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TAR116 – Q3 2021 – TOP500 – Energy - Agribusiness

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MTN, Dangote, Ethiopian Airlines... Our exclusive ranking of Africa’s leading firms

N° 116 • JUILY - AUGUST - SEPTEMBER 2021

L to R: Tony Elumelu, Aliko Dangote, Herbert Wigwe, Emmanuel Macron, Gilbert Chagoury, Abdul Samad Rabiu, Mike Adenuga.

INTERNATIONAL EDITION Belgium €7.90 • Canada CA$12 • Denmark DK80 • D.R.C. US$10 • France €7.90 • Germany €7.90 • Ghana GH¢35 • Kenya KES1000 • Morocco DH45 Netherlands €7.90 • Nigeria NGN2000 • Rwanda RWF7,500 • South Africa R75 (tax incl.) • Switzerland FS10.90 • Tanzania TZS20,000 • Tunisia DT15 Uganda UGX40,000 • UK £7.20 • United States US$15.99 • Zambia ZMW80 • CFA Countries F.CFA3,900 • Euro Zone €7.90

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THE NEW SUDAN Hamdok and the rebirth of a nation

GHANA Akufo-Addo’s difficult second act

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CAN MACRON WOO NIGERIA? Trapped in the Sahel, France is trying to reinvent itself in anglophone Africa


EDITORIAL

WHEN THE LEVERS STOP WORKING

Ignore that man behind the curtain! So went the Wizard of Oz’s desperate command when his pretence had finally been exposed. It’s come to be a metaphor for the inflated self-regard of politicians around the world. Like the Wizard, there comes a time when they pull levers and nothing happens. For many governments, that time is now. The levers no longer work and the centre isn’t holding. It has taken the twin threats of a public health emergency and devastating economic inequities to make this picture plain to all. Some have retreated into nationalism; others into epochal pessimism. The latest report from the US National Intelligence Council, ‘Global Trends 2040’, describes the pandemic as ‘the most significant, singular global disruption since World War II’ in terms of its medical, political and security implications. As people sense that governments are losing their grip, they are mobilising in new ways. That portends, according to the US report, ‘more political volatility, erosion of democracy and expanding roles for alternative providers of governance’. It all adds up to an era of heightened competition between systems of governance and a ‘growing mismatch between what publics need and expect

and what governments can and will deliver’. Although these warnings are in the public domain, national leaders and international bureaucrats haven’t got the message. Public health is an area where starting with the grassroots works so much better than top-down policies. Africa’s experience in dealing with epidemics, especially Ebola, river blindness and Guinea worm, shows the key importance of local initiative. That works for prevention and sounding alarms, as well as organising treatment. Vital intelligence about health crises often comes from farmers in remote areas. It depends on trust. National and international resources are needed to manufacture vaccines and protective equipment, but they require well-informed and credible local groups to distribute them. Such life lessons from the pandemic offer a counter to forecasts of ineluctable descent into authoritarianism or government breakdown. Parallels for education, economic and development policy are obvious. Our new digital networks are joining up grassroots organisations across the globe, sharing expertise and building solidarity. Sending resources to local initiatives, especially those run by women, creates more wealth, more jobs and spreads knowledge. Widely shared warnings of global food shortages should concentrate thinking and funds on the local. None of this is to diminish the importance of getting international accords on corporate taxation, the global distribution of vaccines, or the transfer of allocations of the IMF’s reserve currency to developing economies. Those are necessary conditions for progress, but they are far from sufficient. National governments have to ratchet down the hubris. Admitting the levers don’t work is a good first step. Devolving far more resources and power to the regions and the grassroots is the next stage.

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER R 2021

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#116 / July, August, September 2021 THE AFRICA REPORT 57-BIS, RUE D’AUTEUIL 75016 PARIS – FRANCE TEL: (33) 1 44 30 19 60 FAX: (33) 1 44 30 19 30 www.theafricareport.com

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03 EDITORIAL 06 MAILBAG 08 OBITUARY / Béchir Ben Yahmed 10 COFFEE WITH THE AFRICA REPORT / Salim Saleh 12 OPINION 15 Q3 / July, August, September

48 DRC FOCUS President Tshisekedi has finally taken charge by sidelining former president Kabila. A look at his allies and his chances of succeeding with some of his key policies.

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64 AFRICA’S TOP 500 COMPANIES The Africa Report’s exclusive ranking of the continent’s largest companies in terms of revenue.

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28 INTERVIEW / Rwanda’s President Paul Kagame He talks about the country’s complicated relationship with France and neighbours in East and Central Africa. And he answers questions about freedom and the role of his family.

34 WIDE ANGLE / Sudan’s New Dawn Diplomatic and debt-relief deals are creating new opportunities for the transitional government, which has tough challenges on the security and economic fronts.

40 WIDE ANGLE / Akufo-Addo’s second-term test Political and economic obstacles stand in the way of the flagship policies of Ghana’s President, who was re-elected in December 2020.

92 NIGERIA/ FRANCE INSIGHT

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French firms are betting on the huge market and partnering with Nigeria’s top business leaders.

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128 ENERGY DOSSIER The oil majors grapple with the energy transition on the continent.

136 AGRICULTURE DOSSIER Tea, climate change, citrus and more.

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THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

COVER ILLUSTRATION: DAVI AUGUSTO, COLAGENE.COM

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MAILBAG

For all your comments, suggestions and queries, please write to: The Editor, The Africa Report, 57bis rue d’Auteuil Paris 75016 - France or editorial@theafricareport.com

FRANCE IS A SPONSORING LOOTING AND TERRORISM

The French are always found in any African country suffering from criminal ruling cliques, terrorism, theft of natural resources and misery. This is not a coincidence. African states and world powers must kick France out of Africa totally. French support for regimes in West and Central Africa is devastating for security, peace and development in many countries. Tarig Anter

COPY AND PASTE

Alas, in many cases entrepreneurship teaching in developing countries merely copies the entrepreneurship teaching from the West. It doesn’t take into account the cultural and institutional differences between Africa and the West. In 2020 I published a book, Cross-cultural entrepreneurship and social transformation: innovative capacity in the Global South. Some

TANZANIA TURNS A PAGE

Tanzania’s late president John Magufuli laid a new foundation: one can clearly see the change in most public sectors, eg. health and government institutions. It will be much easier for President Samia Suluhu Hassan to take over as this foundation was laid. Suluhu, being a woman, may bring compassion and circumspection, which will spear the nation to a new direction. As a nation, we expect to keep the momentum going and support the new regime from Zanzibar to the mainland since our new leaders could bring a totally different Tanzania. Queen Uroki, Banker

important points: on the level of business culture/ management style there are many problems with entrepreneurial capacity: lack of customer orientation, lack of planning, overly hierarchical management. At the level of cooperation/competition between businesses there is lack of trust and a high dependency on vertical networks: important people at the top that may obstruct the business and/or grant privileges in return for favours. At the government bureaucracy level these vertical

networks cause institutional voids, lack of regulation and lack of policies that are conducive to entrepreneurship. Otto Kroesen

AFRICA’S BANKS AND ENTREPRENEURS African banks are more focused on collecting saving monies to invest and get profit from mutual insurance funds than on assisting entrepreneurs. You do all the work and when your turnover is huge, you see them coming to you. They have never

anticipated the growth of SMEs. In fact they don’t want Africa to build a strong industrial sector. That’s why you see microfinance banks holding billions dollars and reinvesting them in Europe or North America. As an entrepreneur myself and managing my own company since 2007, I don’t rely on them for the growth of my company. Our assistance and networks always come from outside the African continent. Martial Harryson Ohomon Managing director, OTC

HOW TO GET YOUR COPY OF THE AFRICA REPORT On sale at your usual outlet. If you experience problems obtaining your copy, please contact your local distributor, as shown below. ETHIOPIA: SHAMA PLC, Aisha Mohammed, +251 11 554 5290, aisham@shamaethiopia.com – GHANA: TM HUDU ENTERPRISE, T. M. Hudu, +233 (0)209 007 620, +233 (0)247 584 290, tmhuduenterprise@gmail.com – KENYA, UGANDA, TANZANIA: THE NEWZ POINT, Dennis Lukhoola, +256 701 793092, +254 724 825186, denluk07@yahoo.com – NIGERIA: NEWSSTAND AGENCIES LTD, Marketing manager, +234 (0) 909 6461 000, newsstand2008@gmail. com; STRIKA ENTERTAINMENT NIGERIA LIMITED, Mrs Joyce Olagesin, info.nig@strika.com – SOUTHERN AFRICA: SALES AND SUBSCRIPTIONS: ALLIED PUBLISHING, Butch Courtney; +27 083 27 23 441, berncourtney@gmail.com – UNITED KINGDOM: QUICKMARSH LTD, Pascale Shale, +44 (0) 2079285443, pascale.shale@quickmarsh.com – UNITED STATES & CANADA: Disticor, Karine Halle, 514-434-4831, karineh@disticor.com – ZAMBIA: BOOKWORLD LTD, Shivani Patel, +260 (0)211 230 606, bookworld@realtime.zm For other regions go to www.theafricareport.com

ADVERTISERS’ INDEX ACCESS BANK P 98-99; AFRICA CEO FORUM P 14; ALAPALA P 139; AXENS P 121; BARRICK KIBALI GOLD MINE P 62-63; BUA GROUP P 104-105; C2I EASY STEEL SHEDS P 82; CAVERTON P 117; CFAO GROUP P 148; CIB P 21; CIU P 85; DANGOTE GROUP P 7; DASSAULT AVIATION P 95; DREAMOVAL P 43; EKO ATLANTIC CITY P 118-119; EKO HOTELS & SUITES P 125; ENDRESS + HAUSER P 69; ENI SPA P 89; EQUITY BCDC P 57; EURONEWS P 60; FANMILK DANONE P 123; HERBERT SMITH FREEHILLS P 135; KEMPINSKI HOTEL GOLD COAST CITY P 47; KONNECT EUTELSAT P 83; LIEBHERR P 23; MAIRE TECNIMONT P 107; MCB GROUP P 25; MD SERVICES P 55; NESSCO P 115; OCP AFRICA P 2, 140-141; OFID P 87; OLAM P 45; PERENCO P 133; PONTICELLI NIGERIA P 109; PROCADRES P 115; QATAR AIRWAYS P 5; RAWBANK P 53; REP. OF DJIBOUTI P 147; SAFICABLES P 59; SFA P 51; TAGPAY P 85; TANGER MED ENGINEERING P 91; TAR SUBSCRIPTION P 145; TOSHIBA AFRICA P 81; TOTALENERGIES P 19, 112-113; UBA GROUP P 17; VOCALCOM P 101

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THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021


D I G I TA L E D I T I O N

SAVE THE DATE 28 - 30 September 2021 A New World coming: how can Africa and its private sector navigate the change? TO REGISTER www.theafricaceoforum.com CO-HOST

ORGANIZER


MAURO VOMBE, UNTITLED, FROM ‘FACES’ - AFRICAN PHOTOGRAPHY; CAP PRIZE 2021

Quarter

The Africa Report’s exclusive guide to the quarter ahead features key events from the worlds of politics, business and culture. Find out more about how to plan your July, August & September. Election-watching party with your Lungu- and Hichilemasupporting friends? Looking for a beach read? A spot of art in Cape Town? Or to indulge your interest in building hotels on the continent? No matter your tastes and hobbies, there is plenty on. THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

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Q3

/ JULY POSTPONED POLLS

Somalia’s President Farmaajo has been on the campaign and deal-making trail since late 2020

ABDIRAHMAN YUSUF / AFP

Somalia elections

15.06% South Africans must prepare for a large hike in their electricity bills from 1 July. On 1 April, the National Energy Regulator of South Africa approved the national electricity company Eskom’s request to raise electricity prices for direct customers by 15.06%. Municipalities will announce their own increases, based on their approved budgets, which are likely to be 13.5% for Cape Town and 14.5% for Johannesburg.

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Somalia’s political stalemate is set to end by July, but those plans – like others before them – could be thrown off course by insecurity and political wrangling. At the end of May, prime minister Hussein Roble and the leaders of five regional states agreed to aim for parliamentary elections to be held within 60 days. Opposition candidates including former presidents Sheikh Sharif and Sheikh Hassan and former prime minister Hassan Ali Khaire complained of attacks against them by government forces in the lead-up to the 2021 election campaign. President Mohamed ‘Farmaajo’ Abdullahi Mohamed had promised to hold ‘one person, one vote’ elections at the end of his term in December 2020, but was unable to do so due to Islamist rebel group Al-Shabaab’s control of territory, and disagreements with the leaders of Somalia’s federal member states. In September, Somalia’s leaders agreed to a deal to hold indirect elections by the Federal Parliament. Political tensions are high. Due to a perceived increase in misinformation shared on social media, the Federation of Somali Journalists has launched a campaign called the ‘Disinformation Lab’ against the spread of fake news, hate speech and propaganda.

BOOK Winner of the Prix Ahmadou-Kourouma, the Grand Prix du Roman Métis, and the French Voices Grand Priz in Alexia Trigo’s translation (Europa Editions), the Senegalese writer Mohamed Mbougar Sarr’s debut novel, Brotherhood, is set in an imaginary world of a fundamentalist Islamist government. Following the public execution of two lovers, the characters show heroism, cowardice, fear and love when faced with a brutal regime.

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021


Q3

/ JULY ‘This training programme represents the strengthening relationship between the United States of America and the Republic of Mozambique’

MTN

APPOINTMENTS

DENNIS HEARNE The US Ambassador to Maputo prepares for a second joint training exercise against Islamic State terrorists in July, as Portugal sends in more troops.

PHUTHUMA NHLEKO The former MTN group executive chairman’s appointment as an independent non-executive director of the Johannesburg Stock Exchange (JSE) is effective from 1 July. He will also become the board chairman from May 2022.

ALL RIGHTS RESERVED

40%

Ethiopia is to sell up to 40% of the stateowned telecommunications company, Ethio Telecom, the main internet and telephone service provider in the country, by July. Many international bidders are interested.

EDNAH OTIENO

BOOK A collection of poetry by the Congolese award-winning writer of Tram 83, Fiston Mwanza Mujila, celebrates the Congo River – a metaphor for the post-colonial DRC. Previously the main route for exploitation of the country’s resources, it is now a symbol of life, but also of poverty and insecurity. Mixing history, religion and myths from Africa and Europe, the volume, originally published in French in 2013, is translated by J. Bret Maley for Deep Vellum.

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ETHIOPIA

Fill and be dammed Egypt’s President Abdel Fattah al-Sisi has described preventing the second filling of the Grand Ethiopian Renaissance Dam (GERD) as an “existential issue” for his country. The dam has a capacity of 74bn cubic metres, and the aim is to generate 6,000MW through 16 turbines, but countries downstream are worried about the long-term effects on their water supplies. The first filling of 4.9bn cubic metres took place in 2020, and Ethiopia has scheduled the second for July 2021. Sudan claimed at the end of May that the filling had already begun, heightening tensions between the two countries.

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

MAXAR TECHNOLOGIES/AFP

East African Breweries Group human resources director Otieno, who has been in the profession for 18 years, has been appointed to the same role at Diageo Great Britain as of 1 July.


Q3

/ AUGUST

HAKA AINDE LEMA HICHIL

EDGAR LUN NGU Populist appealing to rural and Copperbelt voters, going ffor his second electeed term

SALIM DAWOOD

ROBERTO PAQUETE/AFP

mpt for Sixth attem to presidency; aims a restructurre debt

ZAMBIA

Will the debt crisis mean the end for Lungu? On 12 August, Zambians will head to the polls to vote in general elections, which must be held every five years. Due to heavy borrowing and a combative relationship with mining firms, Zambia is struggling to pay its debts. Will President Edgar Lungu and his Patriotic Front (PF) party hold on to power? Lungu’s backers want him to stay to spend more on infrastructure and talk tough to mining companies. A populist, he has sought to get more support from women and young people with projects to boost agricultural production. However, since the 2016 election that gave him the legitimacy of a popular vote – he originally stepped into the presidency when Michael

Sata died in office – Lungu has been accused of authoritarianism. In 2017 the Conference of Catholic Bishops, who rarely speak out publicly, made a statement concluding that Zambia ‘is now all, except in designation, a dictatorship’. One of their complaints was that opposition leader Hakainde Hichilema had been arrested on a trumped-up treason charge – a claim supported by Amnesty International. Hichelema was released, but the possibility of re-arrest hangs over him. A businessman campaigning on a programme to fix the economy, who lost in the 2016 elections by about 10,000 votes, Hichilema and his United Party for National

23.6m

‘This is a new start, a new deal for Africa’ MACKY SALL

SOLAR

Senegal’s President Macky Sall backs a drive for rich countries to reallocate some $100bn of their special drawing rights at the IMF to provide more finance for African countries.

The government in South Africa is trying to approve 1GW of solar photovoltaic projects as part of its Renewable Energy IPP Procurement Programme.

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Development are unlikely to have an easy ride. His traditional support base is in the south and west, whereas Lungu polls well in the north and east (the Copperbelt). Hichilema is trying to win over PF-leaning urban voters and says he wants to unify the country, restructure the debt and reduce government spending. The Electoral Commission of Zambia has published a new voters’ register, which addresses many of the opposition and the bishops’ concerns, but Hichilema and his supporters say they still worry that not everyone who is eligible to vote will be able to do so. Lungu has also banned campaign rallies, citing anti-Covid-19 measures.

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

NGOs are warning of an ‘unprecedented’ rise in the number of people facing acute food insecurity in the Sahel and West Africa in the upcoming lean season, which runs from June until August. The biggest contributor to the rise is the growing number of food-insecure in Nigeria.


Q3

/ AUGUST MUSIC

GALLO IMAGES

FLYING South African Airways, which suspended commercial flights in September 2020 due to Covid-19 and debts, aims to restart in July or August if the health situation permits.

Multi-award winning South African singer-songwriter and recording artist Amanda Black will release her latest album, Mnyama, this month. She first came into the spotlight as a contestant on the TV show Idols SA. Speaking about the new album, the singer said: “We want better days […]. We seek healing from the incredulous [sic] losses we have experienced during this time [the Covid-19 pandemic] and I hope people can find it through my story.”

