Insights
Energy · Featured
Export-led thinking has dominated African gas for two decades. The next cycle of value will be captured closer to home.
18 June 2026 · 8 min read
Investment
Risk in frontier markets is not eliminated by pricing. It is managed through structure, alignment and governance.
6 min read
Infrastructure
Enabling infrastructure converts resource endowment into economic activity. Its returns compound quietly.
7 min read
Markets
Global capital discipline and African demand growth are pulling in different directions. That gap is the opportunity.
10 min read