
He explores the structural role of coal in energy security, separating long-term signals from short-term noise, and the challenges of making strategic decisions amid rapid energy transitions.
Moses discusses the gap between policy ambition and infrastructure reality, the operational, environmental, and social dimensions of “responsible coal,” and how South Africa can balance reliability, affordability, and stability in its energy mix.
He also reflects on the importance of honest dialogue between miners, governments, financiers, and society to shape credible and sustainable transition pathways.

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.