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afriforesight.bsky.social
Afriforesight
@afriforesight.bsky.social
Africa’s largest extraction & mining research house providing forecasts & analysis for commodity prices, industry profitability and industrial costs.

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📈𝗡𝗶𝗰𝗸𝗲𝗹 𝗣𝗿𝗶𝗰𝗲𝘀 𝘀𝘁𝗮𝗯𝗶𝗹𝗶𝘀𝗲 𝗮𝗳𝘁𝗲𝗿 𝘁𝗮𝗿𝗶𝗳𝗳 𝘁𝘂𝗿𝗯𝘂𝗹𝗲𝗻𝗰𝗲

𝗡𝗶𝗰𝗸𝗲𝗹 𝗽𝗿𝗶𝗰𝗲𝘀, along with other 𝗯𝗮𝘀𝗲-𝗺𝗲𝘁𝗮𝗹𝘀, 𝗳𝗲𝗹𝗹 𝘀𝗵𝗮𝗿𝗽𝗹𝘆 in 𝗔𝗽𝗿𝗶𝗹 after 𝗨𝗦 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁 𝗧𝗿𝘂𝗺𝗽 announced his “𝗟𝗶𝗯𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗗𝗮𝘆” 𝘁𝗮𝗿𝗶𝗳𝗳𝘀, but 𝗿𝗲𝗰𝗼𝘃𝗲𝗿𝗲𝗱 most of their 𝗹𝗼𝘀𝘀𝗲𝘀 as 𝘁𝗮𝗿𝗶𝗳𝗳𝘀 were 𝗱𝗶𝗮𝗹𝗹𝗲𝗱 𝗯𝗮𝗰𝗸.
November 11, 2025 at 1:41 PM
🌍 What moved prices last week? Get the Monday Morning Africa
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝘀𝗼𝗼𝘁𝗵𝗲𝗱 𝗯𝘆 𝗨𝗦/𝗖𝗵𝗶𝗻𝗮 𝘁𝗿𝗮𝗱𝗲 𝘁𝗿𝘂𝗰𝗲

𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆 and 𝗱𝗶𝘃𝗲𝗿𝗴𝗶𝗻𝗴 regional trends 𝗿𝗲𝗶𝗴𝗻𝗲𝗱 in global markets last week with a couple of 𝗯𝗶𝗴 𝘁𝗶𝗰𝗸𝗲𝘁 𝗲𝘃𝗲𝗻𝘁𝘀 driving sentiment: the 𝗨𝗦 𝗙𝗲𝗱 again 𝗰𝘂𝘁 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗿𝗮𝘁𝗲𝘀,
November 3, 2025 at 8:05 AM
🔥💨𝗡𝗮𝘁𝘂𝗿𝗮𝗹 𝗴𝗮𝘀 𝗽𝗿𝗶𝗰𝗲𝘀 𝘀𝗵𝗿𝘂𝗴 𝗼𝗳𝗳 𝗻𝗲𝘄 𝗥𝘂𝘀𝘀𝗶𝗮𝗻 𝘀𝗮𝗻𝗰𝘁𝗶𝗼𝗻𝘀

𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻 𝗴𝗮𝘀 𝗽𝗿𝗶𝗰𝗲𝘀 have 𝘀𝗵𝗿𝘂𝗴𝗴𝗲𝗱 𝗼𝗳𝗳 the EU’s latest 𝘀𝗮𝗻𝗰𝘁𝗶𝗼𝗻𝘀 package on 𝗥𝘂𝘀𝘀𝗶𝗮 (see graph), which for the first time included a 𝗯𝗮𝗻 on 𝗟𝗡𝗚 𝗶𝗺𝗽𝗼𝗿𝘁𝘀 𝗳𝗿𝗼𝗺 𝗥𝘂𝘀𝘀𝗶𝗮 – though 𝗽𝗶𝗽𝗲𝗹𝗶𝗻𝗲 𝘀𝘂𝗽𝗽𝗹𝘆, which continues 𝘃𝗶𝗮 𝗧𝘂𝗿𝗸𝗲𝘆, is still 𝗲𝘅𝗲𝗺𝗽𝘁.
October 31, 2025 at 9:39 AM
💎📈𝗦𝘂𝗽𝗽𝗹𝘆 𝗰𝗼𝗻𝗰𝗲𝗿𝗻𝘀 𝗮𝘀 𝗗𝗥𝗖 𝗲𝘅𝗽𝗼𝗿𝘁𝗲𝗿𝘀 𝘀𝘁𝗶𝗹𝗹 𝗮𝘄𝗮𝗶𝘁 𝗮𝗽𝗽𝗿𝗼𝘃𝗮𝗹𝘀

