
Zambia Is Mining More Copper. September Will Test How Much Value It Keeps
Zambia produced 890,346 tonnes of copper in 2025. ETA examines whether smelting, power and manufacturing can turn rising output into lasting value.


Zambia produced 890,346 tonnes of copper in 2025. ETA examines whether smelting, power and manufacturing can turn rising output into lasting value.

Africa has 31 green hydrogen projects targeting 1.2 Mt by 2030. Only 2% of the 17 GW pipeline has reached FID. WACC reaches 16% in some markets. AMAN suspended. ETA reads the IEA's first dedicated Africa chapter in detail.

The WAPP North Core Project is 56% complete after security delays. Nigeria synchronised with the regional grid for 4 hours in November 2025. Ghana-Côte d'Ivoire reinforcement MOU signed in June 2025. ETA on where West Africa's unified grid project actually stands in 2026.

The DRC produced two-thirds of global mined cobalt in 2025 and its export quota now drives the market into deficit. China is projected to refine 90% of battery-grade graphite in 2040. ETA reads the IEA's 2026 Outlook, mineral by mineral for what it means for Africa.

Only 2 of 54 African countries hold investment-grade ratings. Country risk explains the 56% variation in renewable energy financing costs. Bloomberg put $285m behind institutional capacity, not solar farms. Vincent Egoro on what the bet means, and the question it still hasn't answered.

Nigeria's solar expansion relies heavily on lead-acid batteries that typically fail within a few years. Yet nobody can say with confidence where most are recycled or disposed of. ETA Analysis examines the growing waste stream, health risks and governance gap behind off-grid energy access.

The EU's Carbon Border Adjustment Mechanism is live. African exporters of steel, cement, fertiliser, and aluminium must now prove the embodied carbon in their products or pay punitive default tariffs. The problem: Africa lacks regional Life Cycle Inventory databases to do so.

Only 50% of hospitals have reliable power. Up to 50% of vaccines may be wasted due to cold chain failures. Nigeria's grid collapsed at least 12 times in 2024. Vincent Egoro on the post-installation failure pattern he has watched for a decade — and why the vaccines are the part nobody talks about.

Global energy investment reaches $3.4 trillion in 2026. Africa's share is $110 billion — 3% of the total, for 20% of the world's population. Global investment in data centre energy infrastructure exceeded Africa's entire energy sector investment in 2025, according to the IEA's latest report.

Africa’s digital economy runs on diesel, with telecom towers and data centres heavily dependent on fossil fuel, driving costs and exposing a critical infrastructure gap.

The IEA's State of Energy Policy 2026, published this month, documents policy momentum in sub-Saharan Africa. But read against the IEA's Age of Electricity framing, it reveals a policy architecture still calibrated to a transition the global energy system has already moved beyond.