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Tag: platinum group metals

South Africa: Analysis – The silver rally is all about heat and is getting hotter

EXECUTIVE SUMMARY – Silver’s surge is being driven by a structural repricing as AI data centres create inelastic industrial demand … More

AI data centres, commodity markets, copper, energy transition metals, gold, infrastructure constraints, platinum group metals, silver rally, South Africa mining, structural repricing, supply shortage

Africa to Lead Global Critical Mineral Revolution, Demand May Double By 2040 – Report

EXECUTIVE SUMMARY – Africa is poised to become a central hub in the global critical minerals revolution, with demand expected … More

AfCFTA, africa, Boston Consulting Group (BCG), cobalt, copper, critical-minerals, drc, Energy Transition, industrial transformation, lithium, Lobito Corridor, morocco, namibia, platinum group metals, rare earth elements, south-africa, supply chains, zambia

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