commoditieslatest news & developments
Richard Stewart.

Stillwater runs deep, but not cheap

Sibanye-Stillwater faces US labour unrest and high costs, testing its strategy of cost efficiency and operational viability

Clyde Rossouw is Head of Quality at Ninety One

The market’s already picked its AI winners. That’s the risk, not the opportunity

Investors must rethink their portfolio strategies for the late-cycle environment

Tharisa CEO Phoevos Pouroulis.

Double breakthrough for Tharisa’s platinum project

An agreement to buy and a lease win the day

Sea Harvest CEO Felix Ratheb.

Hake gives Sea Harvest immunity against herpes

Despite challenges, the company delivered record ebit of R547m

Opportunity knocks. Can Implats open the door?

Impala Platinum's R60bn capex programme highlights the delicate balance between investor returns and long-term production growth

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WATCH: The South African wheat industry is under extreme pressure

Rising input costs and lower global prices have put South Africa's wheat sector under pressure

Northam shares jump on takeover talks

Markets abuzz as Northam reveals unsolicited approach

How Anglo American squandered De Beers’ brand power 

From a peak valuation of $18bn to struggling to find a buyer at $1bn

Picture: Jubilleemetalsgroup.com

Jubilee’s acid test 

A downbeat share price has mystified some

Bessent’s bond blowout a birthday gift for rand 

SA benefits as Scott Bessent fails to tame the US bond markets

Glencore, and the Glasenberg factor

Speculation around Glencore’s next moves has been intense and unrelenting. Rumour has it talks with Rio Tinto may be revived, and that an ASX listing will change the game.

AngloGold‘s silver linings: The Cinderella companies that shine

AngloGold Ashanti's previously undervalued smaller assets have become highly valuable due to the significant increase in gold and silver prices.

Northam mine. Facebook/Northam/Khoni Johannes Mokhonoana; Rawpixel; Currency

Northam: digging through the platinum dip

While many miners hold back, Northam is expanding production and attracting heavyweight investors betting on tighter future supply

Sunny oil rig. Rawpixel/Currency

From gold to gas: reclaiming South Africa’s resource advantage 

South Africa’s reluctance to embrace its mining sector as an engine for growth is both absurd and financially self-destructive

Gold Fort Knox. iStock / Getty Images Plus / Currency collage

Point break for the gold price

A frenzied gold rally in January has long since cooled, but the World Gold Council reckons the precious metal is back at a tipping point

Omnia. Supplied

Cash-flush Omnia sails through Iran crisis  

The fertiliser and chemicals group is a far cry from its over-indebted self of 2019, and is having a good war, so far

AI bubble burst. Rawpixel/Currency collage

Did the AI bubble pop – and we just didn’t notice?

Big Tech has been unwinding. Not with a crash. Not with a panic. But with a slow, almost imperceptible reset

Gold holds steady. Rawpixel/Currency collage

The many ways gold is misunderstood

Gold doesn’t really rise or fall: currencies do. A different way of looking at the world’s oldest store of value

Anglo American South Africa. Rawpixel/Currency collage

From millstone to option value: how South Africa has changed for Anglo

An improved performance by Transnet could catalyse the expansion potential of the manganese and iron ore mineral fields Anglo has stakes in

Pan African Resources Cobus Loots. Supplied

Pan African goes all in on Australia’s ‘heart of gold’

Pan African Resources plans a A$311m all-scrip takeover of its joint-venture partner Emmerson to expand its Australian footprint