Consulting analysts in tomorrow’s commodities and technologies


PGM PRODUCERS: Lonmin mine workers march against planned job cuts

Thousands of mine workers facing the chop at Sibanye Platinum Mine, formally known as Lonmin in Marikana, say they will not sit back, while the company embarks on mass retrenchments.

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ENERGY: Clean energy company to raise £52 million

  • Date: 03-10-19
  • Category: ENERGY
  • Source: Insider Media

Listed energy storage and clean fuel company ITM Power has revealed plans to raise £52m. This includes an investment from industrial gases and engineering specialist Linde, which will also enter into a joint venture with the Sheffield-headquartered company.

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SUBSTITUTION: No evidence of substitution away from palladium. Indeed evidence of no substitution

  • Date: 03-10-19
  • Category: SUBSTITUTION
  • Source: Matthew Turner

The palladium price has hit a new record high in recent days over $1,700/oz, and the FT has declared there’s more to come unless we see a global recession or substitution of much cheaper platinum. I agree. And yet at present not only is there no evidence of substitution but there’s evidence that there has been no substitution.

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EMISSIONS: Recommendations for post-Euro 6 standards for light-duty vehicles in the European Union

  • Date: 03-10-19
  • Category: EMISSIONS
  • Source: ICCT

Despite policymakers’ efforts in past decades, approximately one eighth of the European Union’s urban population is exposed to air pollutant levels exceeding European air quality standards. While this statistic is not particularly alarming, the picture changes when the pollution levels are compared against the World Health Organization’s air quality guidelines: 96% of Europeans living in urban areas are exposed to unsafe levels of air pollution.

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WAGE NEGOTIATIONS: Amcu’s Mathunjwa sees platinum wage deals on the horizon

Amcu president Joseph Mathunjwa gave a vintage performance at the Joburg Mining Indaba on Wednesday 2 October, berating the industry for its history of exploitation while holding out the prospect of clinching platinum wage agreements without a strike. He also raised the subject of the climate crisis.

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WAGE NEGOTIATIONS: AMCU boss Joseph Mathunjwa’s beef with Sibanye-Stillwater plain for all to see

THE Association of Mineworkers and Construction Union (AMCU) is confident of reaching a wage agreement with Impala Platinum (Implats) and possibly Anglo American Platinum (Amplats) in the near future, said the union’s president, Joseph Mathunjwa, on Wednesday.

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PGM PRODUCERS: Sibanye-Stillwater had no intent of improving Marikana miners' lives - Mathunjwa

JOHANNESBURG - The Association of Mineworkers and Construction Union (Amcu) has dismissed mining giant Sibanye-Stillwater’s reasons for the planned axing of over 5,000 workers.

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ESKOM: Eskom: These huge changes are on the horizon, as ANC vow to restructure

  • Date: 02-10-19
  • Category: ESKOM
  • Source: The South African

The ANC have emerged from their most-recent NEC meeting, with Eskom dominating the agenda this week. Suspicions were rife that the government would have to yield to Finance Minister Tito Mboweni’s strict fiscal blueprint, which went as far as to suggest selling off power plants in South Africa.

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