MiningInside TauTona and Mponeng: The Deepest Gold Mines on Earth
Why South African operators dig four kilometres down for an ounce, the engineering behind it, and what it means for global supply.
May 10, 2026
Tag: #Mining
Mining
PlatinumRussian Platinum Exposure: Norilsk Nickel and the Sanctions Question
Norilsk Nickel produces roughly 40% of global palladium and meaningful platinum as a by-product. Sanctions risk has reshaped how the West thinks about PGM supply.
May 9, 2026
PlatinumSibanye-Stillwater Portfolio Deep Dive: From Gold Spinoff to PGM Powerhouse
Sibanye started as a Gold Fields spinout and rebuilt itself into a top-three PGM producer in less than a decade. The portfolio is unique and the leverage is real.
May 9, 2026
PlatinumSouth Africa's Platinum Supply Concentration: Anglo, Impala, and Sibanye-Stillwater
Three companies in one country produce more than half the world's platinum. We map the Bushveld players, their shaft depths, and why load-shedding is now a market risk.
May 9, 2026
SilverJunior Silver Miners as Leveraged Plays: When the Math Works and When It Doesn't
Junior silver miners can deliver 5-10x the move of physical silver during a bull. They can also go to zero. Here's how to think about the leverage without lying to yourself about the risk.
May 9, 2026
SilverScrap, Solar Panels, and Smelters: Recycled Silver's Growing Share of Supply
Recycled silver now contributes roughly 180 million ounces annually. We look at where it comes from, why it's structurally constrained, and what end-of-life solar means for the 2030s.
May 9, 2026
SilverMexico, Peru, China: How Three Countries Decide the Silver Supply Curve
Over half of global silver output comes from three countries, each with very different geology, politics, and cost structures. The supply outlook hinges on what happens inside their borders.
May 9, 2026