South Africa
Critical minerals, policy, and the energy transition
The Energy Transition in South Africa
South Africa is at the forefront of Africa’s energy transition, balancing its historical reliance on coal with a growing focus on clean energy solutions. While coal has been the backbone of the country’s power generation, South Africa is increasingly investing in renewable energy sources, particularly solar and wind, as part of its strategy to reduce carbon emissions and enhance energy security. The country’s significant reserves of platinum group metals (PGMs) play a crucial role in both the energy transition and industrial growth, particularly in fuel cells and hydrogen technology. Alongside its renewable energy initiatives, South Africa is prioritising ESG reforms, ensuring that the shift to clean energy is both sustainable and responsible. By diversifying its energy mix, advancing PGMs, and enhancing mineral extraction capabilities, South Africa is positioning itself as a key player in the global decarbonisation efforts and strengthening its role in the critical mineral supply chain. South Africa is a global leader in the production of platinum, palladium, and rhodium, which are crucial for the development of clean technologies, including fuel cells and catalytic converters. The country is also rich in other critical minerals such as manganese, cobalt, vanadium, and uranium, which are essential for battery storage and renewable energy applications. As South Africa continues to develop its mineral sector and focus on sustainable mining practices, these resources are becoming increasingly important for both domestic economic growth and global energy transition efforts. By focusing on advancing ESG standards in mining and refining, South Africa is enhancing its role in the global mineral supply chain, contributing to clean energy technologies while supporting industrialisation and regional energy integration.
Latest news and insights
Stay ahead in the energy transition with SFA (Oxford)’s cutting-edge insights into how platinum group metals, ESG policy, clean energy innovation, and strategic mineral exports are positioning South Africa as a key player in global decarbonisation and supply chain resilience.

Declaring a US Trade Emergency
3 April 2025 | Jamie Underwood
The US declared a trade emergency, imposing sweeping tariffs, rare exemptions, and bold legal moves. What triggered it, and what will happen next?

SFA's latest podcast: PGM markets out to 2040
11 November 2024
The latest SFA podcast episode examines how evolving trends in transportation and energy are reshaping the platinum group metals markets.
Annex-I: Adjusted US Reciprocal Tariffs Country List
2 April 2025 | White House
Silver solar demand will remain resilient in 2023
27 February 2023 | SFA (Oxford) & Heraeus
Gold could struggle to make headway until the Fed changes course
10 November 2022 | SFA (Oxford) & Heraeus
Dhanteras, Diwali and dowries may well boost India’s gold demand in Q4’22
31 October 2022 | SFA (Oxford) & Heraeus
South Africa's international economic, trade, and security alliances
Zimbabwe's energy and power mix
Derived and processed Critical Minerals products and recycling in South Africa
Energy Raw Materials and products produced in South Africa
Essential minerals production and products in South Africa




Meet the Critical Minerals team
Trusted advice from a dedicated team of experts.

Henk de Hoop
Chief Executive Officer

Beresford Clarke
Managing Director: Technical & Research

Jamie Underwood
Principal Consultant

Ismet Soyocak
ESG & Critical Minerals Lead

Rj Coetzee
Senior Market Analyst: Battery Materials and Technologies

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