
Reflections on agricultural economics matters in South Africa and the world.
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Understandably, some stakeholders may want to buy more fuel now, before any notable increases in April. Still, we must avoid stockpiling, as this short-term artificial demand may cause temporary supply friction in some areas.
South Africa’s 2025/26 summer grain and oilseed crop is shaping up to be another strong one. Early estimates suggest production of around 19.8 million tonnes, only slightly down from last season’s near-record harvest.
I have been monitoring online comments about the situation in the Middle East and its implications for our agricultural sector. There are concerns about fuel and fertiliser supplies and price increases.
We started the year with optimism, expecting South Africa’s consumer food price inflation to moderate in 2026. We haven’t shifted from this view, but we are increasingly worried that higher fuel prices due to the war in the Middle East may ...
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South Africa’s Presidential Envoy on Agriculture and Land.
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