We provide boards, investors, and executives with an integrated view of African markets grounded in technical, economic, and political realities.
African markets are rich with opportunity, attracting increasing attention and a growing volume of information. Yet clarity remains limited, as different perspectives often lead to different conclusions.
The challenge is not access to information, but access to insight that holds under pressure.
That is the gap we exist to close.
Evidence for regulators, ministries, and public-sector reform.
Technical and commercial direction for operators and corporates.
Economic analysis underpinning investment and allocation decisions.
Designed to reflect how African markets actually work, integrating multiple perspectives into a coherent understanding that holds under real-world conditions.
Infrastructure, energy systems, and operational constraints. The physical realities that shape what is possible.
Demand and price modelling. What is financially viable, and how economic conditions shape what can be sustained.
Regulatory dynamics, stakeholder mapping, and geopolitical context. The conditions under which decisions hold.
Our products are designed to support the full journey from ideation to execution, built around your context and timelines.
Continuous market scanning and topical analysis are applied across our sectors. Structured, recurring, and built around a consistent analytical framework.
On-demand reports available for purchase, structured around the key issues decision-makers are facing, and ready for immediate use.
Bespoke modelling and data products, including scenario engines, demand models, financial frameworks, and digital twin layers built for client-specific decisions.
Independent analysis, developed into clear, board-ready narratives that support decisions and secure alignment.
Sectors are the domain of our work. Our four products are applied across each, with deep specialist capability in every area we cover.
A growing library of flagship reports drawing on accumulated client work — released to mark and shape debate on the issues we cover.
Using a partial equilibrium (SMART) simulation based on 2023 data, this paper evaluates the impact of China's zero-tariff policy on South Africa's exports — and why export gains under current conditions remain modest, with trade diversion dominating over net new demand.
This working paper examines how the compound disruption of Middle Eastern energy and shipping corridors has reconfigured global trade routes and elevated South Africa's strategic significance as a critical artery of global energy circulation.
As geopolitical tensions intensify and the space for non-aligned postures narrows, this paper argues that regional integration is a strategic imperative for South Africa — not merely a policy choice.
As domestic refining capacity declines and import dependency rises, this paper argues that storage infrastructure has become the primary shock absorber of supply volatility — and a strategic layer of national economic resilience.