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Mozal retreat clouds outlook, but Worsley Alumina & GEMCO may reignite South32’s growth story.

 

https://www.alcircle.com/news/mozal-retreat-clouds-outlook-but-worsley-alumina-gemco-may-reignite-south32s-growth-story-115212

 

Hillside lifts South32 production, while Mozal shuttering hangs in the balance.

Zitat

With power price and purchase agreements to power its Mozal Aluminium smelter in Mozambique in limbo, diversified metals producer South32 CEO Graham Kerr says the company’s sister operation in South Africa – the Hillside Aluminium smelter – is performing at and over nameplate capacity, despite lingering loadshedding that affects some of South Africa’s bigger industrial power consumers.

https://www.miningweekly.com/article/hillside-lifts-south32-production-while-mozal-shuttering-hangs-in-the-balance-2025-08-28

 

South32 sees limited risk of Indonesia replicating nickel success in alumina

 

https://www.mining.com/web/south32-sees-limited-risk-of-indonesia-replicating-nickel-success-in-alumina/

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South32 continues stable aluminium performance.

 

https://aluminiumtoday.com/news/south32-continues-stable-performance-despite-headwinds

 

South32 posts nearly 17% jump in quarterly manganese output.

 

https://www.mining.com/web/south32-posts-16-7-jump-in-quarterly-manganese-output/

 

South32 backs $35M push at Alaska Arctic copper project

 

https://www.mining.com/south32-backs-35m-push-at-alaska-arctic-copper-project/

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South32 shocks market with over 50% Arizona cost blowout.

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South32 (ASX: S32) stunned investors on Thursday after raising costs and delaying development of the Taylor deposit at its Hermosa zinc-silver project in southern Arizona, casting doubt on the standout economics of one of its flagship growth projects.

https://www.mining.com/south32-shocks-market-with-arizona-cost-blowout/

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South32 (ASX:S32) share price steadies as investors weigh copper and rail upside against aluminium drag.

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  • South32 closed 0.5% higher at A$4.15 on Monday, outperforming the ASX 200 and larger miners BHP and Rio Tinto.
  • Copper gained 0.5%, while aluminium fell 1.1% and manganese ore prices were unchanged.
  • Expanding South African rail capacity is a potential cost lever for manganese producers, although South32 has not quantified any benefit.

https://www.bez-kabli.pl/south32-asxs32-share-price-steadies-as-investors-weigh-copper-and-rail-upside-against-aluminium-drag/

 

South32 drops 1.9% as aluminium, zinc prices slip and Hermosa cost pressure lingers.

Zitat
  • South32 ended the session at A$4.06, dropping 1.9% with 29.5 million shares traded.
  • Reference contracts for aluminium dropped 4.3% on June 24, while zinc lost 2.4%, according to .
  • South32 is putting $3.3 billion into Hermosa in Arizona. The timeline for Taylor remains a big test.

https://www.bez-kabli.pl/south32-drops-1-9-as-aluminium-zinc-prices-slip-and-hermosa-cost-pressure-lingers/

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