South Africa reappoints Eskom board chair after turnaround in power supply
South Africa's power utility is described as having improved electricity supply, which can ease constraints on industrial power availability.
Source →The trace
How it reaches your house.
Starting from Eskom Holdings SOC Ltd., we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Grid Electricity for PGM Smelting (South Africa / Russia) →supply upPalladium and platinum group metals
Improved electricity availability for PGM smelting should raise smelting throughput and increase supply of palladium and platinum group metals.
84% confidenceGrid Electricity for PGM Smelting (South Africa / Russia) →supply upBecause South Africa accounts for 65% of this input's footprint, easier power supply there should relieve industrial electricity constraints for local PGM smelting.
80% confidenceEskom Holdings SOC Ltd. →supply upHop 2
South Africa →supply upGrid Electricity for PGM Smelting (South Africa / Russia)
Improved South African electricity supply directly relieves the main input constraint for PGM smelting, and South Africa accounts for 65% of this node.
96% confidencePalladium and platinum group metals →supply upGrid Electricity for PGM Smelting (South Africa / Russia)
Improved Eskom power supply eases the critical electricity input to PGM smelting, making grid electricity more available for this highly dependent production step.
84% confidenceSouth Africa →supply upHop 3
PGM Sulfide Ore — Bushveld Complex (South Africa) →supply upThe turnaround in South African electricity should ease the production bottleneck for this ore, which is heavily sourced from South Africa on this edge.
86% confidencePGM Sulfide Ore — Bushveld Complex (South Africa) →supply upPalladium and platinum group metals
Because this ore is the feedstock for palladium and platinum group metals, better electricity supply should lift their output.
85% confidencePGM Sulfide Ore — Bushveld Complex (South Africa) →supply upHop 4
Anglo American Platinum (Valterra Platinum) →supply upPGM Sulfide Ore — Bushveld Complex (South Africa)
Improved South African grid reliability should let Bushveld Complex ore production recover, raising availability of this 38% input to Anglo American Platinum given 0.05 substitutability and a 60-month replacement lead time.
66% confidenceNortham Platinum →supply upPGM Sulfide Ore — Bushveld Complex (South Africa)
Improved Eskom power availability should ease South African mining and processing constraints at the Bushveld Complex, making Northam’s PGM ore input more available.
61% confidence