I have written two recent features for This Is Africa, an excellent new magazine published by the FT.
Links are here, if you want:
http://www.thisisafricaonline.com/news/fullstory.php/aid/91/Supply_and_demand.html
http://www.thisisafricaonline.com/news/fullstory.php/aid/113/Rise_of_the_Asian_NOCs.html