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The ANC isn’t really campaigning for 2026 local government — they’re campaigning for 2027 Nasrec. Because the 2026 result will decide who takes the party: Paul Mashatile’s “State Capture 2.0” coalition machine… or Fikile Mbalula’s “Ramaphosa-ism with a veneer” continuation. And here’s the real trigger: water. Load shedding pushed the ANC below 50% in 2024 — but water failures in Gauteng and the metros could be the catastrophe that knocks them down again in 2026 and reshuffles the entire 2027 leadership race. IN THIS EPISODE • Why the ANC has (quietly) given up on fixing local government • Poll reality: ANC around 37% (and why it could fall further) • The two-horse race for 2027 Mashatile vs Mbalula • “State Capture 2.0” and why the Madlanga Commission matters politically • Mashatile’s pitch: franchising the trough (party labels don’t matter) • Mbalula’s pitch: respectability theatre controlled prosecutions • The brutal comparison: bridge built late vs bridge never built • Why 2026 metros are the real battlefield: Joburg, Tshwane, Ekurhuleni, NMB • Where the lost ANC votes go EFF/MK… or GNU parties like DA/FF+ • The nightmare scenario: ANC becomes a rural party in an urbanising country 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 State of the Nation LIVE: Pretoria (4 Feb 2026) with Dawie Roodt & Bonsai Shongwe The Tryst Kramerville (13 Feb 2026) with Moeletsi Mbeki & Mighti Jamie 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 ANC countdown: 2026 local elections + 2027 leadership war 0:27 Sponsor: Pace Car Rental (Code SONA) + hire a bakkie 0:54 Why this episode: DA leadership change… but ANC has bigger trouble 1:27 ANC in “election mode” — but not for local government 1:39 ANC has given up on fixing metros (water crises everywhere) 2:41 Poll reality: working with ~37% and why it can slide 3:16 The real fight: 2027 Nasrec decides Ramaphosa’s successor 3:35 Why 2026 result shapes 2027 leadership outcome 3:57 Two-horse race emerges: Mashatile vs Mbalula 4:27 Mashatile faction: Gauteng power base… but weak position 5:12 The allies: remnants of State Capture 1.0 + “State Capture 2.0” 5:39 Madlanga Commission: why timing hurts Mashatile camp 6:44 Zuma/MK effect: KZN base eroded, trough politics migrates 7:23 Mashatile’s pitch: franchising the trough + coalition convenience 9:03 Mbalula camp: “Ramaphosa-ism” with a veneer of respectability 9:46 The justice cluster difference: punish outsiders, protect inner circle 10:18 The bridge analogy: late & over-budget vs never built 11:10 GNU as “useful idiots”: who controls money, police, foreign policy 11:54 Why 2026 could change everything for BOTH factions 12:26 Water becomes the 2026 catalyst (like load shedding in 2024) 13:21 “I had to go to a hotel to bath” — why voters won’t forgive this 13:48 Where ANC’s lost 3% goes: EFF/MK boost OR GNU parties (DA/FF+) 15:14 Metros decide the future: losing Joburg/Tshwane/Ekurhuleni/NMB is catastrophic 16:02 ANC becomes a rural party: urbanisation + city budgets shift power 17:44 Prediction if nothing changes: Mashatile has the edge (for now) 18:26 Why 2026 won’t be like 2024: voters are angrier + more open 18:56 “Groenewald for President” lesson: people are thinking differently 19:22 Final warning: everything hinges on 2026 19:34 Outro: subscribe + sponsor reminder