A growing number of mineral-producing governments are acquiring assets, activating marketing rights and building institutions that can intervene across the value chain.
Exxaro is set to exit its only offshore asset through a two-step transaction that will see it acquire Anglo American’s remaining stake in the Moranbah South coking coal project before selling the entire asset to Stanmore Resources for $105 million.
Lindian Resources is seeking to build a vertically integrated rare earth supply chain stretching from its Kangankunde project in Malawi through processing facilities in Kazakhstan to downstream markets in Europe, highlighting the increasingly complex geopolitics reshaping critical minerals.
Implats has emerged from a difficult PGM market cycle with a stronger balance sheet, higher refined production and a significantly expanded reserve base, giving it greater flexibility to invest, return capital and pursue growth.
Governments are moving deeper into the mining deal room, shifting from traditional lenders and regulators to investors, customers, price-setters and strategic partners as countries race to secure critical mineral supply chains.
The agreement follows closely after Karo Platinum secured a Special Mining Lease Agreement with the Zimbabwean government, providing the project with long-term security of tenure and fiscal certainty.
Karo has an open-pit mineral reserve of 2.1-Moz on a 4E basis and a Mineral Resource of 11.2-Moz. Potential underground mining could extend the project’s life to more than 50 years.
In this Mining Indaba interview, Connel Rogers, Senior Content Manager at Mining Indaba, sits down with Ingo Hofmaier, CFO of Lifezone Metals, to explore the story behind Kabanga, Lifezone Metals’ flagship nickel project in Tanzania, and the partnerships that have been key to its success.
Exxaro has reported a resilient H2 performance, with CEO Ben Magara pointing to operational discipline, cash generation and a diversified portfolio as key strengths in navigating a volatile economic environment.
Sibanye-Stillwater says the legacy of Marikana must be measured through trust, dignity and shared economic opportunity.
Thungela sold 7.4 Mt into the export market during H1,26, including 600,000 t of third-party coal. Export sales exceeded production, with the company able to leverage additional rail allocation opportunities alongside an improvement in Transnet Freight Rail's performance.
Backing from the IDC, African Rainbow Capital and engagement with Botswana's Minerals Development Company are helping Giyani Metals advance its K.Hill project as it pursues offtake agreements, project financing and a targeted 2027 construction start.
Xplor is structured to support companies through a mix of in-person engagement, technical delivery, and ongoing coaching.
This report highlights artificial intelligence (AI) and big data innovations and their applications for Africa’s mining sector.
The project, to be developed in Morocco's Rabat-Salé-Kénitra Free Trade Zone, will produce battery cathodes, cells and battery packs within a single integrated manufacturing facility.
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