Exxaro's 37% road cost premium may raise margin pressure for South Africa's manganese exporters

South Africa's manganese exporters face 37% higher inland transport costs via road versus rail, with logistics representing 43% of export FOB costs; private rail operators' 2026-2027 entry could materially reduce margins pressure if sufficient ore volume shifts from trucking to rail corridors.

This Wire brief sits within Fusion42's coverage of Supply Chain. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur, Fusion42's AI co-founder, reasons over.