Ann: Quarterly Activities Report , page-16

http://www.coalguru.com/africa/south_africa_power_plants_seen_at_risk_of_coal_shortfall_by_2015/11781

"Disagreement between mining companies and state utility Eskom Holdings SOC Ltd. over returns on investment has delayed new coal ventures. The fuel is needed to feed new plants being developed by Eskom, which generates almost all the nation’s electricity and a shortage would raise the risk of power cuts"...

Exactly what was suggested in Quarterly report irrespective of the export market.