Watts & Wheels

The company runs 125 chargers and wants a thousand within five years, focused on urban hubs.

--

Rubicon’s public charging network is profitable and grew usage markedly in two months as fuel prices spiked, the company’s e-mobility head has told TechCentral’s Watts & Wheels.

Hilton Musk said usage climbed roughly 30% in a single month, then another 30% the month after. “We thought it was a fluke,” he said. “But it carried on.” Growth started levelling off in June, largely because importers have sold through their stock of affordable EVs.

Rubicon, founded in Port Elizabeth in the mid-1980s as an electrical supplier to the likes of Volkswagen, now runs 125 chargers and wants a thousand within five years – about eight times its current footprint.

The network turned profitable roughly a year ago, which Musk put down to concentrating on dense urban markets: Cape Town, Johannesburg, Pretoria, Durban and Bloemfontein. Around 90% of driving happens inside those hubs, he said, with the other 10% between them.

The company has chargers on the N3 and N4 and opened the Durban-Cape Town route in 2024. The N1 remains GridCars territory.

Musk expects public charging to take a larger share in South Africa than the 80/20 home-to-public split seen in mature markets – closer to 70/30 – because many EV owners live in complexes and estates with no charging.

At R7/kWh, Rubicon’s DC charging works out to roughly R1/km, against about 50c/km on municipal power at home. Both undercut petrol comfortably.

He is sticking with 2028 as the year battery-electric vehicles reach 5% of new passenger sales. Count hybrids and plug-ins, he said, and the market is nearly there already.

Don’t miss the discussion.

South Africa has still not crossed 1% of new vehicle sales going to electric vehicles, well short of the 5% mark at which adoption typically accelerates, The Electric Mission executive director Hiten Parmar told TechCentral’s Watts & Wheels with Wills.

Parmar, who heads the non-profit advocacy body and co-founded the Southern African Electric Mobility Association, said the past three years have changed what is available locally. Battery-electric models are now selling below R400 000 and range has improved sharply. But 64% of cars sold in South Africa go for under R400 000, and import duties plus the ad valorem levy keep most electric models above that line.

The commercial side is moving faster. Light-, medium-, heavy- and ultra-heavy-duty electric trucks are now available in South Africa rather than being promised in presentations, Parmar said, with fleets reporting total cost of ownership savings of up to 25%. The economics improve the further a vehicle travels, which makes high-mileage fleets the first adopters rather than the last.

He pointed to the 12.5GW of private solar installed in South Africa by the end of 2025, on figures from the South African Photovoltaic Industry Association, as an underused base for charging. Fleets can charge from their own generation during the day and fall back to the grid overnight.

On manufacturing, Parmar said six of the seven passenger and light commercial vehicle manufacturers in South Africa now have batteries entering local production, and four have secured hybrid investments. What is missing is a tier-one battery cell supplier and an incentive framework for zero-emission vehicles to sit alongside the one government has run for local vehicle assembly since 1995.

With European export markets tightening towards 2035, he said, the window for that decision is closing.

Don’t miss the discussion!

Winstone Jordaan was building charging infrastructure before South Africa had electric cars to plug into it. GridCars began developing its backend platform in 2010. The first EVs arrived in 2013.

In this episode of Watts & Wheels with Wills, the GridCars founder tells William Kelly why the hardware was never the hard part. Working out where to put a charger and how much power to feed it is straightforward. Building the billing and roaming systems behind it is not.

That is also the answer to a question drivers keep asking: why can’t you just tap a card? Because the network needs to know who you are. If a charger is faulty, or the power is about to go off, Jordaan wants to be able to call you.

He is candid in the interview about the economics of building a national EV charging network. A charge point operator needs around a thousand chargers to be profitable, by calculation. South Africa has roughly 650 in total. A 24-hour call centre alone takes seven people. Long term, he expects 500 000 chargers for a car parc of 11 million vehicles.

Jordaan also thinks adoption is about to accelerate sharply, and that the disruption will reach well beyond motoring. He recently told one industry gathering that a third of the room would be out of business within five years.

On charging infrastructure as a reason not to buy an EV, he is clear about one thing: there are enough chargers. Thinking otherwise, he says, is just being poorly informed.

Don’t miss the discussion.

Episode 8 of Watts & Wheels – TechCentral’s electric motoring show – opens with William Kelly on his soapbox, clipboard in hand, and a simple demand: keep left, pass right.

Too many South African drivers, he argues, treat the left indicator as an invitation to be overtaken rather than a signal of intent, and lane discipline would save the country time, fuel and a great deal of frustration, he opines.

