SONA 2020: Disrupted Nation

President Cyril Ramaphosa’s 2020 State of the Nation Address (SONA) was big on social compacts and consensus, but small on substantive policy reforms.

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In the attached note, we discuss how persistent energy shortfalls have forced the government into procuring additional electricity from independent power producers (IPPs). We also explore SOE financing, state capture, and the youth unemployment crisis.  

 

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