8+ hour, 34+ min ago  (420+ words) BY MUFLIH HIDAYAT ON MAY 18, 2026 The key figure in this table is the price-to-cost premium, which effectively doubled. This is precisely why free cash flow growth outpaced revenue growth by such a wide margin, and why the company's balance sheet…...

14+ hour, 17+ min ago  (1043+ words) BY MUFLIH HIDAYAT ON MAY 18, 2026 The global energy transition is routinely discussed through the lens of lithium, cobalt, and rare earth elements. Investor attention gravitates toward ore grades, mine permits, and battery chemistry. Yet one of the most consequential inputs…...

1+ day, 1+ hour ago  (975+ words) BY MUFLIH HIDAYAT ON MAY 18, 2026 Understanding what this project could actually deliver, and where it could fail, requires moving beyond the headlines. Furthermore, crude oil price trends in 2025 have demonstrated precisely how exposed import-dependent economies remain when global supply dynamics…...

1+ day, 2+ hour ago  (957+ words) BY MUFLIH HIDAYAT ON MAY 18, 2026 It is against this backdrop that the proposed Dangote East Africa refinery location decision carries consequences well beyond a single infrastructure project. The question of where this facility gets built is, in practical terms, a…...

1+ day, 9+ hour ago  (682+ words) BY MUFLIH HIDAYAT ON MAY 17, 2026 Zimbabwe holds a mineral portfolio that extends well beyond lithium, encompassing platinum group metals (PGMs), diamonds, chrome, and coal. Yet it is lithium, specifically spodumene, the hard-rock lithium mineral that dominates battery-grade chemical production, where…...

1+ day, 11+ hour ago  (991+ words) BY MUFLIH HIDAYAT ON MAY 17, 2026 Since commencing operations in 2016, ZCDC has extracted a cumulative total of 26. 5 million carats, a milestone that underscores genuine operational capability. Production also rose 15% in 2023 versus 2022, confirming that capacity growth is real. However, the relationship between…...

3+ day, 11+ hour ago  (522+ words) BY MUFLIH HIDAYAT ON MAY 15, 2026 The breadth of ZCCM-IH's portfolio reflects decades of privatisation-era deal-making, with equity positions negotiated at different points in time under different market conditions. The result is a layered ownership structure spanning some of Zambia's most…...

3+ day, 19+ hour ago  (948+ words) BY MUFLIH HIDAYAT ON MAY 15, 2026 Understanding how these two forces interact, and how the Morgan Stanley BHP share price target of A$67. 50 reflects that intersection, requires unpacking both the mechanics of the copper demand drivers and the strategic positioning of…...

3+ day, 23+ hour ago  (1186+ words) BY MUFLIH HIDAYAT ON MAY 15, 2026 This processing route has enabled rapid development of DRC copper and cobalt deposits because it requires less capital-intensive infrastructure than smelting. However, it creates a structural chemical dependency. Every tonne of copper cathode produced via…...

4+ day, 9+ hour ago  (525+ words) BY MUFLIH HIDAYAT ON MAY 14, 2026 By 2023, illegal mining was costing South Africa's mining industry an estimated R7 billion annually. However, that figure, significant as it is, understates the true economic damage. The broader national impact, accounting for indirect costs, foregone investment,…...