A study has found that SA banks have an exposure of almost a trillion rand to sectors vulnerable to the global energy transition, and this could trigger policy proposals to cushion the blow to the financial system and heap pressure on fossil fuel-tied industries to adapt.

Titled Transition and Systemic Risk in the SA Banking Sector (https://www.resbank.co.za/en/home/publications/publication-detail-pages/working-papers/2024/transition-and-systemic-risk-in-the-south-african-banking-sector), and published on the Reserve Bank website, the research shows that the sector is sitting atop a R2.8-trillion corporate credit loan book, 35% of which is tied to industries at risk of being left behind in the global shift towards a low-carbon economy. ..

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