@sbmintelligence.bsky.social
#Africa Watch: 🇻🇮 Donald Trump has signed a retroactive one-year extension of the #AGOA trade programme for eligible African countries, aligning it with 🇺🇸#America First priorities.
AGOA extension signals end of free lunch
President Trump has signed a retroactive one-year extension of the AGOA trade programme for eligible African countries, aligning it with America First priorities.
sbmintelligence.substack.com
February 9, 2026 at 9:30 AM
🌍#Africa gets #AGOA renewal while its 🛢️oil and 🍫cocoa revenues wither.
🇳🇬#Nigeria promotes gas and licenses amid lethal militancy.
Leaders sign hopeful documents while the ground literally collapses.
Clarity, is often the rarest commodity
sbmintelligence.substack.com/p/the-week-a...
🇳🇬#Nigeria promotes gas and licenses amid lethal militancy.
Leaders sign hopeful documents while the ground literally collapses.
Clarity, is often the rarest commodity
sbmintelligence.substack.com/p/the-week-a...
February 6, 2026 at 7:56 AM
🌍#Africa gets #AGOA renewal while its 🛢️oil and 🍫cocoa revenues wither.
🇳🇬#Nigeria promotes gas and licenses amid lethal militancy.
Leaders sign hopeful documents while the ground literally collapses.
Clarity, is often the rarest commodity
sbmintelligence.substack.com/p/the-week-a...
🇳🇬#Nigeria promotes gas and licenses amid lethal militancy.
Leaders sign hopeful documents while the ground literally collapses.
Clarity, is often the rarest commodity
sbmintelligence.substack.com/p/the-week-a...
Taxing patience: An SBM Intel survey reveals 🇳🇬#Nigeria's tax reforms are technically sound but could face collapse due to a significant public trust deficit.
Taxing Patience
Nigeria's tax reforms are technically sound but could face collapse due to a significant public trust deficit, as citizens demand visible service delivery for compliance.
sbmintelligence.substack.com
February 5, 2026 at 9:07 AM
Taxing patience: An SBM Intel survey reveals 🇳🇬#Nigeria's tax reforms are technically sound but could face collapse due to a significant public trust deficit.
Africa Watch - 🇨🇳#China tightens purse strings👛 across 🌍#Africa
China tightens purse strings across Africa
Chinese loans to Africa halved in 2024, shifting towards smaller, strategic investments as Beijing adopts a more cautious economic approach.
sbmintelligence.substack.com
February 2, 2026 at 9:29 AM
Africa Watch - 🇨🇳#China tightens purse strings👛 across 🌍#Africa
From diplomacy & oil to coup plots & debt deals, #Africa’s leaders are multitasking at full throttle.
Governing on the continent is not for the faint-hearted!
Governing on the continent is not for the faint-hearted!
The Week Ahead - Not for the faint of heart
Tinubu posts ambassadors and visits Türkiye, China cuts African loans, Nigeria handles coup plotters and oil finds, Ghana and Ivory Coast show progress.
sbmintelligence.substack.com
January 30, 2026 at 9:22 AM
From diplomacy & oil to coup plots & debt deals, #Africa’s leaders are multitasking at full throttle.
Governing on the continent is not for the faint-hearted!
Governing on the continent is not for the faint-hearted!
🇰🇪#Kenya secures a preliminary duty-free trade deal with 🇨🇳#China while launching a major stake sale in @kenyapipeline to attract investment.
Meanwhile, 🇨🇩#DRC pitches mining assets to 🇺🇸 #US investors.
Meanwhile, 🇨🇩#DRC pitches mining assets to 🇺🇸 #US investors.
Crumbs from the trade table
Kenya secures a preliminary duty-free trade deal with China while launching a major stake sale in its state-owned pipeline company to attract investment.
sbmintelligence.substack.com
January 26, 2026 at 6:51 AM
🇰🇪#Kenya secures a preliminary duty-free trade deal with 🇨🇳#China while launching a major stake sale in @kenyapipeline to attract investment.
Meanwhile, 🇨🇩#DRC pitches mining assets to 🇺🇸 #US investors.
Meanwhile, 🇨🇩#DRC pitches mining assets to 🇺🇸 #US investors.
From ⛽️gas projects & ⛴️port deals to new market rules, West Africa is aggressively planning for tomorrow.
Yet, amid high-stakes deals, the region is also desperately managing today's emergencies of 🔫banditry and hunger.
Yet, amid high-stakes deals, the region is also desperately managing today's emergencies of 🔫banditry and hunger.
The Week Ahead - Planning for tomorrow in today’s emergencies
From Nigeria’s new gas flows and Emirati port deals to stricter market rules and an FBI finance chase in Abidjan, West Africa is busy.
sbmintelligence.substack.com
January 23, 2026 at 10:42 AM
From ⛽️gas projects & ⛴️port deals to new market rules, West Africa is aggressively planning for tomorrow.
