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Ramaphosa stood up at SONA and described a country many South Africans don’t recognise — while people are carrying buckets because the water doesn’t run and the power isn’t reliable. This isn’t a “State of the Nation” speech. It’s an election manifesto — and the real election isn’t 2026. It’s ANC 2027: Mashatile vs Mbalula, with the metros, the GNU, and the “keys to the vault” on the line. IN THIS EPISODE • “A country we don’t live in”: water outages vs bullet trains • Why SONA was a wish list + 1h45 election speech • Crime commissions: why the “big fish” won’t be touched • SANDF in Cape Flats? Why that promise is nonsense • Foot-and-mouth declared a disaster — and why that’s political • The DA’s April leadership change: why it’s a huge opening • MK and EFF dysfunction: why ANC can’t realistically run to them • ANC gave up on 2026 local elections (the “vault door closing” argument) • The real war: 2027 succession — Mashatile vs Mbalula • Why metros decide the future: urban washout changes everything Don’t just complain get involved, share this conversation, and subscribe for more State of the Nation insights. Get Daily Updates: @PoliticalInsiderZA LIVE EVENT TICKETS R550 ex VAT The Tryst Kramerville (13 Feb 2026) with Helen Zille Tickets: https://sona.co.za/index.php/events/ Follow @sonacoza on TikTok, Instagram, X, and Facebook Produced by Stream In Studios – https://www.streamin.co.za The State Of the Nation is Proudly Sponsored by Pace Car Rental https://www.pacecarrental.co.za/ Use Code : SONA for a discount today! Chapters: 0:00 No water for weeks: the reality vs SONA 0:25 “A country we don’t live in” (bullet trains vs buckets) 1:11 21st century failure: we can’t deliver water or electricity 1:58 SONA optics: “energised” Ramaphosa + ministers who can’t execute 2:23 SANDF vs Cape Flats gangs: why this is fantasy 3:18 The blunt truth: almost nothing promised will happen 3:46 SONA = election speech (local/ANC/general election kickoff) 4:22 Crime “priority” vs commissions: the real story (syndicates + politics) 5:05 No consequences for the powerful: “brigadier, not the general” 5:53 If he was serious: fire the police leadership (but he won’t) 6:17 Water task teams + “super president” satire 6:47 High-speed rail? Start with low-speed rail 7:06 “Prisoner-of-war mentality”: why optimism dies in SA politics 9:56 Foot-and-mouth declared a disaster — why that’s convenient 11:12 “Anyone can do anything” myth: wrong people in key posts 12:35 Labour inspectors + licensing: more bureaucracy, no plan 13:14 “No leadership”: country adrift 14:21 Election #1: DA leadership in April (Jordan Hill-Lewis prediction) 15:07 DA’s GNU identity crisis: in government or opposition? 16:47 DA should squeeze ANC now: play the cards 17:37 MK can’t fill seats; EFF isolated — ANC options shrink 19:22 Election #2: 2026 local government (ANC has “given up”) 20:38 Joburg water as proof: they don’t care about vote cost 22:09 The vault door closing: “take the money before November” 23:04 Election #3: ANC 2027 succession starts now 23:26 Two factions: Mashatile vs Mbalula 24:14 Mbalula faction = Ramaphosa 2.0 (late bridge, but bridge) 24:32 Mashatile faction = Zuma-style theft (no bridge) 25:28 Joburg power play: region election + faction warfare 26:26 Mashatile’s coalition strategy: 50%+1 with MK/EFF if needed 27:24 Mbalula strategy: GNU + low-level sacrifices, top protected 28:25 2026 washout changes everything (urban vs rural future) 29:48 “Two trillion” projects + Mashatile grin: keys to the vault 31:07 Final take: SONA had nothing to do with the nation 32:31 Wrap + handover to panel