Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How South Africa Is Becoming an Emerging Market EV Battery Hub
Episode 79 drills into South Africa's pivot from mining raw platinum-group metals to building battery precursor materials on home soil. Lucas unpacks the country's ambitious Special Economic Zone in the Eastern Cape, where a $2.8 billion cathode plant is slated to open in 2027. Luna asks whether cheap coal-fired power undermines the whole 'green EV' pitch. We also look at how the trade-weighted US dollar at 120.4 and a yuan per dollar at 6.77 affect cost competitiveness for South African exports. Plus: why the memory shortage hitting Apple and the Strait of Hormuz tensions…
The skinny
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