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Wandile Sihlobo

@wandilesihlobo

πŸ”˜South Africa’s Presidential Envoy on Agriculture and Land.πŸ‡ΏπŸ‡¦ πŸ”˜Chief economist, Agricultural Business Chamber of SA πŸ”˜Email: wandile@agbiz.co.za www.wandilesihlobo.com

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Latest posts by Wandile Sihlobo @wandilesihlobo

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A window on the crop conditions around the world Indeed, our summer grain and oilseed in South Africa are in reasonably good condition, following favourable rains.

A window on the crop conditions around the world.

open.substack.com/pub/wandile/...

12.03.2026 21:11 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

The 2026 wine grape harvest is progressing well across South Africa's wine grape-growing regions. πŸ·πŸ‡ΏπŸ‡¦πŸ·

12.03.2026 13:03 πŸ‘ 3 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0
EP40 -  Implications of Middle East conflict for SA agriculture
EP40 - Implications of Middle East conflict for SA agriculture YouTube video by agriview wandile

Implications of the Middle East conflict for South African agriculture.

www.youtube.com/watch?v=yLQ2...

12.03.2026 06:59 πŸ‘ 4 πŸ” 2 πŸ’¬ 0 πŸ“Œ 0
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Our broad view of South Africa’s agricultural conditions I think it may be valuable to underscore once again that 2025 was a reasonably good year for South Africa’s agriculture.

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12.03.2026 05:41 πŸ‘ 1 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0
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Why are South African farmers feeling downbeat about business conditions in the country? A day after we received robust agricultural GDP data showing that the sector’s gross value added grew by 17.4% year-on-year in 2025, following an 8.4% year-on-year contraction in 2024, some may wonder...

Why are South African farmers feeling downbeat about business conditions in the country?

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11.03.2026 12:28 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

South Africa’s agriculture faces some challenges, but the long-term outlook for the sector remains so exciting. There remains untapped growth potential and possible job opportunities.

10.03.2026 14:03 πŸ‘ 4 πŸ” 1 πŸ’¬ 0 πŸ“Œ 1
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09.03.2026 09:14 πŸ‘ 3 πŸ” 3 πŸ’¬ 0 πŸ“Œ 0
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Welcome to a period of high input costs in South African agriculture My earlier letter this morning may have put what appears to be a scary scenario quite mildly.

Welcome to a period of high input costs in South African agriculture

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09.03.2026 06:03 πŸ‘ 6 πŸ” 4 πŸ’¬ 1 πŸ“Œ 0

We will publish the first-quarter 2026 results of the Agbiz/IDC Agribusiness Confidence Index (ACI), a sentiment indicator for the South African farming and agribusiness sector, on Wednesday, March 11, 2026.

08.03.2026 12:29 πŸ‘ 4 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

This is a painful period for the South African cattle industry; the current disease is immensely costly to farmers.

08.03.2026 07:49 πŸ‘ 6 πŸ” 2 πŸ’¬ 0 πŸ“Œ 0

The Middle East is a key player in the global fertiliser market. As a country that imports roughly 80% of its annual fertiliser requirements, we, South Africa, are obviously concerned about the impact of current events on fertiliser prices, amongst other key matters.

08.03.2026 04:33 πŸ‘ 2 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0

But of course, the renewed fear of rising energy prices may change this direction. In February 2026, the FAO’s global food price index was at 125.3 points, down 1% from a year ago, and as much as 22% down from the peak reached in March 2022. 2/

07.03.2026 16:06 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Global food prices remain relatively lower than a year ago due to ample supplies of grains, vegetable oils, and sugar on the world market. 1/

07.03.2026 16:06 πŸ‘ 2 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0
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Notes from our Western Cape agricultural roadshow We spent time last week engaging with agribusinesses and farmers in the Western Cape.

Notes from our Western Cape agricultural roadshow

open.substack.com/pub/wandile/...

07.03.2026 14:42 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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AgriView | Wandile Sihlobo | Substack Reflections on agricultural economics matters in South Africa and the world. Click to read AgriView, by Wandile Sihlobo, a Substack publication with thousands of subscribers.