ART

Waiting for Gebane For six years, South African artist Senzeni Marasela wore the same symbolic dress, through which she inhabited her alter ego, Theodorah Mthetyane. In this solo exhibition, she narrates Theodorah’s story – and a universal story of women waiting – using textiles, embroidery, photography and painting. When Theodorah’s husband, Gebane Hlongwane, leaves her in a rural town to look for work, he gives her an ishweshwe dress, signifiying marriage in Xhosa culture, which she wears in the hope he will return. The exhibition is at the Zeitz MOCAA – Museum of Contemporary Art Africa in Cape Town until 29 August.

BOOK Leïla Slimani’s third novel, released in French last year, is out in translation this month. In the Country of Others (Random House) is story about freedom and belonging in colonial Morocco, and set to be the first part of a trilogy.

ALL RIGHTS RESERVED

APPOINTMENT

ZEITZ MOCAA

C. SURENDRAN

Telling through textiles

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THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

C. Surendran takes over as CEO of Airtel Nigeria on 1 August 2021, when Olusegun Ogunsanya moves to Airtel Africa. Surendran was CEO of Airtel’s largest Indian subsidiary in Karnataka.


Experience the Progress.

www.liebherr.com info.lex@liebherr.com www.facebook.com/LiebherrConstruction


Q3

/ SEPTEMBER

Kudita Tamary, ‘African Victoria’ from ‘African Victorian’

AFRICAN PHOTOGRAPHY; CAP PRIZE 2021

AFRICAN PHOTOGRAPHY; CAP PRIZE 2021

Kourkouni Adil, ‘Untitled’ from ‘Utopic Perception’

Mauro Vombe, Untitled, from ‘Faces’

PHOTOGRAPHY

Eyes on the African prize

‘Africa needs [Covid-19] vaccines now. Any pause in our vaccination campaigns will lead to lost lives and lost hope’ MATSHIDISO MOETI The WHO’s regional director for Africa says the continent will need 200m vaccine doses to hit the target of 10% of the population by September.

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THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

AFRICAN PHOTOGRAPHY; CAP PRIZE 2021

The five winners of the Continental African Photography (CAP) Prize will be announced in September, from a shortlist of 25 projects. From fine art portraits to documentary and experimental photography by photographers from Nigeria, Morocco, Egypt and more, the shortlist is a showcase of continental talent. Previous winners of the CAP Prize have had their work shown in festivals worldwide.

KENYA The Kenyan government is getting serious about developing the country’s export potential. Parliamentarians are expecting to receive reports about the setting up of Kenya Export Promotion and Branding Agency by September and studies about export markets by December.


The calm before the Covid storm. The Africa Report’s exclusive ranking of companies shows that the continent’s top firms were already experiencing problems due to shifts in commodity prices and currency values before the pandemic hit in 2020 By PIERRE-OLIVIER ROUAUD, CHRISTOPHE LE BEC and QUENTIN VELLUET 64

AFRICA


THE AFRICA REPORT’S

EXCLUSIVE

2021 RANKINGS

The effects of the Covid-19 crisis will hit African companies like a tsunami on their 2020 and 2021 earnings. Even before this exogenous shock, the continent’s champions were already struggling. This is what the latest edition of the The Africa Report’s Top 500 African companies shows. This exclusive ranking is marked by a further decline (-1.05%) in the total turnover of companies, expressed in dollars. This follows a drop of 1.6% in the previous ranking. Taking investors on a

decade-long roller-coaster ride, the overall turnover of the Top 500 has grown by just 5.4% since 2009. The peak was in 2012 ($736.8bn), and it could be years, perhaps a decade, before it is matched. The new underperformance of the top 500 is all the more worrying given that the continent’s economies had been growing rather robustly. According to the African Development Bank (AfDB), continental GDP grew by 3.3% in 2019, with 3% for sub-Saharan Africa alone. With the health crisis,

AFRICA

65


Africa, like the rest of the world, has been mired in an However, it includes two exits: Morocco’s OCP Group unprecedented recession with an estimated 2.1% drop (#19), affected by low fertiliser prices, and South Africa’s in GDP in 2020. According to the latest AfDB forecasts, Imperial Holdings. The latter split into two companies: Imperial Logistics (#39) and Motus (#18) on the autohowever, the continent’s GDP should recover 3.4% in 2021. motive distribution side. Our ranking shows, once again, that two external factors play a key role in the evolution of our champions’ These outgoing companies are replaced in the top 15 by activity transcribed in US currency: commodity prices two South African groups: Anglo American Platinium and exchange-rate fluctuations. The rand continued to (#10), which benefited from the strength of platinum weaken. Its average price against the dollar declined by prices, and the refiner and distributor of fuels Engen Petroleum (#14), a subsidiary of Malaysia’s Petronas. about 9% in 2019. The Algerian dinar and Moroccan Sonatrach (#1) of Algeria remains the regular number dirham depreciated by about 2%, and the euro, to which one. Like Sonangol, its activity is affected by the price the CFA franc is pegged, by 5%. of hydrocarbons and was down by 4%. Conversely, the Nigerian naira remained stable throughout the year and the annual average rate of the Egyptian pound appreciated by about 5%. As a sign of the times, South Africa bent but not broken our ranking includes seven more Egyptian companies By major regions, two areas saw their relative weight drop: Central Africa (from 2.23% to 2.13% of the total than last year, and the country’s weight in the cumulative Top 500) and Southern Africa (55.8% vs. 57.3%) – again turnover of the Top 500 rose from 7.3% to 8.5%, with the Suez Canal Authority (#16) and Orascom Construction an illustration of the currency devaluations in Angola and Industries (#45) leading the way, as they did last year. the persistent sluggishness of South Africa. The country led by President Cyril Ramaphosa recorded only 0.2% In monetary terms, a few countries experienced unusual situations in 2019, such as Angola, whose growth in 2019. Despite these difficulties, currency, the kwanza, collapsed by around South Africa remains by far the country with 50% against the dollar. This explains the the most companies ranked (156, eight fewer sharp drop – more than 40% – in Sonangol’s than the previous year). These companies still dollar-denominated turnover (#7, down five account for 51.4% of the total weight, but their companies represent places). cumulative turnover is slightly down (-1.8%). almost half the total Conversely, West Africa improves its relAnother major variation factor was the price turnover of the Top 500, of raw materials in 2019. For oil, the price of ative weight by more than a point (10.1% led, as always, by Sonatrach with $46.3bn. West Texas Intermediate, the reference oil on against 9.06%) and returns to a level close to the New York Stock Exchange, fell by more the 2015 fiscal year after a continuous slide since then. The top three in the region are, as last year, than 10%, according to the annual average price published by the World Bank. Figures from the same source show MTN Nigeria (#44), Dangote Cement (#59) and Sonatel that cotton, palm oil and coffee fell slightly. Cocoa and Orange (#154). East Africa changed little, at 3.8% comrubber prices were up. So were precious metals, led by pared to last year’s 3.7%. Its largest company, Ethiopian gold. The price of iron ore jumped by a third: a good Airlines (#33) has shown outstanding resilience during the pandemic, which is likely to raise it even further on trend for the Société Nationale Industrielle et Minière next year’s rankings. in Mauritania, which moved up 79 places (#152). In this economic context, the top 15 of our ranking In North Africa, Morocco, which traditionally comes in second in terms of the number of companies, lost seven represented almost half of the value of the turnover representatives (with 54 total companies on the list) and of the top 500 companies, and showed little change. also a percentage point, to drop to 7.7% of the total. Finally, on the profitability side, out of 387 companies 2014 TOTAL TURNOVER Total turnover of the Top 500 companies for which we have complete data, the average net profit 690 (in billions of US$) over six years (including loss-making companies) is 5.1%. This is down sharply from 7.3% last year. This is mainly because we have now removed the financial sector from the ranking, which is instead included in our Top 200 Banks ranking. In this top 500, the number of profitable companies 2017 for which we have data is 306. They have generated a 2018 2019 2015 total of $38.1bn in profits, including $24bn for the 100 637 627 620 610 most profitable companies, with a net profit of 23%. The 2016 largest profit in absolute terms this year was made by 569 Algeria’s Sonatrach, with $3.9bn. It is followed by the TAR RESEARCH

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THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021


BREAKDOWN OF TURNOVER BY SECTOR Steel

$11.6bn

TOT AL $

Number of companies Electrical Equip.

6

$6.3bn

Communication

0 50

62 0.4 b

n

11

5 $8.7bn Agribusiness

$47.3bn

71

Wood Paper 6

Water, electricity 27 & gas

Mining

$59.7bn 53

$36.5bn

$21.9bn

8

Chemicals Utilities

Energy

$5.8bn 11

$113.2bn

Nigeria

678 157

237%

CEC Africa Investments (#195)

Zambia

712 934

170%

RBPlat (#246)

South Af.

532 824

112%

Remgro (#29) Tasiast Mauritanie (#247)

South Af.

4 051 564

88%

Mauritania

532 800

73%

COUNTRY

TURNOVER 2019 (THOUSAND US$)

TURNOVER CHANGE

$19.5bn

Telecoms

61

TOP CLIMBERS Krystal Digital (#199)

$71.7bn 56

12

COMPANY

Construction

$34.2bn

48

Transport

Retail

Diversified

$42.5bn 28

Automobile

$12.4bn

$35.7bn 32

$60.6bn 23

14 Financial services $7.2bn

11 Tourism

$2.2bn 8

4

Trinity Energy (#349)

South Sudan

332 597

-34%

Driefontein Mine (#429)

South Af.

234 916

-34%

Trident Steel (#412)

South Af.

251 125

-34%

ADI (#448)

Morocco

212 615

-38%

Angola

9 248 437

-41%

Sonangol (#7)

Technology

TOP FALLERS

$6.2bn

South African group Naspers (#32), which made significant capital gains on the sale of its shares in the media group MultiChoice and in the e-commerce business of the Indian company Flipkart. Some sectors are booming while others are stagnating. The past 12 months have been fruitful for Sébastien de Montessus and his teams at Endeavour Mining (not on our ranking as it is listed in Toronto). The French CEO, who joined the Canadian gold group in 2016 after heading up La Mancha – owned, like Endeavour, by the Egyptian tycoon Naguib Sawiris – completed the mergers and acquisitions of Semafo (#377) in April 2020, then Teranga Gold at the end of January 2021. These successive mergers are unprecedented in West Africa, a region on which Endeavour has set its sights: C$1bn (US$827m) for the absorption of Semafo, well established in Burkina Faso, and C$2.44bn (US$2bn) for Toronto-listed Teranga, the leading miner in Senegal.

In the telecoms sector, the move into financial services has been a game-changer, especially for Airtel Africa, which is represented in the Top 500 by its largest African operation, Airtel Nigeria (#106), as well as Airtel Uganda (#314), Airtel DRC (#381), Airtel Tanzania (#432) and Airtel Kenya (#447). Eleven years after Airtel’s arrival on the continent, the fourth largest pan-African operator in terms of customers – more than 118 million – has raised new capital and intends to return to the forefront. “I do not go two or three days without an investor soliciting me via consulting firms to discuss mobile money in Africa,” says an employee who requests anonymity. A decade ago, the African subsidiary of Indian billionaire Sunil Mittal’s mobile operator Bharti Airtel was heavily indebted after its 2010 takeover of Zain (whose Sudanese operation, Zain Sudan is at #373) and was struggling to implement its low-cost operator strategy. Its financial difficulties, combined with tougher competition in the Indian market for its parent Striding among giants company, stopped it from investing as much as it would have liked on the continent, and Endeavour is now established among the Place in the global world’s 10 largest gold producers. With an the group even raised doubts among observers gold-mining pyramid estimated annual production of 1.5 million as to whether it would be able to maintain its shared by Endeavour and presence in all its African markets. ounces by 2021, it is neck and neck with South South Africa’s Harmony Gold Mining Company. Africa’sHarmonyGoldMiningCompany(#72) Present in 14 African markets, where it for the title of 10th-largest gold miner in the achieved revenue of $401m (+35% at constant world. However, it is still far below the two behemoths: US exchange rates) in the fiscal year ending May 2021, Airtel company Newmont (6.2m ounces) and Canada’s Barrick Money is one of the main growth drivers for the operator. At the end of March, a few weeks before MTN followed Gold (4.6m ounces). The latter remains a heavyweight on the continent, from where it drew around 2m ounces suit by hiving off its mobile-money operations, Airtel Africa, led by Raghunath Mandava – with a turnover of in 2020. Endeavour can also boast the third-lowest all-in cost of production among the majors, at around $850 per $3.9bn dollars for the financial year ending in May 2021 – announced the arrival of the US investor The Rise Fund ounce, well below Barrick’s $1,000 and Newmont’s $980.

10

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

67

TAR RESEARCH

Health

$14.9bn


REGIONAL WEIGHT BY TURNOVER Number of companies

Southern Africa 207 $346.1bn

North Africa 142 $174.9bn

amongst the shareholders of Airtel Money. Mastercard also participated in its funding round, contributing $100m. This first share sale enabled the company to raise $300m in order to develop the distribution network for its payment solutions (via agents, kiosks or affiliated partners), microcredit, savings and money-transfer solutions. After long being accused of mobilising funds initially intended for the Indian market, Airtel Africa seems finally to be able to claim some financial emancipation.

28.19%

TOTAL

$620.4bn

55.78%

500 10.10%

First African CEO

2.13%

14

Methodology This year, we sent our questionnaire to more than 10,000 companies active on the continent. After cross-checks and verification, we established a ranking of approximately 1,200 companies, which includes responses from previous years. The top-ranking 500 are published here. To allow for comparison, we apply the same rules to all our data: 1) All financial data must have a clearly defined source, generally

68

communicated to us by the companies themselves, and must refer to the year 2019 (in some cases 2019/2020); 2) If presented in the local currency, we converted the data into US dollar amounts according to the rate on 31 December 2019; 3) We include all companies that fall under the legal jurisdiction of at least one of the 54 countries in Africa, which is why a holding company and a subsidiary can

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

both feature in the list; and 4) Where we cannot obtain up-to-date figures, we use those of the previous year (marked with an asterisk and italics). After two years of silence, a company is struck off the rankings. The turnover change is based on the latest available data and not necessarily what was published in the previous ranking, as firms regularly update their financial statements.

TAR RESEARCH

3.80%

In addition to the liquidity provided by the increase in the value of mobile money, the group closed a loan West Africa 91 facility of up to $500m at the end of April. Investors $62.7bn East Africa 34 include Bank of America, HSBC, Citibank, JP Morgan $23.6bn and BNP. This sum is in addition to the funds recovered Central Africa 26 from the sale of 4,500 of its telecom towers to Helios $13.2bn Towers. On 23 March, Airtel confirmed the sale of its infrastructure in Madagascar and Malawi to the British to regain the confidence of the markets. Airtel Africa’s company for about $108m. The transaction should take share price has stagnated around £70 ($99) on the London Stock Exchange since the listing of 25% of the group in place between October and December, and will also include the sale of its towers in Gabon, Chad, and, “if June 2019. Airtel Africa is experiencing more success on the Lagos Stock Exchange, where its share price has all goes well” according to our source, in Tanzania. The operation is estimated at a total of $600m. increased by 250% in a year, reaching N837 ($2) on 5 May. In a few months, the group, which emAt the beginning of 2019, the possibility ploys more than 3,000 people, is due to have raised a total of $1.3bn. “This sum should that the operator would simplify its portfolio still haunted it, with rumours of the sale of be reinvested in the deployment of the 4G African countries served by network and the acceleration of services to Nigerian and Chadian operations, which Airtel Money, Airtel Africa’s businesses. A portion should be allocated were never confirmed. Two years later, it new subsidiary offering to debt payments,” says the source, without seems that Airtel is still convinced that it microcredit, saving and revealing specific figures. money transfers. can find growth. Reducing the $3.5bn debt – 2.1 times its Watch this space for more tales of business gross operating profit – which has been stagnant for two opportunities seized and squandered, as next year’s Top years, will be one of the priorities of Nigerian Olusegun 500 rankings will begin to show which African companies Ogunsanya, the first African appointed to head Airtel adapted to the Covid-19 crisis and which ones buckled under the pressure. Africa, who will take office on 1 October. His goal is


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‘We’ve sold 1.2bn data bundles this year, up 15.8% year-overyear. […] Customers are truly growing into higher data usage.’ SHAMEEL JOOSUB, CEO of Vodacom South Africa (#25)

1 - 50 Rank 2019

Rank 2018

Diff.

Company

Sector

Country

Turnover (2019)

Net profits

Turnover change

1

1

0

Sonatrach

Petroleum

Algeria

46,296.7

3,939.4

-4%

2

4

2

Sasol

Chemicals

South Africa

14,478.3

432.0

15%

3

5

2

Eskom

Utilities

South Africa

14,186.2

-1,458.1

-1%

4

3

-1

Steinhoff International Holdings

Wood

South Africa

13,431.0

-2,065.3

3%

5

7

2

MTN Group

ICT/Telecoms

South Africa

10,771.8

872.6

16%

6

6

0

Shoprite Holdings

Retail

South Africa

10,696.1

360.9

6%

7

2

-5

Sonangol

Petroleum

Angola

9,248.4

94.0

-41%

8

9

1

Bidcorp Group

Food & drink

South Africa

9,192.3

346.3

13%

9

10

1

SPAR Group

Retail

South Africa

7,786.0

126.5

11%

10

22

12

Anglo American Platinum Corp.

