IEA REPORT: COAL LEADS SURGING ENERGY Tops $3.3 Trillion
IEA Executive Director Fatih Birol: BRICS Nations Prioritise Coal for Domestic Stability The latest International Energy Agency (IEA) World Energy Investment Report (2025) reveals a global energy landscape in flux. While record investments surge into clean energy, a crucial nuance is the continued, even expanding, role of coal in major economies like China and India….
MANTASHE’S TRIPLE WHAMMY: All Show, No Permanence?
While Gwede Mantashe’s “backtracking” offers temporary relief, the mining sector eyes his 2027 departure. Uncertainty reigns, prompting industry to strategise for post-Mantashe policy permanence. ESG Frontiers Mining Policy Lead Lloyd Nedohe reviews. The last couple of weeks truly belonged to South Africa’s Mineral and Petroleum Resources Minister, Gwede Mantashe. It felt like a triple whammy…
O’KEEFFE’S DE BEERS BID: MINING VETERAN RETURNS to Southern Africa After Disastrous Rio Tinto Deal
From Mozambique Coal Catastrophe to De Beers Bid: Michael O’Keeffe’s Controversial Comeback in the Diamond Sector. Opinion by Lloyd Nedohe Following the recent successful demerger and listing of its platinum business, Anglo American Platinum (Amplats), in London and Johannesburg, Anglo American has now sharpened its focus on the sale of its diamond unit, De Beers….
SPLITTING THE EMPIRE: Anglo American Follows BHP’s South32 Playbook
Last week, Anglo American’s platinum operations officially began trading as Valterra Platinum on the Johannesburg Stock Exchange (JSE) under the ticker ‘VAL’, marking a pivotal moment in the mining giant’s strategic overhaul. The move, followed by a secondary listing on the London Stock Exchange (LSE) , closely mirrors a similar portfolio simplification undertaken by fellow…
GABON TO BAN RAW MANGANESE Exports by 2029 in Push for Industrialisation
In a significant move aimed at boosting its economy and adding value to its natural resources, Gabon has announced a ban on the export of raw manganese ore, effective January 1, 2029. The decision, spearheaded by President Brice Oligui Nguema’s government, is a cornerstone of the nation’s broader strategy to industrialise and reduce its reliance…
RIO TINTO’S CEO HUNT: A Familiar Path for a New Leader?
Rio Tinto is on the hunt for a new CEO, yet again. Following a recent CEO announcement by a peer company, South32, Rio Tinto has confirmed that current CEO Jakob Stausholm will depart later this year once a successor is appointed. This latest leadership change, coming amidst a period of strategic realignment and heightened investor…
OVAL OFFICE BIG TALK: Could Starlink and SENTECH match up in PPP deal?
The call for a concerted fight against porous borders and a coordinated battle against rampant criminality in South Africa was articulated at the highest levels of bilateral relations with the USA last night, as the world watched on live television broadcasts that have become the hallmark of President Trump’s administration. With multiple stakeholders finally conceding…
MINING AND TECH TAKE CENTER STAGE: US-Saudi Arabia $600 Billion Deal
The United States and Saudi Arabia have formalised an agreement to collaborate on mining and mineral resources, forming a key component of a sweeping economic and strategic partnership valued at a staggering $600 billion. This extensive package, announced during U.S. President Donald Trump’s visit to the Kingdom, also encompasses landmark deals in defense and cutting-edge…
MACOZOMA: Exxaro -Ntsimbi Deal returns Jupiter shares to local ownership
South African coal producer Exxaro Resources announced a binding agreement to acquire a portfolio of high-quality manganese assets for a total unadjusted purchase price of R11.67 billion (approximately $637 million). This acquisition marks a major step in Exxaro’s diversification strategy, expanding its commodity base into minerals crucial for the energy transition. The deal encompasses…
EXECUTIVE SHUFFLE: Daley Joins South32 as CEO
Daley Steps into South32 CEO Role, Succeeding Kerr After Anglo American Exit Global mining and metals company South32 (JSE: S32) has announced the appointment of Matthew Daley as its new Chief Executive Officer (CEO), coinciding with a leadership transition at his former employer, Anglo American. Daley will succeed Graham Kerr, who will step down from…
