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Cement energy security – powering Africa’s industrial expansion

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Africa’s cement industry is expanding quickly, driven by urbanisation, infrastructure investment and rising demand for housing. However, behind this growth lies a persistent operational challenge: reliable and affordable access to electricity. Cement production requires large amounts of energy and remains highly sensitive to power interruptions.

Steel tariffs risk supply shortages

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We have acknowledged the recent implementation of anti-dumping tariff measures on selected steel imports. The International Trade Administration Commission of South Africa (ITAC) published these measures on 20 March 2026. While we support the intention behind these measures, the organisation has also raised concerns about unintended consequences emerging within the market.

Energy infrastructure rollout fails informal settlement delivery

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Ahead lies a massive and complex energy infrastructure rollout to repair and expand transmission and distribution systems. Both the state and the private sector are deploying historic levels of capital. Soon, thousands of technicians and workers will move to deliver this vision. However, I worry that we are not as prepared to support them as we are to meet budget requirements within this energy infrastructure rollout.

Zambia’s mining expansion and immigration drive growth

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Zambia’s mining sector is once again in the global spotlight. The Lumwana Mine stands at the forefront of the country’s renewed push to expand copper production and drive economic growth. This momentum reflects the broader Zambia mining expansion strategy.

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