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Webinar recording: Making financial sense of South Africa’s mineral wealth

South Africa holds an estimated R35 trillion worth of mineral resources, which are yet to be exploited. Despite this mineral wealth, the country has in recent years not attracted sufficient investment to allow for new mines to be opened or for substantial exploration campaigns to be carried out.

There are three major global mega-trends shaping investors’ strategies and outlook due to their impact on commodities. They are:

  1. Energy Transition to (decarbonised) renewable energy sources.
  2. Infrastructure Development to support economic stimulus packages of governments around the world.
  3. The rise of Electric Vehicles.

The above mega-trends will see an increased demand for a wide variety of minerals including, but not limited to, iron ore, chrome, aluminium, manganese, copper, nickel, coal and anthracite.

Access a recording of the webinar hosted by Menar and Mining Review Africa which unpacked the trends driving the growth of minerals and the role South Africa can play in supporting growth across the industry.

Key discussion points included:

  • Can investors in the mining sector expect to achieve sustainable returns in the near future?
  • What untapped potential does South Africa hold in terms of mineral exploitation and investments?
  • What are the main challenges investors and mining firms face when investing in, developing, and running mines in South Africa?
  • What is the key to being a successful mine operator in South Africa?
  • How important is it to have a diversified minerals portfolio, as opposed to sticking with one commodity?

Speakers:

Mpumelelo Mkhabela, Chairman | Menar

Mpumelelo is an experienced media practitioner and business leader.

As a political and policy analyst, Mpumelelo regularly comments on South Africa’s political economy. He has edited the Sowetan and the Daily Dispatch newspapers, and is also the former chairman of the South African National Editors’ Forum. His qualifications include a BA Hons (Political Science) from the University of Limpopo, BA Journalism (Hons) and a certificate in economic and political risk analysis from Stellenbosch University and, lastly, an MA in International Politics from the University of South Africa.

Shirley Webber, Managing Principal, Coverage Head: Natural Resources and Energy | Absa Corporate and Investment Banking

Shirley joined Absa in 2011 and her responsibilities include maintaining and growing relationships in the mining, metals, oil, gas and chemical industries. She has a wealth of experience working with key clients such as Anglo American, ArcelorMittal, Glencore, Petra Diamonds, First Quantum Minerals and Sasol. She also lectures part-time to banking students at universities and colleges in South Africa.

Her qualifications include a CAIB (SA) Associate Banking Diploma, a B.Com(Ed)(Cum Laude) and a B.Com Honours degree in Financial and Strategic Management.

Giles Douglas, Co-head and Managing Director | Rothschild and Co South Africa

Giles, an experienced Investment Banker (25 years), has advised on a wide range of different transactions in a number of sectors, covering M&A, ECM and DCM.  Giles has also been a successful entrepreneur and venture capitalist founding TEIM Ventures, and establishing a number of companies in the SA telecommunications and technology sectors, raising capital from E Oppenheimer & Sons and Mark Shuttleworth. 

Giles originally trained as a Chartered Accountant with Coopers & Lybrand in London and has a Bachelor of Business Science degree from the University of Cape Town.

Moderator:

Laura Cornish, Editor-in-Chief | Mining Review Africa

Register below to access the recording:

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