𝗖𝗼𝗯𝗮𝗹𝘁 𝗽𝗿𝗶𝗰𝗲𝘀 have 𝘀𝗵𝗼𝘁 𝘂𝗽 again up in 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 (see 1st graph) as 𝗺𝗶𝗻𝗲𝗿𝘀 in the 𝗗𝗥𝗖 (world’s largest producer – see 2nd graph) still 𝗮𝘄𝗮𝗶𝘁 𝗴𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁’𝘀 𝗮𝗽𝗽𝗿𝗼𝘃𝗮𝗹 to 𝗿𝗲𝘀𝘂𝗺𝗲 𝗲𝘅𝗽𝗼𝗿𝘁𝘀 under a new 𝗾𝘂𝗼𝘁𝗮 𝘀𝘆𝘀𝘁𝗲𝗺 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗲𝗱 on 𝟭𝟲 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟬𝟮𝟱;
October 30, 2025 at 7:34 AM
🛢️🔥𝗢𝗶𝗹 𝘀𝗼𝗮𝗿𝘀 𝗮𝘀 𝗧𝗿𝘂𝗺𝗽 𝘀𝗮𝗻𝗰𝘁𝗶𝗼𝗻𝘀 𝗥𝘂𝘀𝘀𝗶𝗮𝗻 𝗽𝗿𝗼𝗱𝘂𝗰𝗲𝗿𝘀

𝗕𝗿𝗲𝗻𝘁 𝗰𝗿𝘂𝗱𝗲 𝗼𝗶𝗹 𝗽𝗿𝗶𝗰𝗲𝘀 have 𝘀𝘂𝗿𝗴𝗲𝗱 about 𝟴% from a 𝟱-𝗺𝗼𝗻𝘁𝗵 𝗹𝗼𝘄 on Monday after 𝗨𝗦 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁 𝗧𝗿𝘂𝗺𝗽 threatened 𝘀𝗮𝗻𝗰𝘁𝗶𝗼𝗻𝘀 on 𝗥𝘂𝘀𝘀𝗶𝗮’𝘀 𝘁𝗼𝗽 𝟮 𝗼𝗶𝗹 𝗽𝗿𝗼𝗱𝘂𝗰𝗲𝗿𝘀, effective 𝟮𝟭 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 – prices are trading around $𝟲𝟲/𝗯 today (see graph).
October 24, 2025 at 11:40 AM
🔋🪙𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗱𝗿𝗶𝘃𝗲𝘀 𝗰𝗼𝗽𝗽𝗲𝗿 𝗱𝗲𝗺𝗮𝗻𝗱 𝗮𝗺𝗶𝗱 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗼𝗻𝗰𝗲𝗿𝗻𝘀

𝗖𝗼𝗽𝗽𝗲𝗿 𝗽𝗿𝗶𝗰𝗲𝘀 𝘁𝗿𝗲𝗻𝗱𝗲𝗱 𝘂𝗽, but with 𝗴𝗿𝗲𝗮𝘁 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆, during 𝟮𝟬𝟮𝟱, driven mainly by 𝗿𝗶𝘀𝗶𝗻𝗴 𝗱𝗲𝗺𝗮𝗻𝗱 for 𝗲𝗹𝗲𝗰𝘁𝗿𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 amid 𝗿𝗲𝘀𝘁𝗿𝗶𝗰𝘁𝗲𝗱 𝘀𝘂𝗽𝗽𝗹𝘆 –
October 24, 2025 at 9:19 AM
🔩𝗦𝘁𝗮𝗶𝗻𝗹𝗲𝘀𝘀 𝗦𝘁𝗲𝗲𝗹 𝗽𝗿𝗶𝗰𝗲𝘀 𝗿𝗲𝗺𝗮𝗶𝗻 𝘃𝗼𝗹𝗮𝘁𝗶𝗹𝗲

