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businessday. co. za > opinion > 2026-06-17-ashley-nyiko-mabasa-policy-certainty-could-act-as-a-shock-absorber-for-the-pgm-industry

ASHLEY NYIKO MABASA | Policy certainty could act as a shock absorber for the PGM industry

6+ hour, 40+ min ago  (575+ words) South Africa's mining sector, particularly its dominant platinum group metals (PGMs) industry, possesses immense potential, as illustrated by its resilience and contribution to the national economy in 2025. However, this potential is significantly undermined by a persistent disconnect between bureaucratic policy…...

Symbols: btc-usd
Business Day
businessday. co. za > opinion > 2026-06-02-clarence-tshitereke-platinum-sector-faces-profit-paradox-amid-supply-woes

CLARENCE TSHITEREKE | Platinum sector faces profit paradox amid supply woes

2+ week, 20+ hour ago  (932+ words) Johnson Matthey's May 2026 Platinum Group Metals (PGM) Market Report provided a critical empirical foundation for reassessing the structural condition and comparative performance of South Africa's PGM sector within the global economy. The report revealed a market bifurcated along both metal-specific…...

Symbols: tsx:ptm
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businessday. co. za > companies > earnings > 2026-05-21-tharisa-surfs-wave-of-buoyant-pgm-prices

Tharisa surfs wave of buoyant PGM prices

3+ week, 6+ day ago  (453+ words) Chrome and platinum group metal (PGM) miner Tharisa has reported a nearly sixfold increase in profits for the six months to end-March as PGM prices remained robust. The group's profit after tax for the six months to end-March rose 468. 3% to…...

Symbols: tse:pg
Business Day
businessday. co. za > markets > 2026-05-14-stock-highlight-platinums-recovery-lifts-northam

STOCK HIGHLIGHT | Platinum's recovery lifts Northam

1+ mon, 3+ day ago  (186+ words) Business Day STOCK HIGHLIGHT | Platinum's recovery lifts Northam The miner's shares jump 6. 15% to a three-week high as metal prices rebound Northam Platinum enjoyed the most buying on the JSE as platinum prices steadily clawed back ground lost in the Iran…...

Symbols: asx:nst,jse:nph,nyse:nem,nasdaq:crml,asx:nic
Business Day
businessday. co. za > companies > 2026-05-14-pgm-rally-boosts-tharisas-profit-forecast

PGM rally boosts Tharisa's profit forecast

1+ mon, 3+ day ago  (220+ words) Chrome and platinum group metals (PGM) miner Tharisa expects to report a nearly six-fold year-on-year increase in HEPS for the six months ended March. The group enjoyed soaring PGM prices in the first half, with the average platinum spot price…...

Symbols: tse:ptm,nyse:plg,nyse:prim,btc-usd
Business Day
businessday. co. za > bdtv > 2026-04-15-watch-platinum-sector-drives-surge-in-february-mining-output

WATCH | Platinum sector drives surge in February mining output

2+ mon, 1+ day ago  (116+ words) Business Day WATCH | Platinum sector drives surge in February mining output Business Day TV speaks to Kirthi Ramdhanee, head of platinum group metals at Afriforesight Rising tensions in the Middle East are fuelling renewed concerns about global supply chains, inflation,…...

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Business Day
businessday. co. za > news > 2026-04-14-platinum-sector-powers-sharp-rise-in-miners-february-output

Platinum sector powers sharp rise in miners" February output

2+ mon, 2+ day ago  (539+ words) South Africa's mining industry recorded a surge in output in February as tight platinum group metal (PGM) markets and record gold prices fuel optimism in the sector. Mining production during the month was 9. 7% higher than February last year, outperforming economists…...

Symbols: tsx:ptm,nysearca:pplt,nyse:b,tsx:abx,nasdaq:cnxn,nysearca:pltm
Business Day
businessday. co. za > companies > 2026-03-20-news-analysis-pgm-miners-wary-of-new-projects-despite-platinum-prices-at-20-year-highs

NEWS ANALYSIS | PGM miners wary of new projects despite platinum prices at 20-year highs

2+ mon, 4+ week ago  (666+ words) With platinum prices now at their highest levels in two decades, one might reasonably wonder if companies are considering using their hordes of cash to build new mines. But those in the industry warn that uncertainty still clouds the long-term…...

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Business Day
businessday. co. za > companies > earnings > 2026-02-26-valterra-platinum-bucks-trend-with-capex-cut

Valterra Platinum bucks trend with capex cut

3+ mon, 2+ week ago  (661+ words) Companies & Markets Editor Shares in Valterra Platinum surged as much as 12% on Wednesday as the group exceeded its guidance on production and cost savings, opening the door for a hefty R11. 5bn dividend to shareholders, the 17th consecutive payout. The group, spun off…...

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Business Day
businessday. co. za > companies > 2026-01-29-bullish-blackrock-tops-up-stakes-in-pgm-miners

Bullish Black Rock tops up stakes in PGM miners

4+ mon, 2+ week ago  (428+ words) Black Rock, the world's largest asset manager, has steadily increased its exposure to miners of platinum group metals (PGMs) in recent weeks as institutional investors feast on the sector's wave of optimism. Sibanye-Stillwater on Wednesday said the US-based fund manager…...

Symbols: plg,aem,nyse:b