@sbmintelligence.bsky.social
Africa Watch - #America lends @AfricellGroup
nearly $100 million to counter @Huawei
, as #DRC backs a minerals task force and a record budget. 🇺🇸🇨🇩🇨🇳
sbmintelligence.substack.com/p/washington...
nearly $100 million to counter @Huawei
, as #DRC backs a minerals task force and a record budget. 🇺🇸🇨🇩🇨🇳
sbmintelligence.substack.com/p/washington...
September 23, 2026 at 10:37 AM
Africa Watch - #America lends @AfricellGroup
nearly $100 million to counter @Huawei
, as #DRC backs a minerals task force and a record budget. 🇺🇸🇨🇩🇨🇳
sbmintelligence.substack.com/p/washington...
nearly $100 million to counter @Huawei
, as #DRC backs a minerals task force and a record budget. 🇺🇸🇨🇩🇨🇳
sbmintelligence.substack.com/p/washington...
September 22, 2026 at 7:57 AM
#NigeriaDecides2027 has narrowed. NDC 42.2%, APC 25.5% — down from 57.4% vs ~11% in May.
Turnout is no longer the opposition's lever. Geography and petrol now decide it.
Full VST Wave 2.
sbmintelligence.substack.com/p/the-sbm-vo...
Turnout is no longer the opposition's lever. Geography and petrol now decide it.
Full VST Wave 2.
sbmintelligence.substack.com/p/the-sbm-vo...
The SBM Voter Sentiment Tracker: A Narrower Race
Nigeria's 2027 race narrowed: NDC leads 42.2% to APC's 25.5%. Turnout no longer decides it; geography and petrol now do.
sbmintelligence.substack.com
September 21, 2026 at 7:32 AM
#NigeriaDecides2027 has narrowed. NDC 42.2%, APC 25.5% — down from 57.4% vs ~11% in May.
Turnout is no longer the opposition's lever. Geography and petrol now decide it.
Full VST Wave 2.
sbmintelligence.substack.com/p/the-sbm-vo...
Turnout is no longer the opposition's lever. Geography and petrol now decide it.
Full VST Wave 2.
sbmintelligence.substack.com/p/the-sbm-vo...
Ghana locks $2 billion for a highway. US arms Nigeria & Congo in same week. Guinea wants Glencore beyond bauxite. Terra guards lithium with drones. Nigeria imports from China and exports staff to the NHS. Diversification is the new national sport. 🇬🇭🇳🇬🇨🇩🇬🇳
sbmintelligence.substack.com/p/the-week-a...
sbmintelligence.substack.com/p/the-week-a...
The week ahead - The new national sport
Ghana funds a road, the US arms Nigeria and Congo, Guinea courts Glencore, and Nigeria exports talent while importing China.
sbmintelligence.substack.com
September 18, 2026 at 7:50 AM
Ghana locks $2 billion for a highway. US arms Nigeria & Congo in same week. Guinea wants Glencore beyond bauxite. Terra guards lithium with drones. Nigeria imports from China and exports staff to the NHS. Diversification is the new national sport. 🇬🇭🇳🇬🇨🇩🇬🇳
sbmintelligence.substack.com/p/the-week-a...
sbmintelligence.substack.com/p/the-week-a...
Golden but fragile: #Ghana's gold earnings rose 49% to $12.5 billion in H1 2026, while bank profits fell 1.3% to GH¢7.1 billion. 🇬🇭🪙
sbmintelligence.substack.com/p/gold-shine...
sbmintelligence.substack.com/p/gold-shine...
September 16, 2026 at 7:39 AM
Golden but fragile: #Ghana's gold earnings rose 49% to $12.5 billion in H1 2026, while bank profits fell 1.3% to GH¢7.1 billion. 🇬🇭🪙
sbmintelligence.substack.com/p/gold-shine...
sbmintelligence.substack.com/p/gold-shine...
Chart of the week: #Nigeria's rising trade surplus 🇳🇬™️
September 15, 2026 at 1:13 PM
Chart of the week: #Nigeria's rising trade surplus 🇳🇬™️
#Kenya orders foreign businesses to close, then offers amnesty to undocumented East Africans. Register via embassies; stay legally present.
16,000 Burundians watching.
A crackdown with a grace period – that's one way to do immigration policy. 🇰🇪 🇧🇮
sbmintelligence.substack.com/p/kenya-says...
