アフリカ
アフリカ is treated here as a trade space shaped by origins, demand centres, infrastructure, policy pull and the ability to move documents and molecules through the same chain.
Energy transition asymmetry, trade gateways, import dependence and emerging hubs.
Regional structure
Origins & supply
Origin areas, agricultural balances, hydrocarbon basins and collection zones.
Demand centres
Where mandates, infrastructure, import dependence and blending systems create pull.
Hubs & terminals
Storage, transshipment, blending, heating and delivery interfaces.
Route risk
Chokepoints, weather, sanctions, credit quality and demurrage exposure.
Trade maps & routes
