May 12, 2026
BN Daybreak: Rob Hersov and Dawie Roodt at BNC#8; SPR oil release; Meta deploying AI chips

In this morning’s episode, we lead with the Trump administration’s massive 172-million-barrel oil release as conflict in the Strait of Hormuz continues. From the BNC#8 stage, Rob Hersov delivers a blunt warning on South Africa’s geopolitical positioning, arguing the country has “chosen the losing side” in a reset world order…
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