By Tshepo Magagane https://archive.is/20260323202345/https://foreignpolicy.com/2026/03/23/climate-change-world-order-green-transition-fossil-fuel/ [The liberal international order’s replacement thus won’t be negotiated in Geneva or adjudicated in The Hague. It will be determined by who controls the energy flows, mineral deposits, and technological systems on which all modern life now depends. The cost of oil extraction in the Gulf is the lowest in the […]
Why Are There Issues With Mining Pipeline
By Tshepo Magagane …every other analyst wanted to avoid the mining team! “dont be stupid, you are going to make your money in extractives” an Aussie MD to me as a junior talking about a rotation into the healthcare team (top notch team)… …when Ken passed on, I knew that we were approaching Peak China […]
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. […]
Mineral Ownership
By Tshepo Magagane Minerals Ownership – it is at a state, community and individual level. We have been conditioned as Africans to believe that 1. Our minerals are not worth anything 2. We dont deserve to be participants in the ecosystem 3. We should be grateful for any crumbs that are throw our way! Steve […]
Guyana: Africa’s Lessons, the Caribbean’s Energy, and a Frontier Market Coming of Age
By Ceaser Siwale I arrived in Georgetown on a Saturday morning. Seven days later, I left having witnessed one of the most compelling emerging market transformations I have encountered since the early commodity booms in sub-Saharan Africa. Guyana is not just growing — it is being rebuilt from the ground up, in real time, and the […]
What is China thinking on Rio?
Written By Tshepo Magagane I would be eyeing Escondida if I were them – Stake at holdco is let us say about 10bn greater than Q&D NAV of 30% of Escondida – so you get that 30% in Escondida! And that 10 you say, give us Oyu…and go Glencore, we will give you a marketing […]
Davos 2026: The Intersection of Intelligence and Infrastructure
Shared Experiences By Ceaser Siwale The World Economic Forum (WEF) and INSEAD 56th Annual Meeting in Davos, held from January 19–23, 2026, marked a decisive pivot in the global energy narrative. Under the theme “A Spirit of Dialogue,” the focus shifted from long-term climate ambition to the immediate, physical realities of energy security, industrial competition, and the resource-intensive nature of the AI revolution. Highlights […]
When the network drops, men suffer the most.
[“Can you hear me now?” Everyone’s complaining about dropped calls, network congestion, poor signal strength and interference among a glut of issues. This seems to affect everybody but no more than it does the average Zambian man. ] Over a lifetime, a man builds his own network. The childhood friends he grows up with in his […]
“Commodities” – can you procure them as is conventional wisdom going forward?
Views By Tshepo Magagane “Commodities” – can you procure them as is conventional wisdom going forward? Conversations with the majority of people from the West will have you going “wtf is that” – not even angry, just “wtf was that”! [Actual strategic ownership includes the control of the offtake contracts coming from that mine, the […]
The Red Metal Renaissance: Navigating the Path to the $20,000 Tonne
Observations By Ceaser Siwale As we close the week with copper trading just shy of USD 12,000 per tonne, the market is sending a clear signal: the era of cheap copper is over. The global market has entered a period of definitive structural transformation, shedding its historical cyclicity to embrace a narrative of secular scarcity. […]