
Mzila Mthenjane states that the South African mining industry is facing challenges as a result of the Covid-19 pandemic, including logistical and electricity issues, reduced exploration activity, and a global expenditure drop below 1%, putting it at a critical juncture for sustainability and future success.

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.

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.