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The report explores how a differentiated global carbon tax—where rates are based on a country's income classification—could reduce fossil fuel emissions and foster economic growth in Africa. Under the 'Sustainable Africa' scenario, the African economy is projected to be 58% larger by 2050 than the 'Current Path', with significant reductions in extreme poverty and near-total electricity access, despite a larger economy. The document also highlights Africa's potential as a carbon sink through reforestation and land management to attract investment and carbon credits.

The report examines how national investment laws handle dispute prevention, management, and settlement (DPMS). It finds that while most laws include DPMS provisions—particularly in Africa and Asia—the use of international arbitration, especially through 'advance consent,' exposes states to significant financial risks. The authors advocate for prioritizing national courts and non-adjudicative mechanisms, providing a structured framework for states to reform their investment laws based on specific national policy problems rather than generic international standards.

The report examines how national investment laws handle the prevention, management, and settlement of disputes between investors and states. Based on an analysis of 167 laws, it finds that while dispute resolution is a common feature—particularly in Africa and Asia—the use of international arbitration and 'prior consent' clauses exposes states to significant financial and regulatory risks. The authors argue that states should prioritize national courts and administrative reviews over parallel arbitration systems and strongly recommend against including unilateral prior consent to international arbitration in national legislation.

The report argues that the AfCFTA is essential for Africa to overcome a colonial legacy of exporting primary goods and importing manufactured equipment. It highlights that while official intra-African trade is low (14.8% in 2021), informal trade is significantly higher due to high formal costs. The AfCFTA aims to formalise trade, develop regional value chains, and prioritise industrialisation in sectors like agri-business and pharmaceuticals to enhance global competitiveness and economic stability.

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 AfCFTA faces significant implementation hurdles due to the extreme economic disparity between member states, which may lead to 'winners and losers' where advanced economies benefit while least developed countries (LDCs) face initial welfare losses. Key challenges include the loss of critical tariff revenues for some governments, weak institutional capacities in LDCs, and limited commitment to the free movement of labour. To mitigate these risks, the agreement employs special and differential treatment, granting LDCs and a specific 'Group of 6' (G6) longer phase-out periods for tariff liberalisation, though the authors argue that additional support from the AU Secretariat and private finance is necessary to bridge the development gap.

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 details the disproportionate burden of climate change on Africa, noting that since 1984, the continent has faced 1,865 climate-related disasters resulting in US$53 billion in losses. It highlights a critical lack of financial protection, with only 9% of disaster losses insured. Regional analysis shows water-related disasters as the primary threat, with severe flooding in East Africa and historic droughts in Southern Africa and the Horn of Africa. The document also links climate change to the spread of diseases like cholera and malaria, and the risk of desertification in the Sahel and West Africa.

The report details a strategic scenario for Africa to improve health and demographic outcomes by 2050. Key interventions include increasing modern contraceptive use to 75% in sub-Saharan Africa and 85% in North Africa, reducing mortality for the top five disease types by 20 percentage points, and expanding safely managed water and sanitation access. The scenario also targets a 20% reduction in under-five stunting in 39 countries. These improvements require an additional US$18.9 billion in health spending continentwide, with infrastructure spending peaking at US$4.7 billion per annum in 2037. The model is based on empirical benchmarks from countries like Ethiopia, Malawi, Ghana, and Kenya, and mirrors historical progress in South America and South Asia.

The report finds that while the percentage of Africans living in extreme poverty has declined since the 1990s, the absolute number of poor people continues to rise due to rapid population growth. Africa is projected to miss the 2030 SDG goal of eliminating extreme poverty, with several countries likely to maintain poverty rates above 50% by that date. The document attributes these challenges to high inequality, over-reliance on natural resources, and bad governance, noting that Sub-Saharan Africa carries the largest global burden of extreme poverty.

