Podcasts from the Edge

Former DA leader Tony Leon tells Peter Bruce in this edition of Podcasts from the Edge that South Africa is taking a chance in there way it is confronting US President Donald Trump’s decisions to boycott the recent G20 Summit in Johannesburg and his subsequent announcement that he would not permit SA to participate in the G20 under his chairmanship in 2026. Foreign Minister Ronald Lamola calling Trump a “white supremacist” days before the Johannesburg summit was “the most self-harming remark” from the country’s most senior diplomat. It recalls former National Party Prime Minister John Vorster telling the world in 1968 it could “do its damndest” if it thought Apartheid would ever be dismantled. “He did very well in the next election,” remembers Leon, “but I don’t think this will help now. This idea that you can go to a powerful country and give it the middle finger might give you a moment of satisfaction but I think (for) worthwhile diplomats and meaningful diplomacy you have to think twice before you react. South African diplomacy is amateur hour, kind of … if you want a result, if you want to join the cheering gallery of the anti-trumpets in the world well that’s a very crowded saloon and no doubt it makes you feel good but I don;t think its going to meet any of the government’s apparent objectives to grow the economy, to get investment here and bulk up our trade.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amid a flurry of upbeat economic news — a good mini-budget, a stronger rand, escape from the Grey List, the JSE on steroids and progress, on paper at least, on reform of South Africa’s moribund rail and ports system — Anne Bernstein, head of the Centre for Development and Enterprise tells Peter Bruce in this edition of Podcasts from the Edge that “I’m the first to welcome good news (but) we need to recognise what changes have been made (but) I don't think we've turned the corner. I think we're approaching the corner. And if you look at a lot of the reforms, energy's the most important … but there's so much more to do ... we shouldn't let our guard down. Look at the whole chess board. There's unemployment (which) is worse than it was a year ago by some 200,000 people. And we are simultaneously watching the absolute chaos, corruption and disaster in our criminal justice system”. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

South Africa is taking a huge bet on a new fuel source for electricity — liquid natural gas (LNG). Electricity Minister Kghosientsho Ramokgopa has said we will target using LNG for 6 00MW of powerby 2030 but there almost no infrastructure to import it and no plant to make electricity from it. The government will gazette its 2025 Integrated Resource Plan in a matter of days. In this edition of Podcasts from the Edge Peter Bruce talks to Jaco Human, CEP of the Gas Users Association of Southern Africa, who currently use gas for industrial heating but who face a critical deadline — June 2030 when the current monopoly supplier, Sasol, will cut of supplies, the so-called “gas cliff". The industrial gas users employ close to 100 000 people. Can they and the State build import terminals and pipelines land long-term gas supply contracts in time? Only the State is big enough to serve as an anchor importer for long-term contracts. "What simply has to happen in order to mitigate the gas cliff? That, that is priority number one,” says Human. "What we're saying to the state is (that)e have now run out of time. We simply have to talk about demand stacking (orders into the future), and that simply means the sequencing and, and addition of gas demand through Eskom, through industry and through private power generation. If we don't get that right, we will sit with a market failure. Right now we see that the government is about to issue or get moving on a gas master plan very shortly, or at least publish something. We’re not sure ... that the gas cliff is sufficiently addressed in that.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

US President Donald Trump’s flash coup in bringing fighting in Gaza to end end on Monday, along with the return of Israeli hostages held by Hamas, may still be on shaky ground but it’s a good moment for South Africa to grab and to reopen its embassy in Tel Aviv, which we shuttered a few years ago without ever breaking actual diplomatic relations. Now, Freedom Front Plus leader Corne Mulder tells Peter Bruce in this edition of Podcasts from the Edge, is the time to go back and put official feet back on the ground. And, clearly, with an eye on Washington, where negotiations to reduced Trump’s punishing tariffs on SA are painfully slow. "South Africa is not, on its own, going to change the course of events in the Middle East at the moment,” says Mulder. " (Events have) overtaken us and we must now get onto that wave and, and, and move with it. It gives us really an opportunity to not only reach out to United States in terms of, uh, repositioning of our international relations when it comes to Israel, because that is one of the major points of contention from the US side, but it gives us the opportunity to reach out. And I think opening the embassy would be a very, uh, a very sound step to take ... it would be very well received in Washington because I know they're expecting us to have a rethink in terms of our relationship with Israel and the latest developments give us that opportunity to move into that space.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

“I do not see imported liquified natural gas as a long-term solution for South Africa or even a base power solution. I see it as a, as a peaking and a balancing solution,” energy analysts Chris Yelland tells Peter Bruce in this edition of Podcasts from the Edge. But gas is all the rage. Minerals minister Gwede Mantashe wants to spend a fortune building new infrastructure and South Africa has built its urgent new trade proposals with Donald Trump around a huge new standing order for imported LNG. "Gas base supply is an option for South Africa. Base supply becomes an option when you've got significant indigenous gas resources where you drill a hole in the ground and natural gas comes out. You don't have to drill a hole in a foreign country, take out the gas, turn it into a liquid, transport it thousands of kilometres across the sea, convert it back into a gas, compress it, and pipe it to where it's needed.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The DA’s spokesperson on foreign affairs, Emma Powell, found herself at the wrong end of a powerful assault by the State last week after she notified the country that President Cyril Ramaphosa’s Special Envoy to the US (and, subsequently, to North America), Mcebisi Jonas, had done little or no work trying to heal our battered relationship with the Donald Trump White House in the 90 plus days since he was appointed. In fact, the Americans wanted nothing to do with him and had declined his request for a diplomatic visa. The National Security Council, which reports directly to Ramaphosa alerted The Sowetan to a report it has done on Powell and accused her of running the country down during a trip to the US in February. The newspaper splashed the story as the Presidency put out a statement calling her part of “a right wing nexus” acting against South Africa’s interests abroad. Powell tells Peter Bruce in this edition of Podcasts from the Edge that this is nonsense. "It's an empirical fact that the ANC had done nothing of value or meaning in order to shore up and rebuild trust with the United States in order to safeguard South Africa's interests in regards to our continued inclusion in Agoa beyond September,” she says. “We were trying to do our part and waving South Africa’s flag”. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As US President Donald Trump sends final notice to the South African government that he will impose a 30% tariff on its exports to the US on August 1, an Afrikaner delegation to the US, fronted by Freedom Front Plus leader Corne Mulder, has returned with a short list of points it says were given to them by senior White House officials when they met last week. "They really want to trade with us,” Mulder tells Peter Bruce in this edition of Podcasts from the Edge. "But the Trump administration feels very strongly about these political hurdles that need to get out of the way.” The four principles — that the ANC denounce the singing of Kill the Boer, that all expropriation of property is fairly compensated, that all US investment into South Africa be free of BEE regulations and that farm attacks be classified as a priority crime — are, for the most part, almost impossible to comply with. But then again President Cyril Ramaphosa has nothing substantial on the table which which to beat back the Trump tariff assault. Still, he has wriggled his way out of tougher puzzles than the one the Afrikaners returned from Washington with. Would he consider even trying? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.