L’accord annuel entre Rio Tinto et l’acheteur public chinois CMRG marque une étape dans la centralisation des achats de minerai de fer. Mais l’absence de prix et de volumes publiés interdit de conclure à une baisse imposée aux producteurs.
Goldman Sachs raises its average copper forecast to $15,400 per tonne in 2027. Mine supply, regional inventories and African producers’ capabilities will be decisive.
Gaps between declared exports and volumes received abroad expose weaknesses in the gold industry. Cameroon, Côte d’Ivoire and Burkina Faso are focusing on oversight, traceability and local refining.
According to Fatih Birol, competitive renewables that can be deployed quickly can contribute to both climate action and energy security.
Gaps between export statistics, illegal artisanal mining and new refineries highlight the challenge of gold traceability in Africa.
Goldman Sachs raises its average copper forecast for 2027 to $15,400 per tonne. But the ICSG forecasts a global refined copper surplus, while tightness is concentrated outside the United States.
Africa is attracting capital into mineral processing. In Guinea and South Africa alike, access to reliable, affordable electricity will determine the viability of refineries and smelters.
In early June 2026, the oil market faced one of the largest supply shocks in recent history. The Strait of Hormuz had effectively been blocked for more than three months, while more than 10 million barrels per day of Middle Eastern supply had disappeared from the market, according to estimates reported by Bloomberg at the time. Yet physical Brent had fallen back below $100, far from scenarios envisaging $200 a barrel.
Energy companies have growing volumes of data on their facilities, supply chains and markets. Yet this greater visibility does not make trade-offs simpler. A change in gas availability, an input cost or demand can simultaneously alter production plans, maintenance operations, cash requirements and emissions targets.
The Middle Eastern crisis brings renewed attention to a question often overshadowed by crude oil volumes: where is the capacity to turn crude into usable fuels? Nigeria’s Dangote refinery has become an important international supplier as supply and trade-flow disruptions tighten petroleum-product markets. Its role suggests Africa can help diversify refining geography, but the continent’s expansion projects remain exposed to supply, financing and execution obstacles.
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