Intelligence

Reports, briefings, data notes, policy watch.

Field-level intelligence from the AfCEN platform — published openly, citation-ready.

Featured working paper

Why AfCEN: the case for a continental intelligence layer.

The founding case for the AfCEN platform — what’s broken in African infrastructure capital flows today, and where intelligence, project readiness, and partnerships can close the gap.

By the AfCEN founding team · 34 pages · March 2025

Briefing

DRC cobalt supply chain: where the chain breaks.

A pit-to-processor trace with two chokepoints and three remediation paths.

Data note

Sahel solar deployment: a seven-country breakdown.

Project-level data, mapped to off-take and grid status.

Policy watch

Why grid-scale wind keeps stalling in East Africa.

It’s not the wind resource. It’s the PPA template.

Briefing

Mapping CBAM exposure for West African aluminum.

Three exporters, four products, and the tariff bill that lands when CBAM goes definitive.

Data note

Lagos power demand growth, substation by substation.

9% YoY growth concentrated in the Lekki corridor.

Working paper

East Africa Rift geothermal: identified potential.

Kenya, Ethiopia, Tanzania, Djibouti — six sites with feasibility studies on file.