Uranium spot prices, which touched about $101 a pound in January 2026 before settling near $84-$90, remain high enough to support producing African mines but still leave some greenfield projects waiting on the sidelines.
Tharisa has secured a $300m five-year bond at an 11% coupon to fund the balance of its $545m Karo Platinum project, where first ore to the mill is now expected in the fourth quarter of 2027.
Lobito Atlantic Railway is set to double its international cargo volumes to 800,000 tonnes by 2027 after a $300m funding boost to expand capacity along the corridor.
RAMINVEST Holding has outlined six priority drill targets at its Wompou gold project in Mauritania after surface sampling returned assays as high as 50.14 grams per tonne gold.
Transnet Freight Rail carried 167.9Mt of freight in FY2025/26, up 4.9%, as coal exports rose to 58.5Mt and iron ore to 52.8Mt, but the operator says it must clear 180Mt to meet demand.
West African Resources reported record H1-2026 net profit of A$437m on revenue of A$1.46bn as Sanbrado and Kiaka produced 232,905oz, and declared a 20c-a-share special dividend worth A$228.8m.
Gold sales fell 33.4% year on year in July 2026 and gold output dropped 7.4%, according to Stats SA, as overall mining production contracted 7.5% and the second-quarter weakness carried into the third quarter.
Palladium fell about 5% to $1,311.50 an ounce on 10 September 2026, its lowest level in nearly a year, as rising US bond yields and EV substitution weighed on the metal.
Pan African Resources expects headline earnings per share to rise by 195% to 205% for the year to June 2026, after output rose 38% to 272,373oz, at the bottom of guidance, and costs landed at the top end.
Three-month copper on the London Metal Exchange touched a record $14,858.50 a tonne on 10 September 2026, up about 19% for the year and 48% over twelve months.
Theta Gold Mines has made the first drawdown of $37m under its bond facility of up to $90m, releasing construction funding for the TGME gold project near Pilgrim's Rest in Mpumalanga.
Around 1,800 jobs are at risk at Petra Diamonds' Finsch and Cullinan mines, part of a wave of South African mining retrenchments that Solidarity says could total more than 4,000 positions in 2026.
The World Platinum Investment Council has swung its 2026 forecast from a 297koz deficit to a 265koz surplus, blaming a 601koz cut to expected investment demand after ETF outflows in the first half.
The World Platinum Investment Council forecast on 9 September 2026 that platinum would run a 265,000-ounce surplus for the year, reversing an earlier deficit call after heavy first-half investment outflows.
Koryx Copper has reported new drill results from its Haib project in southern Namibia, including a near-surface intercept grading 2.55% copper equivalent, as it works toward a resource update and pre-feasibility study.
Ivanhoe Mines has increased the mineral resource at its Makoko District copper discovery in the DRC by 30%, to roughly 12 million tonnes of contained copper, on the back of an aggressive 2026 drilling campaign.
Three-month copper on the London Metal Exchange hit a fresh record near $14,635 a tonne on 8 September 2026, driven by tariff-related trade distortion and falling DRC output.
Sibanye-Stillwater has begun Section 189 consultations to close its Kwezi shaft near Rustenburg, putting 781 employees and 333 contractors at risk of losing their jobs.
Ivanhoe Mines expanded its Makoko copper discovery in the DRC by 30% to about 12 million tonnes of contained copper, and plans a scoping study for early 2027.
Gold fell to about $4,400 an ounce on 8 September 2026 after a strong US jobs report strengthened the case for a hawkish Federal Reserve stance.
US imports of refined copper from the DRC reached a record 53,290 tonnes in July, exceeding the volume imported throughout 2024, as Chinese purchases from Congo declined.
African Rainbow Minerals' iron ore division booked a 41% drop in headline earnings for the year to June 2026, hit by weak prices and the cost of shutting Beeshoek, even as group profit recovered to nearly R4bn.
Platinum Group Metals Ltd is studying a staged development of the Waterberg JV in Limpopo, with a feasibility study due by November. Implats, which holds just under 15%, says the new thinking is more appealing.
Impala Platinum lifted headline earnings to R22.9bn in FY2026 from R732m a year earlier as higher precious and base metal prices flowed through, and declared total dividends of 1,855c a share.