16,000 Burundians watching.
A crackdown with a grace period – that's one way to do immigration policy. 🇰🇪 🇧🇮
sbmintelligence.substack.com/p/kenya-says...
Kenya says register now, arrest later
Kenya offers temporary amnesty to undocumented East African nationals after Ruto orders the closure of foreign businesses without work permits.
sbmintelligence.substack.com
September 14, 2026 at 8:36 AM
#Kenya orders foreign businesses to close, then offers amnesty to undocumented East Africans. Register via embassies; stay legally present.
16,000 Burundians watching.
A crackdown with a grace period – that's one way to do immigration policy. 🇰🇪 🇧🇮
sbmintelligence.substack.com/p/kenya-says...
16,000 Burundians watching.
A crackdown with a grace period – that's one way to do immigration policy. 🇰🇪 🇧🇮
sbmintelligence.substack.com/p/kenya-says...
#Kenya tells migrants to register.
#BurkinaFaso's diaspora buys bonds.
#CôtedIvoire buries electoral commission.
#Ghana's gold shines but banks sag.
#Nigeria's surplus doubles & Dangote preps a float. DHQ stays silent on #BokoHaram ceasefire.
🇧🇫🇨🇮🇬🇭🇳🇬
sbmintelligence.substack.com/p/the-week-a...
#BurkinaFaso's diaspora buys bonds.
#CôtedIvoire buries electoral commission.
#Ghana's gold shines but banks sag.
#Nigeria's surplus doubles & Dangote preps a float. DHQ stays silent on #BokoHaram ceasefire.
🇧🇫🇨🇮🇬🇭🇳🇬
sbmintelligence.substack.com/p/the-week-a...
The week ahead - Some things sell better unaudited
Kenya registers migrants, Burkina Faso sells diaspora bonds, Ivory Coast buries its electoral commission, Ghana's gold booms, and Dangote readies a $5 billion float.
sbmintelligence.substack.com
September 11, 2026 at 8:58 AM
#Kenya tells migrants to register.
#BurkinaFaso's diaspora buys bonds.
#CôtedIvoire buries electoral commission.
#Ghana's gold shines but banks sag.
#Nigeria's surplus doubles & Dangote preps a float. DHQ stays silent on #BokoHaram ceasefire.
🇧🇫🇨🇮🇬🇭🇳🇬
sbmintelligence.substack.com/p/the-week-a...
#BurkinaFaso's diaspora buys bonds.
#CôtedIvoire buries electoral commission.
#Ghana's gold shines but banks sag.
#Nigeria's surplus doubles & Dangote preps a float. DHQ stays silent on #BokoHaram ceasefire.
🇧🇫🇨🇮🇬🇭🇳🇬
sbmintelligence.substack.com/p/the-week-a...
Video: The capture of #Nigeria's kidnap economy 🇳🇬🦹
The Capture of the Kidnap Economy
YouTube video by SBM Intelligence
youtu.be
September 10, 2026 at 8:22 AM
Video: The capture of #Nigeria's kidnap economy 🇳🇬🦹
Chart of the week: Mixed signals on growth
September 7, 2026 at 7:46 AM
Chart of the week: Mixed signals on growth
#Nigeria's economy grew, yet slipped in the poverty rankings.
FTSE Russel says investable; Uber and #US troops say goodbye.
Vigilantes kill hundreds of Fulani.
#Niger's mutiny fails. Cocoa prices drop. The numbers say one thing, the streets another.
sbmintelligence.substack.com/p/the-week-a...
FTSE Russel says investable; Uber and #US troops say goodbye.
Vigilantes kill hundreds of Fulani.
#Niger's mutiny fails. Cocoa prices drop. The numbers say one thing, the streets another.
sbmintelligence.substack.com/p/the-week-a...
The week ahead - Not on speaking terms
Nigeria's Q2 GDP grew 4.43% but poverty ranking slipped, as FTSE upgraded, Uber and US troops left, and killings spread.
sbmintelligence.substack.com
September 4, 2026 at 7:05 AM
#Nigeria's economy grew, yet slipped in the poverty rankings.
FTSE Russel says investable; Uber and #US troops say goodbye.
Vigilantes kill hundreds of Fulani.
