Columnists

New-found pragmatism in iron ore talks

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There's three main reasons why Kumba and ArcelorMittal SA think it makes sense to hammer out an iron ore pricing agreement.

Stakes sky high as AMCU, NUM fight to survive

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The gold strike underway is perhaps the most critical in decades as the NUM and AMCU fight each other for long-term dominance.

Locking out miners not entirely new strategy

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Locking out workers may sound drastic, and it will raise temperatures, but steps like it have been used quite recently, and to good effect.

Weakened NUM would prefer not to strike

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The National Union of Mineworkers would prefer not to strike, despite issuing an ultimatum, as calling on members will show it is now a weak organisation.

Jury out on Anglo despite Cutifani barnstormer

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Anglo American's Mark Cutifani, dazzled when he set down an action plan aimed at resolving the firm's woes. Analysts, however, want to see action more than words.

Atlatsa union count a reminder of labour risk

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The coast is clear for Atlatsa Resources to produce much improved full-year results, but the labour climate remains a clear and present danger to investor hopes.

Harmony Gold’s Briggs opts for veld over forest

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Harmony Gold's enthusiasm for its massive Wafi-Golpu mine in Papua New Guinea has been replaced by a search for margin in safer, more familiar climes.

Is Froneman being heard over market noise?

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Sibanye Gold CEO, Neal Froneman, was audibly horrified the company had produced 40% of its market cap in cash - a sure sign the company is under-rated.

Why Fed wants banks to quit commodity trading

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Commodities trader Bevan Jones gives perspective on why the Federal Reserve wants banks to exit the sometimes opaque world of commodity trading.

CoM, unions play ‘chess with knives’

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The Association of Mineworkers & Construction Union has to adapt to its role in one of the most cynical clubs in South Africa's mining sector" collective bargaining.