Tag: mining

Exxaro’s 37% Road Cost Premium Could Squeeze South Africa’s Manganese Export Margins Despite Rail Reforms

South Africa’s manganese exporters may face growing margin pressure as Exxaro reveals that road transport costs 37% more than rail, with nearly half of Tshipi Borwa mine’s export volumes still transported by truck. EBC Financial Group says expanding port capacity alone will not improve profitability unless rail access increases, lowering inland logistics costs and strengthening export competitiveness.

From Ore to Intelligence: How AI Will Rewrite Africa’s Resource Power

Africa holds a dominant share of the world’s critical minerals, yet continues to capture limited value due to structural and informational asymmetries. In From Ore to Intelligence, Enoch Antwi argues that artificial intelligence is transforming mineral exploration, valuation, and extraction—shifting power from resource ownership to data and algorithmic control. With AI-driven systems dramatically improving discovery success rates, reducing exploration timelines, and increasing asset valuation, the article highlights how control over subsurface intelligence is becoming the new frontier of economic leverage. As global demand for cobalt, copper, lithium, and other strategic minerals accelerates, Africa faces a pivotal choice: build domestic AI capacity and retain value, or risk ceding the informational premium to foreign firms. The future of resource power, the article concludes, will be defined not by who owns the ore, but by who controls the intelligence behind it.

Mining Indaba 2026: French Delegation Returns to Indaba

Mining Indaba 2026 will see the return of the French Delegation to Cape Town, led by Business France, highlighting France’s expertise in mining, energy, infrastructure and industrial services across Africa. Taking place from 9–12 February 2026, the event brings together global mining leaders to address critical minerals, energy transition, sustainable mining, and resilient supply chains. Through the France Pavilion at the EU Pavilion, French public institutions and private-sector companies aim to strengthen international partnerships, promote responsible mining practices, and support Africa’s role as a strategic hub in the global energy and industrial transition.

FROM TURBULENCE to RENEWAL: SA’s 2026 ECONOMIC PATH

South Africa enters 2026 at a pivotal moment as early signs of economic recovery emerge following years of turbulence caused by COVID-19, energy insecurity, and structural constraints. Improving commodity prices, a stronger rand, lower inflation, rising equity markets, and renewed investor confidence are helping stabilise growth, while infrastructure investment and political cohesion are laying foundations for long-term resilience. However, persistently high unemployment remains the country’s most urgent challenge. To convert economic momentum into inclusive prosperity, South Africa must accelerate reforms, strengthen local government, modernise infrastructure, and implement targeted job-creation strategies that support sustainable growth in 2026 and beyond.

The strategic role of logistics in supporting large-scale mining projects in Guinea

This article discusses the strategic importance of logistics in large-scale mining projects in Guinea, highlighting the key challenges and solutions that businesses face in this sector. It emphasizes how effective logistics management can improve efficiency, reduce costs, and ensure timely delivery of materials and equipment, ultimately contributing to the success of mining operations in Guinea.