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Industrial Decarbonisation In Africa: Why Competitiveness Will Decide the Transition
Africa’s energy transition debate remains dominated by power generation targets, electrification rates, and renewable capacity additions. These are necessary foundations. But they are no longer...
U.S–China competition for critical minerals is reshaping Africa’s energy future
The global energy transition has entered a new phase. What began as a climate and technology story is now unmistakably geopolitical. Critical minerals, copper, cobalt, lithium, nickel, manganese and...
Why Power Grids Are The Bottleneck Of The Energy Transition In 2026
For more than a decade, the global energy transition has been sold as a story of technology. We are told solar panels are getting cheaper, wind turbines are getting taller, and batteries are...
IEA Power Forecast 2026: Africa’s Demand Is Surging, Supply Isn’t
For most of modern economic history, electricity demand has followed growth. When economies expanded, electricity use rose steadily and predictably, rarely faster. That relationship is now breaking....
Mining Indaba 2026: Why Africa’s Value Addition Push Faces an Execution Test
As Mining Indaba opens in a few days, one point of alignment is already clear: value addition has become the dominant political language around Africa’s future in critical minerals. From policy...
Why Capital Keeps Missing Africa’s Clean Energy Moment
The statistic is now familiar enough to sound almost ritualistic. Africa receives around 2% of global clean energy investment, despite hosting nearly a fifth of the world’s population, the...
Diesel, Dollars, and Debt: How Generators Worsen Africa’s Balance-of-Payments Crisis
For much of Africa, the diesel generator has become an unspoken pillar of the economy. It powers factories when the grid fails, keeps hospitals running during blackouts, and underwrites commercial...
Why Africa Is Rewriting the Language of the Energy Transition
There is a phrase that has followed Africa through almost every global climate forum in recent years: “clean energy for people and planet.” And it sounds inclusive, moral and hard to argue against....
Gas Is Back: What Mozambique’s LNG Revival Reveals About the Real Energy Transition
For years, the global energy transition has been narrated as a linear story: renewables rise, fossil fuels fall, and gas fades as a temporary bridge. That story is now colliding with reality. In late...
From Corridors to Contracts: Why Africa Is Losing Value After the Infrastructure Is Built
In parts of Africa, railways are being rehabilitated, ports are expanding, power lines are stretching across borders, and industrial corridors, once stalled by finance and politics, are re-entering...
Adaptation Is Becoming Africa’s Energy Trap
I grew up learning how to adapt to electricity failure. You learn early what time power usually goes out, you know when to charge phones, when to pump water, and when to run appliances. You learn the...
Africa’s Minerals Are Becoming Bilateral, And That’s a Strategic Risk
Africa sits at the centre of the global energy transition’s material foundations. The continent holds an estimated 30% of the world’s reserves of key transition minerals, including cobalt, manganese,...