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In today's episode of BizNews Daybreak, President Cyril Ramaphosa delivers a "game of two halves" State of the Nation Address—promising a R1 trillion infrastructure drive while admitting water has replaced electricity as South Africa’s newest crisis. We dissect his branding of mining as a "sunrise industry" that just continues sliding into darkness despite the country sitting on R40 trillion in mineral reserves. Plus: Political Earthquake: The Patriotic Alliance surges in George, snatching a key stronghold by giving the Democratic Alliance another bruising, taking its head-to-head score to four from four in the by-elections. School Scandal: An emotional David Shapiro weighs in on Roedean School's refusal to play tennis against its Jewish counterpart, King David, sparking fierce debate about antisemitism and politics in sport. Market Moves: Gold breaks $5,000, the Rand strengthens, and Sasol jumps 7%. Timestamps: 00:00 – Introduction: Global shifts and local impacts with Alec Hogg 00:28 – President Ramaphosa’s upbeat State of the Nation Address 01:00 – Goldman Sachs General Counsel Kathy Ruemmler to exit 01:45 – Trump administration terminates the "Endangerment Finding" 02:45 – US-Taiwan trade agreement finalized 05:00 – Sasol’s market strength 06:55 – Rebranding mining as a "Sunrise Industry" 12:52 – Ad break: WeBuyCars (www.webuycars.co.za) 13:45 – Patriotic Alliance’s "shellacking" of the DA in George Video production by Ruan Erasmus Support South Africa’s bastion of independent journalism, offering balanced insights on investments, business, and the political economy, by joining BizNews Premium. Register here - https://bit.ly/4ifcIWO Your early morning brew of the BizNews Insider keeps you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here - https://bit.ly/3is4b7l Join this channel to get access to perks: / @biznewstv