Mozal goes dark as power prices crush beneficiation ambitions
High power prices have forced South32 to shut Mozal, dealing a blow to Mozambique’s economy and raising hard questions about beneficiation in Southern Africa.…
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Africa in 2026: Harsh trade realities, yet big growth still possible
US tariffs will add an extra $5bn to African export costs, while China and the Middle East become much bigger players in African FDI…
Confessions of an election oracle
The 2024 US election proved prediction markets can outperform polls. As crypto-based platforms expand, event-driven finance is on the rise…
Treasury’s tender dashboard: Billions and blind spots
Treasury has launched a procurement payments dashboard – a milestone for transparency. But it still requires detailed analysis…
Gold or bitcoin? The battle for money’s future
It’s hard to say who won the gold-bitcoin standoff between metals evangelist Peter Schiff and Binance head CZ. But the arguments were enlightening…
My terrible investment punt this year: Strategy Inc
A punt on Strategy Inc in 2025 has been a terrible investment decision this year. Just ask Currency’s Tim Cohen…
Thomas Massie on the SA-US freeze, Trump, and the Epstein files
The US Republican and libertarian on why South Africa needs to flatter Donald Trump more, and why the ‘Epstein class’ is finally being called…
Barrick blinks as Mali muscles in
Barrick’s ‘pragmatic’ capitulation is no long-term win for Mali’s mining sector…
Why markets – not BEE – lift people from poverty
BEE aims to fix apartheid’s distortions, but regulated markets have created huge externalities. History shows free markets lift more people out of poverty…
Africa at the G20: Presence achieved, power deferred
Much of the focus on the recent G20 has been on whether it was a success for South Africa. But what of the continent?…
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Robyn Curnow steps back, and explains why President Donald Trump’s…
The smell of napalm in the morning
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Why companies are the real winners in this year’s budget
National Treasury has put forward the most company-focused set of…
The stunning rebound of South Africa’s PGM producers
Northam is the second PGM miner to post a colossal…
