Our Insights

South African Rail: A Look Under Transnet’s Hood

Transnet has initiated a significant reform by allowing private players access to its railway network. This decision follows years of declining performance marked by inefficiencies and vandalism. Eleven companies will operate across 41 routes to revitalise South Africa’s freight logistics, potentially adding 20 million tons of freight by 2026/27.

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Fintech exits and regulations in 2025

In 2025, while banks were strategically acquiring fintech companies to enhance their technology, the regulatory landscape was keeping up. Key regulations include the COFI Bill, enabling activity-based oversight, and new compliance requirements for crypto transfers. The landscape is shifting towards consolidation, regulatory compliance, and demographic transformation, with significant implications for financial institutions.

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Eskom’s renewable energy pivot: Structural reform, private sector engagement, and emerging challenges

Eskom’s Renewable Energy Offtake Programme (REOP) aims to stabilise South Africa’s energy crisis by encouraging private sector partnerships in renewable energy. Following structural changes, including unbundling, Eskom plans to offer 291MW of solar capacity. The program promises potential economic growth and energy security. There are private company concerns over risk management and pricing transparency.

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