#Niger's mutiny fails. Cocoa prices drop. The numbers say one thing, the streets another.
sbmintelligence.substack.com/p/the-week-a...
FTSE Russel says investable; Uber and #US troops say goodbye.
Vigilantes kill hundreds of Fulani.
#Niger's mutiny fails. Cocoa prices drop. The numbers say one thing, the streets another.
sbmintelligence.substack.com/p/the-week-a...
80% of Nigerians would relocate for a good job; 20% would do so without hesitation. Six Zones, One Crisis surveyed 1,180 people across all six zones to show exactly who is leaving, which region is bleeding talent fastest, and why.
www.sbmintel.com/2026/08/six-...
www.sbmintel.com/2026/08/six-...
September 2, 2026 at 7:44 AM
80% of Nigerians would relocate for a good job; 20% would do so without hesitation. Six Zones, One Crisis surveyed 1,180 people across all six zones to show exactly who is leaving, which region is bleeding talent fastest, and why.
www.sbmintel.com/2026/08/six-...
www.sbmintel.com/2026/08/six-...
#Nigeria lifts onion export suspension to #Ghana after talks.
Harassment & truck seizures at Kotoku Market had cost traders $854,000.
Nigeria exports 100k tonnes of onions to Ghana annually.
NOPPMAN calls for a permanent trade framework. 🇳🇬🇬🇭
sbmintelligence.substack.com/p/the-onions...
Harassment & truck seizures at Kotoku Market had cost traders $854,000.
Nigeria exports 100k tonnes of onions to Ghana annually.
NOPPMAN calls for a permanent trade framework. 🇳🇬🇬🇭
sbmintelligence.substack.com/p/the-onions...
The onions may now cross the border
Nigeria lifts onion export suspension to Ghana after diplomatic talks, resuming annual exports of 100,000 metric tonnes.
sbmintelligence.substack.com
August 31, 2026 at 12:03 PM
#Nigeria lifts onion export suspension to #Ghana after talks.
Harassment & truck seizures at Kotoku Market had cost traders $854,000.
Nigeria exports 100k tonnes of onions to Ghana annually.
NOPPMAN calls for a permanent trade framework. 🇳🇬🇬🇭
sbmintelligence.substack.com/p/the-onions...
Harassment & truck seizures at Kotoku Market had cost traders $854,000.
Nigeria exports 100k tonnes of onions to Ghana annually.
NOPPMAN calls for a permanent trade framework. 🇳🇬🇬🇭
sbmintelligence.substack.com/p/the-onions...
4.2% GDP growth sounds great – until you factor in ghost workers, fake agencies, and Borno under siege. Onions flow to #Ghana again, #Tanzania's VP quits without a word, and West Africa stocks hit a record. A week of drama. 🎢🇳🇬🇬🇭🇹🇿
sbmintelligence.substack.com/p/the-week-a...
sbmintelligence.substack.com/p/the-week-a...
The week ahead - Drama always around the corner
Nigeria's 4.2% GDP growth collides with ghost workers, fake agencies, Borno strikes, and pre-election jitters.
sbmintelligence.substack.com
August 28, 2026 at 9:03 AM
4.2% GDP growth sounds great – until you factor in ghost workers, fake agencies, and Borno under siege. Onions flow to #Ghana again, #Tanzania's VP quits without a word, and West Africa stocks hit a record. A week of drama. 🎢🇳🇬🇬🇭🇹🇿
sbmintelligence.substack.com/p/the-week-a...
sbmintelligence.substack.com/p/the-week-a...
🦹♂️🇳🇬A single terrorist group collected 90% of all ransom paid in #Nigeria this year. Our new report tracks how 7,825 abductions and ₦7.8 billion in ransom reshaped the kidnap industry.
sbmintelligence.substack.com/p/the-econom...
sbmintelligence.substack.com/p/the-econom...
August 27, 2026 at 9:45 AM
🦹♂️🇳🇬A single terrorist group collected 90% of all ransom paid in #Nigeria this year. Our new report tracks how 7,825 abductions and ₦7.8 billion in ransom reshaped the kidnap industry.
sbmintelligence.substack.com/p/the-econom...
sbmintelligence.substack.com/p/the-econom...
Africa Watch: #Algeria rebuilds ties with Sahel states and mediates the release of 82 Malian soldiers held since April. 🇩🇿🇧🇫🇲🇱🇳🇪
sbmintelligence.substack.com/p/algeria-me...
sbmintelligence.substack.com/p/algeria-me...
