By Kachepa Mtumbi
Copper – Just Came Across This Screening Table
By Tshepo Magagane To be honest, at the time, I was still a Bulks guy – it was easier to get the driver right quickly when looking at distressed assets! The 2010s were not great for Copper stocks, but that is when you needed to be positioning. The second-best time is right now. And look […]
South Africa Grid Localisation
By Tshepo Magagane This could be a good test to see how much Copper value-addition is done in Africa!Remember that currently it is cheaper to bring end-copper products through Durban port from China than it is to bring them from Zambia – something has to change. 1. 14,500km of Transmission lines – will require about […]
Stockpiling
By Tshepo Magagane US 12bn stockpiles – I believe in these 2 statements when it comes to the US – and remember stockpiles are just that, they do not replace yearly production! 1. It can displace China – just given the depth and variety of capital BY INCREASING THE STANDARDS OF OPERATIONS 2. It needs to […]
Is Nationalism Compatible with Economic Sovereignty
Reflections on KK Day – Tuesday 28 April 2026 By Savior Mwambwa Today, Tuesday, 28th April, is Kenneth Kaunda (KK) Day. KK Day is a Zambian holiday in form, but in substance, it belongs to all of Africa and to the wider Global South. Kenneth Kaunda was a founding architect of the Frontline States, a […]
DRC 100m from US and UAE “Paramilitary”
….to protect the mines. By Tshepo Magagane A pantomime of the leopold-era for SNL. Sierra Leone first lady put it best “for every USD100m of minerals that leave the country, we get USD10,000”! Protecting the Congolese Minerals from the Congolese who own them. The DRC can never have peace until the Congolese have peace. This […]
The Sulphur Acid… Acid Test
Africa’s supply chain crisis is not about oil. It is about what sits beneath it. By Ceaser Siwale Everyone is watching Crude. The downstream has already moved past it. Sulphuric acid is not a commodity most people track. It should be. It underpins phosphate fertiliser, copper cathode production, cobalt processing, and a chain of industrial inputs […]
Please Tell Your Fathers That We’re Tired …
There is a Zambian man who has become quite a common sight. You won’t find him dancing to amapiano at Dacapo, filming people on the streets and force-feeding them a dictionary or talking at every forum, masterclass and conference in town. You’ll find this man on radio, TV, social media and especially this year, in […]
Why the Zambian Man is Under Care and Maintenance …
There’s that tired scenario where a mine goes into “care and maintenance,” to indirectly ask a government to take it easy with planned tax hikes. It doesn’t mean the mine is closing. It simply keeps its assets in decent shape so everything doesn’t fall apart. Today’s Zambian man has good reason to place himself under […]
Fuel Adjustments: Fiscal Trade-Offs, Debt Implications and the Social Spending Squeeze
Written By Nenani “The Analyst” Sichone The Trigger: A Global Oil Shock Meets Domestic Fragility On 31 March 2026, the Energy Regulation Board raised pump prices sharply: petrol to K27.15/litre (+2%), diesel to K29.78 (+28%), and kerosene to K32.26 (+53%). International crude had surged nearly 70% in a month to approximately $118/barrel, driven by the […]
Stop Pitching. Start Aligning.
Why the Smartest Investors in Africa Are Winning Deals Before They Walk Into the Room By Ceaser Siwale | March 2026 There is a hard truth that many in the boardroom still struggle to grasp: in the African investment landscape, the pitch is often over before you even walk through the door. As Amne Suedi recently observed, […]