Fever for iron ore intensifies
Exxaro's play for African Iron comes as large investments are made globally, particularly in Australia, to develop iron ore and coal mines.
Exxaro boxes clever but may yet get rival
Exxaro Resources planned and executed its bid for African Iron with precision making it tough for a rival bid. But has it done enough?
Kumba risk subdued, Amsa fortunes rise
Kumba won't have to backpay Amsa if iron ore supply agreement arbitration rules against the Anglo company, but has its 'manoeuvrings' been worth it?
Efficient markets erode returns
The excess returns captured by investors in commodity markets for assuming price risk are vanishing as more money chases them.
Why the Oppenheimers sold out of De Beers
BEST OF 2011: Nicky Oppenheimer is not saying why his family sold out of De Beers, but the answer appears to lie in family issues and financial strategy. First published 7 November.
Stage set for Govt to enter Amsa, Kumba fray
BEST OF 2011: All eyes now turn to next year's iron ore pricing arbitration between ArcelorMittal SA and Kumba Iron Ore. First published 15 December.
Be very afraid of nationalisation
The latest comments by Mines Minister Susan Shabangu on the nationalision debate are worrying. First published 3 August 2011.
The last chance saloon
BEST OF 2011: Is that the steely gaze of a riverboat gambler you see in the mirror? If so, deal yourself in for the JSE version of Texas hold 'em. First published 29 September.
What happened to the platinum sector?
BEST OF 2011: Under-achievement rages sector-wide, as SA's platinum players continue to struggle building new mines and achieving targets. First published 29 June.
TFR, Eskom bewilder and delight
After a shocking start, Transnet Freight Rail clawed back a degree of respectability in 2011 while Eskom shocked us with surprise news on Medupi. How our parastatals trouble and please us.