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Welcome to the February 2026 edition of the Sassda GPS eNewsletter, where infrastructure takes centre stage in shaping South Africa’s economic direction. With the 2026 Budget reinforcing capital investment as a national priority, and renewed momentum across energy, transport, water and logistics, this month’s edition reflects a clear policy shift toward delivery and structural reform.
Alongside major project announcements and regulatory changes, we also highlight the pressures facing industry, from energy pricing to earnings volatility. The common thread is implementation. Plans are in place. The focus now is execution, accountability and measurable impact.
Enjoy the read!
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2026 Budget reinforces infrastructure as foundation for economic growth
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The 2026 National Budget has placed infrastructure investment at the centre of government’s economic strategy, reaffirming it as the bedrock of growth and job creation. While fiscal pressures remain, infrastructure spending is positioned as a catalyst for industrial expansion, competitiveness and long-term economic resilience but the effective implementation will determine the real impact of these commitments…
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Nersa approves Eskom tariff reduction for ferrochrome makers
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Nersa has approved a tariff reduction for ferrochrome producers, offering relief to one of South Africa’s most energy-intensive industries. High electricity costs and weak global demand have placed significant pressure on the sector. The adjustment may help stabilise output and protect jobs, although longer-term energy pricing reform and reliable supply remain critical for sustained recovery
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Transnet starts process to find private
partner for Richards Bay Dry Bulk TerminaL
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Transnet has begun the process of appointing a private partner for the Richards Bay Dry Bulk Terminal, a key export hub for chrome and magnetite. A Request for Qualification has been issued, and applicants must show technical, operational and financial capability. The move signals growing private sector involvement to improve efficiency and long-term sustainability in port operations…
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OR Tambo’s multi-billion upgrade
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A multi-billion rand upgrade at OR Tambo International Airport aims to expand capacity, modernise facilities and improve passenger flow. The project supports growing travel demand while strengthening South Africa’s main trade gateway. Construction and supply chain opportunities are expected to follow and the development signals renewed infrastructure investment with positive implications for related industries…
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Key infrastructure takeaways from SONA 2026
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Infrastructure reform featured prominently in the 2026 State of the Nation Address. Government committed to accelerating energy projects, revitalising logistics networks and addressing water challenges. Greater private sector participation and procurement reform were emphasised. While intent is clear, delivery and institutional capacity will determine progress. Consistent implementation could unlock meaningful opportunities for suppliers…
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DURBAN TO JOBURG HIGH-SPEED RAIL PLANS MOVE AHEAD
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Plans for a high-speed rail link between Durban and Johannesburg are advancing through feasibility stages. The project aims to reduce travel times between the two economic hubs and ease road congestion. Funding models and timelines remain key questions. If implemented, it would represent one of South Africa’s most ambitious transport upgrades…
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Pay twice or get it right – A call for quality
In SA construction
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This opinion piece warns that poor construction quality leads to costly rework and premature infrastructure failure. Lowest-cost tendering often undermines durability and long-term value. The author calls for stricter standards, better oversight and stronger contractor accountability. Investing properly from the outset reduces lifetime costs and builds trust across the construction sector…
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Sasol sees massive 95% drop in earnings
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Sasol has reported a 95% drop in earnings, reflecting weaker commodity prices and ongoing operational pressures. The sharp decline highlights volatility in global energy markets. Management has indicated cost controls and strategic adjustments are underway. Investors will monitor recovery prospects closely as the company works to stabilise performance in challenging conditions…
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New rules shaping mining, energy, environment
and constructioN
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Regulatory updates across mining, energy, environmental compliance and construction are reshaping business operations. New requirements affect permitting, assessments and governance processes. While aimed at improving sustainability and accountability, compliance demands are increasing. Companies must stay informed and adapt quickly to maintain competitiveness and ensure projects proceed without costly delays…
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Port of Ngqura wave energy study shows encouraging results
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A wave energy study at the Port of Ngqura has delivered promising results, pointing to renewable energy potential along the coastline. The findings support broader efforts to diversify energy sources and reduce reliance on traditional supply. Further feasibility work will determine next steps, but the project highlights emerging opportunities in sustainable infrastructure…
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