Mining

South Africa

7,081.5

1,320.6

37%

11

12

1

Massmart Holdings

Retail

South Africa

6,674.1

-92.2

6%

12

13

1

Vodacom Group

ICT/Telecoms

South Africa

6,453.9

1,183.7

3%

13

14

1

Pick N Pay Stores Group

Retail

South Africa

6,349.7

85.0

6%

14

18

4

Engen Petroleum

Petroleum

South Africa

6,346.3

120.8

6%

15

11

-4

NLNG

Petroleum

Nigeria

6 314,9

ND

-8%

16

16

0

Suez Canal Authority

Ports

Egypt

5,800.0

ND

0%

17

17

0

Sappi

Wood

South Africa

5,746.0

211.0

-1%

18

-

-

19

15

-4

Motus

Auto industry

South Africa

5,669.0

134.8

6%

OCP Group

Mining

Morocco

5,574.7

310.8

-5%

20

20

21

21

0

The Bidvest Group

Diversified

South Africa

5,487.1

270.5

3%

0

The Bidvest Group South Africa*

Diversified

South Africa

5,252.2

ND

-7%

22 23

23

1

Transnet

Transport

South Africa

5,338.6

280.1

4%

35

12

Sibanye Gold

Mining

South Africa

5,141.6

30.8

47%

24

25

25

24

1

Woolworths Holdings

Retail

South Africa

5,091.9

-85.6

7%

-1

Vodacom South Africa

ICT/Telecoms

South Africa

4,949.5

ND

26

-

-

0%

Pepkor

Retail

South Africa

4,823.8

ND

27

41

2%

14

Kumba Iron Ore

Mining

South Africa

4,571.9

1,516.0

44%

28 29

27

-1

Datatec

ICT/Telecoms

South Africa

4,304.8

14.2

-1%

65

36

Remgro

Diversified

South Africa

4,051.6

551.3

88%

30

30

0

31

26

-5

Mediclinic Corporation

Healthcare

South Africa

4,043.7

-175.4

2%

Barloworld

Diversified

South Africa

4,042.0

176.2

-3%

32

38

6

Naspers

Media

South Africa

4,001.0

3,404.0

22%

33

29

-4

Ethiopian Airlines

Air transport

Ethiopia

4,000.0

189.0

0%

34

44

10

Naftal

Petroleum

Algeria

3,945.6

ND

2%

35

39

4

ONEE*

Utilities

Morocco

3,839.1

204.6

-3%

36

33

-3

Groupe Maroc Telecom

ICT/Telecoms

Morocco

3,763.4

280.9

0%

37

36

-1

Multichoice Africa

Media

South Africa

3,654.6

133.0

5%

38

34

-4

Al Mada (Ex S.N. d’Investissement)* Diversified

Morocco

3,544.9

486.2

-3% 5%

39

-

-

Imperial Logistics

Diversified

South Africa

3,536.1

254.8

40

31

-9

Anglogold Ashanti

Mining

South Africa

3,525.0

-7.0

6%

41

57

16

Impala Platinum Holdings

Mining

South Africa

3,458.5

-747.2

39%

42

40

-2

Sonelgaz*

Utilities

Algeria

3,264.3

ND

16%

43

43

0

MTN South Africa

ICT/Telecoms

South Africa

3,232.2

ND

5%

44

49

5

MTN Nigeria

ICT/Telecoms

Nigeria

3,205.1

553.8

13%

45

46

1

Orascom Construction Industries

Construction

Egypt

3,184.0

131.1

6%

46

45

-1

Transnet Freight Rail

Rail transport

South Africa

3,173.9

ND

5%

47

48

1

Telkom

ICT/Telecoms

South Africa

3,061.2

43.2

6%

48

54

6

Gold Fields

Mining

South Africa

2,967.1

344.8

15%

49

42

-7

ArcelorMittal South Africa

Metals

South Africa

2,941.0

-332.6

-6%

50

47

-3

Afriquia SMDC*

Petroleum

Morocco

2,941.0

92.3

5%

2019 results in millions of US dollars; *in italics 2018 results; ND: no data

70

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021


Petroleum distributor Afriquia SMDC (#50) has partnered with non-profit platform Mécano Al Maghrib to offer 3,000 garage mechanics training, leading to a qualification.

51 - 100 Rank 2019

Rank 2018

Diff.

51

62

11

52

61

9

53

52

54

53

Company

Sector

Country

Turnover (2019)

Net profits

Turnover change

Elsewedy Electric

Electr. equip.

Egypt

2,901.7

250.3

22%

Wilson Bayly Holmes-Ovcon

Construction

South Africa

2,888.5

39.0

19%

-1

Ezz Steel Company

Metals

Egypt

2,844.8

-385.5

4%

-1

Aspen Pharmacare Holdings

Pharmaceuticals

South Africa

2,748.6

327.9

12% 6%

55

55

0

Foschini

Retail

South Africa

2,736.4

173.8

56

59

3

Super Group

Transport

South Africa

2,692.7

115.4

9%

57

72

15

EgyptAir Holdings

Diversified

Egypt

2,660.8

57.7

33%

Safaricom

ICT/Telecoms

Kenya

2,447.8

611.2

7%

Dangote Cement

Construction

Nigeria

2,443.2

549.4

-1%

58

60

2

59

58

-1

60

69

9

Middle East Oil Refineries

Refining

Egypt

2,429.0

57.0

15%

61

66

5

Clicks Group

Retail

South Africa

2,373.7

121.1

11%

62

71

9

Al Ezz Dekheila Steel Company

Metals

Egypt

2,175.2

ND

8%

63

64

1

Maroc Telecom

ICT/Telecoms

Morocco

2,162.1

335.9

0%

64

74

10

Masscash

Retail

South Africa

2,153.3

ND

8%

65

73

8

Masswarehouse

Retail

South Africa

2,088.6

76.2

5%

66

75

9

Tiger Brands

Agribusiness

South Africa

2,079.0

276.7

6%

67

50

-17

Global Telecom Holding

ICT/Telecoms

Egypt

2,077.0

-115.0

-27%

68

88

20

EgyptAir Airlines

Air transport

Egypt

2,050.9

17.4

28%

69

118

49

Vodafone Egypt

ICT/Telecoms

Egypt

1,985.1

306.8

47%

70

79

9

RCL Foods

Food & drink

South Africa

1,977.4

-68.2

10%

71

96

25

STEG

Utilities

Tunisia

1,953.8

38.0

30%

72

103

31

Harmony Gold Mining Company

Mining

South Africa

1,914.0

-185.4

35%

73

77

4

Oando

Petroleum

Nigeria

1,861.7

78.9

36%

74

76

2

Sonatel

ICT/Telecoms

Senegal

1,858.4

336.5

-3%

75

81

6

Exxaro Resources

Mining

South Africa

1,829.6

716.1

4%

76

68

-8

Aveng

Diversified

South Africa

1,826.1

-119.5

-14%

77

86

9

Life Healthcare Group

Healthcare

South Africa

1,825.8

204.2

12%

78

89

11

Kap International Holdings

Diversified

South Africa

1,820.8

77.5

14%

79

87

8

AECI

Chemicals

South Africa

1,763.7

94.4

9%

80

82

2

Cevital*

Food & drink

Algeria

1,744.4

46.5

-14%

81

93

12

Cosider

Construction

Algeria

1,738.9

314.6

14%

82

97

15

Dis-Chem

Pharmaceuticals

South Africa

1,705.8

44.7

15%

83

85

2

STIR

Petroleum

Tunisia

1,683.3

ND

2%

84

-

-

Dangote Cement Nigeria

Construction

Nigeria

1,671.9

ND

-1%

85

83

-2

Royal Air Maroc

Air transport

Morocco

1,659.5

-13.5

-4%

86

80

-6

Blue Label Telecoms

ICT/Telecoms

South Africa

1,658.0

15.6

-7%

87

91

4

Mr Price Group

Retail

South Africa

1,637.9

192.3

5%

88

113

25

Telecom Egypt

ICT/Telecoms

Egypt

1,602.5

216.6

26%

89

78

-11

Distell Group

Food & drink

South Africa

1,591.0

28.1

-12%

90

105

15

Pioneer Foods Group

Food & drink

South Africa

1,584.0

65.1

14%

91

84

-7

Kansanshi Mining

Mining

Zambia

1,581.0

ND

-5%

92

101

9

Ghabbour Auto

Auto industry

Egypt

1,580.5

13.9

11%

93

100

7

Flour Mills of Nigeria

Food & drink

Nigeria

1,572.1

31.2

9%

94

117

23

The Arab Contractors

Construction

Egypt

1,544.7

ND

25%

Network Healthcare Holdings

Healthcare

South Africa

1,535.4

176.2

7%

Ethio Telecom

ICT/Telecoms

Ethiopia

1,479.7

ND

17% 14%

95

102

7

96

116

20

97

98

1

Petrojet*

Petroleum

Egypt

1,478.2

ND

98

92

-6

Vivo Energy Maroc

Petroleum

Morocco

1,476.0

ND

-5%

99

95

-4

Murray & Roberts Holdings

Construction

South Africa

1,434.3

24.6

-5%

100

106

6

Massdiscounters

Retail

South Africa

1,407.9

ND

3%

2019 results in millions of US dollars; *in italics 2018 results; ND: no data

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

71


Airtel Nigeria (#106), the country’s second-largest telecoms company by number of customers, experienced revenue growth of 12% to $422m for the quarter ended March 2021.

101 - 150 Rank 2019

Rank 2018

Diff.

Company

Sector

Country

Turnover (2019)

Turnover change

Net profits

101

133

32

Hassan Allam Holding

Construction

Egypt

1,400.2

71.1

102

115

13

Katanga Mining Ltd

Mining

DRC

1,386.3

-923.3

55% 10%

103

107

4

Marikana (Ex-Lonmin)*

Mining

South Africa

1,345.0

62.0

15%

104

112

8

Mohammed Enterprises Tanzania

Retail

Tanzania

1,334.0

ND

4%

105

111

6

Omnia Holdings

Chemicals

South Africa

1,332.6

9.2

3%

106

129

23

Airtel Nigeria

ICT/Telecoms

Nigeria

1,288.8

316.4

17%

107

119

12

Truworths International

Retail

South Africa

1,286.8

175.3

6%

108

90

-18

SNH

Petroleum

Cameroon

1,275.4

754.3

23%

109

108

-1

Total Maroc

Petroleum

Morocco

1,268.7

61.8

-3%

110

104

-6

Tullow Ghana

Petroleum

Ghana

1,261.5

ND

-10%

111

114

3

Vivo Energy Kenya

Petroleum

Kenya

1,256.0

ND

-1%

112

127

15

Kenya Airways

Air transport

Kenya

1,254.9

-127.0

12%

113

148

35

Jumia Group

Retail

Nigeria

1,230.2

ND

30%

114

-

-

Afinitas

Financial serv.

Botswana

1,224.0

-741.0

72%

115

121

6

Ghana Oil Company

Petroleum

Ghana

1,215.2

18.5

3%

116

122

6

Allied Electronics Corporation

Electr. equip.

South Africa

1,188.6

47.8

9%

117

131

14

Sonabhy

Petroleum

Burkina Faso

1,186.7

71.6

10%

118

147

29

Gold Fields Ghana

Mining

Ghana

1,162.0

131.1

22%

119

161

42

Axian Group

Diversified

Madagascar

1,145.0

15.0

29%

120

110

-10

Comilog

Mining

Gabon

1,140.6

48.7

-12%

121

155

34

Compagnie Ivoirienne d‘Électricité

Utilities

Côte d’Ivoire

1,140.3

11.2

12%

122

150

28

Alviva Holdings

Electr. equip.

South Africa

1,132.4

27.8

20%

123

139

16

Mota-Engil Africa

Construction

South Africa

1,127.8

ND

9%

124

137

13

Kibali Gold Mine

Mining

DRC

1,123.0

194.0

8% 18%

125

152

27

Kenya Power and Lighting

Utilities

Kenya

1,099.6

2.6

126

134

8

Total Kenya

Petroleum

Kenya

1,094.2

24.8

4%

127

153

26

Rand Water

Utilities

South Africa

1,090.6

24.8

17%

128

149

21

Label' Vie

Retail

Morocco

1,071.3

32.8

13%

129

141

12

Hosken Consolidated Investments

Diversified

South Africa

1,061.4

-521.0

7%

130

135

5

IBL Group

Diversified

Mauritius

1,042.7

37.1

0%

131

109

-22

Nampak

Wood & paper

South Africa

1,041.4

107.6

-6% -3%

132

132

0

Marjane Holding

Retail

Morocco

1,036.4

44.1

133

146

13

Massbuild

Construction

South Africa

1,011.3

ND

6%

134

167

33

Société des Mines de Loulo

Mining

Mali

1,007.0

158.0

19%

135

165

30

MTN Ghana

ICT/Telecoms

Ghana

982.9

ND

16%

136

156

20

Transnet Port Terminals

Ports

South Africa

982.1

ND

8%

137

142

5

Société Africaine de Raffinage*

Refining

Senegal

979.0

-2.5

3%

138

170

32

PetroSA

Petroleum

South Africa

973.7

-396.8

16% 4%

139

154

15

Anglovaal Industries

Food & drink

South Africa

967.2

176.0

140

151

11

Holmarcom Group

Diversified

Morocco

962.3

ND

3%

141

158

17

PSG Group

Financial serv.

South Africa

960.3

182.3

6%

142

159

17

Astral Foods

Agribusiness

South Africa

959.1

99.3

7%

143

160

17

Taqa Morocco

Utilities

Morocco

939.7

108.6

6%

144

136

-8

Adcorp Holdings

Services

South Africa

928.7

-42.9

-8%

145

195

50

Qalaa Holdings

Financial serv.

Egypt

928.3

-94.9

26%

146

186

40

Etisalat Misr

ICT/Telecoms

Egypt

915.3

-

23%

147

143

-4

Renault Commerce Maroc

Auto industry

Morocco

910.9

ND

-6%

148

140

-8

Choppies Enterprises

Retail

Botswana

893.1

-39.8

-9%

149

188

39

Orange Egypt

ICT/Telecoms

Egypt

891.6

ND

6%

150

145

-5

Nigerian Breweries

Food & drink

Nigeria

885.0

44.1

0%

2019 results in millions of US dollars; *in italics 2018 results; ND: no data

72

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021


‘Communication prices have dropped by at least 80% between 2016 and now. No other sector has had such a price drop.’ SEKOU DRAMÉ, CEO of Sonatel Orange (#154)

151 - 200 Rank 2019

Rank 2018

Diff.

Company

Sector

Country

Turnover (2019)

Net profits

Turnover change

151

163

12

Pétrole du Maghreb

Petroleum

Morocco

884.7

ND

1%

152

231

79

SNIM

Mining

Mauritania

880.0

288.0

51% 20%

153

196

43

PGI Holding – Amen Group

Diversified

Tunisia

879.4

87.3

154

169

15

Sonatel Orange

ICT/Telecoms

Senegal

876.4

ND

4%

155

-

-

The Industrial Development Corp.

Institutions

South Africa

870.5

-269.5

-6%

156

164

8

Transnet National Ports Authority

Ports

South Africa

865.7

ND

0%

157

190

33

Eastern Company

Agribusiness

Egypt

864.6

232.3

16%

158

176

18

Cosumar

Agribusiness

Morocco

846.3

95.2

6%

159

198

39

Transnet Rail Engineering

Rail transport

South Africa

844.8

ND

16%

160

173

13

Algérie Télécom

ICT/Telecoms

Algeria

841.0

106.8

3%

161

126

-35

EOH Holdings

ICT/Telecoms

South Africa

838.6

-7.2

0%

162

207

45

Johannesburg Water Company

Utilities

South Africa

833.4

124.7

19%

163

217

54

Volta River Authority

Utilities

Ghana

826.2

ND

25%

164

202

38

Poulina Group Holding

Diversified

Tunisia

824.4

46.6

14%

165

171

6

Orange Côte d’Ivoire

ICT/Telecoms

Côte d’Ivoire

822.5

93.6

-1%

166

185

19

Growthpoint Properties

Construction

South Africa

809.9

523.9

7%

167

172

5

Lafargeholcim Maroc

Construction

Morocco

809.6

175.3

-2%

Total Gabon

Petroleum

Gabon

807.8

50.4

-11%

East African Breweries Group

Food & drink

Kenya

807.3

112.6

13%

Groupe SIFCA

Agribusiness

Côte d’Ivoire

805.4

-33.6

-16% 19%

168

157

-11

169

204

35

170

174

4

171

212

41

AGIL

Petroleum

Tunisia

801.3

ND

172

168

-4

Total Nigeria

Petroleum

Nigeria

800.6

6.2

-5%

173

205

32

Metair Investments

Auto industry

South Africa

799.2

46.8

12%

CMH Group

Auto industry

South Africa

793.4

13.5

3%

Mpact

Wood & paper

South Africa

787.7

-51.3

7%

174

183

9

175

194

19

176

182

6

Al Ezz Rolling Mills

Metals

Egypt

783.3

ND

5%

177

197

20

Nestlé Nigeria

Food & drink

Nigeria

778.3

125.2

7%

178

192

14

Total Côte d’Ivoire

Petroleum

Côte d’Ivoire

774.9

17.8

5%

179

179

0

Djezzy (Ex-Optimum Telecom Algeria) ICT/Telecoms

Algeria

773.3

ND

-3%

180

187

7

Lyonnaise des Eaux de Casablanca

Utilities

Morocco

769.0

17.4

2%

181

216

35

Total Sénégal

Petroleum

Senegal

766.5

10.0

15%

182

181

-1

Alexandria Minerals Oils Co.

Petroleum

Egypt

765.7

17.4

-12%

183

199

16

Reunert

ICT/Telecoms

South Africa

762.0

57.2

5%

184

177

-7

Hulamin

Metals

South Africa

761.6

-85.7

-5%

185

251

66

Northam Platinum

Mining

South Africa

757.4

4.3

45%

186

224

38

RMB Holdings

Financial serv.

South Africa

740.9

709.6

21%

187

191

4

Sanam Agro*

Food & drink

Morocco

741.9

ND

-2%

188

225

37

Talaat Moustafa Group

Construction

Egypt

730.8

113.6

20% 37%

189

247

58

Julius Berger Nigeria

Construction

Nigeria

730.0

24.0

190

203

13

Pretoria Portland Cement Co.

Construction

South Africa

728.3

-169.8

0%

191

193

2

Ooredoo Algeria

ICT/Telecoms

Algeria

721.0

ND

-2%

192

215

23

Tarkwa Mines

Mining

Ghana

720.4

101.3

8%

193

206

13

Cashbuild

Construction

South Africa

717.7

19.4

-4%

194

200

6

Invicta Holdings

Auto industry

South Africa

713.9

ND

-1%

195

-

-

CEC Africa Investments

Financial serv.