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 outlines a forecasting scenario for the African Continental Free Trade Area (AfCFTA) using the International Futures (IFs) platform. It details the specific interventions used to simulate the agreement's impact—including import tax reductions and productivity increases—and specifies the tariff phase-out timelines for Least Developed Countries (LDCs), non-LDCs, and the G6 countries. The authors characterize the scenario as an optimistic forecast that depends on political commitment and stakeholder engagement.

The report examines how Africa is trapped in a cycle of debt and fossil fuel dependency, which disproportionately harms women and girls. It argues that the global financial architecture forces African nations into austerity and resource extraction, leading to 'petro-masculinity' and systemic gender-based violence. The authors advocate for a 'feminist decolonial green economy' and a Fossil Fuel Treaty to enable a just transition through debt cancellation and redistributive finance.

Russia is attempting to leverage historical liberation-era ties and anti-Western rhetoric to maintain influence in Southern Africa, but faces significant constraints. While it maintains security cooperation and diplomatic links with several SADC members, its economic footprint remains modest, accounting for barely 1% of the region's external trade in 2024. The document highlights a gap between Moscow's symbolic gestures—such as debt forgiveness and limited grain shipments—and tangible developmental results, noting that sanctions and economic weakness hinder its ability to compete with China, the EU, and the US.

The document identifies strategic electoral violence, the weaponization of the judiciary by ruling parties, and the chronic under-representation of women and low-income citizens as primary threats to democratic consolidation in Zambia. It highlights that while the country has maintained competitive elections since 1991, extensive presidential powers and subnational authoritarianism undermine local democracy. The brief recommends mobilizing election observers, safeguarding judicial independence through transparent processes, and utilizing credible voter information campaigns to improve accountability.

Since the death of Yevgeny Prigozhin in 2023, Russia has restructured its African security engagements, moving from the high-profile combat deployments of the Wagner Group to a more centralised model controlled by the Kremlin and the GRU. This new approach prioritises 'regime survival' services, including elite protection, training, and intelligence sharing, while expanding covert information warfare through entities like Russia House and the African Initiative. Despite these efforts, Russia's footprint is constrained by the resource demands of its war in Ukraine and risks of 'blowback' from African governments due to human rights abuses and deceptive recruitment schemes like 'Alabuga Start'.

The document examines how Chinese firms in Zimbabwe are coupling mining investments with energy infrastructure to overcome local power shortages and support mineral beneficiation, particularly in the lithium sector. While this model has increased Zimbabwe's lithium revenues from $70 million in 2022 to over $600 million in 2024, it has raised significant concerns regarding environmental degradation, lack of community consultation, and the risk of perpetuating an extractive 'pit-to-port' model where high-value refining remains in China.

The report argues that Africa's food systems are under severe strain from climate volatility, urbanisation, and structural inequality, which marginalise small producers and exacerbate food insecurity. It proposes a multi-level investment strategy for philanthropy—targeting niches (local innovations), regimes (policy and governance), and landscapes (structural reform)—to shift from industrial agriculture toward agroecology. The authors identify the 'regime level' as the priority entry point for systemic change, advocating for the creation of inclusive governance platforms and the removal of barriers that favour large corporations.

The report examines country platforms (CPs) as vehicles to integrate climate finance with national development goals in emerging economies. It argues that CPs must be country-led and grounded in macro-fiscal analysis to avoid debt vulnerabilities and ensure social inclusivity. Using the South African Just Energy Transition Partnership (JETP) as a primary example, the document outlines criteria for effectiveness—including whole-of-government approaches and credible project pipelines—and proposes a four-quadrant analytical framework to guide their design. It also highlights the role of philanthropy in funding early-stage technical work and the necessity of overcoming structural path dependencies to achieve genuine economic diversification.

The ARE Energy Access Investment Forum 2026 brought together 1,400 participants from 87 countries to discuss renewable electrification. Key outcomes included the launch of the USD 25m ASCENT Project Preparation Facility by COMESA and a GDP 14m contribution from the UK's FCDO to the Sustainable Energy Fund for Africa in the DRC. The forum highlighted systemic gaps in capital allocation for small African-led firms and the need to shift from supply-led to demand-led skills training for the green transition.