Miningweb Weekly: Peter Major - Anglo’s SA exit rumours, PGM boom and Gold mania
Автор: BizNewsTv
Загружено: 2025-11-26
Просмотров: 763
Mining veteran Peter Major unpacks the truth behind Anglo’s future in South Africa, why PGMs are booming despite the EV push, and how a Zimbabwe gold project is promising a crazy 1.8-year payback. Major also updates South Africans on Orion, AfriMat, copper at $11,000, and whether our mines can survive Transnet’s failures.
Timestamps
00:00 – Why BHP won’t chase Anglo again
01:10 – Why the bid failing helped Anglo
03:20 – Will Anglo exit South Africa
05:04 – Transnet reforms: talk vs action
06:04 – PGM prices surge: is it real
08:00 – Have we rushed the energy transition
09:17 – Politicians, ideology and consequences
11:47 – Why SA gold stocks aren’t flying
13:52 – How high could gold really go
15:29 – Zimbabwe gold project with 1.8-year payback
17:27 – Zimbabwe risk vs reward
18:04 – Orion Minerals: Glencore funding update
20:02 – Copper and zinc outlook
20:53 – AfriMat’s struggle and opportunity
22:50 – Why AfriMat still has long-term value
Video production by Asime Nyide
Support South Africa’s bastion of independent journalism, offering balanced insights on investments, business, and the political economy, by joining BizNews Premium. Register here - https://bit.ly/4ifcIWO
Your early morning brew of the BizNews Insider keeps you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here - https://bit.ly/3is4b7l
Join this channel to get access to perks:
/ @biznewstv
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке:
