Lethabo

Engineer 🇿🇦 | SA industrial policy, energy, metals & minerals — the stories shaping our economy.

[The Mining Guy. 👷🏾‍♂️ @TheMiningGuySA]

Tubatse Ferrochrome Smelter operational after over a year shut down due to high electricity tariffs.

[Lethabo @Lethab0_s]

From 1 May, China will grant 0% tariffs on products from 53 African countries.

Can Africa scale manufacturing, logistics, and quality of, "Made in Africa," to the seize the moment⸮
#MadeInAfrica #AfricaTrade https://t.co/nOjti5x1Mw

[Lethabo @Lethab0_s]

Major South African gold miner returns R27bn to investors, including a R4bn special dividend — underscoring robust cash flows, elevated metal prices and shareholder-friendly capital allocation in a cyclical commodity upswing. https://t.co/RgaBym8OYh

[Lethabo @Lethab0_s]

Kumba Iron Ore delivers resilient results despite a tough operating environment, rewarding shareholders with a R32 dividend. Balance sheet strength still matters.https://t.co/Xcb7ti89HL

[Lethabo @Lethab0_s]

Coal isn’t going quietly into history: SA declares thermal coal a critical mineral, citing economic value, baseload energy needs and national interest.https://t.co/G4P2iQPTLf

[Elon Musk @elonmusk]

Not AI

[Lethabo @Lethab0_s]

AMSA confirms advanced discussions with the ArcelorMittal Group and the IDC on a non-binding term sheet to explore sustainable solutions for the business. These talks remain subject to definitive agreements and approvals.https://t.co/fR803cLF99

[Lethabo @Lethab0_s]

The Rio–Glencore merger isn’t just corporate scale — it reshapes global commodity governance.

As market dominance increases, power shifts toward BRICS demand and processing hubs. In today’s markets, leverage follows who consumes and who processes, not who owns the mine.

[Vuslat Bayoglu @VuslatBayoglu]

South African mining industry fatalities as of 24 November 2025

Gold 21
Platinum 10
Chrome 2
Diamonds 2
Copper 1
Manganese 1
Coal 1
Iron Ore 0
Other 1
Total 39

Source:
Minerals Council South Africa

[Lethabo @Lethab0_s]

Good news as Eskom signs an MoU with ferrochrome producers — a cross-stakeholder task team to devise sustainable electricity-pricing solutions and stabilise the industry within three months.https://t.co/HAQIgcyops

[Emmanuel Macron @EmmanuelMacron]

Congratulations to my dear friend @CyrilRamaphosa and his team for this G20 Summit, the first ever on the African continent. Hand in hand as we look ahead to the French G7 Presidency!

[Lethabo @Lethab0_s]

Africa holds about 30% of the world’s mineral reserves, yet in October 2025 contributed less than 1% to the global steel production. The tresure is here, but the factory is missing. We lack strategic industrial coordination.

[Vuslat Bayoglu @VuslatBayoglu]

China is the biggest still producer in the world.
Total steel production in 2025 up to October is 1.52 bn ton.
Monthly production in October is 143.3 mton.
China produced 72 mton in October.
12.1% monthly production contraction in China is a concerning sign for Chinese economy which is extremely critical for the mining industry in the world.

[Lethabo @Lethab0_s]

Energy cost crisis forces Glencore-Merafe to retrench at Wonderkop and Boshoek smelters, a stark reminder that without a competitive power tariff, vital industries and thousands of jobs are on the line.https://t.co/TRymyuBvra

[Lethabo @Lethab0_s]

Samancor Chrome warns it may have to cease its remaining operations as electricity costs have surged by more than 800% over the past two decades — a sobering reminder of the human and economic stakes behind industrial energy policy.https://t.co/hndlj40Hi7

[Lethabo @Lethab0_s]

South Africa is charging ahead with a R2.23 trillion energy plan — building a 4 GW nuclear plant in Duynefontein, extending Koeberg’s life to 2045, and reviving modular reactor tech.https://t.co/x42D45pZus

[Lethabo @Lethab0_s]

Stable power, stronger economy — the upgrade tells the story.https://t.co/Opan7yxaIu

[Lethabo @Lethab0_s]

Breaking the digital divide: Vodacom Group partners with Starlink to bring high-speed, low-latency broadband to remote Africa. https://t.co/9r6LupKzbh

[Lethabo @Lethab0_s]

Ayeye! Eskom profits are fully charged.https://t.co/nyfZkZrS88

[Lethabo @Lethab0_s]

AMSA and IDC have terminated exclusive negotiations regarding the sale of Amsa's local operations. No deal was reached, and the steelmaker is now clear to pursue other investors. https://t.co/tAMfkryvtb

[Lethabo @Lethab0_s]

Exxaro Resources sells its ferroalloys business to the EverSeed Consortium for R250 million, locking in its pivot to coal, renewables, and energy-transition metals.https://t.co/BAiyJdAmyK