Why the copper market short-circuited
There’s no taco trade in the copper market, where Trump’s looming tariffs will worsen a global supply crunch…
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Will Trump end the dollar bull run?
The mighty US dollar could finally be due a bear market after 14 years of dominance. But does it even matter for the average…
Guns, cobalt and sons-in-law: Trump’s shadow diplomacy
The US has taken the opportunity offered by the DRC peace deal to gain a foothold in the race to secure access to critical…
White-hot platinum
Platinum has been on a stonking 40% price rally. The World Platinum Investment Council’s Edward Sterck tells Currency about this long-awaited upturn…
From treasure to trap: how Africa is bungling the gold rush
With the gold price rocketing, African countries are scrambling to regulate artisanal mining. But they could be shooting themselves in the foot…
Trump digs in: how the Cape Town Mining Indaba unearthed global shifts
Two big global trends emerged from this week’s mining indaba: geopolitical realignment and the shape-shifting commodity supercycle…
A mystery, wrapped in an Exxaro enigma
Behind the mystery suspension of Exxaro’s CEO lies a story of rampant factionalism at a company that, analysts say, has done nothing for years…
The Trump effect on commodity markets
It was interesting watching the real-time effect on markets as it became clear that Trump 2.0 was about to unfold. Stock futures soared as…
Zama zamas’ new target: South Africa’s farms?
Two weeks ago, Ali van Wyk wrote a piece for Vrye Weekblad: “Let’s Go for a Ride: South Africa’s Growing Kidnapping Plague”. His account…
How high will gold go?
Gold has two qualities that make it different from copper, iron ore and lithium. The first is that it’s rustless. It doesn’t degrade over…
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PIC crisis deepens as four more directors quit
Four more PIC directors are said to have quit after…
JSE fights order to disclose investor information
A legal battle over investor information is back in the…
The investment gap behind South Africa’s recovery story
South Africa’s recovery narrative is gaining traction, yet the foundations…
PODCAST: ‘ListenUP!’ – the meaning of sport
Soccer, tennis, rugby … it’s all in this week’s episode…
