Geopolitics

African geopolitics: trade agreements, regional security, international partnerships, diplomatic developments, and geopolitical shifts affecting African business and investment.

Hormuz ceasefire fractures as Brent hits $114

Brent crude surged 5.8% to $114.44 on May 4, its highest 2026 close, after Iran launched drones and missiles at…

Angola’s $107 oil windfall meets SA’s supply crisis

Angola's 2026 budget used a $61 oil reference price; Brent is at $107, generating roughly $50 million per day in…

Mozambique signs $537m US compact that survived Trump cuts

Mozambique signed a $537.5 million MCC Compact II with the US on April 30 covering coastal resilience, rural transport and…

UAE quits OPEC, squeezing Africa’s oil producers

The UAE formally left OPEC on May 1, targeting production of 5 million barrels per day by 2027 unencumbered by…