Yet, amid high-stakes deals, the region is also desperately managing today's emergencies of 🔫banditry and hunger.
Yet, amid high-stakes deals, the region is also desperately managing today's emergencies of 🔫banditry and hunger.
🇨🇦#Canada PM, Mark Carney's speech @weforum.org #Davos confirms #Africa's long-held view of a fractured global order.
The continent must build pragmatic sovereignty through regional resilience.
sbmintelligence.substack.com/p/canadas-ne...
The continent must build pragmatic sovereignty through regional resilience.
sbmintelligence.substack.com/p/canadas-ne...
Canada’s new reckoning: Navigating geopolitical rupture and African agency
Canada PM's speech at Davos confirms Africa's long-held view of a fractured global order. The continent must build pragmatic sovereignty through regional resilience.
sbmintelligence.substack.com
January 22, 2026 at 9:03 AM
🇨🇦#Canada PM, Mark Carney's speech @weforum.org #Davos confirms #Africa's long-held view of a fractured global order.
The continent must build pragmatic sovereignty through regional resilience.
sbmintelligence.substack.com/p/canadas-ne...
The continent must build pragmatic sovereignty through regional resilience.
sbmintelligence.substack.com/p/canadas-ne...
#Africa Watch: 🇺🇬 #Uganda imposed an internet shutdown and security clampdown ahead of last week's election, as Museveni sought a 7th term.
Meanwhile, the US House voted to extend #AGOA, maintaining duty-free access for over 30 🌍African nations.
Meanwhile, the US House voted to extend #AGOA, maintaining duty-free access for over 30 🌍African nations.
Uganda mutes internet as US trade booms
Uganda imposed a nationwide internet blackout and detained opposition supporters ahead of the presidential election, creating an atmosphere of severe repression.
sbmintelligence.substack.com
January 19, 2026 at 7:38 AM
A week of grim arithmetic: adding casualties, subtracting liberties. Governments juggle bonds, debts, and rebased inflation data.
As external actors extend trade deals and fund drones, the narrative insists that the chaos is merely a temporary spike.
As external actors extend trade deals and fund drones, the narrative insists that the chaos is merely a temporary spike.
The Week Ahead - A temporary, arithmetical spike
Nigeria grapples with escalating insecurity and economic recalibration; Ghana clears energy debts; Côte d’Ivoire attracts bond investors; Uganda holds elections under an internet blackout.
sbmintelligence.substack.com
January 16, 2026 at 7:34 AM
A week of grim arithmetic: adding casualties, subtracting liberties. Governments juggle bonds, debts, and rebased inflation data.
As external actors extend trade deals and fund drones, the narrative insists that the chaos is merely a temporary spike.
As external actors extend trade deals and fund drones, the narrative insists that the chaos is merely a temporary spike.
📢
The 🇺🇸#US House extended #AGOA trade terms, with 🇿🇦#SouthAfrica's access under review.
🇬🇭#Ghana cleared $1.47bn in energy debt and launched a domestic infrastructure bond.
🇺🇬#Uganda imposed an internet shutdown amid a repressive election period.
The 🇺🇸#US House extended #AGOA trade terms, with 🇿🇦#SouthAfrica's access under review.
🇬🇭#Ghana cleared $1.47bn in energy debt and launched a domestic infrastructure bond.
🇺🇬#Uganda imposed an internet shutdown amid a repressive election period.
A temporary, arithmetical spike
open.spotify.com
January 16, 2026 at 6:51 AM
📢
The 🇺🇸#US House extended #AGOA trade terms, with 🇿🇦#SouthAfrica's access under review.
🇬🇭#Ghana cleared $1.47bn in energy debt and launched a domestic infrastructure bond.
🇺🇬#Uganda imposed an internet shutdown amid a repressive election period.
The 🇺🇸#US House extended #AGOA trade terms, with 🇿🇦#SouthAfrica's access under review.
🇬🇭#Ghana cleared $1.47bn in energy debt and launched a domestic infrastructure bond.
🇺🇬#Uganda imposed an internet shutdown amid a repressive election period.
#Africa's headlines form a global 🍜mixing bowl:
🇸🇴#Somalia protested 🇮🇱#Israel's recognition of #Somaliland.
🇧🇼#Botswana courted 🇷🇺#Russia.
🇪🇹#Ethiopia restructured debt.
🇨🇳#China's foreign minister toured the continent.
sbmintelligence.substack.com/p/african-he...
🇸🇴#Somalia protested 🇮🇱#Israel's recognition of #Somaliland.
🇧🇼#Botswana courted 🇷🇺#Russia.
🇪🇹#Ethiopia restructured debt.
