Production: results for July 2026

Mining production decreased by 7,5% year-on-year in July 2026. The largest negative contributors were:

·         PGMs (-13,5% and contributing -3,2 percentage points);

·         coal (-7,5% and contributing -2,0 percentage points); and

·         iron ore (-8,1% and contributing -1,3 percentage points).

Seasonally adjusted mining production decreased by 1,9% in July 2026 compared with June 2026. This followed month-on-month changes of 0,1% in June 2026 and -5,6% in May 2026.

Seasonally adjusted mining production decreased by 5,5% in the three months ended July 2026 compared with the previous three months. The largest negative contributors were:

·         PGMs (-14,3% and contributing -4,2 percentage points);

·         manganese ore (-6,7% and contributing -0,5 of a percentage point);

·         gold (-4,6% and contributing -0,4 of a percentage point); and

·         iron ore (-2,7% and contributing -0,4 of a percentage point).

Mineral sales: results for July 2026

Mineral sales at current prices decreased by 5,6% year-on-year in July 2026. The largest negative contributors were:

·         gold (-33,4% and contributing -8,5 percentage points);

·         ‘other’ non-metallic minerals (-26,0% and contributing -0,7 of a percentage point); and

·         nickel (-51,7% and contributing -0,4 of a percentage point).

Chromium ore (20,0% and contributing 1,6 percentage points) and coal (5,0% and contributing 1,0 percentage point) were the largest positive contributors.

Seasonally adjusted mineral sales at current prices decreased by 15,1% in July 2026 compared with June 2026. This followed month-on-month changes of 2,0% in June 2026 and -5,2% in May 2026.