Zambia

712.9

329.0

170%

196

144

-52

Algérie Télécom Mobilis

ICT/Telecoms

Algeria

688.0

112.3

-29%

197

213

16

Orange Mali

ICT/Telecoms

Mali

686.3

ND

2%

198

219

21

African Rainbow Minerals

Mining

South Africa

682.5

274.1

6%

199

493

294

Krystal Digital Network Solutions

ICT/Telecoms

Nigeria

678.2

21.3

237%

200

218

18

Orange Maroc

ICT/Telecoms

Morocco

674.3

ND

2%

2019 results in millions of US dollars; *in italics 2018 results; ND: no data

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

73


In May, the Botswanan retail group Sefalana Holding Co. (#242) acquired a 40% stake in Seasons Group, an Australian supermarket chain, for $6.1m.

201 - 250 Rank 2019

Rank 2018

Diff.

201

214

13

202

120

-82

203

223

204

233

Company

Sector

Country

Turnover (2019)

Net profits

Turnover change

Liquid Telecom*

ICT/Telecoms

Mauritius

668.9

-116.1

-2%

Tongaat-Hulett Group

Food & drink

South Africa

664.8

ND

10%

20

Société Nationale d’Électricité

Utilities

Senegal

657.9

ND

7%

29

Afriquia Gaz

Petroleum serv.

Morocco

654.2

72.1

13%

205

-

-

Centamin

Mining

Egypt

652.3

172.9

8%

206

229

23

East African Breweries Kenya

Food & drink

Kenya

648.9

ND

10%

207

220

13

Ciel Group

Diversified

Mauritius

642.9

-31.6

0%

208

281

73

Electricidade de Moçambique

Utilities

Mozambique

637.1

-34.4

27%

209

230

21

Zimplats Holdings

Mining

Zimbabwe

631.0

144.9

8%

210

232

22

Oriental Weavers Company

Textile

Egypt

630.6

ND

9%

211

209

-2

Eterna Oil & Gas

Chemicals

Nigeria

628.2

-0.4

-9%

212

228

16

Raubex

Construction

South Africa

621.2

21.4

5%

213

222

9

Tanzania Electric Supply Co.*

Utilities

Tanzania

617.5

-9.5

-1%

214

237

23

Redefine Properties

Construction

South Africa

614.3

248.5

9%

215

211

-4

Stefanutti Stocks Holdings

Construction

South Africa

610.6

-76.2

-11%

216

273

57

SIIC Egypt

Agribusiness

Egypt

609.6

21.6

-6%

217

226

9

Vivo Energy Côte d’Ivoire

Petroleum

Cÿÿôte d’Ivoire

605.8

9.4

0%

218

208

-10

Mondi Group South Africa

Wood & paper

South Africa

603.7

ND

-13%

219

283

64

Kaap Agri Ltd

Agribusiness

South Africa

601.1

20.0

33%

220

227

7

SA des Brasseries du Cameroun

Food & drink

Cameroon

587.2

23.6

-2%

221

221

0

Seplat Petroleum Development Co.

Petroleum

Nigeria

586.8

221.9

-6%

222

166

-56

Lafarge Africa

Construction

Nigeria

583.6

49.0

-31%

223

272

49

Pioneers Holding

Financial serv.

Egypt

582.6

84.2

23%

224

321

97

IHS Towers Group

ICT/Telecoms

Mauritius

580.6

-64.3

48%

225

236

11

Essakane Gold Mine

Mining

Burkina Faso

579.2

ND

3%

226

244

18

Assore

Mining

South Africa

579.0

424.2

7%

227

234

7

Clover Holdings*

Food & drink

South Africa

575.5

-2.6

-29%

228

260

32

Zalar Holding

Agribusiness

Morocco

574.9

-7.7

15%

229

239

10

Nigerian Bottling Co.

Food & drink

Nigeria

573.6

ND

3%

230

-

-

Vivo Energy Ghana

Petroleum

Ghana

571.0

ND

-5%

231

235

4

Air Mauritius*

Air transport

Mauritius

570.8

-24.8

-7%

232

252

20

Société Tunisienne de l’Air

Air transport

Tunisia

569.4

ND

9%

233

248

15

Biopharm

Pharmaceuticals

Algeria

567.1

63.6

7%

234

241

7

ETAP

Petroleum

Tunisia

560.2

53.5

2%

235

-

-

Egyptian Pharmaceuticals Trading

Pharmaceuticals

Egypt

559.7

6.4

34%

236

253

17

Bell Equipment

Auto industry

South Africa

556.4

4.3

7%

237

262

25

Famous Brands

Tourism

South Africa

553.3

30.4

3%

238

254

16

Eneo Cameroon

Utilities

Cameroon

549.0

-40.9

6%

Al Ezz Flat Steel*

Metals

Egypt

546.0

ND

44%

Raya Holding

Electr. equip.

Egypt

545.6

-5.3

24%

Oceana Group

Agribusiness

South Africa

543.9

46.1

2%

18.4

12%

239

242

3

240

293

53

241

246

5

242

267

25

Sefalana Holding Co.

Food & drink

Botswana

541.8

243

240

-3

CMDT

Agribusiness

Mali

535.3

4.8

-3%

244

305

61

AFC

Chemicals

Egypt

534.2

196.5

27%

245

249

4

Zeder Investments

Agribusiness

South Africa

532.8

42.6

1%

246

425

179

Royal Bafokeng Platinum

Mining

South Africa

532.8

4.6

112%

247

375

128

Tasiast Mauritanie

Mining

Mauritania

532.8

ND

73%

248

286

38

11 Plc (Ex Mobil Oil Nigeria)

Petroleum

Nigeria

525.2

24.3

16%

249

288

39

Pharmacie Centrale de Tunisie

Pharmaceuticals

Tunisia

524.7

ND

18%

250

276

26

Egypt Kuwait Holding Co.

Diversified

Egypt

523.9

151.1

13%

2019 results in millions of US dollars; *in italics 2018 results; ND: no data

74

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021


Société de Fabrication des Boissons de Tunisie (SFBT, #296) recorded a 9.71% decrease in turnover for the first quarter of 2021 compared to the same period in 2020.

251 - 300 Rank 2019

Rank 2018

Diff.

251

325

74

252

-

-

253

274

21

Company

Sector

Country

Turnover (2019)

Net profits

Turnover change

Kenya Ports Authority

Ports

Kenya

520.9

67.2

Hyproc Shipping Co.

Petroleum

Algeria

518.6

ND

18% 2%

ONCF

Rail transport

Morocco

513.7

-196.7

10% -4%

254

256

2

CDG Développement*

Services

Morocco

512.3

ND

255

270

15

Vodacom DRC

ICT/Telecoms

DRC

511.5

ND

8%

256

284

28

Adcock Ingram Holdings

Pharmaceuticals

South Africa

509.6

49.5

13%

257

258

1

Group Five Holdings

Construction

South Africa

508.7

-94.5

-37%

258

285

27

Comair

Air transport

South Africa

506.8

63.8

12%

259

264

5

Airports Co. of South Africa

Air transport

South Africa

506.6

68.0

3%

260

271

11

Tradex

Petroleum

Cameroon

498.3

12.2

5%

261

308

47

Italtile

Construction

South Africa

496.1

89.1

18%

262

245

-17

Ascendis Health

Pharmaceuticals

South Africa

495.2

-76.3

22%

263

263

0

MTN Côte d’Ivoire

ICT/Telecoms

Cÿÿôte d’Ivoire

491.9

ND

-1%

264

238

-26

Kloof Gold Mining Co.

Mining

South Africa

484.2

-106.8

-14%

265

331

66

Ardova (Ex-Forte Oil)

Petroleum

Nigeria

483.7

10.7

31%

266

-

-

BUA Cement

Construction

Nigeria

480.9

166.1

47%

267

360

93

TAQA Arabia

Petroleum

Egypt

480.7

24.4

47%

268

315

47

Umeme

Utilities

Uganda

479.7

37.6

19%

269

292

23

Hudaco Industries

Auto industry

South Africa

476.8

33.5

8%

270

329

59

MTN Uganda

ICT/Telecoms

Uganda

476.5

ND

27%

271

318

47

Juhayna Food Industries

Food & drink

Egypt

475.2

20.5

20%

272

250

-22

Holding Al Omrane

Construction

Morocco

471.1

41.0

-10%

273

261

-12

Centrale Danone

Food & drink

Morocco

471.0

-56.3

-1%

274

280

6

Groupe Managem

Mining

Morocco

469.3

-44.0

3%

275

279

4

Namibian Power Corp.

Utilities

Namibia

467.9

53.4

2%

276

304

28

North Mara Gold Mine

Mining

Tanzania

462.0

147.0

9%

Eclosia Group*

Food & drink

Mauritius

461.4

23.3

2%

Total Petroleum Ghana

Petroleum

Ghana

459.9

12.0

-6% 8%

277

277

0

278

265

-13

279

302

23

Lewis Group

Retail

South Africa

459.0

13.0

280

278

-2

Aenergy

Petroleum

Angola

456.8

28.9

4%

281

259

-22

Auto Hall

Auto industry

Morocco

456.0

16.3

-9% 21%

282

282

0

Maurel & Prom Gabon

Petroleum

Gabon

454.0

ND

283

-

-

Industries Chimiques du Sénégal

Mining

Senegal

450.0

ND

ND

284

295

11

Prosuma Group

Retail

Cÿÿôte d’Ivoire

453.2

1.7

3%

Kenya Electricity Generating Co.

Utilities

285

394

109

286

296

10

Kenya

449.5

77.1

2%

Caxton & CTP. Publishers & Printers Media

South Africa

449.5

25.3

287

-

3%

-

Petroci

Petroleum

Cÿÿôte d’Ivoire

449.4

42.8

288

294

8%

6

Vodacom Tanzania

ICT/Telecoms

Tanzania

444.0

19.7

1%

289

313

24

290

275

-15

Dangote Sugar Refinery

Agribusiness

Nigeria

441.4

61.3

7%

Tanzania Breweries

Food & drink

Tanzania

441.2

64.6

-5%

291

301

292

316

10

Office National des Aéroports

Air transport

Morocco

437.1

58.4

4%

24

Ooredoo Tunisia

ICT/Telecoms

Tunisia

436.2

ND

24%

293

298

5

SGTM*

Construction

Morocco

435.0

ND

36%

294

299

5

Compagnie des Bauxites de Guinée*

Mining

Guinea

432.9

48.6

5%

295

309

14

African Oxygen

Chemicals

South Africa

432.8

45.1

3%

296

327

31

SFBT

Food & drink

Tunisia

429.4

78.5

14%

297

335

38

Espitalier Noël Group

Diversified

Mauritius

426.6

36.1

17%

298

310

12

Sofitex*

Agribusiness

Burkina Faso

417.6

ND

ND

299

320

21

Mustek

ICT/Telecoms

South Africa

415.8

7.6

6%

300

307

7

Ciments du Maroc

Construction

Morocco

412.0

111.4

-2%

2019 results in millions of US dollars; *in italics 2018 results; ND: no data

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

75


‘We are seeing lower than anticipated market conditions and so we evaluate all our operations on a monthly basis.’ ZANELE MATLALA Merafe Resources (#322)

301 - 350 Rank 2019

Rank 2018

Diff.

Company

Sector

Country

Turnover (2019)

Net profits

Turnover change

301

306

5

Copperbelt Energy Corp.

Utilities

Zambia

408.3

12.2

-3%

302

332

30

Transnet Pipelines

Petroleum

South Africa

407.7

ND

12%

303

383

80

Orange Guinée

ICT/Telecoms

Guinea

406.7

ND

10%

304

311

7

Suez Cement Co.

Construction

Egypt

402.1

-73.3

-3%

305

290

-15

South African Broadcasting Corp.

Media

South Africa

402.0

-36.4

-9%

306

323

17

Tunisie Télécom

ICT/Telecoms

Tunisia

399.1

ND

11%

307

416

109

Arise (Ex-Gabon SEZ)

Transport

Gabon

398.9

99.4

51%

308

351

43

Vodacom Mozambique

ICT/Telecoms

Mozambique

396.3

ND

17%

309

319

10

Société Africaine de Cacao*

Agribusiness

Côte d’Ivoire

395.5

2.5

-20%

310

297

-13

Lesieur Cristal

Food & drink

Morocco

393.0

16.5

-10%

311

300

-11

Waco International

Construction

South Africa

392.2

ND

-8%

312

268

-44

Salam Gaz

Petroleum serv.

Morocco

391.6

ND

-19%

313

339

26

Aveng Steel

Metals

South Africa

390.0

ND

8%

314

354

40

Airtel Uganda

ICT/Telecoms

Uganda

389.8

82.3

15%

315

312

-3

Palm Hills Development Co.

Construction

Egypt

387.3

56.4

-6%

316

343

27

Rhodes Food Group Holdings

Food & drink

South Africa

385.0

15.3

11%

317

344

27

Solibra

Food & drink

Cÿÿôte d’Ivoire

384.8

22.4

9%

318

-

-

Hidroelectrica de Cahora Bassa

Utilities

Mozambique

384.1

97.7

7%

319

389

70

Société des Mines de Tongon

Mining

Cÿÿôte d’Ivoire

384.0

-29.0

32%

320

349

29

MTN Cameroon

ICT/Telecoms

Cameroon

383.3

ND

12%

321

355

34

Conoil

Petroleum

Nigeria

382.9

4.9

14%

322

324

2

Merafe Resources

Mining

South Africa

382.6

-96.9

-1%

323

340

17

Tigo Tanzania

ICT/Telecoms

Tanzania

382.0

ND

-4%

324

366

42

Société Magasin Général

Retail

Tunisia

377.3

-5.0

13%

South African Post Office*

Services

South Africa

376.4

-76.1

3%

Société Gabonaise de Raffinage

Refining

Gabon

375.0

ND

-11%

325

328

3

326

314

-12

327

338

11

NSIA Participations

Diversified

Cÿÿôte d’Ivoire

374.5

ND

3%

328

341

13

Maghrébail

Financial serv.

Morocco

373.9

11.0

5%

329

317

-12

Société Nationale de Sidérurgie

Metals

Morocco

373.3

-4.3

-7%

330

334

4

ASECNA

Air transport

Senegal

366.6

64.9

1%

331

376

45

ADvTECH Group

Services

South Africa

363.3

33.3

20%

332

357

25

International Breweries

Food & drink

Nigeria

362.6

-76.1

10%

333

330

-3

C. N. de Prévoyance Sociale

Services

Cameroon

362.6

126.2

-2%

334

322

-12

Guinness Nigeria

Food & drink

Nigeria

360.3

15.0

-8%

335

359

24

Orange Burkina Faso

ICT/Telecoms

Burkina Faso

360.0

ND

26%

336

336

0

Bamburi Cement

Construction

Kenya

359.9

3.5

-1%

337

303

-34

Groupe Addoha Douja Promotion

Construction

Morocco

358.6

41.2

-16%

338

-

-

Perseus Mining Ghana

Mining

Ghana

355.7

5.3

34%

339

385

46

Orange DRC

ICT/Telecoms

DRC

354.0

ND

14%

340

356

16

Bissa-Bouly Gold

Mining

Burkina Faso

352.7

ND

7%

341

352

11

Orange Cameroon

ICT/Telecoms

Cameroon

351.0

ND

3%

342

476

134

SODIC

Construction

Egypt

346.6

44.8

58%

343

400

57

Délice Holding

Agribusiness

Tunisia

344.6

15.4

23%

344

345

1

SEEG

Utilities

Gabon

344.1

ND

-1%

345

365

20

IPS West Africa

Diversified

Cÿÿôte d’Ivoire

343.8

24.3

7%

346

361

15

Autoroutes du Maroc

Construction

Morocco

339.8

10.4

4%

347

353

6

Sania Compagnie*

Agribusiness

Côte d’Ivoire

339.6

-1.1

-8%

Sonabel

Utilities

Burkina Faso

334.9

3.9

5%

Trinity Energy

Petroleum

South Sudan

332.6

2.1

-34%

Aveng Grinaker-LTA

Construction

South Africa

328.4

ND

-28%

348

368

20

349

-

-

350

424

74

2019 results in millions of US dollars; *in italics 2018 results; ND: no data

76

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021


In July 2020, Tsogo Sun Hotels, part of Tsogo Sun Holdings (#356) sold its stake in United Resorts and Hotels, which has assets in the Seychelles, for R465m ($28m).

351 - 400 Rank 2019

Rank 2018

Diff.

Company

Sector

Country

Turnover (2019)

Net profits

Turnover change

351

348

-3

Entreprise Nationale de Forage

Petroleum

Algeria

325.4

ND

352

377

25

ENGTP

Petroleum

Algeria

324.3

31.2

7%

353

373

20

Ciel Textile

Textile

Mauritius

322.7

ND

4%

354

402

48

One Tech Holding

Electrical equip.

Tunisia

321.3

8.1

15%

355

420

65

MTN Benin

ICT/Telecoms

Benin

319.9

ND

25%

356

128

-228

Tsogo Sun Holdings

Tourism

South Africa

318.3

-87.1

5%

357

369

12

ENL Land Ltd*

Agribusiness

Mauritius

317.8

39.0

9%

358

370

12

Energie du Mali*

Utilities

Mali

317.2

-114.9

3% -10%

359

-

-

360

445

85

361

471

110

-5%

Houndé Gold Corp.

Mining

Burkina Faso

316.1

ND

Brimstone Investment Corp.

Financial serv.

South Africa

315.8

5.4

35%

South Deep Gold Mine

Mining

South Africa

314.8

7.2

50%

362

396

34

Quantum Foods Holdings

Food & drink

South Africa

314.2

13.5

10%

363

333

-30

Vivo Energy Mauritius

Petroleum

Mauritius

314.1

10.3

-14%

364

464

100

Tullow Gabon

Petroleum

Gabon

312.9

ND

46%

365

387

22

Santova Logistics

Transport

South Africa

308.8

4.6

6%

366

364

-2

Sidi Kerir Petrochemicals Co.

