Goldman Sachs relève sa prévision moyenne du cuivre à 15 400 dollars la tonne en 2027. L’offre minière, les stocks régionaux et les capacités des producteurs africains seront …
DOSSIER ONA
- ANALYSISINTERNATIONALMINING
African gold: export gaps reveal the scale of informal channels
by Mapathé SOWby Mapathé SOW 6 minutes readLes écarts entre les exportations déclarées et les volumes reçus à l’étranger exposent les failles de la filière aurifère. Cameroun, Côte d’Ivoire et Burkina Faso misent sur le …
- ANALYSISENERGYINTERNATIONAL
Climate: renewables can bring climate action back to the forefront
by Mapathé SOWby Mapathé SOW 5 minutes readAccording to Fatih Birol, competitive renewables that can be deployed quickly can contribute to both climate action and energy security.
- FOCUS ONAINTERNATIONALMINING
African gold: traceability gaps reveal the scale of flows outside official channels
by Mapathé SOWby Mapathé SOW 5 minutes readGaps between export statistics, illegal artisanal mining and new refineries highlight the challenge of gold traceability in Africa.
- ANALYSISINTERNATIONALMINING
Copper: Goldman Sachs raises its 2027 forecast to $15,400 per tonne
by Mapathé SOWby Mapathé SOW 5 minutes readGoldman Sachs relève sa prévision moyenne du cuivre pour 2027 à 15 400 dollars la tonne. Mais l’ICSG prévoit un excédent mondial de cuivre raffiné, tandis que les …
- ANALYSISENERGYMINING
African minerals: industrialization attracts investors, while electricity remains decisive
by Mapathé SOWby Mapathé SOW 5 minutes readL’Afrique attire des capitaux vers la transformation minière. En Guinée comme en Afrique du Sud, l’accès à une électricité fiable et abordable décidera de la viabilité des raffineries …
- ANALYSISINTERNATIONALOIL
Oil shock: why a barrel did not reach $200 in June 2026
by Mapathé SOWby Mapathé SOW 5 minutes readEn juin 2026, le blocage du détroit d’Ormuz avait retranché plus de 10 millions de barils par jour de l’offre mondiale. Les exportations américaines, le recul temporaire des …
- ANALYSISENERGYINTERNATIONAL
AI in energy: better decisions without delegating judgment to algorithms
by Mapathé SOWby Mapathé SOW 5 minutes readPour les opérateurs énergétiques, l’intelligence artificielle peut élargir l’analyse des scénarios et renforcer la résilience. La décision finale reste toutefois une responsabilité humaine, ancrée dans l’ingénierie et la …
- ANALYSISINTERNATIONALOIL
Oil: Dangote refinery accelerates the shift in the global refining map
by Mapathé SOWby Mapathé SOW 5 minutes readThe 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.
- ANALYSISENERGYHYDROGENINTERNATIONAL
Green hydrogen: Morocco must turn its strategic lead into projects
by Mapathé SOWby Mapathé SOW 5 minutes readMorocco has positioned itself among the first North African countries to structure a national green hydrogen strategy. Its solar and wind development, the “Morocco Offer” and the presence of consuming industries such as OCP Group underpin this ambition. But project announcements do not yet mean investments have been decided or exportable volumes will soon be available. Costs, water, infrastructure and offtake contracts remain decisive conditions.
