Unlocking Africa’s Mineral Wealth: The Power of Arbitrage, Part 3 of 4

As we delve into Part 3 of our series, Thakkar’s story offers a compelling example of arbitrage: the art of identifying and capitalizing on market inefficiencies and local needs. Just as Thakkar transformed the technology landscape in Africa by applying these principles, mining investors can similarly unlock the continent’s mineral potential by optimizing operations and harnessing local insights.

In Part 1 and Part 2, we looked at four sources of arbitrage opportunity.

• Geopolitical arbitrage (act when things are changing politically)

• Technology arbitrage (access previously uneconomical deposits)

• Market timing (leverage the resource price fluctuations and cycles)

• Funding arbitrage (use innovative or alternative sources of capital)