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The briefing examines the strained bilateral relationship between Benin and Niger following Niger's 2023 coup and the subsequent withdrawal of the Alliance of Sahel States (AES) from ECOWAS. It highlights how the election of Romuald Wadagni in Benin on 12 April 2026 offers a window for de-escalation, as both nations face economic losses and rising insecurity. The author suggests that the African Union, specifically through the AU Mission for Mali and the Sahel, is best positioned to facilitate a formal reset based on mutual territorial assurances to overcome mistrust and security gaps in the W-Arly-Pendjari Complex.

The document analyzes the stagnation of African agricultural productivity, attributing it to historical factors like slavery, colonialism, and a lack of tenure reform. It contrasts a 'Current Path' forecast—characterized by increasing food import dependence and low yields—with an 'Agriculture scenario' where targeted interventions in AgTech, irrigation, and soil health lead to significant poverty reduction and GDP growth. The report emphasizes the need for food self-sufficiency and value addition within Africa over a reliance on raw commodity exports.

The report concludes that Africa's path to economic development lies in transitioning from a reliance on global export markets to a focus on domestic food self-sufficiency. It emphasizes the need for coordinated government support for smallholder farmers, investment in AgTech, and the adoption of sustainable, indigenous farming practices to mitigate the severe impacts of climate change, particularly in the Sahel region.

The report details systemic gender discrimination in African households, highlighting the prevalence of child marriage, the disproportionate burden of unpaid care work on women, and legal and cultural barriers to equal divorce and inheritance rights.

The report highlights the economic disparity for African producers of raw commodities like cocoa and cashew nuts, who export most products without value addition. It details regional agricultural growth forecasts and warns of a widening gap between crop production and demand, which is expected to increase food imports and vulnerability to international price fluctuations by 2043.

The Agriculture scenario projects a significant increase in Africa's agricultural production, reducing food import dependence and extreme poverty while boosting GDP. By 2043, production could reach 2,167 million metric tons, with Nigeria emerging as the most significant producer. The scenario is expected to reduce the number of extremely poor Africans to 339 million and increase the total economy by US$354 billion compared to the Current Path. However, these gains depend on water availability, climate-driven carbon fertilisation, and the adoption of temperature-tolerant cultivars.

The document outlines a simulated agricultural revolution in Africa based on eight interventions: increasing crop yields, expanding irrigation, increasing water withdrawal, protecting forests, improving supply chains, enhancing rural road access, and increasing per capita calories. The scenario predicts that by 2043, average crop yields will reach 7 tons per hectare (a 37% increase over the 'Current Path') and irrigated land will grow to 17.4 million hectares. It emphasizes the role of these interventions in reducing food loss and waste—projected to drop to 19.4% by 2033—and improving rural accessibility to 69%. The model balances agricultural expansion with forest protection, aiming to save 30 million hectares of forest land by 2043 compared to the Current Path forecast.

The FSF ACCT is a blended finance programme targeting cocoa and coffee supply chains in 10 countries. It combines a USD 200 million investment facility for pre-harvest working capital loans with a USD 12 million Technical Assistance Facility (TAF). The programme aims to mitigate 8.47 million tCO2e and benefit over 8.7 million people over 15 years by promoting agroforestry and regenerative agriculture.

The report finds that tax incentives are a primary feature of investment laws in EMDEs, often driven by investment promotion agencies (IPAs) with limited involvement from ministries of finance (MoFs). This institutional disconnect leads to fragmented governance, revenue losses, and increased exposure to investor-state dispute settlement (ISDS) claims. While some countries are moving toward centralizing incentives under unified legal frameworks, monitoring and evaluation mechanisms remain limited and disconnected from policy-making.

The report analyzes 105 national investment laws in EMDEs, finding that 67.6% explicitly provide incentives, with tax incentives being the most dominant. It highlights a systemic gap in coordination between Investment Promotion Agencies (IPAs), which typically lead the design and administration of these laws, and Ministries of Finance (MFs), which are often marginalized in the legal text. This fragmentation leads to risks of revenue loss, inefficient resource allocation, and exposure to Investor-State Dispute Settlement (ISDS) claims. The document notes a trend toward centralizing tax incentives into unified legal frameworks to improve transparency and fiscal discipline, as seen in Ghana and Honduras.

