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Ferrochrome Competitiveness and the Power Cost Curve
How tariff exposure, furnace utilisation and contracting choices shape South African ferrochrome competitiveness.
In development. This report will compare power-cost and furnace-utilisation scenarios across South African ferrochrome smelters, and test which tariff and contracting structures keep capacity competitive. Release date to be announced.
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Built for decisions
Written for policymakers, operators and investors weighing where South African minerals can capture more value.
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Why beneficiation policy fails when it treats every mineral the same
South Africa's beneficiation mandate applies a uniform logic to commodities with fundamentally different metallurgy, market structures, capital requirements and competitive positions.
South Africa's ferrochrome problem is an electricity problem
Ferrochrome smelting remains structurally competitive only when tariff trajectories, reliability, and furnace utilization are modeled together rather than separately.
Four rare-earth feedstocks that do not require a new mine
Several African rare-earth opportunities derive from existing operations and waste streams rather than greenfield mine builds.
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