Frontière Lens South Africa – September 2025

What we’re watching in our South Africa Frontière Lens:

1. Consistency on keeping the lights on and telling the truth when plants stumble
2. Momentum on rail and ports that translates into actual throughput
3. How companies evidence delivery to communities, regulators and lenders

If you are leading here, treat every operational update as a trust update. People are listening for proof that this time is different.