Stock Markets May 29, 2026 02:34 PM

London Tribunal Orders ZCCM to Pay $92 Million to Trafigura in Prepayment Dispute

Final award sets principal, interest and legal costs after tribunal upholds 2021 guarantee as binding

By Jordan Park

A London arbitration tribunal has directed ZCCM Investments Holdings Plc to make a payment of approximately $92 million to Trafigura, resolving a dispute tied to a prepayment agreement involving Konkola Copper Mines. The final award, issued on May 22, includes principal, accrued interest through March 31, and contributions toward legal and arbitration costs. Additional contractual interest continues to accrue on certain outstanding balances at specified SOFR-linked rates until payment.

London Tribunal Orders ZCCM to Pay $92 Million to Trafigura in Prepayment Dispute

Key Points

  • A London arbitration tribunal ordered ZCCM Investments Holdings Plc to pay Trafigura approximately $92 million, comprising $69.3 million principal and $19.7 million interest through March 31.
  • The tribunal also required ZCCM to pay £1.78 million toward Trafigura’s legal costs (90% of those fees) and £73,525 toward arbitration costs.
  • Additional contractual interest will accrue on $55.1 million from April 1 at a rate of SOFR plus 5% per annum, compounding monthly, and on other outstanding amounts from Nov. 25, 2023 at SOFR plus 2.5% per annum, compounding monthly.

A London arbitration tribunal issued a final award on May 22 requiring ZCCM Investments Holdings Plc - the majority state-owned Zambian investment vehicle - to pay Trafigura roughly $92 million in connection with a dispute over a prepayment agreement linked to operations at Konkola Copper Mines.

The tribunal's decision breaks down to $69.3 million in principal and $19.7 million in interest that had accumulated through March 31. In addition to these amounts, the tribunal ordered ZCCM to cover substantial legal and arbitration expenses. ZCCM's filing on the Lusaka Securities Exchange indicates the company must pay Trafigura two sterling sums: £1.78 million, representing 90% of Trafigura's legal fees, and £73,525 toward arbitration costs.

Trafigura commenced the arbitration in February 2024 under the London Court of International Arbitration Rules 2020, bringing the claim in relation to a prepayment arrangement with Konkola Copper Mines, which was at the time operated by ZCCM. The tribunal had previously issued a partial final award on Dec. 16, 2025, finding that a guarantee dated July 28, 2021, in favor of Trafigura is binding on ZCCM.

The final award also sets out how further contractual interest will be applied to outstanding sums. A specified balance of $55.1 million will attract additional interest from April 1 until the date the final award is received, and thereafter on all outstanding amounts. That interest is calculated at a variable rate equal to the Secured Overnight Financing Rate, or SOFR, plus 5% per annum, with monthly compounding.

Separately, interest on another category of contractual outstanding amounts accrues from Nov. 25, 2023, until payment is made, at a variable rate of SOFR plus 2.5% per annum, also compounding monthly. These provisions mean the company’s liability will grow until settlement occurs in line with the award’s terms.

In response to the tribunal’s final award, ZCCM said it is assessing its legal options. The company emphasized its commitment to protecting shareholder interests and cautioned shareholders and members of the investing public to exercise care when transacting in its securities until further information is released.


Readers should note the core elements of the tribunal’s order: the breakdown of principal and pre-March 31 interest, the additional sterling amounts to cover a high proportion of Trafigura’s legal fees and arbitration costs, the tribunal’s earlier determination regarding the July 28, 2021 guarantee, and the contractual formulas for ongoing interest accrual tied to SOFR with monthly compounding.

Risks

  • ZCCM is evaluating legal options - the company’s next steps could affect the timing and certainty of any payment and may prolong the dispute, impacting investor confidence in the mining and financial sectors.
  • Interest continues to accrue on specified outstanding balances at SOFR-linked variable rates with monthly compounding, which could materially increase the total amount payable over time if payment is delayed - a credit risk relevant to creditors and counterparties.
  • The company’s advisory to shareholders to exercise caution when trading its securities signals potential near-term market volatility for ZCCM-listed instruments, affecting market participants in equities and commodities-related investments.

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