Batch cycle-003. Model 0.2.0, graph 0.2.0, parameters 0.1.1. 30 simulations, seeds 1 to 30; probes on 10. Every figure is a distribution over simulations of a structural model with seed parameter values; it shows what the model implies under these settings, not what will happen. Other nations are frozen at their 2026 ratings. No reconstructed historical data is used in this experiment.
Headline
South Africa played 30 rounds from 1996 under the scripted method, with scripted events, 30 times. Its capability index moved from 11.66 to a median of 11.80 (+0.15), with 90 per cent of simulations between 11.79 and 11.81 [experiment_objectives].
Starting position
In 1996 the nation ranks 32 on the index against the frozen field, holds 0 of nine domains at Tier 1 and has a tier rank of 30. Its base income is 438 credits a year, calibrated so that its 2026 position is affordable with headroom for investment.
What was decided
A simulation spent a median of 1,441 credits on moves. The five groups that took most were Industrial & Sectoral Base (build, 161 credits, 11.2 per cent); Communications & Digital Infrastructure (build, 116 credits, 8.1 per cent); Transport Infrastructure (build, 116 credits, 8.1 per cent); Energy Infrastructure (build, 116 credits, 8.1 per cent); Monetary & Currency Capability (build, 88 credits, 6.1 per cent) [experiment_decisions_by_group]. By mode: build 77 per cent, buy 12 per cent, partner 11 per cent [experiment_decisions_by_group]. Concentration of spending (HHI) had a median of 0.066, and the most repeated action appeared in 33 per cent of rounds.
The leading domain by period: rounds 1 to 5, Financial Strength; rounds 6 to 10, Strategic Infrastructure; rounds 11 to 15, Strategic Infrastructure; rounds 16 to 20, Strategic Infrastructure; rounds 21 to 25, Strategic Infrastructure; rounds 26 to 30, Governance & Integrity [experiment_spend_by_period].
What the world did
A median simulation saw 5 shocks and 1 upside events. The most damaging per firing were S10 (30 firings in 30 simulations, −23.5 points each); S02 (30 firings in 30 simulations, −12.9 points each); S07 (30 firings in 30 simulations, −9.7 points each) [experiment_shocks]. Upside events fired 30 times across all simulations [experiment_shocks].
The groups that lost most to shocks, per simulation: Trade Facilitation & Logistics −1.79; Fiscal Capacity & Public Finance −1.63; Labour & Employment −1.63; Investment Attraction & Projection −1.50 [experiment_shock_damage_by_group].
The edges that carried most change through the graph, per simulation: Transport Infrastructure to Trade Facilitation & Logistics (+0.49 points); Fiscal Capacity & Public Finance to Social Infrastructure (+0.11 points); Foundational Education to Advanced Education (+0.46 points) [experiment_propagation_by_edge].
Where it ended
At 2026 the median rank is 30 (5th to 95th percentile 30 to 30), the median count of Tier 1 domains 1 (0 to 1) and the median tier rank 18; the resilient score, the mean score sum over simulations, is 847 [experiment_objectives].
Tier 1 probability changed most in: production and innovation (0 to 80 per cent of simulations) [experiment_tiers_by_round].
Why
Without shocks the index ends +0.965 higher on average, so the shocks cost about 0.965 index points [experiment_probe_attribution].
Holding instead of following this method changes the index by −1.104: that is the method's worth against doing nothing [experiment_probe_attribution].
Removing any single one of the five largest actions changes the index by between −0.016 and −0.007, for example 2009 build Energy Infrastructure (23 credits) [experiment_probe_attribution]. The largest actions by credits come late, when income is highest, and are rarely the most valuable.
Removing the largest shock of a simulation raises the index by +0.378 on average [experiment_probe_attribution].
The replay probe reproduces the simulations exactly (index change 0.000000), so the attributions are clean [experiment_probe_attribution].
Surprises
tier_jump (warn): largest gain in one domain within five years: 6 tiers (30 simulations above 2); tiers are reported, not an objective.
retired_words (warn): e4-zaf/report.md: 'simulations' 1 time(s), first near line 39; use 'simulations'.
The simulation furthest from the median (seed 18) ends −0.01 from it, with 5 shocks and 1 upside events [experiment_outlier_simulations].
Comparison
This is the baseline (hold) experiment, or there is none for this nation in the batch.
Against history: from a reconstructed index of 11.66 the model ends at 11.80, where the 2026 ratings put it at 10.77. Group scores miss by 1.50 points on average, against 1.11 for assuming nothing changed (skill −0.35); the change in each domain has the right sign in 44 per cent of domains. Furthest below history: critical technology (−0.13); furthest above: strategic infrastructure (+2.27) [experiment_against_history]. The starting position is reconstructed, so part of the error is the reconstruction's.