Ghost Biz - 22 October 2026

Today in Ghost Biz, Gary Stroebel and The Finance Ghost discuss:

How weather disruptions in Chile, mine safety incidents and changing ore grades affect production at major miners like BHP and Anglo American.

How Transnet’s rail and port constraints limit Kumba Iron Ore’s ability to transport and sell its production.

How Kumba used stockpiled iron ore to maintain sales despite lower production, highlighting the importance of stockpile management.

The skinny

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