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Jubilee Metals said in its 14 September operational update that several companies had expressed interest in its Tjate PGM project and that it was reviewing the approaches as part of a strategic review. Jubilee retained the South African asset after selling its other chrome and PGM operations; Miningmx reported that a disposal is under consideration as the company focuses on Zambian copper. A sale could transfer responsibility for developing Tjate. Expressions of interest are neither a sale agreement nor financing commitments, and no production timetable has been announced. Any contribution to PGM supply depends on future development decisions.

Sylvania Platinum said in its 15 September annual results that an updated geological model indicated chrome and PGM feed grades at its Thaba joint venture could be below original assumptions. Miningmx reported estimated shortfalls of 15–20% for PGM grades and 8–12% for chrome grades against earlier targets. Sylvania’s FY2026 group output of 95,885 4E PGM oz includes operations beyond Thaba. The partners are reviewing the mine plan, with an updated life-of-mine plan expected in three to six months. Management says Thaba remains profitable under current assumptions. Lower grades could reduce recoverable metal and project returns; the revised plan and profitability outlook remain subject to that review.

Northam Platinum Holdings said on 16 September that it had sent invitations to parties its board and management identified as credible potential participants in its competitive process for possible strategic transactions. The company announced the process on 25 August. Northam said it had received no offer as defined under South Africa’s Companies Act and was not negotiating an affected transaction with any party. Its cautionary announcement remains in place. The invitations advance a process involving a major PGM producer, but establish neither an agreed transaction nor a change in production.