Commodities & Energy

Dix ans après l’Accord de Paris, la trajectoire mondiale semble s’orienter vers un réchauffement de +2,8°C d’ici la fin du siècle, si les politiques actuelles ne sont pas renforcées en termes d’engagements climatiques. Pourtant, la prise de conscience collective face aux enjeux climatiques est globalement affirmée, appelant à la nécessité de transformer nos modes de consommation, de production et de mobilité vers des solutions à plus faible empreinte carbone. ...

Africa today has only one real climate priority: adaptation. Africa should still push the rich countries of the Global North to cut emissions. But Africa should not have any illusions. Past mitigation efforts have had some positive effects but have not been sufficient to stay on track with the targets of the Paris Agreement. There is no reason to believe that future efforts will fare any better. Political developments in the United States and Europe do not augur well for global miti ...

This Opinion was originaly published on kalam.chathamhouse.org Morocco’s environmental governance rests on a comprehensive constitutional and legal architecture that establishes the right to a healthy environment as a fundamental right. The 2011 Constitution obliges the state to ensure equal access to water, a healthy environment, and sustainable development while also requiring the protection of natural resources and future generations, and guaranteeing equal environmental rig ...

Le secteur minier traverse une période critique où convergent transition énergétique mondiale, recompositions des chaînes d'approvisionnement et ambitions nationales d'industrialisation. Le Maroc, pays doté d'un patrimoine minier diversifié incluant phosphate, cobalt, cuivre et autres minerais critiques, dispose d'un réel potentiel pour s'imposer comme acteur incontournable de la transition énergétique.Toutefois, l'absence de stratégie nationale dédiée, le manque de coordination int ...

Record after record, gold seems unstoppable: on October 8, 2025, the ounce surpassed a new high on the London market, exceeding the $4,000 mark and reaching around $4,170 at the afternoon fixing two weeks later. While such surges are not unusual in the commodities world, the scale of this increase is striking. The rise has indeed been remarkable: the $2,000-per-ounce threshold was first crossed in August 2020, and the $3,000 mark, once considered unreachable, was surpassed in March ...

Record après record, l’or ne semble pas vouloir arrêter sa marche en avant : le 8 octobre 2025, l’once a franchi un nouveau sommet sur le marché londonien, dépassant ainsi le seuil de 4 000 $ et s’affichant, deux semaines plus tard, à quelque 4 170 $ au fixing de l’après-midi. Si le monde des matières premières est coutumier de ces élans, l’ampleur de cette hausse ne peut manquer de surprendre. L’envolée est en effet considérable : le seuil de 2 000 $ l’once ...

The publication of the latest (74th) edition of the Statistical Review of World Energy (SRWE, 2025) is a good opportunity to take stock of some major trends in the world of energy. In this note, we focus on the African continent. All figures below are taken from this document and refer to the year 2024, unless otherwise indicated.SRWE figures relate to commercially-traded energies, which include fossil fuels, hydroelectricity, nuclear power and modern renewable energies other than h ...

Artificial intelligence (AI) is rapidly emerging as both an energy optimizer and a structural source of energy demand. While AI promises efficiency gains in forecasting, grid management, and emissions reduction, its expansion is already reshaping electricity systems: data center consumption could more than double by 2030. Beyond this techno-economic duality lies a deeper challenge: the sovereignty of digital and energy systems. AI rests on highly concentrated supply chains of chips, ...