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ASHLEY NYIKO MABASA - Mining industry’s shifting dynamics hold risk but also offers reward...
31 Dec, 2025 12:09 94 min read
In an opinion piece, Ashley Nyiko Mabasa analyzes the shifting dynamics and challenges facing South Africa's mining sector in 2026. While the industry faces a structural decline in demand for platinum group metals (PGMs) due to the electric vehicle transition and ongoing geopolitical risks, there are also significant opportunities. These arise from global demand for critical minerals essential for defense, the energy transition, and technology. Mabasa argues that to capitalize on this demand and boost growth, the sector must stabilize domestic infrastructure, adopt analytics and AI, shift to renewable energy, and strengthen its social license through systematic community engagement.... More