SENS-AI
MRF Operational Update Neutral

MERAFE RESOURCES LIMITED - Further update regarding a proposed electricity tariff solution and consultation in terms of s189 of the LRA

Merafe Resources Limited
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What this filing means

Merafe has secured in-principle government support for a critical 62c/kWh electricity tariff, but the deal remains subject to NERSA approval and faces a high-stakes March 31 deadline.

Bull case

  • Receiving in-principle support from Eskom and the South African government for a 62c per kWh electricity tariff significantly de-risks a major operational cost hurdle.
  • The extension of the Section 189 consultation period to 31 March 2026 suggests a collaborative approach to avoid immediate labour restructuring.

Bear case

  • The proposed 62c per kWh tariff remains highly conditional, subject to finalisation of terms and formal NERSA approval.
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Category
Operational Update
Published
Mar 2, 2026

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