The Bench Brief: Portfolio Impact & the African Mining Landscape
Market Watch

The Bench Brief: Portfolio Impact & the African Mining Landscape

Export-restriction policy, a Zambian election, record copper prices, and how our own portfolio kept powder factor and flyrock down on the bench.

Since 1 July 2026, export-restriction policy has spread to at least 13 African countries, Zambia has been through a general election, and copper has traded at record highs — while our own portfolio has kept powder factor and flyrock down on the bench.

Portfolio spotlight: field results

Dynamic-stemming solutions continue to be the clearest source of measurable client ROI in our portfolio this year.

Regulatory watch

At least 13 African countries have now introduced export restrictions, bans or beneficiation requirements on critical minerals.