The document argues that Africa's economic underperformance is linked to a failure to maximize globalization and a heavy reliance on primary exports. It forecasts that full implementation of the AfCFTA would increase Africa's share of world exports to 4.4% and raise GDP per capita to US$6,602 by 2043, compared to 3.5% of exports and US$6,197 GDP per capita under a 'Current Path' scenario. Additionally, the AfCFTA is identified as a tool to reduce African countries' exposure to the European Union's Carbon Border Adjustment Mechanism (CBAM) by diversifying export markets.

The report highlights how Africa's infrastructure deficit, particularly in roads and aviation, increases transport costs and hinders investment. It notes a significant funding gap and a failure to implement regional air transport agreements, while acknowledging the role of China's Belt and Road Initiative in recent infrastructure development.

The document outlines a projected economic transition for Africa by 2043, moving from raw commodity exports to a more balanced profile of manufactured goods and services. It emphasizes the role of urbanisation as a catalyst for growth, provided it is supported by resilient infrastructure. The 'Combined scenario' predicts a strategic rebalancing where manufacturing gains GDP share and agriculture becomes more commercialised and productive, despite a declining share of total GDP. Key enablers include ICT, renewable energy investment, and the African Continental Free Trade Area (AfCFTA).

The document examines the diverse nature of Africa's manufacturing sector, noting that most countries remain outliers with low manufacturing shares of GDP. It highlights a trend of 'premature deindustrialization' in low-income countries and the significant role of Chinese private enterprises in meeting domestic demand. While most of the continent relies on raw material exports, a few countries like Eswatini and South Africa show higher industrial competitiveness.

The report analyzes Africa's economic growth drivers, arguing that while labour-fueled growth is unlikely to emulate other regions due to a late demographic dividend, future growth must rely on physical capital accumulation and multifactor productivity (MFP). It highlights that for low- and lower-middle-income African countries, poor physical capital is the primary drag on growth, whereas upper-middle-income countries are constrained by poor human capital.

The document analyzes the trajectory of Africa's fossil fuel emissions, noting that while the continent currently contributes less than 5% of global emissions, this share is projected to rise to 12.5% by 2063 under the Current Path and 15% under the Combined scenario. It identifies a small number of countries—most notably Nigeria, Egypt, and South Africa—as the primary drivers of the continent's carbon footprint, with Nigeria projected to become the continent's largest emitter by 2050.

The Manufacturing scenario projects a structural economic transformation for Africa by 2043, increasing the manufacturing sector's GDP share to 18.1% and adding US$282.8 billion to the continent's total GDP. This shift is expected to generate 34.6 million additional jobs, primarily unskilled roles in agro-processing and services, while increasing government revenue by US$81.6 billion. The scenario forecasts a reduction in extreme poverty, lifting 19.11 million more people out of poverty by 2043 than the Current Path, and predicts a long-term decrease in income inequality through the expansion of the middle class.

The document analyzes the deadlock in WTO agriculture negotiations regarding domestic support, public stockholding, and market access. It argues that while comprehensive breakthroughs are unlikely at MC14, meaningful progress for LDCs is possible through reducing trade-distorting cotton subsidies, improving market access for cotton products, and establishing LDC exemptions from export restrictions. It also notes the emergence of the WTO Dialogue on Sustainable Agriculture as an informal space to explore the intersection of trade and sustainability.

The report assesses the state of asset management and pension systems across Africa, highlighting a general trend of conservative investment strategies, low retail participation, and uneven regulatory oversight. It identifies a strong prevalence of defined benefit and pay-as-you-go pension schemes, particularly in francophone and lusophone countries, while anglophone nations lean toward funded defined contribution models. Key challenges include low coverage for informal workers and women, limited ESG integration, and a heavy reliance on government securities. The document recommends shifting toward risk-based supervision, expanding micro-pension schemes, and developing national ESG taxonomies to deepen capital markets.

The document outlines the drivers and challenges of traceability in global commodity supply chains, advocating for 'material-forward tracking' over 'product-backward tracing'. It details the technical elements of effective traceability, including event-based tracking, data standards (such as GS1 EPCIS), and the distinction between serialized and lot-based methods. The guide also evaluates supporting tools like geospatial analysis, certification systems, and scientific testing to combat fraud. Finally, it provides a 12-step implementation road map for downstream companies to build traceability capabilities, from securing leadership support to fostering industry-wide collaboration.