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Welcome to the June 2026 edition of the Sassda GPS eNewsletter, where industrial policy and infrastructure investment continue to shape South Africa’s growth outlook.
This month’s edition highlights key developments across manufacturing, logistics, infrastructure, energy and public finance. From renewed efforts to reverse de-industrialisation and strengthen rail capacity to major infrastructure commitments and growing energy investments, the focus remains on creating the conditions for sustainable economic growth and industrial competitiveness.
Enjoy the read!
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Revised industrial strategy targets
de-industrialisation
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Government has launched a revised Industrial Development Strategy aimed at reversing de-industrialisation, boosting investment in productive sectors and supporting higher-value manufacturing. The plan places strong emphasis on industrial competitiveness, localisation and improved infrastructure to strengthen South Africa’s manufacturing base…
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R1-Trillion infrastructure drive gathers pace
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Government’s ambitious infrastructure investment programme is moving forward, with projects aimed at expanding transport, energy and public infrastructure. The initiative is expected to support construction demand, industrial growth and job creation across multiple sectors…
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Transnet completes major Saldanha investment
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Transnet has completed a R4 billion investment programme at the Saldanha Iron Ore Terminal. The upgrades are expected to improve export capacity, operational reliability and logistics efficiency, supporting the broader mining and industrial sectors… |
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Private investment boosts rail reform
momentum
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Traxtion’s R1.4-Billion capital raise is expected to accelerate rail sector reform and expand private-sector participation in freight logistics. The development highlights growing investor confidence in South Africa’s rail recovery and infrastructure modernisation efforts… |
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Public Private Partnerships seen as key to infrastructure resilience
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Industry leaders are increasingly advocating for public-private partnerships to strengthen infrastructure delivery and improve long-term project sustainability. Greater collaboration between government and business is viewed as essential for addressing infrastructure backlogs and economic growth constraints…
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New solar facility to power 60 000 SA households
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Construction is set to begin on a large-scale solar facility capable of supplying electricity to approximately 60,000 households. The project supports South Africa’s energy transition while creating opportunities for investment, construction activity and local economic development…
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Budget surplus supports fiscal stability
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South Africa has exceeded its primary budget surplus target, helping to stabilise government debt levels. The outcome strengthens investor confidence and provides a more stable foundation for future infrastructure and economic development initiatives…
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Nuclear power plans gain traction in
Eastern Cape
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Momentum is building around proposed nuclear energy developments in the Eastern Cape. The initiative could stimulate industrial activity, create jobs and contribute to long-term energy security as the country diversifies its power generation mix…
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SA Economy exceeds growth expectations
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South Africa’s economy expanded by 0.5% in the first quarter of 2026, outperforming market expectations. Growth was supported by stronger performances in finance, agriculture, trade and transport, providing encouraging signs of resilience despite global economic uncertainty…
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Small Modular Reactors key focus in SA’s nuclear bid
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At Enlit Africa 2026, NECSA highlighted the potential of Small Modular Reactors (SMRs) to support Africa’s growing energy needs through reliable, low-carbon power generation. As interest in nuclear infrastructure grows, the stainless steel industry could benefit from increased demand for corrosion-resistant materials used in reactor systems, piping and other critical components…
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