Market Forces
South Africa wants minerals processed at home, but the rules are not there yet
What a Market Forces analysis finds on beneficiation, power tariffs and a closing smelter
Analysis
Analysis, run in public.
Strategic analysis of the markets, companies and events shaping business. Every piece is a real Dexil analysis rather than commentary: the findings, the sources behind each one, and the parts that stayed uncertain.
We choose the subjects and commission the analyses ourselves. No customer data is ever used.
Market Forces
South African mining's grid, rail and licensing reforms are mostly still to come
What a Market Forces analysis finds on power, rail and mining rights
Tech Intelligence
Mining technology in South Africa: what is working and what is still a plan
What a Tech Intelligence analysis finds on battery minerals, automation and mine power
Company Dossier
Valterra Platinum: record prices, a high payout and a rising safety toll
What a Company Dossier finds on Valterra Platinum
Company Deep Dive
Accenture's AI bookings doubled. Its order book still shrank.
What a Company Deep Dive analysis finds in the filings, weeks before Accenture reports again
Market Forces
When bank sponsorship stops being compulsory
What a Market Forces analysis sees in South Africa's payments reform