African Mining March - April 2019 | Page 3

Comment Mining remains a sunrise industry in Africa T Get in touch Leon Louw - Editor @LeonLouw3 [email protected] he mood at this year’s Investing in African Mining Indaba, held at the Cape Town International Convention Centre (ICC) in South Africa from 4 to 7 February, was decidedly more upbeat than that of the past few years, and delegates in general felt more optimistic about the future of the industry on the continent. South Africa, of course, was a big focus, and although a multitude of delegates was as hopeful as South African Minister of Mineral Resources Gwede Mantashe on the first day, niggling questions about the future of a once-thriving industry lingered after Mantashe’s keynote address was delivered. Mantashe has been a boon for mining in South Africa, but his encouraging words fell short of pacifying fidgety investors. We need to realise that one speech at a global event doesn’t give foreign capital enough comfort to make long-term commitments. And that not only applies to South Africa but to the rest of the continent as well. Direct foreign investment needs stability and certainty — something many African countries fall short of guaranteeing. Despite many improvements, Africa remains a high- risk mining destination and presents several challenges. According to several speakers at this year’s Indaba, political instability and regulatory uncertainty often hamper investments into Africa. To enter African countries, companies need a strategy that includes an in-depth risk assessment as well as local support and knowledge. Junior exploration projects often fail because the companies do not have a genuine understanding of local operating conditions. Sourcing accurate information about African countries, its political and economic landscape, and its operational challenges, is vital. Investing in African countries and fragile states remains a risky undertaking, but the rewards are extremely high. Community development, social and environmental issues, gender equality, and transformation dominated the agenda at this year’s Indaba. Although mining will continue to drive economic growth in Africa, it will have to do so in partnership with local communities and www.africanmining.co.za by transforming the workforce, with strong emphasis on female representation. This was the message most speakers at the Indaba brought to delegates representing the mining industry from across the globe. According to Cyril Ramaphosa, president of South Africa, who addressed delegates on the second day, mining is a sunrise industry — and not a sunset industry, as many detractors would like to believe. Ramaphosa emphasised the importance of mining, but at the same time warned that its growth should be inclusive and benefit the countries and local communities in the area of operation. Ghana’s president, Nana Akufo-Addo, who preceded Ramaphosa’s speech, pledged government support for mining companies and referred to the recent re-opening of AngloGold Ashanti’s Obuasi mine as a good example of what can be achieved if there is a common goal. Ghana’s government had to intervene at Obuasi when artisanal miners took control of operations a few years ago, which resulted in environmental degradation and pollution. As more junior mining companies target Africa, the message at Indaba was loud and clear: please come, but operate in a responsible and transparent way, and to the benefit, and not the detriment, of communities and the environment — or face the consequences. As commodity prices further strengthen and profit margins increase, established mining companies and junior exploration companies are once again looking to Africa to diversify their portfolios. Several junior exploration companies were represented in Cape Town, with gold projects in West Africa and the development of battery minerals throughout the continent dominating the exploration space. Big players like Barrick Gold, AngloGold Ashanti, Rio Tinto, and B2Gold are looking at expansion and/or exploration to further strengthen their position on the continent. This all bodes well for the industry in 2019. Leon Editor MARCH - APRIL 2019 AFRICAN MINING 1