Forwarded from /CIG/ Telegram | Counter Intelligence Global (FRANCISCVS)
🇺🇸🇿🇦 🇨🇳 The rare earths mine becoming a bellwether for US minerals policy
🔶️ Future of South Africa’s Phalaborwa site may depend on strength of Washington’s support
🔶️ A site close to Kruger National Park in South Africa is becoming a testing ground for US attempts to fight China’s global dominance in critical minerals.
🔶️ Washington has committed to finance a little-known London-listed miner hoping to extract rare earths — a set of 17 minerals key to clean energy technologies — from the chalky stacks outside the safari park, as the US seeks to challenge China’s runaway lead in accessing the metals globally.
🔶️ For the White House, tackling Chinese dominance is a strategic priority: China is home to 70 per cent of rare earths mining and 90 per cent of processing capacity, according to the International Energy Agency.
https://www.ft.com/content/37966ce4-1dac-41aa-abf4-98f139a8ce32
https://archive.ph/aPyqu
🔶️ Future of South Africa’s Phalaborwa site may depend on strength of Washington’s support
🔶️ A site close to Kruger National Park in South Africa is becoming a testing ground for US attempts to fight China’s global dominance in critical minerals.
🔶️ Washington has committed to finance a little-known London-listed miner hoping to extract rare earths — a set of 17 minerals key to clean energy technologies — from the chalky stacks outside the safari park, as the US seeks to challenge China’s runaway lead in accessing the metals globally.
🔶️ For the White House, tackling Chinese dominance is a strategic priority: China is home to 70 per cent of rare earths mining and 90 per cent of processing capacity, according to the International Energy Agency.
https://www.ft.com/content/37966ce4-1dac-41aa-abf4-98f139a8ce32
https://archive.ph/aPyqu
🟧🔋 Orania's new 4.8 MWh battery arrived this morning
Once installed, Orania will be the only town in South Africa without loadshedding from 06:00 to 22:00
Once installed, Orania will be the only town in South Africa without loadshedding from 06:00 to 22:00
Voter support for South Africa’s ruling African National Congress slipped further before next month’s election, a new opinion poll showed, with the Economic Freedom Fighters leaking votes to a new party backed by former President Jacob Zuma.
The ANC has the support of 40.2% of voters, pollster Ipsos said in a report released on Friday. That compares with 40.5% in a survey published on Feb. 6, and 43% in October. In the last election in 2019, the ANC garnered 57.5% of the vote.
“The ANC, long the dominant force in the country’s politics, is struggling to impress voters,” Ipsos said in a statement. “Nationally, only 38% believe that the ANC will live up to their election promises.”
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🇿🇦🏘 Too white to sell property: The government has warned that black ownership will be a mandatory requirement for doing business in the real estate sector.
On 13 March 2024, the Property Practitioners Regulatory Authority (PPRA) announced that BEE [Black Economic Empowerment] is now a precondition for doing business. “Property practitioners” with less than 40 points on a BEE scorecard will be refused their Fidelity Fund certificate, making it illegal for them to continue operations.
[Whites] will now be forbidden from benefitting from any property transaction without handing shares to a black partner.
Tens of thousands of estate agents, property developers, property administrators, landlords, direct property sellers, auctioneers, property advisors, and other practitioners will all be affected by this new regulatory standard.
https://www.capeindependent.com/article/sakeliga-warns-of-coming-prohibition-against-minority-owned-property-companies
On 13 March 2024, the Property Practitioners Regulatory Authority (PPRA) announced that BEE [Black Economic Empowerment] is now a precondition for doing business. “Property practitioners” with less than 40 points on a BEE scorecard will be refused their Fidelity Fund certificate, making it illegal for them to continue operations.
[Whites] will now be forbidden from benefitting from any property transaction without handing shares to a black partner.
Tens of thousands of estate agents, property developers, property administrators, landlords, direct property sellers, auctioneers, property advisors, and other practitioners will all be affected by this new regulatory standard.
https://www.capeindependent.com/article/sakeliga-warns-of-coming-prohibition-against-minority-owned-property-companies
Capeindependent
Sakeliga warns of coming prohibition against minority-owned property companies | The Cape Independent
The government has warned that black ownership will be a mandatory requirement for doing business in the real estate sector.
South Africa Reports
🟧🔋 Orania's new 4.8 MWh battery arrived this morning Once installed, Orania will be the only town in South Africa without loadshedding from 06:00 to 22:00
At some point there's just no excuse anymore."