🇨🇳#China's foreign minister toured the continent.
sbmintelligence.substack.com/p/african-he...
African headlines form a global mixing bowl
Somalis protested Israeli recognition of Somaliland as Botswana courted Russia, Ethiopia restructured debt, and China's foreign minister toured Africa.
sbmintelligence.substack.com
January 12, 2026 at 9:35 AM
#Africa's headlines form a global 🍜mixing bowl:
🇸🇴#Somalia protested 🇮🇱#Israel's recognition of #Somaliland.
🇧🇼#Botswana courted 🇷🇺#Russia.
🇪🇹#Ethiopia restructured debt.
🇨🇳#China's foreign minister toured the continent.
sbmintelligence.substack.com/p/african-he...
🇸🇴#Somalia protested 🇮🇱#Israel's recognition of #Somaliland.
🇧🇼#Botswana courted 🇷🇺#Russia.
🇪🇹#Ethiopia restructured debt.
🇨🇳#China's foreign minister toured the continent.
sbmintelligence.substack.com/p/african-he...
#Africa: where currencies rise, and treasuries fill, but the real growth industry is political drama.
From 🇬🇭#Ghana's cedi rallying, to 🇳🇬#Nigeria's trade surplus and tax reforms, to 🇸🇴#Somalia's protests, the headlines are dominated by upheaval.
From 🇬🇭#Ghana's cedi rallying, to 🇳🇬#Nigeria's trade surplus and tax reforms, to 🇸🇴#Somalia's protests, the headlines are dominated by upheaval.
The Week Ahead - Headline-generating upheaval
West Africa's economies show strength with Ghana's cedi rallying and Nigeria's trade surplus, yet political shifts and protests dominate the headlines.
sbmintelligence.substack.com
January 9, 2026 at 7:46 AM
#Africa: where currencies rise, and treasuries fill, but the real growth industry is political drama.
From 🇬🇭#Ghana's cedi rallying, to 🇳🇬#Nigeria's trade surplus and tax reforms, to 🇸🇴#Somalia's protests, the headlines are dominated by upheaval.
From 🇬🇭#Ghana's cedi rallying, to 🇳🇬#Nigeria's trade surplus and tax reforms, to 🇸🇴#Somalia's protests, the headlines are dominated by upheaval.
#US 🇺🇸 action in #Nigeria 🇳🇬 and #Venezuela 🇻🇪 reflects the implementation of a new, unilateral doctrine that treats sovereignty as conditional and sets a perilous precedent, making investment a geopolitical gamble.
It's a brave, dangerous new world.
It's a brave, dangerous new world.
Venezuela and Nigeria usher in a brave new world
Venezuela, Nigeria and the implications of American unilateralism on international law, the global economy, and investment in a new strategic age.
sbmintelligence.substack.com
January 5, 2026 at 7:00 AM
#US 🇺🇸 action in #Nigeria 🇳🇬 and #Venezuela 🇻🇪 reflects the implementation of a new, unilateral doctrine that treats sovereignty as conditional and sets a perilous precedent, making investment a geopolitical gamble.
It's a brave, dangerous new world.
It's a brave, dangerous new world.
A sobering forecast for 🌍#Africa in 2026. Our new report warns of converging 🗳️political, 💸economic, 🔐security & ⛈️climate risks.
Preparedness will be key.
A must-read for those engaged on the continent.
#Risk #Security #Economy #Climate #TYA2026
sbmintelligence.substack.com/p/the-year-a...
Preparedness will be key.
A must-read for those engaged on the continent.
#Risk #Security #Economy #Climate #TYA2026
sbmintelligence.substack.com/p/the-year-a...
The Year Ahead – At an inflexion point
We foresee a volatile 2026 for Africa, where converging political, security, economic and climate risks will severely test governments and stability.
sbmintelligence.substack.com
December 19, 2025 at 11:01 AM
📢Podcast: In 2025, 🌍#Africa stood at a crossroads: ECOWAS ruptured, crises raged from 🇸🇩#Sudan to 🇨🇩#DRC, and youth demanded change.
As pivotal 2026 elections loom, can the continent forge unity, or will fractures deepen?
open.spotify.com/episode/6Qtw...
As pivotal 2026 elections loom, can the continent forge unity, or will fractures deepen?
open.spotify.com/episode/6Qtw...
At an inflexion point
open.spotify.com
December 19, 2025 at 8:52 AM
📢Podcast: In 2025, 🌍#Africa stood at a crossroads: ECOWAS ruptured, crises raged from 🇸🇩#Sudan to 🇨🇩#DRC, and youth demanded change.
As pivotal 2026 elections loom, can the continent forge unity, or will fractures deepen?
open.spotify.com/episode/6Qtw...
As pivotal 2026 elections loom, can the continent forge unity, or will fractures deepen?
open.spotify.com/episode/6Qtw...