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 stagesšš¼šš¼šš¼)! 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 Africaās 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 […]
Copper – Just Came Across This Screening TableĀ
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 […]
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 yearlyĀ production! 1. It can displace China – just given the depth and variety of capital BY INCREASING THE STANDARDS OF OPERATIONS 2. It needs to […]
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 […]
TheĀ SulphurĀ Acidā¦Ā AcidĀ Test
Africaās 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 […]
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, […]
Africa, These Minerals Belong To Us
By Tshepo Magagane The West is underpinned by the wealth that has been extracted from Africa. For Zambia to get to 3Mtpa, you need 800ktpa to come from Independent Projects. From MRE, PFS, BFS, PF; it will take USD12-15bn. However, when these projects come into production – they will be throwing off that much in […]