‘AI is the engine, diamonds are preserved upside down, copper currently the path to value’ – Botswana Minerals’ Campbell on strategy shift

Botswana Minerals has positioned itself as a data-led, multi-commodity explorer, placing copper at the centre of its growth strategy while retaining diamond assets for future upside, Managing Director James Campbell has told Rough & Polished. In an exclusive...

13 april 2026

Emanuel Vieira Lopes: Angola's new digital mining cadastre to reduce permit times by a third

Angola's new Digital Mining Cadastre (CMA) is on track to reduce average permitting timelines by one-third once fully deployed, according to Emanuel Vieira Lopes, Advisor to the Secretary of State for Mineral Resources. In an interview with...

06 april 2026

Paul Zimnisky warns diamond trade at "crossroads" as geopolitical tensions, pending De Beers sale, and LGDs reshape market

As geopolitical tensions escalate in the Middle East, diamond industry analyst Paul Zimnisky warns that the impact is most acute at trading hubs like Dubai, where flight cancellations and travel fears are keeping buyers away. In a wide-ranging interview...

30 march 2026

From Harry Oppenheimer’s Kimberley House to Hong Kong: SDT's Conrad Van Der Ross on 35 years in diamonds

South Africa's State Diamond Trader (SDT) operations manager Conrad Van Der Ross has witnessed the diamond industry transform over three and a half decades—from his nervous start as a De Beers trainee sorter in pre-democracy South Africa...

23 march 2026

Rough diamond shortage squeezes emerging South African beneficiators, Macs Diamonds founder warns

South Africa’s Macs Diamonds founder Macdonald Mogale has identified a shortage of rough diamonds as the most pressing challenge facing emerging beneficiators amid prolonged subdued market conditions. Speaking to Rough & Polished, Mogale noted that the...

16 march 2026

Glencore-Merafe extends retrenchment deadline again as Eskom revises tariff offer

08 april 2026

The Glencore-Merafe Chrome Venture has agreed to a further extension of the Section 189 retrenchment consultation deadline to April 9, marking the second delay in a week as negotiations over a reduced electricity tariff continue.

The extension follows an initial postponement from March 31 to April 7, which was announced last week. "Shareholders are hereby advised that, at Eskom's request, the Glencore-Merafe Chrome Venture has agreed to a further extension of the Termination Date to 9 April 2026," Merafe said in a statement to shareholders.

Eskom is reportedly considering a counter-proposal to the terms and conditions of its 62c/kWh tariff offer, first announced on February 27.

The utility made the offer in an effort to prevent further closures of smelting capacity by ferrochrome producers Glencore-Merafe and Samancor Chrome.

Glencore-Merafe had described the initial conditions as "unworkable" but later expressed optimism that a balanced solution could be reached.

Separately, the National Energy Regulator of South Africa (Nersa) has launched a process related to the terms of a negotiated pricing agreement (NPA) between Eskom and ferroalloys producer Transalloys. Nersa confirmed that Transalloys approached Eskom in November 2025, citing financial hardship under the take-or-pay terms of its NPA.

The company, which operates manganese ferroalloys smelters in Mpumalanga, has been vocal in calling for any tariff relief in the ferrochrome sector to be extended to the broader ferroalloys industry.

Transalloys indicated that production cutbacks were required, given prevailing market conditions, which would reduce its electricity consumption below the 80 GWh minimum threshold stipulated in its NPA. Nersa has set a closing date of April 30 for written comments on a proposed temporary amendment to the agreement.

The electricity regulator approved a 12-month extension of temporary tariff relief to Samancor Chrome and the Glencore-Merafe Chrome Venture in January after both companies demonstrated hardship under their existing NPAs with Eskom.

Mathew Nyaungwa, Editor-In-Chief, Rough & Polished