Petroleum

Egypt

308.7

30.3

-4%

367

358

-9

368

374

6

369

410

370

466

371

372

1

372

384

12

373

371

-2

374

347

-27

375

378

3

376

391

15

377

382

5

378

388

10

379

362

-17

380

379

381

406

382

-

383 384

Maghreb Steel

Metals

Morocco

307.9

-30.2

-6%

Dangote Flour Mills*

Agribusiness

Nigeria

307.8

-3.2

-11%

41

Kenya Pipeline Co.

Petroleum

Kenya

307.7

20.0

14%

96

FEICOM

Services

Cameroon

305.3

ND

11%

Ceca-Gadis

Retail

Gabon

304.4

-8.2

-4%

Delta Holding

Diversified

Morocco

304.3

22.7

2%

Zain Sudan

ICT/Telecoms

Sudan

304.0

ND

-4%

Puma Energy Zambia

Petroleum

Zambia

302.1

7.6

-13%

Ciments de l’Atlas

Construction

Morocco

301.0

61.2

4%

Marsa Maroc

Ports

Morocco

299.8

67.1

4%

SEMAFO Burkina Faso*

Mining

Burkina Faso

296.7

-6.9

15%

Press Corporation

Diversified

Malawi

294.9

33.2

1%

Moolmans (Ex-Aveng Mining)

Mining

South Africa

294.7

-15.4

-10%

-1

Novus Holding

Wood

South Africa

292.5

-24.5

-2%

25

Airtel DRC

ICT/Telecoms

DRC

291.2

49.3

6%

-

Orascom Hotels and Development

Tourism

Egypt

290.0

43.9

55%

390

7

Leal Group*

Diversified

Mauritius

289.5

7.1

3%

452

68

Abosso Goldfieds – Damang Mine

Mining

Ghana

288.3

25.5

26%

385

413

28

BGI Ethiopia

Food & drink

Ethiopia

286.5

ND

7%

386

398

12

Alexander Forbes

Financial serv.

South Africa

286.0

3.3

2% 58%

387

-

-

Seaharvest Corp.

Agribusiness

South Africa

282.1

28.1

388

393

5

Chirano Gold Mine

Mining

Ghana

281.6

ND

-2%

389

481

92

Mauritius Telecom

ICT/Telecoms

Mauritius

278.7

17.1

36%

390

411

21

Groupe des Boissons du Maroc

Food & drink

Morocco

275.1

38.9

2%

391

421

30

Cairo Poultry

Food & drink

Egypt

274.7

7.3

8%

392

415

23

Rogers & Co

Diversified

Mauritius

273.5

29.5

3%

393

439

46

Grindrod

Sea transport

South Africa

272.7

21.3

15%

394

450

56

Engen Botswana

Petroleum

Botswana

271.5

12.0

17%

395

407

12

Wescoal

Mining

South Africa

271.0

-9.7

-1%

396

-

-

Resilient Property Income Fund

Construction

South Africa

270.7

ND

49%

397

367

-30

Beatrix Mine

Mining

South Africa

270.2

-60.7

-15%

398

434

36

Sodecoton

Agribusiness

Cameroon

268.5

ND

19%

399

430

31

Nestlé Côte d’Ivoire

Food & drink

Cÿÿôte d’Ivoire

267.3

2.9

7%

400

-

-

S. N. de Génie Civil et Bâtiments

Construction

Algeria

265.6

ND

5%

2019 results in millions of US dollars; *in italics 2018 results; ND: no data

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

77


Moroccan lender Eqdom (#420) saw net credit production fall by 24% in 2020 compared to 2019, to stand at Dh1.99bn ($225m).

401 - 450 Rank 2019

Rank 2018

Diff.

Company

Sector

Country

Turnover (2019)

Net profits

Turnover change

401

403

2

Princes Tuna

Agribusiness

Mauritius

265.1

ND

ND

402

408

6

Golden Star Resources

Mining

Ghana

264.7

-78.0

-3%

403

477

74

Groupe Sipromad

Diversified

Madagascar

264.4

ND

ND

404

438

34

Société Minière de Dinguiraye

Mining

Guinea

263.5

ND

10%

405

404

-1

Onatel

ICT/Telecoms

Burkina Faso

263.4

51.4

-5%

406

-

-

ITY Gold Mine

Mining

Cÿÿôte d’Ivoire

262.0

ND

ND

407

386

-21

Cervejas de Moçambique

Food & drink

Mozambique

260.5

16.3

-11%

408

392

-16

Beachcomber Res. & Hot. (ex NMH) Tourism

Mauritius

257.3

4.2

-5%

409

363

-46

Sudatel Telecom Group

ICT/Telecoms

Sudan

256.5

8.0

-21%

410

401

-9

Zambeef

Food & drink

Zambia

254.5

-1.4

-9%

411

494

83

Umgeni Water-Amanzi

Utilities

South Africa

251.7

100.5

25%

412

-

-

Trident Steel

Metals

South Africa

251.1

ND

-34%

413

470

57

Edita Food Industries

Agribusiness

Egypt

250.5

22.5

19%

414

428

14

TGCC*

Construction

Morocco

249.5

23.6

-3%

415

469

54

Tanger Med Port Authority

Ports

Morocco

246.2

77.1

17%

416

451

35

RADEEMA

Utilities

Morocco

246.2

21.1

7%

417

454

37

SAPH

Agribusiness

Cÿÿôte d’Ivoire

245.8

5.8

9%

418

124

-294

Sun International

Tourism

South Africa

245.7

75.0

6%

419

453

34

Groupe Intelcia

Services

Morocco

244.2

ND

7%

420

447

27

Eqdom

Financial serv.

Morocco

243.9

13.9

5%

421

442

21

Guelb Moghrein Copper-Gold Mine

Mining

Mauritania

243.0

ND

3%

422

-

-

Royal Swaziland Sugar Corp.

Agribusiness

Swaziland

239.8

21.2

30%

423

449

26

Alteo

Agribusiness

Mauritius

239.0

-28.7

3%

424

437

13

Société des Brasseries du Gabon

Food & drink

Gabon

238.4

ND

0%

425

432

7

Orange Tunisie

ICT/Telecoms

Tunisia

236.7

ND

14%

426

463

37

Auto Nejma

Auto industry

Morocco

236.4

16.4

11%

427

490

63

British American Tobacco Kenya

Agribusiness

Kenya

235.1

38.0

16%

428

480

52

Afrimat

Construction

South Africa

235.0

33.1

14%

429

342

-87

Driefontein Mine

Mining

South Africa

234.9

-181.6

-34%

Coronation Fund Managers

Financial serv.

South Africa

234.1

85.1

-12%

Egypt Gas Co.

Utilities

Egypt

233.7

1.4

61%

430

414

-16

431

-

-

432

460

28

Airtel Tanzania

ICT/Telecoms

Tanzania

230.2

13.8

7%

433

489

56

Egyptian International Tourism Co.

Tourism

Egypt

229.9

1.8

24% 10%

434

473

39

Workforce Holdings

Services

South Africa

229.5

7.0

435

459

24

Hyprop Investments

Construction

South Africa

228.9

7.9

6%

436

485

49

SNMVT – Monoprix

Retail

Tunisia

227.0

0.5

15%

437

-

-

Consolidated Infrastructure Group

Construction

South Africa

225.3

-95.5

4%

438

440

2

Al Arafa Holding

Textile

Egypt

225.0

15.2

-5%

439

435

-4

IndianOil Mauritius

Petroleum

Mauritius

222.3

5.9

-9%

440

456

16

National Co. for Maize Products*

Food & drink

Egypt

222.0

4.0

168%

441

486

45

Honeywell Flour Mills

Agribusiness

Nigeria

220.4

1.8

8%

442

-

-

Namibia Breweries

Food & drink

Namibia

220.3

66.2

18%

443

-

-

444

458

14

Britam Kenya

Financial serv.

Kenya

219.8

ND

8%

UAC of Nigeria

Diversified

Nigeria

217.0

-25.4

12% 13%

445

-

-

ENTP

Petroleum

Algeria

215.7

ND

446

475

29

Nu World Holdings

Transport

South Africa

215.6

11.5

4%

447

491

44

Airtel Kenya

ICT/Telecoms

Kenya

215.3

-27.4

7%

448

350

-98

Alliances Dev. Immobilier

Construction

Morocco

212.6

11.0

-38%

449

499

50

Zambia Sugar

Agribusiness

Zambia

211.7

- 2.6

8%

450

-

-

CFM

Rail transport

Mozambique

211.5

34.9

9%

2019 results in millions of US dollars; *in italics 2018 results; ND: no data

78

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021


‘We can clearly see that the global economy is slowly emerging from lockdowns and the oil price is stabilising.’ MOHAMED ELGAMAL Maridive (#461)

451 - 500 Rank 2019

Rank 2018

Diff.

451

-

-

452

395

-57

453

479

454

472

455 456

Company

Sector

Country

Turnover (2019)

Net profits

Turnover change

Curro

Services

South Africa

209.4

13.3

21%

Transnational Corp. of Nigeria

Diversified

Nigeria

209.2

10.2

-27%

26

Phoenix Beverages

Food & drink

Mauritius

206.5

16.8

0%

18

Misr National Steel

Metals

Egypt

206.1

7.2

-1%

482

27

Airports of Mauritius*

Air transport

Mauritius

206.1

ND

1%

478

22

Petro Ivoire*

Petroleum

Côte d’Ivoire

206.0

0.1

13% 6%

457

-

-

458

484

26

459

-

-

Value Group

Transport

South Africa

204.8

9.1

Deneb Investments

Financial serv.

South Africa

204.2

-8.7

0%

EgyptAir Maintenance & Eng.

Air transport

Egypt

203.1

12.0

10%

460

-

-

CDC

Financial serv.

Tunisia

202.9

23.5

22%

461

474

13

Maridive

Petroleum

Egypt

202.8

12.9

-3%

462

498

36

MTN Zambia

ICT/Telecoms

Zambia

202.4

ND

2%

463

492

29

Gabon Télécom*

ICT/Telecoms

Gabon

201.7

ND

1%

464

-

-

MTN Congo

ICT/Telecoms

Rep. of Congo

202.1

ND

17%

465

500

35

466

-

-

Rössing Uranium Mine

Mining

Namibia

200.8

35.8

2%

EIPICO

Pharmaceuticals

Egypt

200.4

38.1

31%

Société d’Articles Hygiéniques

Chemicals

Tunisia

199.9

8.2

37%

Société Multinationale de Bitumes

Construction

Cÿÿôte d’Ivoire

198.8

0.1

-15%

467

-

-

468

446

-22

469

495

26

Compagnie Sahélienne d’Entreprises Construction

Senegal

197.4

4.8

3%

470

-

-

DRDGold

Mining

South Africa

196.4

5.6

14%

471

-

-

ABC Group

Diversified

Mauritius

196.3

11.8

3%

472

-

-

SGTD

Ports

Djibouti

195.8

108.1

ND

473

-

-

Lucara Diamonds

Mining

Botswana

192.5

12.7

9%

474

-

-

Agbaou Gold Operations

Mining

Cÿÿôte d’Ivoire

191.5

ND

6%

475

-

-

Agence Nationale des Ports

Ports

Morocco

190.9

7.9

3%

476

-

-

Nexans Maroc

Electrical equip.

Morocco

188.7

3.2

1%

477

-

-

EgyptAir Tourism & Duty Free

Tourism

Egypt

188.0

27.8

44%

478

-

-

SIVAC*

Agribusiness

Côte d’Ivoire

187.9

7.1

-27%

479

-

-

Buzwagi Gold Mine*

Mining

Tanzania

186.8

ND

-9%

480

-

-

Onelogix Group

Services

South Africa

186.5

3.3

-2%

481

-

-

Arabian Cement Co.

Construction

Egypt

184.9

1.9

5%

482

-

-

Petro Gabon*

Petroleum

Gabon

183.9

7.9

23%

483

487

4

PZ Cussons Nigeria

Chemicals

Nigeria

183.6

-19.8

-10%

484

-

-

Omatapalo

Construction

Angola

183.2

17.6

-21%

485

-

-

Empresa Nacional de Combustiveis

Petroleum

Cabo Verde

181.0

8.7

7%

486

-

-

Palmci

Agribusiness

Cÿÿôte d’Ivoire

178.8

-9.5

2%

487

-

-

E Media Holdings

Media

South Africa

178.2

-129.1

9%

488

431

-57

MRS Oil

Petroleum

Nigeria

177.9

-4.7

-28%

489

-

-

Majid Al Futtaim Kenya

Retail

Kenya

177.2

ND

31%

490

-

-

CFAO Automotive CI

Auto industry

Cÿÿôte d’Ivoire

176.6

9.0

4%

491

-

-

Jet Contractors (Ex-Jet Alu Maroc)

Construction

Morocco

176.5

12.6

2%

492

-

-

Les Eaux Minérales d’Oulmès

Food & drink

Morocco

176.2

1.2

6%

493

-

-

Sothema

Pharmaceuticals

Morocco

176.1

22.1

6%

494

-

-

Transaction Capital

Financial serv.

South Africa

175.8

56.0

18%

495

-

-

Sun Resorts

Tourism

Mauritius

175.7

-50.1

-8%

496

-

-

Unga Group

Food & drink

Kenya

175.0

5.3

-10%

497

-

-

Illovo Malawi

Agribusiness

Malawi

173.8

13.5

-10%

498

-

-

ASEC Holding

Construction

Egypt

170.0

ND

12%

499

-

-

Water Utilities Corp.

Utilities

Botswana

169.5

7.0

1%

500

-

-

OACA*

Air transport

Tunisia

169.1

15.0

3%

2019 results in millions of US dollars; *in italics 2018 results; ND: no data

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

79


AIRLINES

Ethiopian goes from strength to strength While others have suffered huge losses, the continent’s leading airline embraced flexibility and innovation during the Covid-19 crisis to come out on top By LOZA SELESHIE

conscious decision to develop both its passenger business and its cargo business. So even before Covid, Ethiopian’s cargo business was solid and growing very fast,” says Raphael Kuuchi, consulting director for legal, industry and government affairs at the African Airlines Association (AFRAA).

Ethiopian Airlines (#33), which celebrates its 75th anniversary this year, is one of only three airlines in the world to have made a profit in 2020 (fiscal year ending in June). The sector has been hit hard by the consequences of the Covid-19 pandemic. Global cumulative losses have reached €103bn ($125.9bn), €1.6bn of Vaccine hub for Africa which are by the continent’s airlines. Ethiopian’s CEO, This model has enabled the airline to transport Tewolde GebreMariam, says the company “demonmedical supplies, and it continues to be a partner of strated agility, quick decision-making and resilience choice for the World Health Organisation, the United that have helped us” in the face of falling passenger Nations and the Chinese giant Alibaba in the global traffic, which, in Africa, registered a 69% drop in 2020 distribution of Covid-19 vaccines. compared to 2019 figures. “By the start of May 2021, Ethiopian At the peak of the crisis, the company Airlines had transported more than 20m prioritised its air cargo business: 25 refitted doses of vaccine to more than 20 countries,” passenger aircraft joined the existing fleet says Chiedza Madzima, a research and of 12 cargo planes, Tewolde told The Africa operational risk manager at Fitch Solutions. of Ethiopian’s passenger Report. This is a growing subsector, and “Ethiopian is also developing an in-house aircrafts were refitted demand is already 9% higher than before dry-ice manufacturing facility that will seek for cargo to transport the crisis. “Ethiopian Airlines took a to address the need for additional medicines and goods

TIKSA NEGERI/REUTERS

25

Medical equipment donated by Jack Ma arrives at Bole airport

80

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021


9%

Ethiopian already has stakes in Chadian coolants and ultra-cold environments Airlines (49%), Zambia Airways (45%), for the storage and transport of vaccines.” whose relaunch has been postponed until at Madzima points out that these developments least the end of 2021, Malawi Airlines (49%), “will also provide long-term benefits for the rise in demand for air which is facing liquidation, and Ethiopian development of domestic and regional cold cargo services since Mozambique Airlines (99%), which has been chains – benefitting sectors such as horticulbefore the Covid-19 forced to suspend flights. Asky Airlines, ture, agribusiness and healthcare”. pandemic based in Lomé, Togo, appears to be less Romuald Ngueyap, founder of the website compromised, but it has turned to Ethiopian and its NewsAero, says Ethiopian “is positioning itself on the other shareholders (Ecobank, Banque Ouest Africaine corridor between Asia and the African continent, where de Développement and ECOWAS Bank for Investment it has the largest share of traffic. That makes Ethiopian and Development) to ask for financial assistance. strong.” In 2020, the company transported 54,400tn of “Some companies will go bankrupt, others will cargo to or from Guangdong airport in China, including recover with difficulty, but we are also seeing the medical equipment, industrial products, electronics and creation of start-ups,” says Ngueyap, the aviation computer equipment. journalist. “Currently, the price of aircraft is low, “It’s a triangular operation: Africa, Europe, China, and airports, whose traffic has declined, have taken and then Africa again, mobilising more than 50 planes initiatives to encourage companies that want to come per week,” says Tewolde. “Covid has had a positive to them. This is the case in Nigeria, for example.” impact [on Ethiopian’s activities in Asia].” Ethiopian’s maintenance centre and aviation academy The airline also flies cargo from West Africa to could thus see new customers arrive, in addition to South America, and from Europe to the United States, those preparing to return to service. including clothes made for Zara (Inditex).“Ethiopian was already carrying out logistics from South America to Asia. They’ve done similar operations from Asia to A digital future Europe and from Asia to Africa. It has broadened their Ethiopian, which announced in 2018 that it had reached scope, and this has made other business partners look the goals of its ‘Vision 2025’ plan seven years ahead of at it as a solid partner,” says AFRAA’s Kuuchi. schedule, has been working on digitising its operations. According to its CEO, the company has gone through The company invested more than $40m between 2015 the worst year ever experienced by the airline industry and 2020 to increase its online sales. After launching “without layoffs or salary cuts”, meeting all its financial its mobile app in 2018, the airline is now the first on obligations – maintenance loans, aircraft leasing, the continent to test the International Air Transport salaries – without additional support from the Ethiopian Association (IATA) health passport. state, its 100% shareholder. On the continent, renewed competition could come from Egypt. EgyptAir (#68) has invested heavily in its fleet, with the purchase of 15 Airbus A320s in 2020. It Fingers in many pies also signed a $6bn contract to buy 54 Boeing aircraft in Bouyed up by its performance during the crisis, 2018. Although the Egyptian company is experiencing Ethiopian Airlines is on the lookout for new opportufinancial difficulties, it obtained a $130m loan from nities in Africa. In some cases it has come to the aid Cairo in January. Eager to develop its African activities, of other airlines. Last October, it offered operational it recently signed an agreement with Sudan Airways assistance (pilots, maintenance and aircraft) to troubled (operational assistance), as well as with Ghana for the national carrier South African Airlines (SAA) in a joint creation of a national airline. It remains to be seen how venture. SAA has since received a government grant Ethiopian and EgyptAir, both members of the Star of $641m and is reportedly close to concluding an Alliance, will manage this competition. agreement with an investor.

