The Lobito Corridor at scale: what $3.8 billion buys
A field-level look at the corridor’s mineral, transport, and energy assets — and the four risks our team is watching this quarter.
Weekly briefings, quarterly reports, press releases, and field-level dispatches from across the continent.
Three exporters, four products, and the tariff bill that lands in October.
Joint work-plan covers tariff harmonisation, grid code revisions, and EGM Summit hosting.
Country by country, project by project — including the ones that didn’t make it.
Why the gap between pledged and deployed climate capital is, at root, a co-ordination problem.
A 6-step trace from pit to processor. Two chokepoints, three remediation paths.
Project-level data, including the four that came online ahead of schedule.
It’s not the wind resource. It’s the PPA template.
Substation-by-substation load growth, mapped.
Kenya, Ethiopia, Tanzania, Djibouti. Six sites with feasibility studies on file.
What made the financiable ones financiable, and what didn’t.