Incubating the golden mining goose
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We are in the early phases of another commodity upswing that has all the hallmarks of another super cycle, driven in large parts by China again and its expansive belt and road policy as well as the world looking to leverage infrastructure to catalyse growth in the aftermath of the Covid pandemic. This should be South Africa’s get out of jail free card. South Africa was a once great mining nation. Instead, mining exploration remains mired in red tape and a disabling regulatory environment. Since 2000, prices have nearly tripled, but production volumes are down 9.3%. To talk about reviving the golden goose of mining exploration, Michael Avery speaks to Paul Miller, director of mining supply sales consultancy AmaranthCX; Stefano Marani, CEO of junior lNG and helium miner Renergen; and James Campbell Managing Director at Botswana Diamonds Plc.