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Strive Masiyiwa: resurgent and raring to go

TELECOMS

Striving and thriving Zimbabwe’s Econet is betting on Africa’s digital future with its huge fibre-optic network and new data centres. Yet another example of CEO Strive Masiyiwa bouncing back By OLIVIER MARBOT

Botswana to Lesotho, from Rwanda to Nigeria and Burundi, and to other continents. Masiyiwa continued to believe in the idea of not sticking to one specialisation, of being one step ahead. The group launched itself into satellite, terrestrial and submarine cables, subscription television (Kwese TV – its biggest failure to date) and, more recently, data centres, which it describes as “a revolution that will mark a new era for the technology sector”.

Zimbabwean telecoms billionaire Strive Masiyiwa has not yet run out of ideas. He recently helped to raise more than $1bn to ensure the growth of his group, Econet. Masiyiwa, who celebrated his 60th birthday on 29 January and is well-known as a philanthropist, is also a member of the task force set up by the African Union to fight Covid-19 . No thanks from the motherland Masiyiwa is the only billionaire from Zimbabwe. Masiyiwa’s journey has not been without mistakes, and For more than 30 years, he has been one of the main that is what makes it exciting. He won his entrepreneurs leading the continent’s digital transformation. Famous for ending the state legal battle with the Zimbabwean authorities monopoly in Zimbabwe’s telecoms sector in over opening up telecommunications to competition, but he paid a high price for it as he the 1980s, the now London-based engineering graduate has, since his early days in business, had to leave the country, where his relations Africa Data Centres in with the political authorities remain tense. shown an uncommon capacity to bounce back. six countries will be In 2019, the Harare authorities’ decision to Masiyiwa quickly built an ecosystem around open by 2025, with a his Econet Group that extended beyond ban the use of foreign currencies on their combined power of Zimbabwe’s borders and invested massively soil and to authorise only the Zimbabwean 54MW and 24,000m2 of white space in South Africa. Subsidiaries spread from dollar almost brought him to his knees.

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THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021


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(It also caused Econet, ranked 125th last year, to fall off this year’s Top 500). Between market mistrust and inflation, the local currency lost 95% of its value and the businessman, whose assets are still listed in Zimbabwe, saw his wealth plummet. In a few months, his fortune fell from $2.3bn to $1.1bn. Weakened by the failure of Kwese TV, financed via a $375m loan, Masiyiwa had to sell 8% of Liquid Telecom for $180m to relieve his group’s cash flow. The Covid-19 pandemic and the related economic crisis have come at the worst possible time for the Econet Group and its boss. However, it managed to resurge in spectacular fashion during 2020. Its subsidiary Liquid

TSVANGIRAYI MUKWAZHI FOR TAR

EcoCash: mobile money for Zimbabweans

Telecom, renamed Liquid Intelligent Technologies, raised $840m on the markets in February 2021 to restructure its debt and continue its development. Managed by Nic Rudnick, it is now Africa’s leading fibre-optic operator, running a network of more than 70,000km of fibre-optic cables from Cape Town to Cairo, with a recent link to Moanda on the coast of DRC (see box). At the end of 2020, another of its companies, Africa Data Centres (ADC), attracted the attention of the International Development Finance Corporation. The US institution, which supports investment in developing countries, invested $300m.

Control of African data

ADC, which already manages five data centres on the continent (in South Africa, Kenya and Togo) and is currently building one in Lagos, with plans to expand to other countries, is both promising and strategic. At a time when the supply of digital services – in particular cloud storage – is exploding on the continent, this is a decisive move. While the US has no intention of abandoning the field to Chinese companies, Africa itself must get involved if it hopes to retain control over the management of its data. The billionaire’s impressive address book is no doubt a factor in his success. With former US president Barack Obama’s support, he has set up a programme to send young US citizens to work in his Africa-based companies at the beginning of their careers. He is also close to Chinese billionaire Jack Ma, to whom he helps open the doors of presidential palaces across the continent.

Connecting Congo Kinshasa, Kikwit, Kananga, Moanda, Mwene-Ditu, Kolwezi, Lubumbashi... What do all of these cities have in common? They now have access to the 2,500km fibre-optic network laid by Liquid Intelligent Technologies (LIT) in the Democratic Republic of Congo. This group, previously known as Liquid Telecom, is a subsidiary of the Zimbabwean group Econet Wireless, owned by Zimbabwean tycoon Strive Masiyiwa. “Its new name confirms the strategic shift of the company, which has added IT and cybersecurity to telecommunications,” said LIT’s CEO for DRC, Michel Hebert, during a face-to-face meeting with the press in Kinshasa in March.

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A second line is under construction. It will be 4,000km long and will link the central-southern part to eastern DRC. With these two lines, the DRC will become the 14th member country of the One Africa Network, which totals more than 73,000km of fibre optics on the continent, from Cape Town in South Africa to Dar-es-Salam in Tanzania, or to Lubumbashi in the DRC. The communication infrastructure is legally the responsibility of the stateowned Société Congolaise des Postes et Télécommunications. However, the Congolese minister of post, telecommunications and new information and communication technologies, Augustin Kibassa, made it known at

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

the inauguration of the new network that the government had granted a waiver to LIT to allow it to build the backbone of the network. “The DRC has only 4,000km of network whereas the need is for 50,000km. We have made the choice to move the country forward,” said Kibassa. With its 2.3m square kilometres and 90 million inhabitants, the DRC ranks only 145th in the world for internet access. It has a penetration rate of less than 50% for cellular telephony and an estimated 30% coverage across the country’s territory. LIT’s fibre-optic network is therefore a game changer.

By STANIS BUJAKERA TSHIAMALA


ADVERTORIAL

Celebrating 45 years of Success The OPEC Fund for International Development (the OPEC Fund) is the only globally mandated development institution that provides financing from member countries to non-member countries exclusively. We work in cooperation with partner countries and the international development community to stimulate economic growth and social progress in low- and middleincome countries around the world. Our work is people-centered, focusing on projects that meet essential needs, such as food, energy, infrastructure, employment (particularly relating to SMEs), clean water and sanitation, healthcare and education. To date, the OPEC Fund has committed more than US$22 billion to development projects in over 125 countries – including 48 countries in Africa. Together we drive development, strengthen communities and empower people.

Connecting Kenya The OPEC Fund dedicated US$12 million in financing towards upgrading Kenya’s Nuno-Mogodashe Road, which connects the towns of Garissa and Wajir, and to the North East region and neighboring Ethiopia and Somalia. The completed road has enhanced the population’s access to social services and eased travel to some of Kenya’s top tourist destinations, thus helping boost the tourism sector. Total project costs of US$78 million were co-financed with The Arab Bank for Economic Development in Africa, The Kuwait Fund for Arab Economic Development, the Saudi Fund for Development, the Abu Dhabi Fund for Development, and the Government of Kenya.

US$1.3bn finance facility for Ghana’s cocoa The OPEC Fund contributed US$45 million to the major finance facility for Ghana Cocoa Board (Cocobod). Cocoa is one of the largest foreign exchange earners for Ghana and the cocoa industry is a major source of employment, with around 800,000 families active in cocoa farming. The pre-export facility provides a total of US$1.3 billion to finance the purchase of Ghana’s main and light cocoa crop for the 2020/21 season. The West African country is the second largest cocoa exporter worldwide with a 20 percent market share.

Boosting Cameroon’s Energy Capacity The OPEC Fund provided EUR 50 million to Nachtigal Hydropower Company (NHPC) for the development, construction and operation of a 420 MW hydropower plant in Cameroon. The plant is expected to be the country’s largest generator of electricity, meeting about one-third of Cameroon’s electricity needs. The Nachtigal Project is being developed as a public private partnership by a joint venture between the International Finance Corporation (IFC), Electricité de France (EDF) and the government of Cameroon, with support from the World Bank Group. Please visit us at opecfund.org

Photo: Francisco Marques/Shutterstock.com

THE POWER OF PARTNERSHIP IN AFRICA


INTERVIEW

Ralph Mupita

‘We are creating WeChat for Africa’

The CEO of MTN talks about the company's plans for growth, which involve a ‘superapp’ and supporting the growth of e-commerce on the continent

Despite its loss to Kenya’s Safaricom in the May bidding round for a telecoms licence in Ethiopia, MTN (#5) has grand ambitions. The South African group hopes to grow its offer into a payments and communication ecosystem that rivals those of China’s WeChat or the US tech giants. This will require raising new funds from investors, taking on other rivals in Africa like Orange, and investing heavily in fibre-optic infrastructure. The firm’s CEO, Ralph Mupita, explains how MTN will exit from its Middle East markets, which have brought it an entanglement with the US Justice Department. You chose to separate mobile money from your other operations? Why? RALPH MUPITA: Mobile money represented 46 million subscribers at the end of last year, 8% of group service revenue and $152bn of transaction value in our MoMo (Mobile Money) system. The business is expanding and we believe that a structural separation is needed going forward. The second thing is that these businesses are actually very valuable. The current share price does not reflect the inherent value of the infrastructure or the platform assets of the fintech. We will create an opportunity, in due course, where investors can put money directly into this operation to reveal the value.

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So is the plan to have an initial public offering (IPO) for MoMo? We will pursue the avenue that best reveals the value. If it is through an IPO, then that is what we will focus on. Right now, we are not being prescriptive that the businesses need to be separately listed. You could have them unlisted and still revealing value. However, an IPO can also be the mechanism for this. With the Ayoba app, you are in competition with the likes of Google and Facebook. How do you plan to compete with WhatsApp? We have very bold ambitions with Ayoba. At the end of last year, we had 5.5 million monthly active users on the app. Over the medium term – three to five years – we will get to 100 million users. Ayoba is an African-developed app. We have taken cognisance of what we believe are the specific needs and requirements of our customer base, and where Africa is in terms of internet adoption. So, when we developed Ayoba we focused on factors that would make Ayoba unique compared to the other global instant messaging apps. One of them is recognition of the level of literacy on the continent, thus the need for local-language versions. Secondly, we created emojis that are relevant, centred on understanding local needs. Third, we acknowledged that a lot of the subscribers in our market still use

CHRIS RATCLIFFE/BLOOMBERG/GETTY

Interview by QUENTIN VELLUET


ADVERTORIAL

Towards sustainable energy for all Our effort towards a just energy transition combines the need to reduce carbon footprint with the need for community development The current economic and health crisis has heightened awareness of the strong interdependence between economic growth and the health of the natural and social environment, and also of the essential need to combine economic development with a careful management of natural resources and the generation of social value.

Fighting energy poverty Ensuring universal access to energy in an efficient and sustainable manner – UN Sustainable Development Goal n. 7 - is the main challenge for the energy sector in the transition process towards a low-carbon future.

It is also a driver to meet the primary needs related to education, health and economic diversification. This is especially true in Africa, where 600M people still lack access to energy. Eni contributes to this challenge in many ways. In many countries of operations including Algeria, the Republic of Congo, Ghana, and Egypt, 100% of the gas we produce is destined for local markets, and to fuel local power plants. In other countries, Eni invests in the construction of infrastructure for the production and transport of gas both for export, and for local consumption. These initiatives are fundamental to fight energy poverty and meet the primary energy needs.

Strengthening African power systems In Ghana, Eni is operator of the Offshore Cape Three Points project (OCTP), the only non-associated gas project destined for the domestic market in Sub-Saharan Africa, which since 2018 has been feeding the Country’s power plants with a reliable, stable and sustainable energy source. In addition, Eni completed the Takoradi-Tema Interconnection Project in 2020, which transports gas from the Western Region to the eastern part of the Country, while continuing to transport gas from Nigeria to Benin, Togo and Ghana. Thanks to this, in 2020, 98% of Ghana’s thermal power was generated by gas, more than 50% of which came from the OCTP project. These projects meet Ghana’s growing energy demands and reinforce Eni’s commitment to fostering employment, local training and sourcing goods and services from local suppliers. JAMG - PHOTOS DR

In this framework, Eni’s energy transition strategy aims at a significant reduction of the portfolio’s carbon footprint to be reached also through the contribution of gas, which in the long term will represent over 90% of our upstream sector. At the same time one of the fundamental objectives of our strategy is to enhance access to sustainable energy sources, promoting the use of locally produced natural gas in the transition to a low-carbon energy mix.

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2G phones. When you send a message on Ayoba from your smartphone to someone who has a 2G handset, it is delivered as an SMS. Are you following WeChat’s strategy with Ayoba? Yes. Over time, we are looking to integrate mobile money into Ayoba. We have a huge mobile-money base with which to try and create a composite of the two – a bit of a WeChat recap. We want to create an ecosystem of merchants where mobile commerce can take place. To be successful in creating this type of architecture for services and channels on Ayoba and link it to mobile money, we will ENGINEERING create a mobile commerce OPPORTUNITIES system that can accelerate 1972 Born in Zimbabwe the growth of the app and enhance that through the Early 1990s Civil Engineering degree at the concept of a WeChat for University of Cape Town Africa. 1996-1999 Worked as an engineer at Haw & Inglis

You say that you want to make selective acquisitions or mergers until 2000 MBA at UCT 2025. What markets are you targeting? 2001 Joined Old Mutual The selective mergers and South Africa acquisitions we are consid2012 Became CEO ering are those that “move for Emerging Markets the needle”: ones that can at Old Mutual change the profile of the group as it is today, with a 2017 Appointed Chief five-to-10-year horizon of Financial Officer at MTN growth. An example that would tick that box for us Sept. 2020 Appointed is to access opportunities Group CEO of MTN in Ethiopia. The country is a “‘needle mover”’ because we acknowledge the need to build the business for the long term. Today, Ethiopia represents probably one of the largest single-growth opportunities in Africa. MTN plans to invest $500m in fibre. Which markets will be prioritised? Internet adoption in Africa is at a very early stage, and, as the technology curve moves to 5G, we will see that even at a more nascent level. Data is what will underpin growth across markets in this continent. There is an incremental investment that will come in the near future, at least $1bn. We believe that $500m is what we would need to put in and we are very comfortable with that. At MTN, we largely do self-provision of fibre and very little is required from third parties. Going forward, the right model is an open-access one. We have the

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‘AYOBA IS AN AFRICANDEVELOPED APP. WE HAVE FOCUSED ON THE NEEDS OF OUR CUSTOMER BASE’ ability, within fibre, to sell some of our capacity to third parties at a commercially-agreed pricing. So you’re not particularly engaged in developing the fibre to the home? There is the “own the home” opportunity, but fibre will actually be a fairly small part of that. There will be some interesting technologies that get us to own the home, such as fixed wireless access. However, we plan to get at least 10m homes across the African markets over the next three to five years. A large part of that will be in Nigeria, Ghana and South Africa. Will the current legal troubles with US courts [over alleged payment of protection money to militant Islamic groups in Afghanistan] slow down the sale or impact the value of your Middle East businesses? We are very cognisant of the issues that we are dealing with in the Afghanistan matter in the US courts. They are not directly impacting how we are looking to exit either Syria, Yemen or Afghanistan. We are independently looking to exit the Middle East in a very orderly manner within the near to medium term. Our strategy is two pronged: first, we look to exit the consolidated subsidiaries – Syria, Yemen and Afghanistan – and then, over time, the Iran project. The latter will take more time as it is where there is a major store of value: it is a significant business and we will continue to engage with our partners there to develop and then exit. You are now the sole leader of MTN [after the end of the transition period with Rob Shuter in March 2021]. How would you define your your role? I’m super excited about the prospects for MTN to deliver on the growth potential that we see in Africa, as well as to unlock value that we believe is embedded in MTN group in particular. As usual, there will always be challenges. We are not starry-eyed, we are realists; but you know, what gets us up in the morning is a sense that we can make a difference in Africa’s progress. Africa has got a very unique opportunity to leapfrog industrially and economically by leveraging digital technologies. A lot of people say that 5G is only for the developed markets; but the counter view is that, when properly scrutinised, it has the ability to increase industrial capacity for Africa and economic growth.


