By Tshepo Magagane – Resources Partner That was from ex-Aussie PM, Rudd, said the above. China has a multi-decade and myopic focus. Everyone is going Rare Earths but China started getting the competitive advantage in the 90s – not 10yrs ago, it is an entire ecosystem… …and why did they steal a march on the […]
Mintek in South Africa – if Africa had great leaders, it would put Mintek at the core of its plans!
https://www.miningweekly.com/article/steenkampskraal-mintek-achieve-breakthrough-in-rare-earth-beneficiation-2026-06-24 Written By Tshepo Magagane NB: well done Bafana-Bafana – I will be honest, I did not see this one coming especially against Korea (ratings upgrade & path to investment grade and now first time in knock-out stages👏🏼👏🏼👏🏼)! Time to have that HOPE & OPTMISM & BRAVERY & VISION from the 80/90s when the likes […]
Steel consumption per capita – another powerful tool in determining the trajectory of the demand for a Commodity is simply “how much will a country, region, continent; consume as they go up the income scale”!
Tshepo Magagane – Resources Director Why I wrote over a decade back about Copper – before Electrification, Data, Defense; just as countries go up the income scale, how much Copper will they use. The case for Copper already stacked up. And when you bring in lower grades, higher opex, no new MRE projects, problems with […]
Zambia has a new pension law.
Savior Mwambwa Africa’s Green Finance Agenda | IFI & MDB Reform | Sovereign Wealth Funds, Tax Justice & DRM | Programme Manager, Open Society Foundations | 23-Country Track Record- Global | Pan- Africa | Zambia | New York The President signed NAB 68 of 2026 into law on 4 June. It repeals and rewrites the […]
Reserves, Reality, and the Zambian Election-What the Debate Is Getting Wrong on Both Sides
Savior Mwambwa Africa’s Green Finance Agenda | IFI & MDB Reform | Sovereign Wealth Funds, Tax Justice & DRM There is a debate happening right now in Zambia, loudly, on social media and at campaign rallies, about the meaning of foreign exchange reserves. It has in many ways, become the central argument of the 2026 […]
Royalties v Shareholding
Royal Bafokeng’s secret sauce was converting Royalties into Equity By Tshepo Magagane At the very base, Equity gives you: 1. Strategic Input 2. Operational Influence 3. Most importantly CURRENCY – which enables the ability to transact 4. When it comes to the argument that NI can be manipulated by companies; that is the role of […]
What Separates Great Investment Bankers from Great Artificial Intelligence
Chabala Sunkutu Investment Banking Associate | Transaction Analysis, Valuations & Capital Markets Everyone is talking about how artificial intelligence is transforming investment banking. And they’re right, it is. But the conversation keeps missing the most important point. The biggest value an investment banker brings to a deal isn’t financial modeling. It isn’t combing through thousands […]
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, […]
Washington Is Holding Zambia’s HIV Patients Hostage for Minerals.
OPINION: Washington is threatening to withhold HIV treatment unless Zambia hands over access to its copper and cobalt. The terms are worse than anything offered to any other African country. But Zambia has more leverage than it thinks. By Savior Mwambwa Mr. Mwambwa works on economic sovereignty and development finance in the global majority countries. […]