Commodities & Energy

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, ...

La parution de la dernière édition (la 74ème) de la Statistical Review of World Energy (SRWE, 2025) est une bonne occasion de faire le point sur certaines grandes tendances du monde de l’énergie. Dans cette note, nous nous centrerons sur le continent africain. Tous les chiffres ci-dessous sont extraits de ce document et portent sur l’année 2024, sauf indication contraire. Les chiffres de la SRWE portent sur les énergies qui font l’objet d’échanges commerciaux, ce qui inclut les éner ...

The author of this opinion, Salem Afeworki, is a 2016 alumna of the Atlantic Dialogues Emerging Leaders Program.Creating sustainable, carbon-free cities requires more than technical and technological solutions—it demands a fundamental shift in leadership and decision-making. After sixteen years leading sustainability initiatives across four continents, I've discovered that intergenerational leadership is both morally right and strategically essential for effective and last ...

China's ascent to the position of the world's most prominent energy consumer has altered global energy markets and fundamentally reshaped the geopolitics of energy security. As China navigates the complexities of sustaining its economic momentum, ensuring access to reliable, affordable, and diversified energy sources has become an existential imperative, intricately woven into its foreign policy strategy. In parallel, Africa's immense wealth of both conventional and renewable resour ...

During my mid-2025 visit to Morocco my second trip to the country that year I experienced a distinct and powerful shift in momentum. The Global Growth Congress, where I had the honour of speaking on “Africa’s Energy Future: From Potential to Power,” transcended the usual conference format; it felt like a turning point. The event reflected a growing acknowledgment that Africa’s role in the global energy landscape is no longer peripheral but central. The stakes have been raised, the c ...

I have been traveling to Morocco regularly—at least twice a year—for many years. But this time, the atmosphere in Rabat felt markedly different. I had the honor of addressing the Global Growth Congress, where I spoke on a topic that is rapidly becoming one of the most consequential issues of our time: Africa’s Energy Future: From Potential to Power.We were not merely discussing electrons and megawatts. We were dissecting sovereignty, resilience, global competition, and the future of ...

The author of this opinion, Eduarda Zoghbi, is a 2024 alumna of the Atlantic Dialogues Emerging Leaders Program.It is no longer news that critical minerals are becoming increasingly important for global supply chains, and are essential to the energy transition. Countries are racing to secure mining rights in the Global South, and to expand refining capacity within their borders, but few have been paying attention to a new frontier for mineral extraction—the deep sea. The issue ...

Dans un contexte devenu plus incertain et plus compliqué à la suite des décisions de la nouvelle administration américaine, les impératifs de la lutte contre le changement climatique et de la transition énergétique et écologique demeurent.Les banques centrales peuvent et doivent apporter leur contribution à cette transition, en « verdissant », dans une proportion à définir, la politique monétaire qu’elles mènent. Concrètement, cela veut dire compléter la palette des object ...

This Paper was originally published on atlanticcouncil.org Following a decade-long partnership, the Policy Center for the New South and the Atlantic Council have joined forces around a new program focused on the power of the Atlantic. This series of publications and webinars will focus both on opportunities and challenges around the basin.This brief, the inaugural of the series, by William Yancey Brown highlights the vast energy and mineral potential of the Atlantic O ...

Longtemps considéré comme le géant pétrolier du continent, le Nigeria entame un nouveau chapitre énergétique marqué par une transition stratégique vers le gaz. Avec des réserves prouvées dépassant les 210 000 milliards de pieds cubes, le pays est en passe de devenir le principal producteur et exportateur de gaz en Afrique. L’initiative présidentielle Décennie du Gaz, lancée en 2021 par le président Muhammadu Buhari, constitue le cadre officiel de cette transformation. Elle vise à di ...