Likely rise in South African manganese ore exports stoking oversupply concerns

Manganese ore exports from South Africa are expected to rise further in September, according to preliminary unofficial data seen by Fastmarkets, heightening concerns about oversupply in China.

But export flows may have hit a ceiling, according to market participants.
Global exports of manganese ore from South Africa in September are on track to rise for the fifth consecutive month to almost 2.2 million tonnes, according to the unofficial preliminary data seen by Fastmarkets.
Flows have been steadily rising from a 2020 low of 500,000 tonnes in April, when South Africa’s mining restrictions were at their tightest and exports dried up.

But current limitations to the country’s road and rail logistics could halt the steady climb in...


Jon Stibbs

September 16, 2020

13:57 GMT