全球商业报告（GBR）：2026年非洲能源行业报告（预发版）（英文版）（19页）.pdf

1、AFRICA ENERGY2026 Pre-Release EditionAs markets shift,Africas energy industry doubles down on its strengthsImage courtesy of Hyphen Hydrogen EnergyResilience,Forged in UncertaintyThe 2026 energy shock,a consequence of the conflict between the US,Israel,the Gulf States and Iran,upended energy markets

2、.In January 2026,the price of a barrel of Brent crude bottomed out at US$61;by mid-March,intraday spot prices reached US$126.By April,the price stabilized slightly between US$90 and US$120,but continued to fluctuate with the news cycle.Gas markets experi-enced even more volatility;the closure of the

3、 Strait of Hormuz re-duced global liquefied natural gas(LNG)supply by over 10 billion standard cubic feet per day(scf/d),or approximately 20%.Spot prices for the fuel soared as countries from Asia to Europe and be-yond competed for a dwindling number of available shipments.African nations have not r

4、emained immune to the disruption.Fuel prices rose across the continent,in both relatively deregulated mar-kets like Nigeria and more closely controlled markets like Tanzania and South Africa.The World Bank cut its 2026 growth estimate for sub-Saharan Africa from 4.4%to 4.1%the same rate as in 2025 d

5、ue to rising fuel costs and an impending global fertilizer shortage driven by disruptions to Gulf gas supply,a key feedstock.The speed at which the conflict reshaped energy markets is a re-minder to the industry to prepare for the unexpected.Mansur Mo-hammed,Africa head of new business development a

6、t Wood Mack-enzie,cautioned:“The geopolitical disruption in the first quarter of 2026 is a reminder that external forces beyond any single stake-holders control can shape the market.Firms need robust strategies to weather such periods of volatility,such as diversifying suppliers“Africa needs to esta