BN Briefing: Eskom's coal pivot; Endres' growth warning; Trump eyes Iran exit; Bottom Line with Alec Hogg
March 31, 202614m 20s
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Show Notes
Eskom CEO Mteto Nyati says South Africa’s energy policy must be driven by national interest, arguing the problem is emissions — not coal — and explaining why Eskom has pushed some coal station shutdown timelines out to 2030. Alec Hogg then unpacks Remgro’s R16.5bn Mediclinic restructuring, Sabvest’s strong annual report and Jubilee Metals’ pivot to Zambia. IRR CEO John Endres warns that South Africa has not truly “turned the corner” while fixed investment stays too low to lift growth and jobs. Bloomberg closes with reports that President Trump may seek an Iran-war exit even if the Strait of Hormuz remains largely closed.