📎 MKatorin
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🔌 The Lights Are On in South Africa and Many People Are Suspicious
➖ State of electricity supply is key election campaign issue
➖ Unreliable power grid worsened under President Ramaphosa
South Africa is enjoying a rare streak of uninterrupted electricity right before elections, drawing more suspicion than praise in a nation that’s become accustomed to the daily power cuts that have dragged on for years.
The country is currently in its fourth successive week of no outages — the longest period South Africans have consistently had electricity supply in more than two years.
The recovery coincides with political parties ramping up their campaigns before the May 29 vote, in which the ruling African National Congress risks losing its parliamentary majority for the first time in three decades. Almost two-thirds of people in a BrandMapp-Silverstone survey last year said they’d consider not voting for the ANC because of power cuts.
https://www.bloomberg.com/news/articles/2024-05-03/the-lights-are-on-in-south-africa-and-many-people-are-suspicious
https://archive.is/0xyBT
➖ State of electricity supply is key election campaign issue
➖ Unreliable power grid worsened under President Ramaphosa
South Africa is enjoying a rare streak of uninterrupted electricity right before elections, drawing more suspicion than praise in a nation that’s become accustomed to the daily power cuts that have dragged on for years.
The country is currently in its fourth successive week of no outages — the longest period South Africans have consistently had electricity supply in more than two years.
The recovery coincides with political parties ramping up their campaigns before the May 29 vote, in which the ruling African National Congress risks losing its parliamentary majority for the first time in three decades. Almost two-thirds of people in a BrandMapp-Silverstone survey last year said they’d consider not voting for the ANC because of power cuts.
https://www.bloomberg.com/news/articles/2024-05-03/the-lights-are-on-in-south-africa-and-many-people-are-suspicious
https://archive.is/0xyBT
Bloomberg.com
The Lights Are On in South Africa and Many People Are Suspicious
South Africa is enjoying a rare streak of uninterrupted electricity right before elections, drawing more suspicion than praise in a nation that’s become accustomed to the daily power cuts that have dragged on for years.
South Africa Reports
🔌 The Lights Are On in South Africa and Many People Are Suspicious ➖ State of electricity supply is key election campaign issue ➖ Unreliable power grid worsened under President Ramaphosa South Africa is enjoying a rare streak of uninterrupted electricity…
South Africa Burns Billions for Diesel to Help Mitigate Blackouts
⛽️ Eskom has spent 65 billion rand since 2020 on diesel. A third of that total occurred in the 2024 financial year that ended in March.
🚢 Consumption has reached a point where ships are used to store additional fuel because onshore tanks are too small.
⛽️ Eskom has spent 65 billion rand since 2020 on diesel. A third of that total occurred in the 2024 financial year that ended in March.
🚢 Consumption has reached a point where ships are used to store additional fuel because onshore tanks are too small.
🔸 Orania on FB: "The hope and freedom that Orania offers is a freedom that we carve out ourselves based on a model for self-determination where we take responsibility for our own destiny."
🧱 Lycurgus of Sparta was questioned on whether Sparta should be enclosed in walls to protect the city-state, he replied that a city-state is well fortified if it has a wall of men instead of a wall of stone. Orania's wall is its own labour.
🧱 Lycurgus of Sparta was questioned on whether Sparta should be enclosed in walls to protect the city-state, he replied that a city-state is well fortified if it has a wall of men instead of a wall of stone. Orania's wall is its own labour.
Forwarded from South Africa, future of the West 🇿🇦
Shell would join Chevron, who sold its Caltex business to Glencore (Caltex rebranded to Astron Energy).
The Shell BEE partner squealing is hilarious as they didn't pay a sent for their 28% of Shell South Africa.
It got handed to them, just like the majority of the Regime's cadres.
https://businesstech.co.za/news/business/770619/shell-planning-to-exit-south-africa-reports/
The Shell BEE partner squealing is hilarious as they didn't pay a sent for their 28% of Shell South Africa.
It got handed to them, just like the majority of the Regime's cadres.
https://businesstech.co.za/news/business/770619/shell-planning-to-exit-south-africa-reports/
BusinessTech
Shell planning to exit South Africa: reports
Shell is reportedly planning to exit South Africa, with its BEE partners not happy about its share of the spoils.
South Africa Reports
Shell would join Chevron, who sold its Caltex business to Glencore (Caltex rebranded to Astron Energy). The Shell BEE partner squealing is hilarious as they didn't pay a sent for their 28% of Shell South Africa. It got handed to them, just like the majority…
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South Africa Reports
📖🇿🇦Regarding speculating on or downplaying Shell's exit from the South African market:
◽️1) Shell exiting SA was a looming possibility a DECADE ago already. For people in the sector, it's been a huge surprise how long it's taken. Attributing it to the upcoming election is opportunistic electioneering of a gratingly stupid kind.
