South Africa: TotalEnergies takes its foot off the gas – why South Africa lost a huge energy deal

They say a week is a long time in politics. It can also be a long time in the life of an analyst. 

Much of my career has been devoted to identifying the risks that businesses and governments must contend with in our hyperdynamic world. I pay a lot of special attention to events in South Africa, my home for over 25 years, and a country that is nowhere near fulfilling its enormous development potential.

Others and I in the advisory business have a role to play in putting the country on a…