August 24, 2026 at 7:36 AM
Africa Watch: #Algeria rebuilds ties with Sahel states and mediates the release of 82 Malian soldiers held since April. 🇩🇿🇧🇫🇲🇱🇳🇪
sbmintelligence.substack.com/p/algeria-me...
sbmintelligence.substack.com/p/algeria-me...
Stocks up 60%, but investors won't bite.
Opposition can't agree on 2027.
Food inflation hits record.
#America lifts port restrictions.
#IvoryCoast gets drones.
#Algeria plays peacemaker.
Reform looks like chaos with a better PR team. 🇳🇬🇬🇭🇨🇮🇩🇿🇺🇸
sbmintelligence.substack.com/p/the-week-a...
Opposition can't agree on 2027.
Food inflation hits record.
#America lifts port restrictions.
#IvoryCoast gets drones.
#Algeria plays peacemaker.
Reform looks like chaos with a better PR team. 🇳🇬🇬🇭🇨🇮🇩🇿🇺🇸
sbmintelligence.substack.com/p/the-week-a...
The week ahead - Chaos with better branding
Nigeria's stock market soars but tax uncertainty scares investors. Opposition fractures, food inflation spikes, US lifts port curbs.
sbmintelligence.substack.com
August 21, 2026 at 8:24 AM
Stocks up 60%, but investors won't bite.
Opposition can't agree on 2027.
Food inflation hits record.
#America lifts port restrictions.
#IvoryCoast gets drones.
#Algeria plays peacemaker.
Reform looks like chaos with a better PR team. 🇳🇬🇬🇭🇨🇮🇩🇿🇺🇸
sbmintelligence.substack.com/p/the-week-a...
Opposition can't agree on 2027.
Food inflation hits record.
#America lifts port restrictions.
#IvoryCoast gets drones.
#Algeria plays peacemaker.
Reform looks like chaos with a better PR team. 🇳🇬🇬🇭🇨🇮🇩🇿🇺🇸
sbmintelligence.substack.com/p/the-week-a...
#DRC's #Ebola outbreak is the second-largest on record: 4,000+ cases, 1,850 deaths across five provinces. Conflict, weak surveillance, and now prisoners released to M23 rebels are complicating the fight. 🇨🇩🦠
sbmintelligence.substack.com/p/congos-ebo...
sbmintelligence.substack.com/p/congos-ebo...
Congo's Ebola fight meets peace deal
The DRC battles its second-largest Ebola outbreak with over 4,000 cases, worsened by conflict and weak surveillance.
sbmintelligence.substack.com
August 18, 2026 at 8:32 AM
#DRC's #Ebola outbreak is the second-largest on record: 4,000+ cases, 1,850 deaths across five provinces. Conflict, weak surveillance, and now prisoners released to M23 rebels are complicating the fight. 🇨🇩🦠
sbmintelligence.substack.com/p/congos-ebo...
sbmintelligence.substack.com/p/congos-ebo...
#Cameroon's president has been absent for 64 days – governing from a hotel suite in Geneva. A vice presidency sits empty. The military has been reshuffled. Wars grind on.
The Lion has not left, but the succession struggle has begun. 🇨🇲
sbmintelligence.substack.com/p/the-lion-h...
The Lion has not left, but the succession struggle has begun. 🇨🇲
sbmintelligence.substack.com/p/the-lion-h...
The Lion has not left: Paul Biya's long goodbye
Cameroon is being governed from a Geneva hotel suite. Biya has been absent for 64 days, leaving a leadership vacuum and unfinished wars.
sbmintelligence.substack.com
August 17, 2026 at 7:33 AM
#Cameroon's president has been absent for 64 days – governing from a hotel suite in Geneva. A vice presidency sits empty. The military has been reshuffled. Wars grind on.
The Lion has not left, but the succession struggle has begun. 🇨🇲
sbmintelligence.substack.com/p/the-lion-h...
The Lion has not left, but the succession struggle has begun. 🇨🇲
sbmintelligence.substack.com/p/the-lion-h...
Ebola🦠 surges in 🇨🇩#DRC.
🇨🇮#IvoryCoast & 🇧🇫#BurkinaFaso drink together.
🇬🇭#Ghana's gold loss is a masterclass in losing money.