𝗦𝘁𝗮𝗶𝗻𝗹𝗲𝘀𝘀 𝘀𝘁𝗲𝗲𝗹 𝗽𝗿𝗶𝗰𝗲𝘀 in early-𝟮𝟬𝟮𝟱 𝗿𝗼𝘀𝗲 on the back of higher raw material 𝗶𝗻𝗽𝘂𝘁 𝗰𝗼𝘀𝘁𝘀 , but 𝗳𝗲𝗹𝗹 𝘀𝗵𝗮𝗿𝗽𝗹𝘆 in 𝗔𝗽𝗿𝗶𝗹 after 𝗨𝗦 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁 𝗧𝗿𝘂𝗺𝗽 announced his “𝗟𝗶𝗯𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗗𝗮𝘆” 𝘁𝗮𝗿𝗶𝗳𝗳𝘀.
October 23, 2025 at 8:16 AM
✨⚖️𝗣𝗿𝗲𝗰𝗶𝗼𝘂𝘀 𝗺𝗲𝘁𝗮𝗹𝘀 𝗹𝗼𝘀𝗲 𝘀𝗼𝗺𝗲 𝘃𝗲𝗻𝗲𝗲𝗿

𝗣𝗿𝗲𝗰𝗶𝗼𝘂𝘀 𝗺𝗲𝘁𝗮𝗹 𝗽𝗿𝗶𝗰𝗲𝘀 𝘁𝘂𝗺𝗯𝗹𝗲𝗱 yesterday as some cream got scooped off the top of frothy seeming markets – after 𝗲𝘅𝘁𝗲𝗻𝗱𝗶𝗻𝗴 its record rise to $𝟰 𝟯𝟴𝟭/𝗼𝘇 on Monday, 𝗴𝗼𝗹𝗱 𝗹𝗼𝘀𝘁 more than 𝟱% to end the day at $𝟰 𝟭𝟮𝟱/𝗼𝘇,
October 22, 2025 at 11:03 AM
🌍🧱𝗖𝗲𝗺𝗲𝗻𝘁 𝗽𝗿𝗶𝗰𝗲𝘀 𝘀𝘁𝗶𝗹𝗹 𝗿𝗶𝘀𝗶𝗻𝗴 𝗱𝗲𝘀𝗽𝗶𝘁𝗲 𝘄𝗲𝗮𝗸 𝗰𝗼𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻 𝗱𝗲𝗺𝗮𝗻𝗱

𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗲𝗺𝗲𝗻𝘁 𝗽𝗿𝗶𝗰𝗲𝘀 (proxied by the US PPI series) have been 𝘁𝗿𝗲𝗻𝗱𝗶𝗻𝗴 𝘂𝗽𝘄𝗮𝗿𝗱𝘀 over 𝟮𝟬𝟮𝟱 amid the impact of 𝗨𝗦 𝗶𝗺𝗽𝗼𝗿𝘁 𝘁𝗮𝗿𝗶𝗳𝗳𝘀 and 𝗵𝗶𝗴𝗵𝗲𝗿 𝗶𝗻𝗽𝘂𝘁 𝗰𝗼𝘀𝘁𝘀,
October 22, 2025 at 8:41 AM
🌍 What moved prices last week? Get the Monday Morning Africa
𝗩𝗼𝗹𝗮𝘁𝗶𝗹𝗶𝘁𝘆 𝗿𝘂𝗹𝗲𝘀 𝗮𝘀 𝘁𝗿𝗮𝗱𝗲 𝘄𝗮𝗿 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝘀
October 20, 2025 at 9:20 AM
🌍 𝗧𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗕𝗲𝗵𝗶𝗻𝗱 𝗔𝗳𝗿𝗶𝗰𝗮’𝘀 𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝘆 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀

At 𝗔𝗳𝗿𝗶𝗳𝗼𝗿𝗲𝘀𝗶𝗴𝗵𝘁, we’re 𝗽𝗮𝘀𝘀𝗶𝗼𝗻𝗮𝘁𝗲 about helping 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀, 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀, 𝗮𝗻𝗱 𝗽𝗼𝗹𝗶𝗰𝘆𝗺𝗮𝗸𝗲𝗿𝘀 make 𝘀𝗺𝗮𝗿𝘁𝗲𝗿 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 through independent, data-driven 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴 and 𝗱𝗲𝗲𝗽 𝗺𝗮𝗿𝗸𝗲𝘁 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵.
October 15, 2025 at 11:20 AM
⚒️📊𝗦𝗼𝘂𝘁𝗵 𝗔𝗳𝗿𝗶𝗰𝗮 𝗠𝗶𝗻𝗶𝗻𝗴 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗨𝗽𝗱𝗮𝘁𝗲