You can subscribe for free to my regular newsletter covering agricultural economic matters and trade issues, primarily in South Africa, and occasionally elsewhere in the world.

wandile.substack.com

07.03.2026 14:42 πŸ‘ 1 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0
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South Africa’s agricultural machinery sales remain resilient We continue to observe an encouraging start to the year in South African agricultural machinery sales.

South Africa’s agricultural machinery sales remain resilient.

open.substack.com/pub/wandile/...

06.03.2026 14:00 πŸ‘ 1 πŸ” 1 πŸ’¬ 0 πŸ“Œ 1
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Published in The Herald today.

05.03.2026 15:02 πŸ‘ 6 πŸ” 0 πŸ’¬ 0 πŸ“Œ 1
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Jobs, Growth, and Structural Changes in South Africa’s Agriculture I am at the Economic Research Southern Africa (ERSA) and South African Reserve Bank conference in Stellenbosch today.

Jobs, Growth, and Structural Changes in South Africa’s Agriculture

open.substack.com/pub/wandile/...

05.03.2026 12:44 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

The Middle East region is key for our livestock and red meat exports, amongst other agricultural products. These will be a challenge in the current situation.

05.03.2026 07:04 πŸ‘ 3 πŸ” 1 πŸ’¬ 0 πŸ“Œ 1

Lower tariffs and non-tariff barriers would help South Africa immensely.

04.03.2026 09:38 πŸ‘ 3 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

India is cutting trade deals left and right. VERY ENCOURAGING.

They must now bring that spirit of the trade deal to BRICS.

A BRICS trade deal would benefit South Africa’s agriculture. The BRICS is an agricultural market valued at over US$300 billion.

04.03.2026 09:38 πŸ‘ 4 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0
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Botswana easing restrictions on SA vegetable imports We are grateful to our friends in Botswana for easing restrictions on South African vegetable imports.

Botswana is easing restrictions on SA vegetable imports.

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04.03.2026 08:57 πŸ‘ 1 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0

South Africa has a dynamic, competitive, and export-oriented agricultural sector.

We can withstand headwinds in global agricultural and food markets.

We don't need a public stockholding of grains or agricultural products. Such a policy will only cause market distortions.

03.03.2026 09:27 πŸ‘ 6 πŸ” 0 πŸ’¬ 0 πŸ“Œ 1

South Africa’s major table grape growing regions include the Hex River Valley (32%), the Berg River Valley (24%), the Olifants River region (6%) in the Western Cape province, the Orange River region in the Northern Cape province (29%), and the Northern Provinces (9%).

02.03.2026 18:08 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Table Grape Production Areas in South Africa πŸ‡πŸ‡ΏπŸ‡¦

02.03.2026 18:08 πŸ‘ 4 πŸ” 0 πŸ’¬ 1 πŸ“Œ 1
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For agribusinesses, however, fuel use is reasonably high throughout. Over 80% of our grains are transported by road, along with various agricultural products.

02.03.2026 11:54 πŸ‘ 3 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0

These fuel price hikes come at a slightly quiet time for South Africa’s agriculture.

We will have a busy period from the end of April/May onwards – planting winter crops, harvesting summer crops, and harvesting citrus. Fuel generally accounts for roughly 13% of grain farmers’ input costs. 1/

02.03.2026 11:54 πŸ‘ 23 πŸ” 13 πŸ’¬ 1 πŸ“Œ 1

We also remain optimistic that the winter crop season, which starts in April 2026 in the Western Cape, will be reasonably good, with fair rains, which would support wheat, canola, oats and other agricultural activity in the province. 2/

02.03.2026 10:40 πŸ‘ 2 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0

Although we talk about the likely return of an El NiΓ±o in the 2026-27 summer season, a drought, it is too early to be certain. What we have are merely early indications. 1/

02.03.2026 10:40 πŸ‘ 5 πŸ” 1 πŸ’¬ 2 πŸ“Œ 0

Importantly, this expected harvest is well above South Africa’s annual maize usage of 12.0 million tonnes. 4/

02.03.2026 07:40 πŸ‘ 4 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0