Research Catalogue
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Winning Back the Mineral Value
South Africa's minerals, from ore to finished product, and the conditions that decide where the value is made
This report asks where South Africa loses value between the mine and the finished product, what stops that value being kept at home, and which mineral commodities can realistically be won back. It is a domestic study built only on public data. Part I sets out what is at stake: jobs lost, value exported raw and processing capacity closed. Part II examines the constraints common to every commodity: electricity, logistics, feed, scale and customers, exploration, skills, enabling inputs, and finance, rights and regulation. Part III assesses nineteen commodities, from chrome to cobalt and graphite, project by project. Part IV sets out the McKallip proposition, what each actor must do and the next twelve months.
Ferrochrome Competitiveness and the Power Cost Curve
How tariff exposure, furnace utilisation and contracting choices shape South African ferrochrome competitiveness.
In development. This report will compare power-cost and furnace-utilisation scenarios across South African ferrochrome smelters, and test which tariff and contracting structures keep capacity competitive. Release date to be announced.
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Every report carries its methodology and a source register, so claims can be checked, not just read.
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Built for decisions
Written for policymakers, operators and investors weighing where South African minerals can capture more value.
Start with the weekly analysis
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.
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.
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.
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