𝗦𝗔’𝘀 𝗮𝗰𝘁𝘂𝗮𝗹 𝗺𝗶𝗻𝗶𝗻𝗴 𝘃𝗼𝗹𝘂𝗺𝗲𝘀 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲𝗱 𝗺𝗼𝗱𝗲𝗿𝗮𝘁𝗲𝗹𝘆 in August ‘25 compared to July as 𝗵𝗶𝗴𝗵𝗲𝗿 PGM, chromium, copper and nickel volumes 𝗼𝘂𝘁𝘄𝗲𝗶𝗴𝗵𝗲𝗱 𝗽𝘂𝗹𝗹𝗯𝗮𝗰𝗸𝘀 in gold, coal, iron ore, manganese ore and diamond output.
October 14, 2025 at 11:40 AM
🌍 What moved prices last week? Get the Monday Morning Africa
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗿𝗮𝘁𝘁𝗹𝗲𝗱 𝗮𝘀 𝗨𝗦/𝗖𝗵𝗶𝗻𝗮 𝘁𝗿𝗮𝗱𝗲-𝘄𝗮𝗿 𝗿𝗲𝗶𝗴𝗻𝗶𝘁𝗲𝘀
October 13, 2025 at 7:28 AM
🌍📊𝗦𝗵𝗮𝗽𝗶𝗻𝗴 𝗦𝗺𝗮𝗿𝘁𝗲𝗿 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗶𝗻 𝗔𝗳𝗿𝗶𝗰𝗮’𝘀 𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝘆 𝗠𝗮𝗿𝗸𝗲𝘁𝘀

At 𝗔𝗳𝗿𝗶𝗳𝗼𝗿𝗲𝘀𝗶𝗴𝗵𝘁, we’re 𝗽𝗿𝗼𝘂𝗱 to be 𝗔𝗳𝗿𝗶𝗰𝗮’𝘀 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗵𝗼𝘂𝘀𝗲 for 𝗺𝗶𝗻𝗶𝗻𝗴 and 𝗰𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝘆 market intelligence.
October 9, 2025 at 10:15 AM
🟡📈𝗚𝗼𝗹𝗱 𝗵𝗶𝘁𝘀 𝘂𝗻𝗽𝗿𝗲𝗰𝗲𝗱𝗲𝗻𝘁𝗲𝗱 𝗹𝗲𝘃𝗲𝗹𝘀

𝗚𝗼𝗹𝗱’𝘀 unrelenting 𝗿𝗶𝘀𝗲 this 𝘆𝗲𝗮𝗿 has taken it past the $𝟰 𝟬𝟬𝟬/𝗼𝘇 level for the 𝗳𝗶𝗿𝘀𝘁 𝘁𝗶𝗺𝗲 – 𝘁𝗵𝗲 𝗺𝗲𝘁𝗮𝗹’𝘀 𝗽𝗿𝗶𝗰𝗲 is now up 𝟱𝟰% for the 𝘆𝗲𝗮𝗿 (see graph). At the 𝗵𝗲𝗮𝗿𝘁 of the 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 is investment 𝗱𝗲𝗺𝗮𝗻𝗱 stemming from a confluence of 𝗴𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 and 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗳𝗮𝗰𝘁𝗼𝗿𝘀.
October 8, 2025 at 10:19 AM
🛢️ 𝗣𝗮𝗿𝘁 𝟳: 𝗢𝗶𝗹 𝗣𝗿𝗶𝗰𝗲𝘀 𝗦𝗲𝘁 𝘁𝗼 𝗦𝗹𝗶𝗱𝗲: 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗧𝗵𝗿𝗼𝘂𝗴𝗵 𝟮𝟬𝟮𝟲

