
Africa Can Build Green Factories. Who Will Buy What They Make?
Kenya's electric bus makers have buyers. African solar and battery plants mostly sell abroad. ETA compares three products to show where demand comes from.

ETA Analysis delivers in-depth analysis of Africa’s energy transition, energy policy, and political economy. This section examines the forces shaping power, resources, and decision-making — from fossil fuel phase-out pathways and critical minerals to climate finance and governance reform. Grounded in evidence and regional context, these analyses connect policy, politics, and economics to reveal what Africa’s energy transition really means for communities, governments, and the continent’s future.
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Kenya's electric bus makers have buyers. African solar and battery plants mostly sell abroad. ETA compares three products to show where demand comes from.

Nigerian pension funds pledged N241 billion to infrastructure, but none has moved. ETA maps which stages of an African energy project pension funds can prudently hold.

South Africa's draft electricity pricing policy commits to cheaper power for smelters and more support for poor households. Neither commitment says who pays as Eskom's grid sales keep falling. ETA examines the gap.

Uganda carries a $119 million loan to build a power line to South Sudan, whose civil servants are owed up to 13 months of salary. ETA examines who actually carries the risk if the buyer cannot pay.

South Africa is unbundling Eskom. Nigeria has split regulation across 17 states. Both are also deepening regional power trade at the same time. ETA explains why these two reforms cannot both succeed on the same terms.

Africa is attracting major digital infrastructure investment. ETA examines the four emerging models for financing the generation, storage and grid capacity required to power it.

Zambia's open-access electricity reforms let copper mines contract private power directly, bypassing the state utility ZESCO. ETA examines what that means for the households left behind.

West Africa has formal rules requiring guarantees and sanctions for cross-border electricity non-payment. Benin, Togo and Niger keep defaulting anyway. ETA explains why the rules aren't enough.

Africa's data centres consume under 1 kWh per capita. The US consumes 540. Vincent Egoro does the arithmetic on what an African AI economy would actually require, and what it would cost to build the electricity underneath it.

Nigeria has transferred electricity regulation to 17 state commissions. A real tariff dispute in Enugu shows exactly where state authority meets the still-federal national grid. ETA analyses the mechanism.

Ember finds Africa installed 12 GW of solar in 2025, twice the IEA's figure. The Global Solar Council independently found the same blind spot. ETA analyses both reports.

Climate finance is becoming a contest for batteries, minerals, exports and industry. Morocco, South Africa, Egypt and Nigeria show what is at stake.