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 […]
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 […]
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 […]
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 […]
Impact Banking – “IMPACT is the only sustainable form of Capitalism”!
By Tshepo Magagane Why we do what we do! “if not us, who will”! Zambia Railways Limited (ZRL) has appointed Pangaea Securities as Transaction Advisor to mobilise US$60 million from Development Finance Institutions (DFIs) and private sector investors to support the rehabilitation of the country’s railway infrastructure. The funding will complement a €50 million grant […]
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 […]
U.S. Withdrawal from UN Agencies: A New Risk Factor for EM Sovereigns
Mutisunge Zulu Chief Risk Officer | Global Executive PhD Cand. Business Mgt, AI & Strategy at ESCP Business School | Global Executive MBA (Manchester) | Advanced Management Program (Harvard) January 9, 2026 What looks like a diplomatic retreat is shaping up to be a balance-sheet shock for vulnerable sovereigns. In a dramatic shift in U.S. […]
The Forgotten Half: Why the 2025 Exam Results Are a Wake-Up Call for the Boy Child
By Ceaser Siwale, Vice-Chair BCAZ Lusaka, Zambia — The release of the 2025 national examination results by Education Minister Douglas Syakalima was more than just an annual academic ritual; it was a siren. For the first time in recent memory, the government explicitly flagged a “shocking” trend: the Zambian Boy Child is significantly lagging. While we celebrate […]
The New Gateway to African Trade
Ceaser Siwale The Southern African Development Community (SADC) finds itself at the intersection of a global logistics crisis, a structural commodity boom, and an unprecedented push for sustainability compliance. For Small and Medium Enterprises (SMEs) that form the essential support structure for the region’s vast mining sector, navigating this turbulent environment means recognising that auditable sustainability […]