The drive towards a greener future: Where does Africa fit in?
The recent spike in commodity prices is largely attributable to supply constraints and supply-chain disruptions. Yet, some commodities will be key in the green transition and may thus experience sustained demand growth in the long term. This webinar will focus on these commodities in an African context by showing where they are currently being mined, and we investigate the potential role that the continent may play in the green revolution. We also look at how South Africa has been one of the world’s biggest beneficiaries of the commodity boom, but suggest that its current mineral profile isn’t particularly future-proof.
Leeuwner Esterhuysen | Economist
Leeuwner is an economist at NKC African Economics and provides macroeconomic analysis on Ghana, Côte d’Ivoire, Cameroon, and Gabon. Leeuwner joined NKC in 2020 and holds a Master of Commerce degree in economics from the University of Stellenbosch.
Key themes for 2024 – another year of price weakness
Energy and metal markets have experienced a sharp reversal in prices this year, as we expected, diminishing the Super cycle thesis of our competitors. In this webinar, we examine the key themes affecting commodity markets in 2024 as the energy transition gathers pace and discuss our leading calls for prices in the year ahead. Overall, we expect another year of price weakness as we forecast the global economy to grow at its slowest pace since the global financial crisis, excluding the pandemic. We also anticipate supply to improve across commodity markets next year, which will further weigh on prices.Find Out More
Why tourism will continue to grow in 2024: key themes to watch in the year ahead
There are reasons for continued optimism as we look ahead into 2024 for the travel sector, and we retain a bullish outlook despite several clear risk factors. Within this webinar we will explore the emerging trends that will drive continued growth in demand and travel spending, how this will differ from prior years, as well as discussing some of the key risks to this outlook.Find Out More