Indicative prices
GOLDUS$ 2,312.40+2.4%
PGMsUS$ 1,178.60+1.1%
MANGANESEUS$ 4.82/dmtu+3.7%
CHROME OREUS$ 312/t+0.8%
COPPERUS$ 9,460/t+1.9%
COBALTUS$ 28,420/t-0.6%
GOLDUS$ 2,312.40+2.4%
PGMsUS$ 1,178.60+1.1%
MANGANESEUS$ 4.82/dmtu+3.7%
CHROME OREUS$ 312/t+0.8%
COPPERUS$ 9,460/t+1.9%
COBALTUS$ 28,420/t-0.6%
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Articles

Weekly, open-access analysis on how beneficiation, manufacturing and industrial capability can grow from South Africa’s mining sector. Reports are sold separately; articles remain free to read.

Featured analysis10 January 2025

Why beneficiation policy fails when it treats every mineral the same

South Africa's beneficiation mandate applies a uniform logic to commodities with fundamentally different metallurgy, market structures, capital requirements and competitive positions.

Victor Mkhaliphi
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7 matching articles. Top 5 reflects all published articles.

Energy & Smelting
6 min read

South Africa's ferrochrome problem is an electricity problem

Ferrochrome smelting remains structurally competitive only when tariff trajectories, reliability, and furnace utilization are modeled together rather than separately.

5 January 2025Read free
Critical Minerals
10 min read

Four rare-earth feedstocks that do not require a new mine

Several African rare-earth opportunities derive from existing operations and waste streams rather than greenfield mine builds.

1 January 2025Read free
Battery Supply Chains
7 min read

Manganese processing is where supply security starts to matter

The market still rewards ore exports more than chemistry. That should change as battery-grade manganese and alloy demand grow.

28 December 2024Read free
Graphite & Battery Materials
9 min read

Graphite projects need practical purity, not only headlines

The next wave of graphite investment will be determined by contamination profiles, downstream conversion routes, and logistics assumptions.

18 December 2024Read free
PGMs & Refining
8 min read

Why platinum hub builds take longer than the project headlines suggest

The challenge is not demand alone; it is engineering complexity, permitting time and the downstream economics of refining.

12 December 2024Read free
Metals Processing
7 min read

Copper smelter projects need constraint analysis, not optimism alone

The viability question for copper processing is less about reserve size and more about power, sulfur handling and market access.

5 December 2024Read free