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Exxaro Resources Limited

mining-metals·🇿🇦 South Africa·✓ Company-verified

Exxaro Resources Limited is a Johannesburg-listed (JSE: EXX) South African diversified miner. Its core business is thermal, semi-soft coking and metallurgical coal, mined mainly at Grootegeluk (Limpopo) and several Mpumalanga operations, sold domestically (largely to Eskom) and via export.

Supply-risk report · CRMA Art. 20–25 assessment Policy outlook · threats, impact & strategy

/ 100

High

Binding chokepoint

manganese 69

Controller

🇨🇳 CN 90%

Measures, 24m

6 · 1 total mentions

Scored exposures

1 materials

Net under pressure: 1 restrictive vs 0 supportive measures in the last 24 months. Its binding exposure, manganese, is controlled by CN at 90% of refined output.

Production footprint

3named sites with disclosed material dependencies

Grootegeluk (Lephalale, Limpopo)coal miningZA

Tshipi Borwa (Kalahari, Northern Cape)manganese ore mining (50.1% stake)ZA

Hotazel Manganese Mines (Northern Cape)manganese ore mining (9% stake)ZA

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Material exposure

1scored materials · 1 produced, 0 consumed

This company sits on the supply side for 1 of its 1 materials — a restriction on those is a tailwind, not a headwind.

manganese🇨🇳 CN · produces69

Policy measures, last 24 months

11 restrictive · 0 supportive · 0 neutral

🇿🇦 ZA accounts for 100% of severity-weighted pressure.

South Africa Mineral Resources Development Bill (MRDB) 2025 — MPRDA amendment gazetted for public comment🇿🇦 headwind sev 3

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Policies in discussion

1most advanced: CONSULTATION

South Africa Mineral Resources Development Bill (MRDB) 2025 — MPRDA amendment gazetted for public commentCONSULTATIONsev 3

If passed, would hit their inputs

15proposals matching this company's materials

African Union / AfDB — continental harmonisation of mining legislation toward a ban on unprocessed critical-mineral ore exports (Abidjan Ministerial Forum outcome) lowcobalt, copper, lithium, manganese, bauxite, graphite, rare-earths

Brazil PNMCE — Política Nacional de Minerais Críticos e Estratégicos (PL 2780/2024)🇧🇷 highlithium, niobium, rare-earths, copper, manganese, cobalt, graphite

Gabon — Government Announcement: Ban on Crude Manganese Ore Exports from January 1, 2029🇬🇦 lowmanganese

3 more of 12Show

EU CRMA Strategic Projects — Second Designation Round🇪🇺 moderatelithium, cobalt, rare-earths, manganese, silicon, nickel, platinum-group-metals

Namibia new Minerals Bill (Minerals Prospecting and Mining Act overhaul)🇳🇦 moderateuranium, lithium, diamonds, manganese

EU CRMA Art. 22 Commission Implementing Decision — Strategic Raw Material Stock Benchmarks🇪🇺 highlithium, cobalt, nickel, manganese, rare-earths, graphite, silicon, tungsten, gallium, indium, hafnium, scandium, niobium, titanium, germanium, boron, phosphate-rock

Supplier alternatives

1of 1 exposures have a viable non-dominant substitute · avg lead 9mo

manganese🇨🇳 CN 90% → 🇿🇦 ZA6-12mo

Traders & procurement channels

1named-material houses of 3 tracked

Lipmann WaltonHenley-on-Thames, UKmanganese

TraxysLuxembourgbroad universe

Tradium GmbHFrankfurtbroad universe

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Last register action 20 May 2025 · 0 in the last 12 months. Material exposures are company-verified; scores are footprint-adjusted and buyer-relative.

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Exxaro Resources Limited

mining-metals·🇿🇦 South Africa·✓ Company-verified