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 […]
Reserves, Reality, and the Zambian Election-What the Debate Is Getting Wrong on Both Sides
Savior Mwambwa Africaās 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 […]
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 […]
Is Nationalism Compatible with Economic Sovereignty
Reflections on KK Day ā 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 […]
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 […]
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 […]