DailySand tracks input inflation across AI, semiconductor infrastructure, capital markets, and critical minerals supply chains. Below are curated source items and daily digests where input inflation appears in today's cross-sector intelligence briefing.
1 item across 2 digests
South African mining input cost inflation moderated to 3.8% year-on-year in July 2025, down from 4.8% in June, driven by temporary easing in fuel and crude oil prices. Cost trajectory improvements could expand margins for REE and critical mineral producers, though underlying risks to the commodity price outlook remain.
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