Two Metals, One Mine, Different Fates: Platinum and Palladium’s Great Divergence | Fava Herb Metals & Mining Report Fava Herb Commodities Intelligence Nairobi · September 2026 Metals & Mining Report — Issue II of VII — Platinum Group Metals Two Metals, One Mine, Different Fates Platinum is locked in its fourth consecutive year of supply […]
Uganda’s 3T sector is a fraction of Rwanda’s scale, concentrated in the southwestern Ankole region and the Karagwe-Ankolean geological system that extends the same tin-tungsten-tantalum-bearing belt across the border. The country’s most significant single asset, the Nyamuliro tungsten mine in Kabale, holds estimated reserves of 10 million tonnes of ore grading 0.5% tungsten
Kenya exported more tea in 2025 than at any point in its history — and earned less for it than the year before. While Sri Lanka earns nearly double per kilogram and Rwanda commands a higher unit price at Kenya’s own auction, the world’s largest black tea exporter by volume is shipping more to make less. Add the loss of Iran and Sudan, an ongoing war that has blocked eight million kilograms at Mombasa port, a new Tea Levy that makes Kenyan tea more expensive than its competitors, and a KTDA bonus season that left smallholder farmers in the Rift Valley with payments 30% below the prior year — and a structural crisis comes into focus.
Africa posted record coffee exports in 2024/25 and Ethiopia and Uganda are shipping at volumes the continent has never seen. The price that made these records possible has now turned. A Brazil-led global surplus of 7 to 10 million bags is bearing down on Arabica futures, EUDR compliance is arriving in December, and East Africa’s producers are about to discover how different the market looks on the descent.
A convergence of record import volumes, geopolitical shocks across the Middle East, U.S. tariff uncertainty, and chronic currency weakness is testing the structural resilience of Africa’s grain supply chain as Q2 2026 unfolds — exposing a continent that remains, at its core, dependent on corridors it does not control.
By Fava Herb When the Pan-African Payment and Settlement System (PAPSS) was launched in January 2022, it was billed as a quiet revolution in Africa’s financial architecture. By allowing cross-border payments to be settled in local African currencies—without routing transactions through the dollar- or euro-dominated correspondent banking system—PAPSS promised to remove one of the most […]
By Fava Herb — December 29, 2025 Global soybean markets finished the week with mixed, mostly softer trade, leaving African importers and processors on alert as the market awaits delayed U.S. government data that normally sets the tone for nearby import parity. Chicago soybean futures drifted lower on Friday, with the nearby contracts falling 3 […]
