AGP Executive Report
Last update: 5 minutes agoMining: South Africa’s mining output fell 12.7% year on year in August, with lower platinum-group metals, coal and iron-ore production adding to the drag on growth. Energy: Eskom is seeking a partner for its 1.5GW Tubatse pumped-storage project and plans a major renewables-and-storage tender. Proposed tariff changes are already drawing affordability concerns. Manufacturing: Chinese imports rose 29% in the first eight months of 2026, intensifying pressure on local producers; the government is engaging Bell Equipment and Mondi as it pushes localisation. Agriculture and Sugar: President Cyril Ramaphosa plans to release 2.5 million hectares of state land to black farmers. Tongaat Hulett, after 74 years on the JSE, has delisted, leaving shareholders with no expected returns. Energy Investment: African Energy Week opened in Cape Town with calls for stronger regional cooperation and investment across the continent’s energy sector.
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