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Santam results, implications of the Iran war, and Itac proposed amendments

This evening we dive into the latest market movements with PrimeXBT, we speak to Investec about the global implications of the ongoing conflict in Iran, we discuss Santam’s recent financial results, we look at the proposed amendments to the Itac Act by the dtic, we unpack the estimated costs for retrofitting Medupi power station with wet flue-gas desulphurisation (FGD) ducts and why Eskom has remained quiet on the matter, and we review the latest technology showcased at this year’s Mobile World Congress in Barcelona with Recharged.co.za.

Mar 09, 2026 &03010909202631; 18:01 UTC www.moneyweb.co.za Trending 5/5

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Neutral impact

Sentiment score: -15/100

Moderate impact Medium-term (weeks)

WHAT THIS MEANS

Market analysis covering Santam's financial results, geopolitical risks from Iran conflict with global implications, proposed ITAC Act amendments affecting South African trade, and Eskom's Medupi power station retrofitting costs. Multiple sectors face regulatory and operational headwinds with mixed sentiment across different asset classes.

AI CONFIDENCE

65% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

⇅

SNT.JO

SNT.JOStock

High volatility expected

Santam financial results announcement creates near-term volatility; insurance sector sensitivity to geopolitical risks and regulatory changes

⇅

Euro / US Dollar

EURUSDCurrency

High volatility expected

Iran conflict escalation creates safe-haven demand for USD; European exposure to Middle East tensions

↑

Oil (WTI Crude)

CL=FCommodity

Expected to rise

Iran geopolitical tensions typically support crude oil prices; supply chain concerns in conflict region

↓

ESK.JO

ESK.JOStock

Expected to decline

Eskom's Medupi retrofitting costs represent significant capital expenditure burden; environmental compliance expenses pressure profitability

PRICE HISTORY

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⚡ SUGGESTED ACTION

Monitor Santam stock for post-earnings volatility and insurance sector rotation. Use crude oil strength as hedge against geopolitical risks. Eskom downside risk warrants caution on South African utility exposure; track ITAC amendments for trade-sensitive sectors impact.

KEY SIGNALS

Santam earnings volatilityIran conflict geopolitical risk premiumITAC regulatory amendments impact on South African trade competitivenessEskom capital expenditure pressure from environmental complianceTechnology sector developments from MWC Barcelona

SECTORS INVOLVED

InsuranceEnergyUtilitiesTechnologyTrade & Commerce

Analysis generated on Mar 10, 2026 at 00:48 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Moneyweb. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Santam results, implications of the Iran war, and Itac proposed amendments

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