AfDB’s EUR 100 Million Loan to Morocco’s Battery Gigafactory Tests...
The African Development Bank’s EUR 100 million loan to Morocco’s first battery gigafactory signals a...
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Algeria’s $88M Infrastructure Push in Burkina Faso and the 40MW Plant for Niger: When Energy Diplomacy Becomes the New Sahel Playbook Énergie & Industrie
Since early 2026, Algeria has been deploying a sequence of concrete energy commitments across the Sahel that goes well beyond diplomatic signalling. Algiers committed to an $88 million program to modernise Burkina Faso’s mining and energy infrastructure, announced that Sonatrach would begin oil and gas drilling operations in Niger, and separately signed a deal with […]
The Demand Signal Is Real, But It Will Not Wait. Why African Gas Producers Face a Closing Window on Europe’s Post-Russian Procurement Cycle
Extraction / Energy & Industry The European Union’s legislative and commercial exit from Russian pipeline gas is no longer a policy aspiration. It is an operational reality being priced into long-term procurement decisions across the continent. Russian gas, which accounted for roughly 40% of EU imports before 2022, has been systematically displaced through a combination […]
The Gulf of Guinea Has a Window. The Question Is Whether It Can Use It.
On February 28, 2026, U.S. and Israeli strikes on Iran triggered a sequence that effectively shut down the Strait of Hormuz. Flows through the strait collapsed from roughly 20 million barrels per day to just over 1 million by March. The IEA described it as the largest disruption to global oil supply in the history […]

Cocoa: A Three-Month High on May 6, Caught Between El Niño and the Hormuz Closure
Converging negative signals on the 2026/27 crop and the Strait crisis push prices above $4,100 per tonne. Cocoa futures hit their highest level in three months on May 6, 2026, rising more than 5% intraday in both New York and London. Prices settled above $4,100 per tonne, driven by a triple negative supply signal. The […]
The Great Guinean Pivot: Asset Seizures, Alumina Mandates, and the $2.1 Billion Energy Gamble
Guinea stands at a volatile crossroads where industrial ambition meets sovereign assertiveness. While the 450 MW Souapiti dam was envisioned as the $2.1 billion cornerstone of a domestic refining revolution, the reality for 2026 has turned predatory for those slow to adapt. The successful transition of Nimba Mining from asset-holding vehicle to active exporter as […]









