Welcome to the highlights edition of the Sassda GPS eNewsletter, your go-to source for key developments shaping South Africa’s business, industrial, and economic landscape. Each month we distribute this popular market intelligence aggregator to an exclusive database of members and associates. This selection of the best articles from the last quarter, aims to extend access to this quality content by prioritising the top stories from the latest issues…
2026 Budget reinforces infrastructure as foundation for economic growth
The 2026 National Budget has placed infrastructure investment at the centre of the 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 effective implementation will determine the real impact of these commitments...
Nersa approves Eskom tariff reduction for ferrochrome makers
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...
Offshore oil & gas and SA’s energy future
Business Talk Host Michael Avery spoke toto Niall Kramer, national spokesperson for the Offshore Petroleum Association of South Africa (OPASA), about the growing role of oil and gas in South Africa’s energy and economic growth strategy. With energy security back in focus following the State of the Nation Address and Mining Indaba, Kramer outlines the scale of the country’s gas potential…
Transnet seeks private partner for Richards Bay Dry Bulk Terminal
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…
OR Tambo’s multi-billion upgrade
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…
Key infrastructure takeaways from SONA 2026
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..
Pay twice or get it right – A call for quality in SA construction
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...
Durban to Joburg high-speed rail plans move ahead
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…
Sasol sees massive 95% drop in earnings
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...
Rethinking an industrial strategy for South Africa
South Africa’s declining manufacturing contribution to GDP has sparked calls for a new industrial strategy. Analysts argue that traditional policy tools are no longer effective in a rapidly changing global economy. A broader, ecosystem-based approach focused on innovation, skills, infrastructure and competitiveness is needed. Without reform, the country risks further de-industrialisation and slower long-term growth...
International finance giant has great news for South Africa
The International Monetary Fund (IMF) has significantly raised South Africa’s 2025 growth forecast, following a surprising year of resilience for the country. The group’s January 2026 Economic Outlook projects that South Africa’s economy grew by 1.3% in 2025, with its early forecast for 2026 pointing to 1.4%. While this level of growth is still low relative to emerging-market peers and the Sub-Saharan region as a whole, it represents an upward trend and a significant leap from last year’s projections…
Port of Ngqura wave energy study shows encouraging results
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..
New rules shaping mining, energy, environment and construction
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...