Platinum market may swing into deficit
There would be a 300,000 oz swing in platinum supply which could spell good
news for the platinum price, even if South African platinum companies are
struggling to benefit from it.
Exxaro ponders iron ore consolidation
Exxaro may not get 100% of African Iron when its offer extension expires next
week, but this will surely clear the path to some much-needed consolidation of the
west Africa region.
Implats burns as NUM loses hold on members
The National Union of Mineworkers stands to lose the most in a strike that may spread
to other parts of South Africa’s platinum industry.
Anglo, Codelco fight gets down to nitty-gritty
Relations between Anglo American and Codelco look close to breaking down
completely as the companies wrangle over the details of last year’s failed
negotiations.
AngloGold’s perils of future promises
Did AngloGold Ashanti’s Mark Cutifani open a Pandora’s Box by announcing the
company will work to address its low dividend yield profile?
Anglo and Xstrata: Why a deal will/won’t happen
Vic de Klerk and David McKay write about the whys and won'ts of a possible tie-up
between a future Glencore Xstrata and Anglo American.
Start of the endgame at First Uranium
Gold One International and AngloGold Ashanti is the likely beneficiaries of a meltdown
at First Uranium, as the struggling junior says it is in talks to sell its core assets.
Mines, state must find joint purpose
The ANC's State Intervention in the Minerals Sector report contains a quiver of arrows
aimed at driving the private sector away from mining in SA.
BHP Billiton’s loss may be Eskom’s gain
SA's electricity crisis may be a thing of the past if BHP Billiton decides to close its two
power-hungry aluminium smelters, Hillside at Richards Bay and Mozal in Maputo.
Diamonds show signs of coming good
The appetite for luxury in these financially strained times remains stable, if not
outstanding.