RE:V2O5 down again...not good.Yikes. Hopefully it doesn't last too long. Not that I wish any ill on the people of South Africa, but given that they produce about a quarter of V supply and mines are large consumers, it may reverse sooner than I expected.
https://www.fin24.com/Economy/Brace-for-more-load-shedding-says-Eskom-20150205
Load shedding is what you do to keep generators running at a safe level when there is more demand than supply in the electrical grid. In the industrial world, that would mean taking non-critical parts of the process offline first, and then if you need to shed more loads, taking semi-critical parts, and then if you still need to shed more, all but emergency loads until finally you reach the blackout stage.
In the transmission/distribution world, load shedding is usually called rolling blackouts, where they split the amount able to be generated around the country zone by zone to try to maintain a fair distribution. So at the minimum, the cost to produce V will have increased significantly since they will have to produce enough on-site energy to keep the machines running. If they depend on grid-parallel operation, they may not have enough generation on-site to do so and have to do some load-shedding on site also. If they don't have generators (which would be a bad idea in a country with the infrastructure problems of S Africa) then they don't likely have a choice.
In other words, I see a sharp drop off in supply pretty quickly here.