Page 12 - Bullion World Issue 01 Volume 06 January_2026

Bullion World | Volume 6 | Issue 01 | January 2026

Explorers and Junior Mining Showcases Investment Lounge and one on one meetings
• Early stage gold and PGM explorers will use • The Investment Lounge will host targeted
these platforms to raise visibility and capital for meetings between gold and PGM companies,
greenfield and brownfield projects, with a strong private equity, streaming/royalty firms and banks,
focus on under explored belts and extensions to where conversations increasingly integrate ESG
existing camps. covenants and local content requirements into deal
• For bullion market readers, this is where terms.
tomorrow’s ounces are being shaped: resource • Downstream buyers - refiners, fabricators, auto
delineation, metallurgy and infrastructure and hydrogen OEMs - are being courted more
assumptions that will dictate future cost curves and explicitly in 2026, creating space for discussions
supply security. on long term offtake and price risk management in
PGMs and gold.

ESG, communities and licence to operate
A notable trend in the 2026 framing is the prominence of community stakeholders,
indigenous representatives and downstream buyers, which will inevitably touch
precious metals given their social footprint and artisanal dimensions. Panels on
“inclusive, equitable progress” and “local benefit” will dissect how gold and PGM
projects share value via jobs, procurement, revenue sharing and community
infrastructure, moving beyond compliance box ticking.

Sessions on policy and regulation will also probe royalty regimes, beneficiation
mandates and local content rules that disproportionately affect gold and PGM
operations, particularly in South Africa and neighbouring jurisdictions. Expect
robust debate around how to balance competitiveness, fiscal take and demands for
in country value addition in refining, fabrication and recycling of precious metals.

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