RESEARCH & ADVISORY

WEEKLY BRIEFINGS

Instant Insights Every Week, Profitable Outcomes

African Source offers Weekly Briefings in Energies (Crude, Natgas, Coal, Nuclear, Hydro) and Metals & Industrials (Precious, Base, Industrials, Criticals, Chemicals & Paper). Each one includes a punchy review of the week from the international trading desks of London, Dubai, and Singapore. Also included is our proprietary forward curve and technical analysis, and domestic African commodity price indices where relevant. We offer our own price targets for the week, 3-month, and year ahead while our authentic research and opinions offer insights that few others perceive. Our various graphical tools also help interpret market trends in unique new ways.

ANNUAL OUTLOOK

Deeper, Comprehensive Dive for Targeted Commodities & Countries

Each Annual Market Outlook starts off with a review of the past year from a fundamental and technical perspective, whilst also updating and ranking prevailing market drivers. We then consider the fundamental drivers for the year ahead, such as weather, geopolitics, supply & demand, logistics, technical disruptors etc. This helps to formulate our base case 20 to 30 year price scenario, while our outrageous predictions are used to establish potential upside and downside price scenarios.

Our Annual Country Outlook explores resource investment attractiveness from both a policy perspective, as well as from its prevailing mineral potential. We take a deep dive into each country's resource endowment, as well as government policy facilitating or preventing investment in each.

BESPOKE RESEARCH

Leverage our Networks, Boots on the Ground, and Specialised Expertise

• Market Entry Analysis... from sector-specific opportunities, to regulatory and policy insights, and competitor benchmarking;
• Investment Feasibility Studies... resource mapping, risk assessments, and cost-benefit analysis for investment projects;
• Customized Commodity Market Intel... more detailed analysis of price trends and forecasting, specific supply-chain dynamics and regional impacts;
• Environmental, Social, and Governance (ESG) Reports... from resource sustainability assessments to supply-chain stakeholder mapping;
• Regional and Cross-Border Analysis... insights on cross-border trade, tariffs, as well as infrastructure development trends and regional market synergies;
• Emerging Trends Research... known-unknowns from renewable energy, digital transformation and the circular economy, to the black swans of the unknown-unknowns;
• Political and Policy Landscape Monitoring... real-time policy analysis and conflict and stability reports;
• Local Community Engagement Strategies... from Social License to Operate studies and impact assessments on how projects might affect local economies.
• Financing and Investment Strategies... exploring innovative funding sources including pre-payment offtakes, discounting, streaming, and other incentives, as well as evaluating African business for investor readiness;

Get in touch for sample copies of our reports and/or anything else you would like to know on Africa and its commodities.