◽️2) People saying "oh they're selling assets in some other markets too it's not an SA thing" are idiots. Them adjusting their asset portfolio and energy mix globally is standard stuff but selling off wholesale and leaving is a whole different thing. Analogy in next tweet.
◽️The stuff that goes on in the SA fuel sector is INSANE. Hot-tapping of major pipelines is a routine occurrence. Major storage vessels have been punctured to steal fuel, causing massive spills. I've heard of facilities paying protection money to syndicates for their trucks to pass
◽️Not to mention, Shell had a gigantic sales slump when there were calls for a national boycott because of offshore gas prospecting on a much smaller scale than their main rival. There's legislation mandating biofuel blending but no mechanism for getting the subsidy for it
◽️Rail has collapsed. Their refinery was already shut down BEFORE it flooded.
◽️ The short of it is; Shell is leaving. They've wanted out for a long time. They don't like it here. All the other fuel majors achieve higher profit margins here than they do, it makes sense to sell and has for ages.
🧵 https://threadreaderapp.com/thread/1787916805786202542.html
◽️1) Shell exiting SA was a looming possibility a DECADE ago already. For people in the sector, it's been a huge surprise how long it's taken. Attributing it to the upcoming election is opportunistic electioneering of a gratingly stupid kind.
◽️2) People saying "oh they're selling assets in some other markets too it's not an SA thing" are idiots. Them adjusting their asset portfolio and energy mix globally is standard stuff but selling off wholesale and leaving is a whole different thing. Analogy in next tweet.
◽️The stuff that goes on in the SA fuel sector is INSANE. Hot-tapping of major pipelines is a routine occurrence. Major storage vessels have been punctured to steal fuel, causing massive spills. I've heard of facilities paying protection money to syndicates for their trucks to pass
◽️Not to mention, Shell had a gigantic sales slump when there were calls for a national boycott because of offshore gas prospecting on a much smaller scale than their main rival. There's legislation mandating biofuel blending but no mechanism for getting the subsidy for it
◽️Rail has collapsed. Their refinery was already shut down BEFORE it flooded.
◽️ The short of it is; Shell is leaving. They've wanted out for a long time. They don't like it here. All the other fuel majors achieve higher profit margins here than they do, it makes sense to sell and has for ages.
🧵 https://threadreaderapp.com/thread/1787916805786202542.html
Threadreaderapp
Thread by @NeilTStacey on Thread Reader App
@NeilTStacey: My PhD thesis was on fuel production, I did some of that PhD at a Shell-funded lab, I've sat in Shell boardrooms with their upper SA execs, some of my best friends are engineers at...
Boer on X: "South African family were attacked 3:00am in their house by 2 black attackers Tuesday."
The husband and wife fought back and apprehended the black terrorist despite suffering stab wounds. The local neighbourhood watch were first to respond to the scene.
https://www.northwestnewspapers.co.za/herald/news/latest-news/gesin-baklei-hand-en-tand-teen-aanvallers
https://twitter.com/twatterbaas/status/1788614669638262981
The husband and wife fought back and apprehended the black terrorist despite suffering stab wounds. The local neighbourhood watch were first to respond to the scene.
https://www.northwestnewspapers.co.za/herald/news/latest-news/gesin-baklei-hand-en-tand-teen-aanvallers
https://twitter.com/twatterbaas/status/1788614669638262981
South Africa Reports
🇿🇦🚢 Shipping news: Ships not using Suez Canal coz Yemen's Red Sea attacks on shipping, and so are sailing south around South Africa are refusing to refuel in SA - complaining of SA's red tape and port congestion. Where are they refueling instead? Mauritius…
🚢 Red Sea crisis is rerouting cargo ships around Africa
📈 Number of ships round the Cape is almost double
🇿🇦 South Africa is not benefiting from the surge in traffic
📝 "Shipping doubles around Cape but chaos at Durban leads to LESS ships stopping off. Durban 4 times longer wait than other ports now used on the route. Pointe Noir and Mombasa seen massive increase in ships but still manage to turnaround in 1-1.6 days."
📈 Number of ships round the Cape is almost double
🇿🇦 South Africa is not benefiting from the surge in traffic
📝 "Shipping doubles around Cape but chaos at Durban leads to LESS ships stopping off. Durban 4 times longer wait than other ports now used on the route. Pointe Noir and Mombasa seen massive increase in ships but still manage to turnaround in 1-1.6 days."