Markets
Cocoa (ICE NY)5,459 USD/t-2.2% 1WArabica coffee (ICE)286.55 USc/lb-8.3% 1WRaw sugar (ICE)19.52 USc/lb-3.0% 1WCotton (ICE)78.52 USc/lb-2.8% 1WWheat (CBOT)603.25 USc/bu-3.4% 1WMaize (CBOT)451.25 USc/bu-2.0% 1WGold (COMEX)4,022.6 USD/oz-0.9% 1WCopper (COMEX)6.6005 USD/lb+3.7% 1WBrent crude110.86 USD/bbl-2.0% 1WGBP/USD1.3364-0.2% 1WUSD/NGN1,345.27+1.0% 1WUSD/KES129.85+0.8% 1WUSD/GHS11.65+0.5% 1WUSD/ZAR16.63+1.6% 1WUSD/EGP55.95+2.9% 1WCocoa (ICE NY)5,459 USD/t-2.2% 1WArabica coffee (ICE)286.55 USc/lb-8.3% 1WRaw sugar (ICE)19.52 USc/lb-3.0% 1WCotton (ICE)78.52 USc/lb-2.8% 1WWheat (CBOT)603.25 USc/bu-3.4% 1WMaize (CBOT)451.25 USc/bu-2.0% 1WGold (COMEX)4,022.6 USD/oz-0.9% 1WCopper (COMEX)6.6005 USD/lb+3.7% 1WBrent crude110.86 USD/bbl-2.0% 1WGBP/USD1.3364-0.2% 1WUSD/NGN1,345.27+1.0% 1WUSD/KES129.85+0.8% 1WUSD/GHS11.65+0.5% 1WUSD/ZAR16.63+1.6% 1WUSD/EGP55.95+2.9% 1W
Uganda's Golden Illusion: Is Africa's Coffee Champion Running a Gold-Plated Deficit?
Analysis·AfCFTA & Trade Policy

Uganda's Golden Illusion: Is Africa's Coffee Champion Running a Gold-Plated Deficit?

Exports are at record levels and coffee is booming, yet Uganda just posted the worst monthly trade gap in its history. Take gold out, and the picture changes completely.

Wilbert Frank Chaniwa9 min read AI key takeaways

Weekly analysis

Context the market misses

China's zero tariffs spark 25% jump in SA exports while Hormuz crisis hammers fertiliser
Tuesday Roast·Investment

China's zero tariffs spark 25% jump in SA exports while Hormuz crisis hammers fertiliser

South Africa's exports to China surged 25% under new duty-free access, but the US-Israel war on Iran is driving fertiliser costs skyward across the continent, threatening 2027 harvests.

Assistant Editor· 6 min read AI takeaways
Who Stole Zobo? Africa Grew It, the World Bottled It, and Nobody Sent the Invoice
Analysis·CPG & Food Sovereignty
Pro

Who Stole Zobo? Africa Grew It, the World Bottled It, and Nobody Sent the Invoice

Somewhere in northern Nigeria, a farmer is drying a crimson flower in the sun. A few months later, that same flower turns up in a German tea blend, a Mexican street cart and a London wellness café. It is priced at a premium and wears a…

Wilbert Frank Chaniwa· 8 min read AI takeaways
Why Africa Buys Bananas From Ecuador While Its Own Rot
Analysis·Commodities

Why Africa Buys Bananas From Ecuador While Its Own Rot

Africa grows roughly 31 million tonnes of bananas a year, ranking among the world's three great banana regions alongside Asia and Latin America. Yet one of the continent's biggest banana buyers fills its markets from the other side of the…

Wilbert Frank Chaniwa· 4 min read AI takeaways
Chocolate Diplomacy: How the UAE Became Africa's Next Big Cocoa Client
Analysis·Commodities

Chocolate Diplomacy: How the UAE Became Africa's Next Big Cocoa Client

For most of the last century, cocoa's story ran a straight line from West African soil to European grinders in Amsterdam, Hamburg, and Zurich. That line is bending. Increasingly, it bends toward the Gulf, and the UAE is where the bend is…

Wilbert Frank Chaniwa· 6 min read AI takeaways
The Paul Siguqa Story: From Farmworker's Son to Owner of South Africa's First 100% Black-Owned Vineyard
Analysis·Hospitality & Food Culture

The Paul Siguqa Story: From Farmworker's Son to Owner of South Africa's First 100% Black-Owned Vineyard

Franschhoek, South Africa — Every so often, a single act of ownership rewrites the meaning of an entire industry. In the Franschhoek Valley, one of the most storied wine regions on the African continent, that act belongs to Paul Siguqa —…

Wilbert Frank Chaniwa· 6 min read AI takeaways
The Luckin Effect: What Africa Can Learn From China's Coffee Juggernaut
Analysis·Specialty Coffee
Pro

The Luckin Effect: What Africa Can Learn From China's Coffee Juggernaut

An Africa Brew Brief investigation into Luckin Coffee's scale, sourcing strategy, and the opening it creates for African coffee-producing economies*

Wilbert Frank Chaniwa· 6 min read AI takeaways

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