ESG Frontiers

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…

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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…

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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…

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LOST IN FRAGMENTATION: SOUTH AFRICA’S ICT SECTOR NEEDS A NEW PATH

Despite its successful political transition, South Africa’s digital journey is marked by stagnation, a contradiction highlighted by Gugu Lourie’s recent Techfinancials report. The article highlights SITA’s operational challenges and the growing trend of frustrated government departments bypassing the state’s shared IT procurement framework in favour of direct sourcing from private IT services, often from suppliers…

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BLACKROCK’S U-TURN ON CLIMATE: A Lifeline for South Africa’s Coal Sector?

The world’s biggest asset manager announced last week Thursday it will leave the $60-trillion 0Net Zero Asset Managers Initiative (NZAMI), the latest Wall Street firm to depart an environmentally focused investor group under pressure from Republican politicians and, chiefly, from the return of Donald Trump to the White House. BlackRock, which manages some $11.5 trillion,…

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ARCELORMITTAL’S LOOMING DOWNFALL: A Catalyst for Change in South Africa’s Steel Industry?

The new year has begun on a bleak note for employees of ArcelorMittal South Africa (Amsa), as the steel major announced its decision to wind down its long steel business on the first Monday of 2025. This move threatens the livelihoods of approximately 3,500 direct and indirect jobs across Gauteng, Mpumalanga, and KwaZulu-Natal, with many…

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South Africa Unveils $27 Billion Electric Vehicle Incentive Plan

In a landmark move towards sustainable transportation, South Africa has officially enacted a 150% tax incentive for the production of electric and hydrogen vehicles. Signed into law on January 3, 2025, the legislation is expected to unlock approximately $27 billion in investments, significantly boosting the country’s nascent electric vehicle (EV) industry. The ambitious initiative aims…

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DECLINE IN GLOBAL BATTERY PRICES Set to Boost SA’s EV Market in 2025

A global decline in lithium battery pack prices, as recently announced by BloombergNEF, could make electric vehicles (EVs) more affordable in emerging markets like South Africa. Despite struggling to attract investment from battery mega factories, South Africa is poised for a significant shift towards clean mobility. With over 13 million internal combustion engine (ICE) vehicles…

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SYRAH SHARES PLUNGE 30% AFTER  FORCE MAJEURE at Balama Graphite Mine in Mozambique

Australia’s Syrah Resources saw its stock plummet by approximately 30% on Thursday after the company declared a force majeure at its Balama graphite mine due to escalating civil unrest in Mozambique following contested election results. Syrah Resources stands out as the largest graphite producer outside of China, offering one of the few non-Chinese sources of…

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