Caution, share price is too high, page-1333

I assume that South Africa's mining companies would have some back-up diesel generators, to try to cope with the constant, & worsening, power blackouts- but this expensive sourcewould not be a sufficient replacement.
All mining (ie including thermal coal miners) companies, therefore, will be confronted, eventually, with a significant loss of production.

blomberg F. Njini 26.1.23 said

"South Africa’s worst ever power blackouts are threatening platinum and palladium supplies in the top miner, both now and in the years ahead.

Outages last year curbed output of the metals, and the power crisis that’s crimping the economy has worsened in recent months. The nation’s platinum-group metals production will likely fall this year, according toImpala Platinum Holdings Ltd"

https://www.bloomberg.com/news/articles/2023-01-26/south-africa-s-blackouts-threaten-platinum-mine-supplies(Paywall- can anyone open, & post here please)