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Africa Energy Risk Signals
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September, 2026 Memo: The African E-mobility Investment Stack
The proposition is that selectively structuring complementary layers together could create bigger markets, improve alignment between assets, and allow…
Sep 27
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Africa Energy Risk Signals
July 2026
Reform Signal #006 - Kenya Breaks the Single-Buyer Model
Kenya’s new open-access wheeling rules split off-taker risk, unlocking a 3GW stranded pipeline and a new merchant market.
Jul 2
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Africa Energy Risk Signals
June 2026
Opinion | What Shell’s Leaked Emails Reveal About Investor Risk
Oil and gas majors can no longer safely ‘divest’ from legal risks – which increasingly and structurally exposes investors to legal and financial risk.
Jun 29
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Africa Energy Risk Signals
May 2026
Insight | Turning BRICS/NDB Finance Into Industry. Nigeria as Pilot
Financing green industrial plays in local currency in Nigeria as a model for the Global South has outsized economic and geopolitical benefits for both…
May 14
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Africa Energy Risk Signals
May, 2026 Memo: African clean energy. Where's the money?
Clean energy $$ flows from few sources and is concentrated in a few African countries, missing opportunities to create real impact/return in many other…
May 3
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Africa Energy Risk Signals
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March 2026
March, 2026 Memo: Menengai
The Menengai projects are a masterclass in derisking renewable energy projects which are traditionally state-dominated, high risk; reflective of how…
Mar 31
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Reform Signal #005 - Emerging B2B Model Mitigating Offtaker Risk
This shift from the traditional B2G(2C) model bypasses utility-centricity, enabling investors to shift offtaker risk to more bankable businesses.
Mar 3
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Africa Energy Risk Signals
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February 2026
Major $$ Leaving Africa's Fossil Fuels Scene
The decline in capital flow is stark. Total fossil fuel investment in Africa has more than halved over the last decade, with a sharp acceleration in…
Feb 17
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Africa Energy Risk Signals
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What Africa’s Highest Ever Solar Imports Year Means For Renewable Energy Investors
Why act now: Where solar imports surge outpacing parallel grid, financing, and regulatory reform, institutional capital is lagging reality; and future…
Feb 9
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Africa Energy Risk Signals
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Reform Signal #004 - New Grid Investment Model Emerges in Kenya
By proving the model bankable, Kenya is essentially creating a standardized asset class in transmission, and a grid investment template across Africa…
Feb 2
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Africa Energy Risk Signals
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December 2025
Memo: December, 2025
The emerging frontier in renewable energy infrastructure investment is transmission & grid infrastructure.
Dec 23, 2025
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Africa Energy Risk Signals
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Reputation Can Cost Fossil Fuels Over $2Bn - A Signal From Mozambique LNG
Fossil fuel projects face a new risk in Africa based on precedent set by the UK and Netherlands: Withdrawal of financing because of reputational damage.
Dec 10, 2025
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Africa Energy Risk Signals
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