Insights
Short, sourced briefings on the markets we work in: energy, capital and the policy that shapes both.
Capital
Why Africa: the four numbers behind our long-term view
Growth, market size, age and urbanisation: the four published figures that shape how a multi-generational investor looks at the continent.
Capital
How Nigeria’s independent power plants are financed
The structure behind a landmark IPP financing, from the government put-call option to the World Bank partial risk guarantee.
Energy
Gas-to-power in Lagos: questions an offtaker should ask before signing
The diligence questions that separate a bankable gas supply agreement from one that fails at the first curtailment.
Energy
Brent in 2027: what the outlook means for Nigerian producers
Price scenarios for next year and what each means for upstream budgets, gas pricing and the naira.
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