Our Head of Energy Commodities, 𝗩𝗶𝗻𝗲𝘀𝗵 𝗖𝗵𝗲𝘁𝘁𝘆 expects 𝗼𝗶𝗹 𝗽𝗿𝗶𝗰𝗲𝘀 to trend 𝗹𝗼𝘄𝗲𝗿 as OPEC+ 𝗯𝗼𝗼𝘀𝘁𝘀 𝘀𝘂𝗽𝗽𝗹𝘆 and global demand 𝘄𝗲𝗮𝗸𝗲𝗻𝘀 amid 𝗴𝗿𝗲𝗮𝘁𝗲𝗿 𝗳𝘂𝗲𝗹 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 and the 𝗿𝗶𝘀𝗲 𝗼𝗳 𝗘𝗩𝘀.
October 7, 2025 at 10:56 AM
🌍 What moved prices last week? Get the Monday Morning Africa
𝗛𝗼𝗽𝗲𝘀 𝗮𝗿𝗼𝘂𝗻𝗱 𝗝𝗮𝗽𝗮𝗻’𝘀 𝗻𝗲𝘄 𝗣𝗿𝗶𝗺𝗲 𝗠𝗶𝗻𝗶𝘀𝘁𝗲𝗿 𝗯𝗼𝗼𝘀𝘁𝗶𝗻𝗴 𝗿𝗲𝗴𝗶𝗼𝗻𝗮𝗹 𝘀𝗲𝗻𝘁𝗶𝗺𝗲𝗻𝘁
October 6, 2025 at 9:07 AM
🛢️🌍𝗣𝗮𝗿𝘁 𝟲: 𝗥𝘂𝘀𝘀𝗶𝗮𝗻 𝗢𝗶𝗹: 𝗧𝗵𝗲 𝗚𝗹𝗼𝗯𝗮𝗹 𝗪𝗶𝗹𝗱 𝗖𝗮𝗿𝗱

𝗚𝟳 𝘀𝗮𝗻𝗰𝘁𝗶𝗼𝗻s and price caps hit 𝗥𝘂𝘀𝘀𝗶𝗮𝗻 𝗼𝗶𝗹 𝗿𝗲𝘃𝗲𝗻𝘂𝗲𝘀, but barrels are still 𝗳𝗹𝗼𝘄𝗶𝗻𝗴—mainly to 𝗖𝗵𝗶𝗻𝗮, 𝗜𝗻𝗱𝗶𝗮, and 𝗧𝘂𝗿𝗸𝗲𝘆. The market is adjusting, showing Russia remains a 𝗸𝗲𝘆 𝗽𝗹𝗮𝘆𝗲𝗿 despite 𝗪𝗲𝘀𝘁𝗲𝗿𝗻 𝗿𝗲𝘀𝘁𝗿𝗶𝗰𝘁𝗶𝗼𝗻𝘀.
October 3, 2025 at 10:27 AM
🛢️⛔𝗣𝗮𝗿𝘁 𝟱: 𝗨𝗦 𝗚𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁 𝗦𝗵𝘂𝘁𝗱𝗼𝘄𝗻 𝗛𝗶𝘁𝘀 𝗢𝗶𝗹 𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝗻𝗳𝗼

The 𝗨𝗦 𝗴𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁 𝘀𝗵𝘂𝘁𝗱𝗼𝘄𝗻 isn’t stopping 𝗳𝘂𝗲𝗹 𝘀𝘂𝗽𝗽𝗹𝘆, but it’s 𝗹𝗶𝗺𝗶𝘁𝗶𝗻𝗴 key data like 𝗷𝗼𝗯𝘀 𝗻𝘂𝗺𝗯𝗲𝗿𝘀. Analysts say this lack of information creates 𝘂𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆 for 𝗼𝗶𝗹 𝗺𝗮𝗿𝗸𝗲𝘁𝘀, even if actual 𝗱𝗲𝗺𝗮𝗻𝗱 impacts remain 𝗺𝗶𝗻𝗶𝗺𝗮𝗹.
October 3, 2025 at 10:26 AM
𝗣𝗮𝗿𝘁 𝟰: 𝗢𝗣𝗘𝗖’𝘀 𝗢𝗽𝘁𝗶𝗺𝗶𝘀𝗺 𝘃𝘀. 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗮𝗹𝗶𝘁𝘆

𝗢𝗣𝗘𝗖 predicts 𝗿𝗶𝘀𝗶𝗻𝗴 𝗼𝗶𝗹 𝗱𝗲𝗺𝗮𝗻𝗱 through 𝟮𝟬𝟮𝟲, but 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 aren’t so sure. Analysts 𝘄𝗮𝗿𝗻 the outlook might be a bit 𝘁𝗼𝗼 𝗼𝗽𝘁𝗶𝗺𝗶𝘀𝘁𝗶𝗰, with peak demand 𝗹𝗼𝗼𝗺𝗶𝗻𝗴.
October 3, 2025 at 10:06 AM
⚡🛢️ 𝗣𝗮𝗿𝘁 𝟯: 𝗢𝗣𝗘𝗖+ 𝗖𝗵𝗮𝘀𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗵𝗮𝗿𝗲

