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The AR Industrialisation Revolution
Africa exports raw wealth and imports manufactured goods — paying other countries to do the work Africans could do for themselves. The AR ends this completely and permanently.
THE CORE ABSURDITY
Africa produces 3.4 million barrels of crude oil per day — and imports 3 million barrels of REFINED petroleum products daily, costing approximately $17 billion per year. Africa is buying back, at a premium, what it already owns. (Aliko Dangote, CORAN Summit, October 2024)
BOTTOM LINE
The AR turns Africa — overnight — from the world's raw material supplier into the world's most resource-rich manufacturer. The value multiplier is 10× to 40× depending on the resource. That is the investment case.