Features

Going solo: South Africa’s independent copper miners

Orion Minerals and Copper 360 have followed different strategies but both have the same outlook on the endgame – they are not deliberately targeting being bought out by a larger mining group.

Saudi’s rise in mining is breathtaking, and problematic

Saudi Arabia has established itself as a new sovereign power in world mining. While this will be welcomed in South Africa, which has warm relations with the kingdom, it nonetheless poses human rights challenges for the country’s mining firms.

Froneman’s greatest test lies ahead

Once dubbed the pac-man of South African mining, Neal Froneman is taking Sibanye-Stillwater on an international expansion that will test even his famed perma-optimism.

ESG

Coal is back by popular demand

The pendulum has swung back to thermal coal. Look no further than a letter written in March to Glencore by Sydney-based Tribeca Investment Partners requesting the miner retain its coal production instead of separately listing it in New York.

Mining has a problem with permits

It can take 20 years to build a new mine partly owing to permitting delays. This is leading to increased M&A and massive supply deficits.

Does mining have a plan to tackle its dim back story?

Research indicates most young people would “probably or definitely not consider” working in mining. The truth is the sector has an image problem. But there are ways to fix it say these miners.

Gold Fields’ chinchilla conundrum: What a long, strange trip it’s been

Ed Stoddard reflects on seven years covering the intriguing fate of a rodent with the power to stop a $1bn mining project in its tracks.

South Africa

Can SA mining halt 20 years of decline?

Introducing South Africa's latest knife-edge: the Government of National Unity. The hope is that this broad church of political aspiration can somehow restore direction and certainty to the country's battered mining sector.

Gwede Mantashe: diminished but undefeated

Gwede Mantashe is a divisive figure. Critical to President Cyril Ramaphosa's political survival, and reform, Mantashe is also responsible for wide dysfunction in the mineral resources department to which he is now reappointed.

SA mining legislation needs fine-tuning

South Africa's minerals legislation was once a fierce battle ground that often ended up in court. These days the debate is more nuanced – but no less existential.

Thungela weighing options outside SA

Thungela Resources is backing a mine in Australia for its growth as Transnet's rail problems continue.

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Africa

‘I tend to run towards danger’ 

Ian Cockerill, once of Gold Fields and Anglo American, is back in the hot seat running Endeavour Mining, a gold miner aiming to shake off recent controversy.

West Africa’s foment hasn’t hurt Aussie miners, yet

A series of military coups in West Africa in the last five years has undoubtedly raised the political risk levels of the region. But miners are finding a way, for now.

Madagascar’s long-stalled Toliara Project forms centrepiece of merger

After years trapped in political amber, and one change in ownership later, the reinvented Toliara project may finally receive government approval.

All systems go for Arc’s Zambia copper JV with Anglo

The proposed restructuring of Anglo American has put a lot of assets on the block. One company unaffected is Anglo's joint venture partner in one of Africa's most exciting copper prospects – Arc Minerals.

Precious Metals

Why some gold companies are turning their backs on M&A

Gold continues to be the target of M&A as its price consolidates above $2,000/oz. But two companies are sticking to the mantra that size for its own sake is a mistake.

Has Resolute finally turned the corner?

Investment guru Warren Buffett said CEOs ought not be afraid of "burping at the table". Resolute Mining's boss fits the bill.

Banking on Bankan

Predictive Discovery says its Guinea gold prospect looks like a tier-one mine but before digging begins, the firm has to persuade government to relax regulations that prohibit mining in a national park.

Have PGM miners have done enough to revive prices?

There have been some production cuts in platinum group metals, but not enough to revive metal prices which is also in need of stronger automotive demand.

MORE FEATURES

Critical metals on the march again

The lithium price cratered last year and nickel is still under huge pressure. But the West can't afford to slip further behind China in resource development.

After years of neglect the Northern Cape’s copper industry is rising again

It's getting really interesting in South Africa's Northern Cape where developments on junior copper projects over the past year are backing up claims the region could once again become a major, copper-producing district

Out of the spotlight, Trans Hex stages a surprising comeback

When Trans Hex skulked off the JSE at the end of 2019, few punters gave the beleaguered diamond mining group a snowball’s chance of surviving let alone ever thriving again.

South Africa’s illegal gold mining is surging

Against the backdrop of record-high prices for gold, Sibanye-Stillwater has reported a surge in illegal mining incidents and arrests...