Market Intelligence

News & Insights

Market perspectives, commodity outlooks, and supply chain intelligence across Sub-Saharan Africa.

Recent Market Briefings

Curated institutional intelligence on critical minerals policy, base metals pricing, and corridor infrastructure across Sub-Saharan Africa.

Critical Minerals / Value Addition

Africa Must Build Capacity to Capture More Value from Critical Minerals

Businessday NG • 16 October 2026

African governments and industry leaders are accelerating the shift from raw mineral exports toward local processing and manufacturing. Countries including the DRC, Zimbabwe, Namibia and Tanzania have introduced export restrictions, quotas or local processing requirements. The continent holds large shares of the lithium, copper, cobalt, manganese and graphite needed for the energy transition, yet captures little of the downstream value. Building mid-stream capacity is now framed as a strategic priority.

Base Metals Outlook

JPMorgan Upgrades EMEA Metals & Mining and Raises Long-Term Copper Forecast

JPMorgan / Investing.com • 14 October 2026

JPMorgan lifted its long-term copper price forecast to roughly $13,200 per tonne and expects prices to remain supported above $13,000 per tonne through 2026 and 2027. The bank upgraded Glencore to Overweight, citing more than 30% copper volume growth to about 1.1 million tonnes by 2031, and named Glencore, Antofagasta and gold miners among its highest-conviction picks. Kumba Iron Ore was also upgraded.

Logistics

Africa’s Mining Boom Runs into a Logistics Bottleneck

World Ports Organization • 14 October 2026

Even as African countries push national strategies and the African Union promotes value-chain development, logistics remains the binding constraint on mining growth. Road haulage still dominates, with copperbelt concentrates often trucked 2,500–3,000 km to ports such as Durban or Dar es Salaam. This drives costs that can represent a third to half of operating expenses at major operations. Limited rail capacity, port congestion and border delays are increasingly determining which projects succeed.

Institutional Perspectives & Outlooks

In-depth commentary from Elpis Capital on regional resource development, strategic partnerships, and corridor logistics.

Critical Transition Mineral Commodities Outlook
January 2026 Outlook

Global Resource Outlook

Insights into the key commodities driving the transition to renewable energy systems.

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Pioneering Sustainable Growth and Workforce Empowerment
December 2025

Pioneering Sustainable Growth

Fostering economic empowerment and sustainable development across Africa's mining sector through strategic partnerships.

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Southern African Deep-Water Bulk Mineral Export Port Logistics
November 2025

Logistics Outlook 2026

How new transport corridors are unlocking value for remote African mining operations.

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