Production: results for May 2026

Mining production decreased by 5,4% year-on-year in May 2026. The largest negative contributors were:

·         iron ore (-12,7% and contributing -2,1 percentage points);

·         coal (-6,1% and contributing -1,5 percentage points); and

·         PGMs (-4,4% and contributing -1,2 percentage points).

Seasonally adjusted mining production decreased by 5,2% in May 2026 compared with April 2026. This followed month-on-month changes of 3,1% in April 2026 and -4,9% in March 2026.

Seasonally adjusted mining production decreased by 1,7% in the three months ended May 2026 compared with the previous three months. The largest negative contributors were:

·         manganese ore (-5,8% and contributing -0,5 of a percentage point);

·         ‘other’ metallic minerals (-16,2% and contributing -0,4 of a percentage point); and

·         coal (-1,8% and contributing -0,4 of a percentage point).

Mineral sales: results for May 2026

Mineral sales at current prices increased by 13,9% year-on-year in May 2026. The largest positive contributors were:

·         PGMs (70,5% and contributing 13,2 percentage points);

·         gold (7,1% and contributing 2,0 percentage points); and

·         coal (8,5% and contributing 1,8 percentage points).

Iron ore (-37,1% and contributing -3,5 percentage points) was the largest negative contributor.

Seasonally adjusted mineral sales at current prices decreased by 4,4% in May 2026 compared with April 2026. This followed month-on-month changes of 3,1% in April 2026 and -8,1% in March 2026.