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Significance

The news is emblematic of wider economic troubles facing South Africa. Positive investor sentiment following the formation of the Government of National Unity (GNU) after the 2024 elections has not yet translated into changes in the real economy, especially in key industrial sectors such as steel.

Impacts

The negative impact of the closures could force the government to formulate a more coordinated policy towards heavy industry.

Fiscal constraints on government mean there is little prospect of large-scale infrastructure projects needed to boost the steel sector.

The shuttering of steel plants could prompt a union re-alignment behind the opposition MK party.

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