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Land Expropriation Threat To South African Agriculture Is Overblown

Despite land expropriation becoming official party policy in South Africa, we believe President Cyril Ramaphosa will mitigate threats to agricultural production. Un-used or underutilised land will likely be the subject to land expropriation rather than productive farmland, agricultural output therefore remaining largely unaffected. The policy is likely an attempt to placate populist voices from the far left-wing Economic Freedom Fighters (EFF) party and the more radical elements of Ramaphosa’s African National Congress (ANC) party.

Land Expropriation Threat To South African Agriculture Is Overblown

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Commodities Of The Future

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Cole Martin, CFA

Senior Analyst, Commodities
Commodities | London

John Davies

Global Commodities Strategist
Commodities | London

Molly Shutt

Senior Commodities Analyst
Commodities | New York

Diego Oliva-Velez

Commodities & Mining Analyst
Commodities | London
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