If 𝗢𝗣𝗘𝗖+ ramps up 𝘀𝘂𝗽𝗽𝗹𝘆, it’s all about 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲. With low production costs and state-owned 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀, higher 𝘃𝗼𝗹𝘂𝗺𝗲𝘀 could keep 𝗽𝗿𝗶𝗰𝗲𝘀 𝗱𝗼𝘄𝗻 and shake up 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗼𝗶𝗹 𝗽𝗿𝗼𝗱𝘂𝗰𝗲𝗿𝘀.
October 3, 2025 at 9:59 AM
🛢️⚡𝗣𝗮𝗿𝘁 𝟮: 𝗢𝗣𝗘𝗖+ 𝗢𝘂𝘁𝗽𝘂𝘁 𝗥𝘂𝗺𝗼𝗿𝘀 𝗦𝘁𝗶𝗿 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 – 𝗪𝗵𝗮𝘁 𝗮 𝟱𝟬𝟬,𝟬𝟬𝟬 𝗕𝗮𝗿𝗿𝗲𝗹 𝗕𝗼𝗼𝘀𝘁 𝗖𝗼𝘂𝗹𝗱 𝗠𝗲𝗮𝗻

As whispers of a possible 𝟱𝟬𝟬,𝟬𝟬𝟬 𝗯𝗮𝗿𝗿𝗲𝗹𝘀 𝗽𝗲𝗿 𝗱𝗮𝘆 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 from 𝗢𝗣𝗘𝗖+ circulate, the market is 𝗮𝗯𝘂𝘇𝘇 with 𝘀𝗽𝗲𝗰𝘂𝗹𝗮𝘁𝗶𝗼𝗻.
October 3, 2025 at 9:44 AM
⚡💹𝗢𝗣𝗘𝗖+ 𝗢𝘂𝘁𝗽𝘂𝘁 𝗛𝗶𝗸𝗲 𝗟𝗼𝗼𝗺𝘀 — 𝗪𝗵𝗮𝘁’𝘀 𝗡𝗲𝘅𝘁 𝗳𝗼𝗿 𝗢𝗶𝗹?

Our analyst 𝗩𝗶𝗻𝗲𝘀𝗵 𝗖𝗵𝗲𝘁𝘁𝘆 breaks down the latest on Brent crude: prices dip to $𝟲𝟱/𝗯𝗮𝗿𝗿𝗲𝗹 as seasonal demand drops and 𝗢𝗣𝗘𝗖+ adds more supply.
October 3, 2025 at 9:30 AM
𝗦𝗼𝘂𝘁𝗵 𝗔𝗳𝗿𝗶𝗰𝗮𝗻 𝗣𝗲𝘁𝗿𝗼𝗹 𝗽𝗿𝗶𝗰𝗲𝘀 𝗺𝗮𝘆 𝗯𝗲 𝗵𝗲𝗮𝗱𝗶𝗻𝗴 𝗳𝗼𝗿 𝗮 𝗱𝗲𝗰𝗹𝗶𝗻𝗲

South African 95 octane petrol prices increased by 8c/l from Wednesday 1 October, although there was some relief for diesel (0.05% sulphur) consumers, with prices down 8c/l. A further decrease could be on the cards for November.
October 2, 2025 at 1:00 PM
𝗖𝗵𝗶𝗻𝗮–𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮 𝗜𝗿𝗼𝗻 𝗢𝗿𝗲 𝗗𝗶𝘀𝗽𝘂𝘁𝗲: 𝗦𝗵𝗼𝗿𝘁-𝗧𝗲𝗿𝗺 𝗗𝗶𝘀𝗿𝘂𝗽𝘁𝗶𝗼𝗻, 𝗟𝗼𝗻𝗴-𝗧𝗲𝗿𝗺 𝗥𝗲𝗹𝗶𝗮𝗻𝗰𝗲
Australia has urged China to allow iron ore exports to continue without disruption following reports that China Mineral Resources Group, the state-owned buyer, instructed steelmakers to pause purchases of BHP shipments.
October 1, 2025 at 10:55 AM