This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

BNC#9 | Baloyi Q&A: Trump tariffs, Hormuz fallout, SA's offshore gas, what Sasol's worth to SA's GDP

Loading player...

Sasol's oil hedges are built for a $50-a-barrel world, its Qatar plant has been switched on and off every three weeks by fighting near the Strait of Hormuz, and its biggest customer market just hit it with a 30% tariff. CEO Simon Baloyi sits down to unpack how a company this exposed to global chaos stays standing, what a $12 billion bet on Louisiana is actually returning, and why he thinks South Africa is about to miss out on its own offshore gas boom.

4 Sep 8AM English South Africa Investing · Business News

Other recent episodes

BN Daybreak: Cape Town's conviction crisis, terrorists on SA soil, AI stock wobble, BNC#9 wrap

Nineteen times out of twenty, the man Cape Town's police catch red-handed with an illegal gun walks free. JP Smith explains why, and why he's taking national government to court over it. Intelligence analyst Jasmine Opperman lays out something most South Africans haven't clocked: 14 active Bitcoin wallets linked to…

14 Sep 11PM 15 min

Cape Town's crimefighter, JP Smith, on the court battle that could reshape SA policing

JP Smith has spent years being told his city is one of the world's most violent. He didn't dispute it. He explained why. Nearly every gun his officers pulled off the street came back to bite them: nineteen times out of twenty, the man caught red-handed walked free, because Cape…

14 Sep 10AM 56 min

BN Daybreak: Pistorius 'big lie'; Hamas crypto wallets; Comp Com overreach; EE quotas; Wall St up

Retired senior advocate Chris Marnewick spent six years on the Pistorius trial record and tells Alec Hogg the conviction should have been culpable homicide, not murder, blaming social media groupthink for a "big lie" of gender-based violence. Analyst Jasmine Opperman reveals 14 active bitcoin wallets in South Africa channelling funds…

13 Sep 11PM 15 min

Jasmine Opperman: Hamas-SA: 14 Bitcoin wallets

In this week’s NdB Sunday Show, intelligence analyst Jasmine Opperman of Fulcrum Analytics, reveals to Chris Steyn that there are 14 active cryptocurrency wallets linked to Hamas in South Africa. “We know that Hamas has offices in South Africa. We know that they allowed freedom to move…And that there are…

13 Sep 7AM 18 min

BNC#9 | Wrap-up panel: Joburg, Zuma, AI, JSE v S&P, gold, small caps, and conference highlights

At the close of BNC#9, Alec Hogg sat down with David Shapiro and Piet Viljoen to unpack the conference. Viljoen made the numbers case for South Africa: bar the two big banks, every stock in his portfolio trades at a discount of thirty percent or more to what he thinks…

11 Sep 9AM 32 min

All episodes