Duncan McLeod wonders where enforcement of that sort ends – cameras and artificial intelligence deciding when you should pull over? – which leads neatly into the episode’s main interview.

In episode 8, William and Duncan get stuck into:

• An interview with Dillan Fernando, CEO of Tracker, on what a vehicle-tracking business becomes when cars generate far more data than a stolen-vehicle recovery unit ever needed – and what happens once AI is pointed at it.

• The grid maths – William sets a total Eskom grid figure of roughly 47GW against a national fleet of about 13 million vehicles, of which only some 10 000 can be plugged in at all. His conclusion: EV charging is nowhere near being an Eskom problem, and on current trajectories most of us will not live to see the day it is.

• EV education in South Africa – how much do buyers actually understand about what they are being sold, and whose job is it to tell them?

• Volvo gets Gemini – Google’s assistant has begun rolling out to Volvo cars, starting in the US and reaching models going back to 2020. Fixed voice commands give way to something closer to conversation: brainstorming a holiday, finding a decent coffee stop on the route, summarising an incoming text and dictating a reply in another language, or simply asking for something calming on the stereo.

• Tesla lands in Africa – in Casablanca – Morocco, not South Africa, is where Tesla has put its African base, with a corporate presence in Casablanca and a Supercharger network built out since 2021 across Casablanca, Tangier, Rabat, Fez, Marrakesh and Agadir. Its cars still cannot be bought through official channels here. Is Africa a sleeping EV giant? The hosts are unconvinced.

• Trade deals and battery minerals – India signs a motor industry trade deal with the EU while, at home, Itac proposes bringing EV battery minerals into the list of qualifying standard materials under APDP2, at a standard value added rate of 50% against the usual 25%, provided they originate in Sacu or the SADC region. William’s question: is anyone actually going to build the batteries?

• Mad Chinese cars – BYD’s Tang and the Denza B8, plus XPeng’s GX, the brand’s first three-row luxury SUV.

• A moment of silence – too soon, Honda? The hosts mark the company’s retreat from its electric vehicle strategy.

Also in the mix is the new metal heading for South African showrooms. The Jaecoo J5 and the iCaur are on the way, along with the BYD Atto 2 DM-i, a plug-in hybrid whose entry-level version carries a 7.8kWh Blade battery – a remarkably small pack for a car you are expected to plug in. It arrives loaded with equipment, which prompts a broader observation: Chinese brands have spoiled South African buyers so quickly that the goalposts have already moved.

To contrast all that smoothness with something built for a purpose, there is the new Thula – the locally engineered electric game viewer that featured in episode 5 – back for another look.

The episode closes with Hot or Not, where the Toyota FJ, the BYD Atto 2 DM-i, the iCaur and the Thula game viewer all go under the hammer.

Watch S1E8 of Watts & Wheels now. Don’t forget to subscribe, and please share the show with your friends and colleagues.

In the latest episode of Watts & Wheels with Wills, host William Kelly is joined in the studio by Greg Cress, automotive and e-mobility industry lead at Accenture South Africa, and Gary Scott of Scottify -- two of the longest-serving voices in South Africa's electric vehicle scene, and co-authors of a new guide to buying and owning an EV.

The guide was born of the basic questions that keep surfacing: what is a kilowatt-hour? Where will I charge, and will the plug fit? After a lifetime of mindless refuelling at petrol stations, charging is suddenly something owners must think about. The pair's advice is to demystify the maths.

The cost and battery fears, they argue, are largely misplaced. Public fast-charging still works out at about 60% of the running cost of petrol, home charging closer to 25% -- and less still on solar. Early Teslas are passing 560 000km with battery health of 85-88%, no manufacturer offers a battery warranty shorter than eight years, and chemistry is advancing fast, from cheaper lithium-iron-phosphate cells to sodium-ion batteries now arriving.

South Africa, the pair believe, is approaching its tipping point. The global oil shock has pushed EVs into the mainstream conversation -- and cleared dealer stock in the process. The official numbers understate the shift: industry association Naamsa counted just 1 088 battery-electric sales in 2025, but that excludes BYD and other Chinese brands that don't report locally -- and sales nearly doubled year on year in the first quarter of 2026.

Counting the unreported brands, about 500 EVs are now being sold every month, the guests estimate, and Cress predicts about 6 000 for the year. True inflection -- 5% of new vehicle sales -- needs 2 000 sales month, with the under-R400 000 segment, where the pair say two-thirds of South African vehicle buying happens, the battleground to watch.

Their advice for prospective buyers: know why you're in the market before falling for the shiny technology -- and above all, drive one. As Kelly puts it: if you haven't driven an EV, don't tell him they're rubbish.

Don't miss a great discussion!