ENERGY DOSSIER

A major energy transition

The global energy companies’ shift towards greener sources of power comes as a blow for oil-rich African countries. What’s good for the goose is not good for the gander

128 THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

By PIERRE-OLIVIER ROUAUD On the continent, Total, Shell and Eni are prioritising their gas developments. But their projects in renewable energies and carbon offsetting are still modest. This focus on gas is good news for some environmentalists, but bad news for African oil-producing countries that


BP

Senegal’s Grand Tortue Ahmeyim LNG project

benefit from the tax revenue and jobs that come from oil. Under pressure from public opinion and Western regulators, but also from their shareholders and financial partners, the oil sector’s majors, and especially the European ones – Shell, BP, Total and Eni – have begun an unprecedented change: their voluntary

and gradual withdrawal from the extraction of crude oil in favour of ‘greener’ energies. Shell’s CEO Ben van Beurden has said that the Dutch-British group’s oil production peaked in 2019 and is now declining by 1% to 2% per year. The stated goal of many oil majors, supported by the European Union and the United Kingdom, is

‘carbon neutrality’ by 2050. The European majors have no legal obligations at this stage, but they have set this target for all their activities, including the final use of the fuels they sell – which is by far the most important factor in carbon emissions. For example, Total’s direct emissions amount to about 45m tonnes of CO2 equivalent, but

THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

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ENERGY / A major energy transition

SHARE OF INSTALLED RENEWABLE AND FOSSIL FUEL GENERATION CAPACITY IN AFRICA BY REGION IN 2019 Bubble size based on total installed capacity in the respective region Renewable energy Fossil fuels & nuclear

107,928 MW

No appetite for new projects

48,289 35,754 22,668

Natural gas

Coal

Hydropower

7,234

5,753

Solar

Wind

Diesel & fuel oil

transition is that developments will slow down. Jonathan Evans, BP’s director of new African projects, stated during Africa Oil Week, at the end of 2020, that, due to the carbon-emission constraints, BP will launch very few oil extraction projects on the continent. This trend is all the more pronounced since the majors’ Western financial partners are now more reluctant to invest in large extractive projects. Barclays and Credit Suisse have announced that they will cease financing the East African Crude Oil Pipeline in Uganda and Tanzania, which would

PRIMARY ENERGY DEMAND IN AFRICA Renewables Coal

Natural gas Biomass

Oil

2% 16% 45%

SOURCE: IEA

Half of Africa’s oil production is exported. However, when it comes to energy, the priority for Africa’s governments is first and foremost to improve access to it for their populations: 600 million people still lack electricity, and the massive use of biomass has devastating effects on health and the environment. The road to energy transition for the European majors will be long. A small consolation for their managers is that the US giants Exxon and Chevron – which are both less present on the continent than the Europeans and less convinced of the risks linked to climate change – and the Chinese companies CNOOC and Sinopec are much further behind. For the African national oil companies, energy transition is not their concern: their goal is to optimise the exploitation of hydrocarbon resources, of which they hold a large part of the continent’s reserves. Energy transition is a Western concept designed to solve a Western problem. The African deposits that have already been exploited should easily find investors, even if they are no longer led by the majors. In Nigeria, for example, Shell, Total and Eni recently sold 45% of the offshore OML 17 field to billionaire Tony Elumelu for $1.1bn. The risk for African countries from the sudden focus on energy

130 THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

23% 13%

1,940

1,626

Nuclear

Bioenergy Geothermal

830

have allowed Total and CNOOC to develop their Lake Albert fields. “Development agencies and even multilateral donors are increasingly reluctant to finance fossil-fuel projects, even gas,” says Stéphane His, senior consultant at the French research firm Enerdata.

Green and mean

The policy is not to everyone’s taste. Cameroonian lawyer NJ Ayuk, president of the African Energy Chamber, denounces the “demonisation” of the sector and the “anti-African” attitude of Western governments and environmental organisations like Greenpeace. An example of their influence is the recent decision of the British government’s foreign credit agency UK Export Finance (UKEF) to no longer support gas projects in Mozambique. In this context, how are the European majors reducing their carbon footprints in Africa? In addition to ‘operational efficiency’ (reducing methane leaks from wells or ending flaring and optimising well drilling), their plans are based

SOURCE: IRENA

the group estimates those related to vehicle fuel at 450m tonnes. In the global negotiations on CO2 emissions, the continent is more of a spectator than a player. It generates 9% of the world’s liquid petroleum (oil) production (7.2m barrels per day) and 6% of natural gas production. But it remains a modest emitter of greenhouse gases: with 17% of the world’s population, Africa accounts for only 2% of emissions.


SAIPEM

Egypt’s Zohr giant offshore gas field

around three strategies: gas, renewables, and nature-based carbonoffset projects. On the continent, if the majors are backing off from oil, they are pushing hard for gas with tens of billions of dollars in projects. “On a global level, the majors are switching over. Most of them already derive half of their revenue from gas,” says His. The reason is well-known: coal was used for 37% of the world’s electricity generation in 2019. Replacing it with gas would cut global CO2 emissions in half.

It’s a gas, gas, gas!

Gas is the ‘transitional energy’ touted by Patrick Pouyanné, Total’s CEO. This vision is strongly contested by environmental NGOs, which point out that gas production is still polluting, that it emits CO2 and that it is not a renewable energy. On the continent, while continuing to work in countries with a long experience in the gas sector, such as Algeria, the majors have established themselves in new production countries where major discoveries have been made.

$55bn

Combined planned investment in Mozambique’s three gas megaprojects: Mozambique LNG, Rovuma and Coral

In Egypt, Eni has changed the country’s energy landscape with the giant Zohr field. Mozambique has three gas mega­ projects totalling more than $55bn in planned investments. But the largest of these, Mozambique LNG, was suspended by Total following the attack on the nearby town of Palma at the end of March. The second project on the list, Rovuma LNG, led by Eni with the support of ExxonMobil, is still awaiting the final go-ahead. In West Africa, Shell (25%) and Total (15%) are leading a $4bn investment in a seventh LNG processing unit on Nigeria’s Bonny Island with the semi-public group NLNG. In Senegal and Mauritania, the offshore Grand Tortue Ahmeyim (GTA) field, led by BP in partnership with the explorer

Kosmos, is expected to produce its first gas in 2023 and to boost the economies of those two countries. Finally, in Angola, Chevron, Eni (operator), Total and BP, together with Sonangol, are currently developing a $12bn integrated liquefied natural gas (LNG) project in Soyo. While the gas equation relies mainly on exports to developed countries or major emerging markets (such as China), the good news for Africa is that it can benefit local electrification projects. This is the case in Mozambique and Senegal with the GTA project, which is intended to supply several power plants. In Ghana, Shell has just invested in the Tema LNG terminal, which will make the country the very first south of the Sahara to import LNG. Total expects to do the same in Côte d’Ivoire and Benin. In Angola, the future Soyo terminal will supply a 750MW power plant. For the governments of these countries, the preoccupations of Western companies with reducing their carbon footprint could not be further from their minds.

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ENERGY DOSSIER

ENVIRONMENT

rivers, is expected to create a forest environment more resistant to bush fires, and to increase biodiversity. The project, which is fully financed by Total – around $230m over the life of the project – includes agroforestry crops developed with local populations for sustainable agricultural and wood energy production. By 2040, the responsible management of the forest using planted trees should enable the natural regeneration of local species and the supply of sawn timber and plywood to the Republic of Congo and its neighbour the DRC.

Green shoots To meet their goal of becoming carbon neutral by 2050, energy companies are backing largescale reforestation projects, like Total’s in the Republic of Congo By CHRISTOPHE LE BEC Besides focusing on gas and renewables, the world’s major energy companies are also working on ‘negative CO2 impact’ solutions to offset the emissions resulting from their activities. In Africa, their efforts are focused on forestry projects, particularly within the UN’s REDD+ framework (Reducing Emissions from Deforestation in Developing countries). This initiative relies on a strict methodology and independent certifiers such as the US organisation Verra. Total has set up a subsidiary, Nature Based Solutions, dedicated to environmental projects. With a

budget of $100m per year starting in 2020, it aims to capture 5m tonnes of CO2 per year by 2030. With the specialised French consultancy Forêt Ressources Management (FRM), Total has signed a partnership with the Republic of Congo to plant a new 40,000 hectare forest on the Batéké Plateau. This forest is intended to be a ‘carbon sink’, accumulating and storing around 13m tonnes of CO2 over 20 years and thereby lowering its concentration in the atmosphere. The planting of acacia trees on this sandy plateau some 200km north of the country’s capital, near the Lefini and Congo

Local sustainability

FNC

Acacia seedlings for the Batéké forest project

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According to Nicolas Terraz, head of Total E&P Sub-Saharan Africa, this is the first project of its kind on the continent for the French group, which is aiming for carbon neutrality by 2050. Its environmental performance will be certified by independent auditors under Verra’s Verified Carbon Standard and its Climate, Community & Biodiversity standards. “We want to develop these projects alongside recognised partners, such as FRM, from whom we have a lot to learn, and in dialogue with local communities, in order to anchor our commitment over time and contribute to local development,” said Adrien Henry, vice-president of Total’s Nature Based Solutions, at the announcement of the project’s launch on 16 March of this year. British-Dutch firm Shell is developing its largest projects in Asia – in Indonesia, in particular – and is involved in reforestation projects in Ghana and Kenya. Meanwhile, Italy’s Eni is supporting the REDD+ Luangwa Community Forests Project in Zambia, which aims to capture 1.5m tonnes of CO2. The group promises other partnerships in Mozambique, Ghana, Congo, DRC and Angola.


A GAS STRATEGY IN AFRICA For over two decades Perenco, has been a significant producer of natural gas. Today, gas accounts for one third of Perenco’s overall poduction. The gas produced by Perenco is making a meaningful contribution across the African continent. It is generating electricity to power developing industrial economies and to enable manufacturing, whilst also being used in millions of homes, providing a clean and reliable form of energy for cooking and heating and, increasingly, as a low emission transport fuel.

THE INTERNATIONAL LEADING OIL AND GAS COMPANY Perenco is active in five African countries (Cameroon, Congo, DRC, Gabon, and Tunisia), as well as in Northern Europe, Latin America and South East Asia. Founded in 1975 by Hubert Perrodo, Perenco has expanded steadily through acquisitions, drilling and production enhancement. With a focus on mature and marginal fields, Perenco now produces 465,000 boepd and employs over 6,000 people globally.

ADVERTORIAL

MAKING A LASTING CONTRIBUTION Through its sustainable business model Perenco continues to make a positive contribution in its partner countries, to listen to their needs, and to form part of the energy solution. In Gabon, Perenco has been the country’s only commercial gas provider since 2006 producing 50mmscfd which meets the gas needs of the thermal power stations of Port-Gentil and Libreville. In Tunisia, the Company has cumulative production of over 30 mmscfd for electricity generation and Liquefied Natural Gas (LNG). In Cameroon, production of 30 mmscfd generated 250 MW of power at Kribi, and will allow the industrial development of the area. In Cameroon, Perenco has also successfully delivered the installation and operation of the first floating LNG plant, which has had a material and positive impact for Cameroon, producing 30,000 tonnes of domestic gas and reducing the country’s import bill by 40%. In the DRC, 3MW are provided to Muanda thanks to natural gas. INVESTING IN THE FUTURE Perenco is making a local resource available, in order to support growth and development in the countries in which it operates. Perenco works hand in hand with these nations to balance their energy and economic development needs with their energy transition goals.The Group continues to work on a number of innovative gas projects in each of the countries where it operates, including: gas-supply projects for thermal power plants that generate electricity, the development of local industries, as well as domestic gas production and the conversion of company cars to CNG. Whenever possible, these projects are completed by the production of LNG.


ENERGY DOSSIER

Essakane gold mine in Burkina Faso (15MWp). Shell is virtually absent from Africa as a project leader in renewables, as is BP, despite its 2018 partnership with Egypt’s Hassan Allam Utilities. LAURENT ZYLBERMAN/GRAPHIX IMAGES/TOTAL

Total’s Prieska solar park in South Africa

GREEN ENERGY

Oil majors are slow on solar and wind Administrative hurdles, poor infrastructure and the necessity for small-scale projects are all deterrents to the big players. That’s where partnerships come in By PIERRE-OLIVIER ROUAUD The oil majors are touting their global ambitions for renewable energy. France’s Total plans to invest $60bn in the sector within the next 10 years and is targeting 100GW of capacity on a global scale – that is 322 times the installed capacity of Africa’s largest wind farm at Kenya’s Lake Turkana. BP is targeting 30GW by the same date, while Shell has pledged to invest an annual $2bn-$3bn worldwide. But, for the moment, the investment of the majors in renewables on the continent remains small. While Eni is promising solar projects in Egypt and Angola (Solenova, a joint project with Sonangol), it currently only has small photovoltaic plants in Tunisia, Algeria and Angola with less than 40MWp each in capacity.

Total operates in the solar sector through various subsidiaries, including Total Eren and the US company SunPower, which has developed the South African Prieska plant (86MWp). After Uganda in 2016 (10MWp in Soroti), Total Eren commissioned a 126MWp photovoltaic park near Aswan in Egypt in mid-2019. The group has also signed a contract with Greentech to build a 35MWp solar plant in Angola, and has developed industry-focused projects such as the IAMGOLD

2030

Date on which Kenya’s Lake Turkana Wind Power Project is due to reach its full capacity of 310 MW.

134 THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

Risks and red tape

“The majors take a global approach to carbon-emissions reduction and are focusing their transition efforts on developed and large emerging countries. Because of the structure of these economies and their energy mix, the impact is more rapid and massive than it would be in Africa,” says Francis Perrin, associate researcher at the Policy Center for the New South in Rabat. A lack of will, or is it something else? The time it takes to set up projects in Africa and the poor electricity networks are obvious deterrents. In addition, there is the risk of cyclones to wind power in tropical areas, the lack of legislative frameworks in many countries, and ambiguity over land rights, which has proved a problem in Kenya. Oil companies accustomed to mega-projects are ill-equipped to handle a multiplicity of small projects, microgrids or M-Kopastyle solar energy. “The future of electrification in Africa depends in part on decentralised renewable production. But the majors still have very little presence in this niche,” says Stéphane His of the Enerdata consultancy. To speed things up, many of the companies are looking for partnerships. Through its foundation, Shell has provided $45m to a micro-electrification initiative supported by the US International Development Finance Corporation. In 2019, Shell and Japan’s Sumitomo bought a 15% stake in Powergen, a Kenyan microgrid developer. And Total has created Total Access To Energy Solutions (TATES) to develop pilot projects and support start-ups in East Africa.


ADVERTORIAL

Herbert Smith Freehills LLP

EXPERT ADVICE

66 avenue Marceau 75008 Paris - France Standard : + 33 1 53 57 70 70 rebecca.major@hsf.com

www.hsf.com

Green Energy in Africa: Accelerating energy transitions across the continent International investors need to reduce their carbon footprint globally and are being pushed by market forces, legislators, courts and shareholders to do so.

in order to protect the African economic environment with a healthy level of exports, and the social and economic domestic environment with an energy progression.

Africa needs an «energy progression» as well as an «energy transition». In many parts of the African continent, it is not a question of changing the way electricity or transport networks are used, but a question of making reliable electricity supplies and transport networks available for the first time. Africa’s natural resources also need to be used to provide revenue for African citizens.

There will be enormous investments in Europe in these areas in the next few years, by private companies, national governments and the European Union. African governments and African businesses need to position themselves now to capture some of these investments and encourage sustainable investment in the African energy sector going forward.

We think that the African continent can use the global «green business revolution» to its advantage. African governments and legislators can harness this green revolution to facilitate access to electricity for African populations and encourage exports that suit the needs of international investors. The challenge will be to find a happy balance

Some international companies are seeing Africa as a good testing ground for innovative technologies and business models. For example, we are seeing investments and potential investments from Europe (and elsewhere) into off-grid solar, battery storage, improved hydroelectric technology and various uses of blue and green hydrogen. Africa could become an attractive place for using

Rebecca Major, Partner, Head of Energy and Natural Resources, Paris

technologies such as hydrogen and renewable sources to make existing and new natural resources projects greener and therefore more marketable in the future. We have been talking to our clients about greener mines, greener gas and LNG production, greener ammonia production and greener refining and beneficiation processes generally in Africa. We hope to see African policy and legislation continue to evolve to take account of this game-changing revolution and look forward to continuing to advise international investors and governments on these exciting challenges.


AGRIBUSINESS DOSSIER

Kenya’ s hot cuppa

climate change

136 THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021


The optimum tea-growing areas in Kenya’s Rift Valley are shrinking

Activists and farmers warn that the sector needs to act fast before changes in temperature and weather patterns hit the leading black tea producer’s production hard

SVEN TORFINN/PANOS/REA

By VICTOR AMDALA in Kericho “Twenty years ago, a visitor to Kericho would gladly ask for an extra blanket and not a swimming pool – especially at 6pm,” a guard at the Sunshine Hotel told me when I enquired about the possibility of taking a dip. Rolling a black button in his right hand, he laughed nervously for few seconds before launching into a lesson on the climatic history of the region: “I was born not far from here 62 years ago. The region was three times greener. Forests were thicker; you could barely see beyond two kilometres. Rain and cold was part of our lives. […] Now we have prolonged dry seasons and diminishing forest cover.” It may have been a roundabout way of saying that the hotel didn’t have its own pool, but the man had given me a first-hand account of the changes affecting both smallholder tea farmers and multinationals in Kenya’s Rift Valley. A recent study on the effects of climate change on the tea sector in Kenya by British charity Christian Aid confirms that the sector is facing a host of climate-related problems including rising temperatures, erratic rainfall, droughts and insect infestations. The authors forecast that by 2050 the rapid climate shifts will slash Kenya’s optimal tea-growing area by 26%. Mediumquality growing areas could also shrink by 39% in the next 30 years.

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AGRIBUSINESS DOSSIER / Kenya’s hot cuppa climate change

Kenya is highly vulnerable to climate change, with projections suggesting that its average annual temperature could rise by up to 2.5°C between 2000 and 2050. Going forward, rainfall will become more intense and less predictable. ‘Even the slightest increase in droughts will present major challenges for food security and water availability,’ the Christian Aid report warns.

“Our plantation is on 7,000ha. We have maintained the forest cover within our area of operation. James Finlay takes responsibility for any tree felled within [that area],” Kirui says. The largest plantation in the region, covering well over 10,000ha, belongs to Unilever Kenya, which has been working on reducing its carbon footprint. In 2018, Unilever East Africa partnered with fair-trade waste-management company Mr. Green Africa for a ‘U-Turn waste project’, creating a circular economy for its packaging materials by providing an end use for the recycled plastics.

session organised by James Finlay Kenya, which employs 7,000 people on its tea farms in Kericho. Sammy Kirui, the corporate affairs manager at James Finlay, explains: “We plant at least 3,000 trees known for their waterconserving power around potential water sources. The company has noted unchecked dilapidation of indigenous Mau West Forest cover, which has been the source of rains that sustain multinational tea firms and smallholder farmers.” The company’s approach combines precision agriculture, the use of biological energy in production and community involvement in conservation of forest cover.

