Investment Opportunities in Africa

Energy

Iran War Fuel Disruptions Trigger African Energy Crisis Measures

Africa

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March 9, 2026

Iran War Fuel Disruptions Trigger African Energy Crisis Measures

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Financial Services & Investments

Standard Bank Targets 8-12% Earnings Growth Betting Africa Trade Infrastructure Boom

Energy

Oil Surge Winners Angola Nigeria Ghana vs DRC South Africa Losers in Iran War Shock

Agriculture & Agribusiness

Hormuz Crisis Fertiliser Shortage Threatens African Crop Yields Food Security

Energy

Iran War Energy Crisis Hits East-West Africa with Rationing and Stockouts

Mining & Natural Resources

Guinea Enacts Simandou 2040 Laws Anchoring $200B Growth Around Iron Ore

Guinea National Socio-Economic Council adopts Simandou 2040 Planning Law/Program Law mobilising $200B 122 megaprojects 36 reforms over 15 years centring world’s largest untapped high-grade iron ore Simandou; Rio Tinto/Chinalco/Baowu/Singapore shipping/mining transforms economy GDP +26% by 2030.

Guinea

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March 16, 2026

Financial Services & Investments

South African Rand Strengthens Softer Dollar Offsets Fed Rate Cut Delay

Rand trades 16.77/$ +1% stronger previous close Top-40 index +1.3% 2035 bond yield falls 8.91% (-2bps) as softer dollar offsets fading US Fed near-term rate cut hopes amid elevated energy prices gold steady key SA export.

South Africa

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March 16, 2026

Financial Services & Investments

World Bank $350M Unlocks $10B Private Infrastructure Funding South Africa

World Bank provides $350M credit guarantee facility mobilising $10B private capital over 10 years for South Africa power transmission grid expansion; Finance Minister Godongwana hails massive investments ending decade power cuts economic reform agenda.

Exxaro Forecasts 12% Coal Export Surge as Iran War Tightens Energy Markets

South Africa Exxaro eyes 8M metric tons coal exports 2026 (+12% vs 7.1M 2025) API4 $118/t vs $90/t average; full-year profit +8% headline earnings R32.47/share rail performance improves amid US-Israel-Iran war oil/LNG disruptions boosting thermal coal demand.

South Africa

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March 13, 2026

Mining & Natural Resources

Absa Bridges US Capital Africa Critical Minerals Corridor Infrastructure via Lobito

Absa US platform partners DFC/Exim derisk bankable projects Lobito Corridor critical minerals copper cobalt; on-ground presence solves regulatory local complexities regional integration; Africa 1/3 world reserves needs infra power transport logistics unlock supply chains industrialisation.

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March 12, 2026

Financial Services & Investments

South African Rand Stocks Bonds Slide Amid Middle East War Oil Shock

Rand trades 16.72/$ (-0.4%) Top-40 index -2% 2035 bond yield spikes 8.435% (+19.5bps) as US-Israel-Iran conflict escalates Israel strikes Beirut/Tehran Iran hits Tel Aviv driving safe-haven dollar flows higher oil prices.

South Africa

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March 12, 2026