Europe will be hit the hardest in event of supply decline...
IN this long-dated review, I focus on the quantum and destination of South African platinum exportsand the impact the destination has on the above-ground stocks...
How imports and exports will impact platinum until 2023
In this long-dated review, I focus on how the relationship between platinum imports and exports impact above-ground stocks and the platinum price. The industry...
Balance of interests is the best SA gold wage talks can...
Third par corrected to read 111,795 instead of previously stated 117,795.
IN the eyes of many, the South African gold mining industry has had its day....
Union rivalry, bully culture, DMR corruption: Inside Sibanye-Stillwaters’ safety summits
THIS year’s mining death toll of 21 at Sibanye-Stillwater mines has exposed this mining house to class action, as well as political attack. To...
How above-ground inventories will influence platinum until 2023
THE platinum market relies on supply and demand dynamics to support platinum price projections. On the primary supply side, the market is of the...
Relying on High Court’s empowerment guidance may be folly
WHEN the Mineral and Petroleum Resource Deveopment Act (MPRDA) came into force in 2002, existing mining companies were compelled to sell 26% equity to...
Cash rich companies ought to rethink their return strategies
I LIKE cash and I like companies that have cash. But what if they have too much? In other words: a lazy balance sheet. Now...
Asset valuation disputes rarely best settled through legal means
LEGAL disputes over the value of mineral projects and mining companies are difficult to win conclusively, suggesting that a new approach in contracts is...
SA mining cannot keep relying on courts to regulate industry
THE recent judgment in the court case between the Chamber of Mines and the Department of Mineral Resources (DMR) over the once-empowered, always-empowered principle...
Mantashe looms large over first – positive – Charter meeting
THE first report back from the stakeholders negotiating the Mining Charter is due on April 10 so it's probably worth setting down some preliminary...