OPINION

SA makes it through El Niño

Wandile Sihlobo says maize harvest down 22% in 2023/4 but still enough for local needs, and exports to our neighbours

Favourable weather prospects provide reason for optimism about Southern Africa's food security conditions in 2024-25

The Southern Africa region is at the tail end of the most challenging season – the 2023-24 production year. Grains and oilseed production declined significantly across Southern Africa in the 2023-24 production season. Some countries saw a much sharper decline in their staple maize production, leading to concerns about the potential increase in food insecurity.

For example, on June 7, USAID said that "an estimated 26 to 30 million people are experiencing acute food insecurity throughout the region ahead of the upcoming lean season".

The USAID further stated that "Widespread crop failure has resulted in heightened food insecurity regionally, eroding affected populations' ability to access food and safe drinking water and maintain livelihoods, prompting four national governments—Malawi, Namibia, Zambia, and Zimbabwe—to issue drought-related disaster declarations".

This assessment is correct, and the impact is severe on livestock.

Regarding staple maize, Zimbabwe's maize harvest declined by roughly 60% year-on-year in the 2023-24 production season. Moreover, Zambia's maize harvest was down by 50% in the same season. There were also major crop failures in Malawi, Lesotho, and Namibia.

Others, like South Africa, saw a more moderate decline in maize harvest, down 22% year-on-year. South Africa remains comfortable with sufficient maize supplies for its use and exports to the neighbouring countries.

The difference was caused, amongst other things, by the variation in the seed cultivars and fertilizer usage. Still, the ultimate challenge was that we were in an El Niño cycle, which typically brings below-normal rainfall in Southern Africa. This weighed heavily on the region's agricultural production conditions this past season.

A more optimistic outlook

Fortunately, we are now transitioning to a La Niña phenomenon, which usually brings above-normal rainfall in Southern Africa. This could be a much-needed break from a tough season.

Thus, I think it is a reasonable choice to remain optimistic about the upcoming 2024-25 summer season in South Africa's agriculture and the entire Southern Africa region.

Global weather forecasters paint encouraging prospects for weather conditions. For example, the Australian Bureau of Meteorology and the International Research Institute for Climate and Society (IRI) at Columbia University continue to forecast La Niña occurrence.

The Australian Bureau of Meteorology states, "The ENSO Outlook is at La Niña Watch, meaning there are some signs that a La Niña may form in the Pacific Ocean later in 2024". Meanwhile, the IRI sees a strong likelihood of La Niña now through January 2025, and after that, it weakens as the weather normalizes.

On October 3, the South African Weather Service (SAWS) also stated a cautiously optimistic note in its Seasonal Climate Watch monthly report. The SAWS wrote that the "current predictions indicate the development of a La Niña state during the start of the summer season; however, there is still significant uncertainty in the predictions."

The SAWS added that "it is advised to monitor the ENSO system during the start of the summer season, as it may change the rainfall outlook for the summer rainfall regions if and when the La Niña materializes. Current predictions focus on the early- and mid-summer seasons and indicate wetter conditions over the interior of the country. The northeastern parts, however, at this stage, indicate drier conditions extending through to the mid-summer period."

What we can draw from these statements is that (1) South Africa and, indeed, the Southern Africa region is out of an El Niño cycle, which typically brings drought and has had a devastating impact on agriculture in the 2023-24 summer season; (2) there is reason to be optimistic about the La Niña possibilities and favourable rains in the 2024-25 season (but must be mindful of the regions of South Africa the SAWS suggests may be slightly dry for some time), and that (3) even if we are out of a La Niña cycle soon and in the "neutral" state, the agricultural conditions could still be favourable as the "neutral" state implies normal conditions.

In essence, I am inclined to believe that the 2024-25 agricultural season may be a period of recovery in South Africa and the broader Southern Africa region following a challenging drought period in the 2023-24 season, which negatively impacted not only summer grains and oilseeds, but also the livestock industry, and other agricultural activity. Most importantly, the drought caused a significant regional food insecurity challenge.

Depending on the area farmers will till for crops and the pace of recovery in other agricultural activity in the broader Southern Africa region, it is reasonable to assume that food price inflation in 2025 could moderate. The food insecurity challenge could perhaps also be eased.

Still, I must caution that we are working with weather prospects and basing my views on that. Therefore, as I have assumed here, continuous monitoring of the weather and its outlook is vital in determining whether my optimistic view holds. For now, I think we have reason to be hopeful.

Wandile Sihlobo is the chief economist at the Agricultural Business Chamber of SA and a senior fellow in Stellenbosch University's Department of Agricultural Economics. His latest book is "A Country of Two Agricultures".