The global energy transition, a monumental shift from fossil fuels to renewable sources, is having a profound and often inflationary impact on global commodity markets. This transition is creating an unprecedented surge in demand for critical minerals and raw materials—such as lithium, cobalt, copper, and rare earths—that are essential for building electric vehicles, batteries, and renewable energy infrastructure. The resulting supply chain bottlenecks, geopolitical risks, and investment lags are creating significant price volatility that can trigger what is increasingly known as "greenflation," an inflationary pressure distinct from traditional energy price shocks.

This program provides a rigorous and practical guide to understanding the complex macroeconomic and financial implications of this new era of commodity-driven inflation. Participants will gain a deep understanding of the key linkages between climate policy, commodity markets, and price stability. The course will address everything from the design of effective monetary policy in a "greenflationary" environment to the tactical use of commodity trading strategies and the critical role of corporate planning. By focusing on real-world case studies and the latest research, attendees will be equipped to analyze the risks and opportunities of a materials-intensive future and to formulate strategies that safeguard economic stability.

Duration: 10 days

Target Audience:

• Central Bank Officials
• Financial Market Analysts and Investors
• Commodity Traders and Strategists
• Corporate Planners and Risk Managers
• Government Economists and Policy Analysts
• Development Finance Professionals
• Academics and Researchers
• Environmental, Social, and Governance (ESG) Specialists
• Supply Chain Managers
• Public Policy Professionals

Objectives:

• Master the core drivers of inflation in the context of the energy transition.
• Learn to identify and analyze key commodity-related risks.
• Understand the role of supply chains and bottlenecks.
• Grasp the complexities of greenflation and its channels of transmission.
• Develop proficiency in the use of both conventional and unconventional tools.
• Explore best practices for central bank communication during energy transitions.
• Learn about robust methods for modeling commodity price shocks.
• Identify the critical legal and governance frameworks for mineral supply.
• Develop skills in assessing and managing ESG-related risks.
• Formulate strategies for building a resilient macroeconomic framework.

Course Modules:

Module 1: The Energy Transition Explained

• The shift from fossil fuels to renewables
• The concept of peak oil demand
• The role of electric vehicles and batteries
• The impact on fossil fuel producers and exporters
• The role of a "clear and focused research question"

Module 2: The New Commodity Supercycle

• The demand for critical minerals (e.g., lithium, cobalt, nickel)
• The importance of a "risk and mitigation" plan
• The difference between a green supercycle and a traditional one
• The challenges of mining and refining capacity
• The role of a simple scorecard and a dashboard

Module 3: Channels of Greenflation

• The impact of carbon taxes and emission trading systems
• The role of a "data story map"
• The costs of retrofitting and new investments
• The impact on specific industries (e.g., steel, cement)
• The importance of a "clear and consistent reporting style"

Module 4: Supply Chain Bottlenecks

• The concentration of supply in a few countries
• The role of a program's theory of change
• The challenges of logistics and transportation
• The impact of geopolitical risks on supply
• The importance of a "stakeholder analysis"

Module 5: Macroeconomic Modeling

• The use of structural VAR models
• The role of a clear and compelling KPI
• The impact of commodity shocks on core inflation
• The use of a "risk and mitigation" plan
• The challenges of modeling a new phenomenon

Module 6: Monetary Policy Response

• The policy trilemma in a "greenflationary" world
• The importance of a simple scorecard and a dashboard
• The use of interest rates in response to supply shocks
• The challenges of communication and credibility
• The role of a "data story map"

Module 7: Fiscal Policy and Investment

• The role of government subsidies and tax credits
• The importance of a "clear and consistent reporting style"
• The impact of public spending on green infrastructure
• The challenges of balancing fiscal sustainability with climate goals
• The role of a program's theory of change

Module 8: ESG and Sustainable Finance

• The role of ESG factors in investment decisions
• The importance of a "stakeholder analysis"
• The impact of greenwashing on markets
• The use of a clear and compelling KPI
• The role of a "clear and focused research question"

Module 9: Commodity Market Volatility

• The drivers of price volatility in green commodities
• The role of a "risk and mitigation" plan
• The use of financial derivatives for hedging
• The importance of a simple scorecard and a dashboard
• The challenges of market manipulation

Module 10: The Role of Technology

• The impact of technological innovation on commodity demand
• The use of a "data story map"
• The potential for substitution of critical minerals
• The role of a "clear and consistent reporting style"
• The role of a program's theory of change

Module 11: Case Studies

• Case study: The lithium price surge and collapse
• The use of a "stakeholder analysis"
• The impact of the European energy crisis
• The role of a clear and compelling KPI
• The lessons from past commodity supercycles

Module 12: Applied Risk Management

• The use of scenario analysis and stress testing
• The importance of a "clear and focused research question"
• The role of a "risk and mitigation" plan
• The management of currency and inflation risk
• The importance of a simple scorecard and a dashboard

Module 13: Geopolitical Implications

• The impact of resource nationalism on supply
• The role of a "data story map"
• The potential for new trade tensions
• The importance of a "clear and consistent reporting style"
• The role of a program's theory of change

Module 14: Data and Forecasting

• The challenges of forecasting in a new paradigm
• The use of a "stakeholder analysis"
• The role of big data and machine learning
• The use of a clear and compelling KPI
• The importance of a "clear and focused research question"

Module 15: Policy and Governance

• The need for new international agreements
• The role of a "risk and mitigation" plan
• The challenges of a fragmented regulatory landscape
• The use of a simple scorecard and a dashboard
• The role of a "data story map"

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org  Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 10 working days before commencement of the training.