Clean cookstoves

TEA PRODUCTION IN KENYA (in 1,000tn)

600

570.5

500

493

472

458.8

439.8

400

399.2 300 2015

138 THEAFRICAREPORT / N° 116 / JULY-AUGUST-SEPTEMBER 2021

2016

2017

2018

2019

2020

SOURCE: KENYA NATIONAL BUREAU OF STATISTICS

Another recent study, carried out by the United Nations Food and Agricultural Organisation for the Swedish International Development Cooperation Agency, surveyed 700 growers in Kenya’s seven major tea-growing regions. At least 40% of respondents said they had noticed changes in rainy and dry seasons, which had led to shifts in the planting season, while 35% cited drought. These trends are worrying tea farmers. Some are considering uprooting the crop for short term alternatives such as maize, beans, potatoes and vegetables. Others are determined to keep growing tea, and are taking cues from large plantations that already have mitigation measures in place. Ezekiel Kibet, one of 10,000 smallholder farmers working with the firm James Finlay in Kericho, told The Africa Report that he had cut all the eucalyptus trees down and planted indigenous trees across his fragmented four-hectare tea farm in Kipsolo village. “There has been a slight decline in tea production due to erratic rainfall in this region. I have been growing tea for the past 40 years. The negative change in production which I have experienced in [the] past decade is a result of prolonged dry [weather],” Kibet said. Apart from tending to his own production, he religiously takes part in the community tree-planting

TONY KARUMBA / AFP

Trees conserve water

Smallholders produce almost 60% of Kenya’s tea

More locally, the firm has supported the provision of ‘clean’ wood-burning cookstoves to tea-growing communities. The stoves are designed to replace the traditional smoky open fires, which cause air pollution and can lead to respiratory diseases. In addition, the tea processing plant in Kericho is now powered by a 619kWp solar park in partnership with CrossBoundary Energy, an investment fund that finances off-grid projects for companies.


The irony of rich nations’ profligacy affecting the very people who grow their basic foodstuffs is not lost on Unilever. In its 2019 sustainability report it said: ‘There has been an astronomical change in climatic patterns, not just in Kenya’s Rift Valley but everywhere in the world. While Africa is producing less carbon, the continent is highly impacted.’

Tailored support

The UK-based firm Twinings Tea, which works with smallholder farmers globally, including Kenya, calls its sustainability programme Sourced with Care. In addition to reducing its own carbon emissions with the target of being carbon neutral by 2030, it develops ‘tailored interventions’

in tea-­growing communities by listening to the growers themselves. Training on sustainable agricultural practices, women’s empowerment programmes and support for additional income-­generating activities all increase farmers’ resilience in the face of climate change. According to Twinings Tea’s 2021 social impact report, Sourced with Care has reached up to 8,000 smallholder farmers in Kenya, and several tea centres have received international quality certification.

Some are considering uprooting the tea crop for short-term alternatives like maize

While the fact that large and multinational companies are taking social and environmental responsibility seriously can only be a good thing, local traders and environmental experts argue that the government must improve its environmental conservation policies. Philip Rono, chairperson of Fintea Growers Cooperative Union, representing five cooperatives in Kericho and Bomet counties, says the state should come up with incentives or better policies to complement what farmers and multinationals are doing. “It makes no sense for multinationals to invest resources conserving the environment only for another firm to release its waste in water[ways] and go unpunished or [be] handled with baby gloves,” Rono says.


PERFORMANCE

Africa – Fertile ground for the future of food security It seems ironic that the world is pinning its food security hopes on a continent better known for famines and feeding schemes than for the abundance of fresh and nutritious produce. Yet, with around 25% of the world’s arable land, some say Africa has the potential to contribute to global food security. OCP Africa is set on growing that potential by literally working from the ground up and is playing a fundamental role in the transition of Africa’s farmers from subsistence farming to value-creating agriculture.

OCP Africa Extension Agent , Agripromoter programme.

Mobile soil Laboratory, OCP School Lab.

O

n a long, dusty road in Kaduna State in north-western Nigeria, a bright green three-wheeler motorcycle, mounted with a square cargo box, buzzes along before turning off onto a track leading to a small settlement of modest houses and flourishing fields. This is an OCP Africa Extension Agent from the Agripromoter programme, just one of the programmes specially designed and run by OCP Africa to contribute to developing Africa’s integrated agricultural ecosystems. A subsidiary of OCP Group, the world’s largest phosphate mining and leading fertilizer company, OCP Africa has been on the ground and in the field for five years, gaining invaluable insights into smallholder farmers’ evolving needs while sharing lessons learned, strengthening cooperation, creating partnerships and developing solutions. It is well-positioned to provide advice, support, “best practices” and innovative agriculture through new technologies, thereby playing a role in achieving a green revolution in Africa, which goes way beyond its core business of supplying suitable fertilizers. R&D is a strong component of OCP Africa’s sustainable agricultural development, integrated soil fer-

tility management and climate change approach. It provides fertility mapping and soil analyses and develops new customised formulas adapted to specific soils and crops.

Large-scale programmes for small-scale farmers Africa’s smallholder farmers are the backbone of its agricultural sector and the focus of OCP Africa’s projects and programmes which, since 2016, have benefited over a million farmers. With its African roots, tremendous agronomic knowledge, experience and agri-tech developments, OCP Africa’s large-scale programmes set out to impact not only the smallholder farmer but the entire value chain, with the aim of increasing yields and incomes. OCP Africa’s action is supporting small farmers through a wide range of partnerships, services and capacity building programmes to optimise their land’s potential so that they can thrive, favouring the development of ecosystems that lead to innovative financing, insurance and markets, thereby securing farming activities and building the foundations for a sustainable future.


MESSAGE

OCP Africa developed Agribooster, an inclusive development model that provides farmers with support at every step of the agricultural value chain. Agribooster focuses on the urgent need for African smallholder farmers to improve their productivity and yields, locate buyers and markets and access financial services, including loans. Through the Agribooster package, OCP Africa has so far provided around 630,000 farmers in four countries with access to quality products and inputs (fertilizers, plant protection products, hybrid seeds), technical and business training sessions, access to potential buyers on the market, personal support, and access to financial services (including loans). Farmer House is a comprehensive last-mile distribution solution rolled out in Nigeria to address the availability and accessibility of agricultural inputs by bringing together all basic agricultural inputs, Good Agricultural Practices (GAP) training and extension services under one roof in proximity to smallholder farmers in rural communities. Each Farmer House is equipped with a classroom, a storage room, office space, a borehole well, one or more three-wheeler motorcycles, a digital soil analysis laboratory, a greenhouse, and a smart fertilizer blender, amongst others. To reach smallholder farmers in their communities, each Farmer House employs one or more Agripromoters. These are OCP Africa extension agents, all equipped with a three-wheeler motorcycle mounted with a cargo box and a tablet that deliver agricultural inputs and training to farmers. In the past five years, OCP Africa’s holistic, end-toend ecosystem and farmer-centric approach has empowered and improved the lives of African smallholder farmers. This was achieved under the strong conviction that Africa can become a world leader in sustainable farming and help feed its growing population and ultimately the world.

Good Agricultural Practices (GAP) training , Farmer House.

OCP AFRICA STRIVES TO: Improve the fertility and productivity of African soils through appropriate products. Secure the production of competitive fertilizers near the largest farming areas. Contribute to the development of new local distribution networks, serving the entire agricultural sector. Improve farmers’ access to quality inputs, financing, markets, training and technology.

OCP School Lab +420 K African farmers trained in 9 countries Agribooster: 630 K farmers supported in 4 countries, >30% yield increase on average Farmer House: 29,250 smallholder farmers supported through 51 outlets in 18 states in Nigeria Agripromoter: 7K smallholder farmers supplied and trained in Nigeria, 40K jobs to be created by 2040

JAMG © D.R.

OCP Africa’s School Lab, one of the most innovative programmes, raises awareness about the importance of soil testing. A mobile soil laboratory travels to meet farmers where they are and, using the latest innovations (X-rays, big data, and machine learning) and real-time information on soil needs, helps them test their soil then makes free fertilizer application recommendations specifically for their soil and crop mix. School Lab also provides interactive training sessions with live demos on Good Agricultural Practices (GAP) and animated videos for higher impact. To date, School Lab has already helped over 420,000 African smallholder farmers across nine countries.


AGRIBUSINESS DOSSIER

EGYPT

Fresh orange exports are squeezing out other citrus crops Producers say that the sector needs more diversification and processing in order to grow and protect farmers when there are major price swings By SHERIF TAREK in Cairo Having leapfrogged Spain, Egypt is steadily edging closer to achieving its full potential as the world’s top orange exporter. But that may eclipse opportunities to diversify into other high-quality citrus crops. Since the 1980s, agricultural producers have increasingly channelled their resources into improving orange production, while pushing for the opening of new markets. Brazil and Japan have been added as export destinations in recent months. Oranges account for approximately 80% of Egypt’s total cultivated citrus area today, and according to official data, made up more than 86% of exported citrus fruit in the 2020/2021 season (December 2020 to 30 April 2021).

at exporting company, the Egyptian Growers Organisation. Hesham El-Naggar, CEO of the fresh fruit and vegetable producer Daltex, says that citrus exports will witness no more quantum leaps, only climbing marginally in the coming years, before plateauing in a decade. “We used to see increases of 20% or 15 % annually. Now we will be going up 2% or

No more quantum leaps

The Foreign Agricultural Service (FAS) – a US Department of Agriculture agency – projects Egyptian orange production to rise by 6.2% year on year to reach 3.4m tonnes in the current marketing year (MY), which began last October. FAS Cairo also forecasts that orange exports will hit 1.5m tonnes in MY 2020/2021, up from 1.37m tonnes the previous year More markets are set to open up, yet exporters are close to reaching saturation, says Hussein Marei, a board member of Egypt’s Horticultural Export Improvement Association and a managing partner

Loading up in Beheira province, Egypt

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3% at most,” El-Naggar tells The Africa Report. Some producers worry that poor statistics are clouding a view of what is happening on the ground. They point out that official data does not reflect citrus oversupply, especially of oranges, because they are only based on agricultural plots that are registered at notary offices, Marei explains. Unregistered


in Egypt, comprising 60-70% of Egypt’s citrus production. Growing them is much less demanding than other citrus crops like mandarins, which require more technical know-how. Their harvest season extends from January to March or April, a period that corresponds to “a gap in the international market” – a prime opportunity for Egyptian exporters, Marei says. Marei wants to see the sector strengthened through diversification. He is introducing new seedlings through his company, MAREI Orchard & Nursery. “I have been exhorting many growers not to cultivate the summer [oranges] anymore, and to plant mandarins, grapefruits and lemons to mix it up,” says Marei. Only then “will our reputation as citrus exporters” improve, he adds. El-Naggar agrees and says there is growing demand for citrus products, including grapefruits and lemons, which Egyptian exporters could tap into to beat fierce competition from Morocco, Israel and Turkey. “Going industrial” could reduce the overabundance of Valencia oranges, which are widely used in juice production, says Marei. “There is a massive market in Asia and Europe,” he says. “There is potential in different areas […]. Dubai procures its juice products from the US and Poland and pays a lot of money for them. If they imported them from Egypt, they would be delivered faster and at a better cost.” Marei says Egypt has a head start in exporting not-from-concentrate (NFC) juices, which are fresh and pasteurised. AHMED GOMAA/XINHUA/REA

parcels of land are mostly in the desert and were seized by farmers who invoked a law introduced by the late agriculture minister Youssef Wali, particularly during the 1980s and 1990s. “A rough analysis indicated that while the government would say we produce 4m tonnes, [actual citrus production] “is closer to 6m tonnes,” Marei tells The Africa Report. According to projections based on similar analysis, “we are supposed to be producing anywhere from 6-8m [tonnes of citrus fruits],” which is significantly higher than Egypt’s domestic consumption and exported citrus fruits combined. This caused local prices to plummet in the past year, with losses incurred by producers, Marei says. Valencia oranges, also known as summer oranges, are the most cultivated and exported citrus fruits

1.5m

tonnes of Egyptian orange exports are forecast for 2020-21, up from 1.37m tonnes in the 2019-20 season

Unlike the concentrate, NFC juice can diminish in quality while being transported to far-flung destinations, and its price is higher due to its more costly transportation. Brazil is the main player in this sector, and Egypt could also be a strong NFC juice exporter to Asian countries.

Tariff-free trade

Khaled Medhat, from food and beverage company Döhler Egypt, says the country’s main advantage is its free-trade agreements as a member of the Common Market for Eastern and Southern Africa, the Greater Arab Free Trade Area and the EU-Egypt Association Agreement. Offering juice products that are cheaper than Brazil’s to countries that exempt Egyptian imports from customs would give Cairo a lead, he says. Medhat says he would like to see a better system for regulating the relationship between farmers and juice makers to ensure sustainable procurements and fair prices: “The agro-industrial sector is not sponsored by a certain body in Egypt. There are no crops that are cultivated to be allocated for manufacturing,” he says. Egyptian fruit producers of all scales therefore primarily target fresh consumption, and juice makers receive what is left. What facilitates procurement for juice makers is that their specifications are less demanding than those of the fresh market, since they just need to focus on the internal quality of the oranges. With orange prices fluctuating, a regulator should support either side when needed. “This already exists in Egypt for some items, such as raw milk, whose price is determined by the Egyptian Milk Producers Association,” Medhat says. “We always say we want contract farming in Egypt, but it can only be achieved with an arbitrator,” he concludes.

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AGRIBUSINESS DOSSIER

INTERVIEW

Mostafa Terrab

To feed themselves and others, African nations need to boost their agricultural production by using fertilisers and other techniques, says the chief executive of OCP Interview by ESTELLE MAUSSION and JULIEN CLEMENÇOT The chairman and chief executive of Morocco’s OCP Group explains its strategy for 2021-2030. The phosphates company is focusing on a more environmentally friendly approach. It also plans on expanding its operations on the continent to tap into the large Nigerian and Ethiopian markets. Fertilisers are still not widely used in Africa. Is this changing? MOSTAFA TERRAB: You know that the continent has the potential to feed the whole world, right? Most of the arable land is in Africa. The continent will double its population by 2050. This is why our commitment in Africa is not as a fertiliser supplier but rather as a partner in the development of public policies in agronomy, rural development and, where appropriate, industry. This is how we view our industrial commitment in countries such as Ethiopia and Nigeria,

which have one-third of the African population. Our university [the Mohammed VI Polytechnic University in Ben Guerir] is also committed to this and, as such, presents itself as an institution for training African talent. How should we interpret the decline in recent years in OCP’s exports to Africa, from 27% of your total in 2017 to 21% in 2020? You seem to forget that our Africa strategy is not even 10 years old. In 2013, we were capping at 50,000tn of exports per year to Africa, and today, our volumes are at around 3m tonnes per year. If you judge performance by volume alone, you won’t have the right indicator. In some countries, including Nigeria, we have invested in blending units where products are customised locally to suit the needs of the soil and crops. I would like to point out that the OCP Foundation was involved in drawing up a soil fertility map in certain African countries, with the precise purpose of carrying out this customisation.

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HOC

‘The continent has the potential to feed the world’ In March, you signed an agreement with Nigeria to build a $1.3bn fertiliser plant there. Several groups, including Dangote Industries, also have major projects there. How do you intend to establish yourself in this huge market? This agreement was signed following a decision made during His Majesty King Mohammed VI’s visit to Nigeria in December 2016. It brings together Morocco’s phosphate resources and Nigeria’s gas resources for the benefit of Nigerian agriculture and this great country’s immediate neighbours. Are you going to increase the number of your factories in Africa? Wouldn’t this be to Morocco’s detriment? To the contrary! A company that wants to be global increases its opportunities for growth whenever the interests of the parties concerned are clear. Proximity also makes it possible to adapt our products to farmers’ needs, thereby reducing the cost of inputs. It’s also important to remember that this growth, which is made possible by investing in the markets, increases the value of phosphorus, which is then available to all! This is the main reason for our approach.


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LAST WORD

FUN NMI ADEBAYO Digittal entrepreneur, nomad, writer, avid solo traveller, menttal health advocate, spoken word poet, public speaaker and ex-finance professional

To say I’m disappointed in Britain would be an understatement. I think for many British Africans, we have got to a point where we are either questioning our place in British identity or ready to completely denounce it. It feels to me that Britain is wedded to its nostalgia of empire. Its sense of greatness and British identity now clearly feels predicated on holding onto the delusion that it can an be a geopolitical kingmaker. ‘Global Britain’ may at first appear to o be an innocent attempt at being open to building trade partnerships with the world. On closer inspection, though, it is far more nefarious. So much so that it isn’t a sleightof-hand nod to colonialism but rather the reemergence of a new, modern colonialist venture. I am not only talking about what Prime Minister Boris Johnson has said, but rather the ‘Global Britain in a Competitive Age’ government report that is a manifesto to this end. They may as well have dubbed it ‘Project Colonialism 2.0’. Johnson has laid his jingoistic intentions bare: ‘The fundamentals of this Government’s approach to national security and international policy are

146 THEAFRICAREPORT / N° 116

Britain's government sees Africa as the centre of its ‘Global Britain’ policy. The government report ‘The UK and Sub-Saharan Africa: prosperity, peace and development co-operation’ published last year is a 164-page document focused entirely on how Britain plans to engage. Its mere positioning as a power equal to four-fifths of a continent expresses its perspective on Africa. It would never so boldly publish such a report about Asia. Describing Britain’s soft power, the report defines it as, ‘rooted in who we are as a country: our values and way of life, and the vibrancy and diversity of our union. It is central to our international identity as an open, trustworthy inte and d innovative country.’ Museums are listed as central. So any hopes that the British Museum Act of 1963 will be revoked – and the Benin Bronzes returned, for example – are clearly pipe dreams. Britain’s government sees its museums as just as important in maintaining its sense of power and identity as trade relationo ships. This firmly positions war, theft and colonialism as central to the British identity. It’s important that Africans and British Africans hold this government to account and decide if the greatness of Britain relies on the weakness of Africa.

L. FLEISHMAN/NYT-REDUX-REA

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COLONIALISM 2.0

reflected in the actions we have taken since the 2019 general election. They demonstrate an active approach to delivering in the interests of the British people: sustaining the UK’s openness as a society and economy, underpinned by a shift to a more robust position on security and deterrence. This runs alongside a renewed commitment to the UK as a force for good in the world – defending openness, democracy and human rights.’ Anybody with a decent grasp of history would shiver at this brazen declaration of Britain First ideology. British colonialism in Africa was built on this approach: that Britain’s ‘force’ for good comes with increased spending on ‘security and deterrence’ – in other words, violence.


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