your coal fleet is much older and you're not gonna have stranded assets. Secondly, you have a much better established social dialogue already established between the union, civil society, business and government, which is hugely helpful. Which brings me to my next point. What strikes me is that across South Africa as you've done this work, there's much stronger societal buy-in, for example, on the importance of getting to net zero and the discussion and the framework and a tradition to bring civil society, government, and business together to deal with it. And given all the parties that are gonna come together, I think South Africa is very well positioned on this. There's broad alignment across all of these CCDRs that climate change and development go together. There's a special set of opportunities for countries like India and South Africa to innovate in green hydrogen batteries and these sorts of technologies. Countries like Nepal are just gonna be receivers. South Africa, India can innovate, but it's a crowded space. It's not gonna be easy. Which then brings me to the challenges. These investment numbers are huge. You probably saw Pakistan was even higher on that list. Poorer countries, more exposed countries, higher needs. Now you can debate the numbers backwards and forwards, but they are huge, which means the prioritization is going to be needed, particularly when you look at financing. In every country, the amount of available finance is way below the amount of investments that will be needed, and the recommendations are clear, OK? Increase private sector financing through policy. Do as much as you can to get international financing, concessional international financing, it's justified, it's needed. But at the country level, a certain amount of realism is also gonna be needed in terms of what might happen in the next few years. And finally, huge opportunity to increase domestic revenue and repurpose subsidies and investments. But when you pull this all together, particularly in the short term with countries like South Africa, Pakistan facing macro prices, there are gonna be tough tradeoffs that are gonna be needed, which again comes back to why the civil society piece is important. Final challenge comes then to implementation. Strong focus needed over the next 5 to 10 years. We can talk about 20-30 years from now we can model it, but there are a lot of things that need to be done now in order to implement it and all the countries are looking not only at bigger institutional incentive questions, but also nuts and bolts capacity to do the implementation of the kinds of projects that are needed. Thanks. Thanks. Can you hear me? Yes, so, um, Ritu Metse, maybe a last point from your side on how you see the role of the banking sector and in, in that context of finance and the, the, the constraints on scarce resources in South Africa. Maybe some finer reflections from your side on how can the banking sector be more incentivized to play its role. So thanks, thank you very much for the, for the que. I mean, as part of the work we did, we did focus on the financial sector, um, and as John says you can debate the numbers, but I think what is important is the degree to which that part of our our business community was organized to systematically tackle and talk about these key issues and I think build them into, you know, how those banks are positioned uh going forward. So And, and I think this also speaks to broadly what's happening in the country. So this was just one very specific conversation around transitioning our economy. But in addition to that, for example, we've been involved in the development of a green finance taxonomy, um, and, and kind of the, the structures that were developed between National Treasury, but key parts of the financial sector from commercial financing, asset owners, a whole range of pension. Funds as well, um, in, in, in really coming together to position to explicitly and deliberately position the financial sector in building, you know, this capacity we need to have to unlock uh finance. I think what is key from the work that we've done, we've acknowledged that up to 60% of the finance that we need within this decade, um, up to 2030 in building, I think those initial steps. that John was also referring to can come from commercial finance, um, and that's a very big message and I think one that was importantly developed and built with the commercial financing sector in the room and identifying that. So I think that, that, you know, really does position as well from, from unleashing, from taking advantage of these opportunities um and playing a very active role in in taking the transition forward. All right, thank you very much, Axel. I'm gonna hand it back to you to close us with some final reflections. South Africa is one where we've also put our own financing behind this important plan going forward. How do you see it going forward from your side? Well, thank you about that. I, I think this was an um. A good week in the relationship between uh the World Bank and South Africa. It was the launch of the CCDR but also um our board discussed uh the Kuma uh decommissioning project. I think that is important to keep in mind that this was the very first decommissioning project of the World Bank undertaken. But we have to keep in mind. Um, that the challenge is much bigger, not only for South Africa, but for the world. Uh, we had, uh, today already also another discussion about the CCDR, uh, of, um, China. In China, there are more than, um, uh, how much 100,050, uh, coal-fired plants. And so the challenge is that this project, the Komati project, cannot be only a prototype that we visit and feel good about that, but this will need to be replicated, not twice, not 5 times, it's hundreds of times. And that is then the challenge is a challenge, namely how we do this, and that has to be that alternatives have to be offered because in South Africa with the power interruptions at fairly high levels this year, it will need to have alternatives. And that means a very rapid expansion of the renewable energy sector, but also the cost that have been named in doing so is going in the tens of billions of dollars, and that is a challenge for any country, but also for South Africa that alone, the public sector cannot do it, so the private sector will have to come in. I think there are good opportunities to uh to do so, but time is not on our side, and that means that actually this will need to go much faster. And I think that what John mentioned is one can look at the just energy transition to the people who are affected by this directly, and we can deal with them, but excuse me, we will need to look also much more to all those who are left behind and particularly the poor. And and and and that is whether we are in South Africa or in South Asia or the rest of Africa, this is a massive challenge. And so I think what the CCDRs we hope to intend is not that it is a nice document. I hope it is a living document that triggers discussion, and yes, I hope that it will trigger controversy because I think that the questions are difficult and I think everybody is struggling, so there are good ideas and they need to be debated. And after that they be debated, we don't want that. this is. It, it we want that it is then translated in actionable programs and I think that is where we then need to look at uh the projects we will need to also to look at the financing. What is very clear is the financing is not there neither in South Africa nor in other parts of the world, and that is the dramatic part that we are facing. It is that we need to scale up much more aggressively. I think that the World Bank is willing, uh, to do so. We have been scaling up, but it is just. A small part of it, it needs to be much, much bigger. And so what we hope that also this COP 27 will convey is not only an urgency in talking but an urgency in acting and putting the money down. What we would like to challenge the world much more is that people show how much money they want to put on the table, including on South Africa, not by. Announceables, but that you can see at the end of the next year when we have COP 28 that you can report that indeed South Africa has received the billions of dollars that were promised and not only in announceables and that is what will count to make a difference so we hope that the CCDR will be pushing. The envelope not only in South Africa but elsewhere. So that is actually my take. Thank you very much, Acellent thank you to our distinguished panelists, and, uh, we really invite everybody to keep uh their eye on South Africa and the road to the next COP in implementing many of these uh action steps that we have identified. Thank you.
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