🇳🇬#Nigeria's security and energy drama continues.
Dangote saves 🇪🇺#Europe's jet fuel crisis.
Therapy is needed
sbmintelligence.substack.com/p/the-week-a...
🇨🇮#IvoryCoast & 🇧🇫#BurkinaFaso drink together.
🇬🇭#Ghana's gold loss is a masterclass in losing money.
🇳🇬#Nigeria's security and energy drama continues.
Dangote saves 🇪🇺#Europe's jet fuel crisis.
Therapy is needed
sbmintelligence.substack.com/p/the-week-a...
The week ahead - Needing therapy
Ebola spreads in DRC, Ghana loses $1.7bn on gold, Nigeria's chaos continues, Dangote saves Europe's jet fuel.
sbmintelligence.substack.com
August 14, 2026 at 7:56 AM
Ebola🦠 surges in 🇨🇩#DRC.
🇨🇮#IvoryCoast & 🇧🇫#BurkinaFaso drink together.
🇬🇭#Ghana's gold loss is a masterclass in losing money.
🇳🇬#Nigeria's security and energy drama continues.
Dangote saves 🇪🇺#Europe's jet fuel crisis.
Therapy is needed
sbmintelligence.substack.com/p/the-week-a...
🇨🇮#IvoryCoast & 🇧🇫#BurkinaFaso drink together.
🇬🇭#Ghana's gold loss is a masterclass in losing money.
🇳🇬#Nigeria's security and energy drama continues.
Dangote saves 🇪🇺#Europe's jet fuel crisis.
Therapy is needed
sbmintelligence.substack.com/p/the-week-a...
#Nigeria has 6 job crises as each region tells a different story:
South-South graduates are most likely to relocate. Southeast households report the highest strain.
Northeast demands construction skills.
The data is precise enough to act on.
sbmintelligence.substack.com/p/six-zones-...
South-South graduates are most likely to relocate. Southeast households report the highest strain.
Northeast demands construction skills.
The data is precise enough to act on.
sbmintelligence.substack.com/p/six-zones-...
Six Zones, One Crisis: What Nigerians say about jobs, skills and the risk of leaving
Nigeria has not one jobs crisis, but six. A survey across 21 cities reveals regional fractures that national policy keeps missing. SBM Intelligence.
sbmintelligence.substack.com
August 13, 2026 at 7:08 AM
#Nigeria has 6 job crises as each region tells a different story:
South-South graduates are most likely to relocate. Southeast households report the highest strain.
Northeast demands construction skills.
The data is precise enough to act on.
sbmintelligence.substack.com/p/six-zones-...
South-South graduates are most likely to relocate. Southeast households report the highest strain.
Northeast demands construction skills.
The data is precise enough to act on.
sbmintelligence.substack.com/p/six-zones-...
Chart of the week: Soldiers get big pay rise
August 11, 2026 at 9:04 AM
Chart of the week: Soldiers get big pay rise
#Sudan's RSF flew in weapons and mercenaries from #Colombia – a United Nations report.
#Russia's Africa Corps killed 8 civilians in #Mali, whose ex-PM, Moussa Mara walks free.
Africa's week in three acts: war, impunity, and a sigh of relief.
sbmintelligence.substack.com/p/shifting-s...
#Russia's Africa Corps killed 8 civilians in #Mali, whose ex-PM, Moussa Mara walks free.
Africa's week in three acts: war, impunity, and a sigh of relief.
sbmintelligence.substack.com/p/shifting-s...
Shifting sands in the Sahel?
A UN report links Boeing 727s to RSF weapons and Colombian mercenaries; HRW accuses Russia's Africa Corps of killing eight Mali civilians.
sbmintelligence.substack.com
August 10, 2026 at 7:57 AM
#Sudan's RSF flew in weapons and mercenaries from #Colombia – a United Nations report.
#Russia's Africa Corps killed 8 civilians in #Mali, whose ex-PM, Moussa Mara walks free.
Africa's week in three acts: war, impunity, and a sigh of relief.
sbmintelligence.substack.com/p/shifting-s...
#Russia's Africa Corps killed 8 civilians in #Mali, whose ex-PM, Moussa Mara walks free.
Africa's week in three acts: war, impunity, and a sigh of relief.
sbmintelligence.substack.com/p/shifting-s...