FUEL, FOOD AND FRAGILITY

The conflict between the US, Israel and Iran may unfold thousands of kilometres from South Africa, but its economic and political consequences could prove far closer to home. As global energy markets and supply chains remain under pressure, what are the key risks facing South Africa—and how might they reshape the country’s political and economic outlook? From inflation and interest rates to social stability and the Government of National Unity, our latest analysis explores the strategic questions and scenarios that decision-makers should be watching.