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South Africa’s water crisis is becoming the new electricity crisis – with Joburg losing nearly half its supply to leaks. We unpack the DA’s urgent warning. Meanwhile, corporate SA makes bold moves: MTN announces a massive all-cash deal to control its African towers, and Blue Label Telecoms gets the green light to broker electricity. Plus, the 'fatal mistake' that sank Tongaat Hulett. Timestamps: 00:00 - Intro 01:25 - Geopolitics: US-Iran Nuclear Talks & Oil Price Impact 02:06 - AI Revolution: Anthropic’s Claude 4.6 & Market Disruption 04:13 - South Africa’s Water Crisis: The "New Loadshedding" 07:55 - Ad break: Jaltech (www.jaltech.co.za) 08:27 - Tongaat Hulett: The Collapse of a Sugar Giant 13:12 - Ad break: WeBuyCars (www.webuycars.co.za) 14:12 - Blue Label Telecoms: Entering the Renewable Energy Game 18:28 - Telecoms War: Telkom Earnings & MTN’s $2.2bn Tower Deal 21:06 - Afrimat Analysis: Navigating a "Treacherous" Economy 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