SBM Intelligence

Video: The evolution of #Nigeria's billion-naira kidnap economy youtu.be/uxUcMunb9rc

Chart of the week: 🇳🇬#Nigeria's diplomatic strategy

#Africa Watch: 🇰🇪 #Kenya will use KES106.3bn from its oversubscribed @kenyapipeline IPO to fund the expansion of @KenyaAirports's Jomo Kenyatta International Airport. sbmintel.com/2026/03/africa…

📢 🇳🇬 #Nigeria’s ports boom while fuel prices swing with global oil tantrums. Meanwhile, 🇰🇪 #Kenya cashes in on its pipeline IPO to give Nairobi’s crowded airport a major upgrade. The takeaway? Money flowing, prices going, and airports growing. open.spotify.com/episode/6NVJEz…

The week ahead: 💸Money is moving across 🌍 #Africa, into airports, banks and booming ports. The tricky part? It's usually leaving your pocket on the way. sbmintelligence.substack.com/p/the-week-ahe…

Chart of the week: Global conflict sparks West African fuel price crisis

Cocoa prices as a banana skin

#Africa Watch: Mass graves with 171 bodies found in 🇨🇩#DRC as the 🇺🇸#US imposes sanctions on 🇷🇼#Rwanda for supporting M23 rebels. sbmintelligence.substack.com/p/171-found-in…

📢 Podcast: 🇳🇬 #Nigeria's triple threat - Dangote hikes petrol prices 13% amid global tensions, insurgents kill 44 soldiers and civilians, and @inecnigeria moves 2027 elections to January. open.spotify.com/episode/3jpinU…

From Adamawa's ashes to 🇨🇩#DRC's graves, the Sahel burns. 🇳🇬#Nigeria calmly reschedules elections. 🇬🇭#Ghana chases gold. Tinubu promotes his tax guru, oil spikes, cocoa cools. We plan ambitiously for tomorrow while today desperately tries to bury us. 🌍🔥 sbmintelligence.substack.com/p/the-week-ahe…

Chart of the week: @AFP investigation, "🇳🇬#Nigeria paid 'huge' ransom (₦2bn/~$7m) to free 230 St Mary's pupils." Government denies it. But since 2014, governments have paid ~₦6bn in ransoms. Each payment funds the next abduction.

Escalating border strains: 🇹🇩#Chad seals its 🇸🇩#Sudan border after deadly RSF clashes kill soldiers and civilians. Meanwhile, 🇸🇱#SierraLeone & 🇬🇳#Guinea trade accusations over border violations, reviving old tensions. sbmintelligence.substack.com/p/neighbour-pr…

Epic fury, enduring consequences: The #Iran strikes, global shockwaves, and #Africa’s strategic reckoning. 🇮🇷🇮🇱🇺🇸🌍 sbmintelligence.substack.com/p/epic-fury-en…

🇳🇬#Nigeria’s investment boom is interesting: hot money pours in, but not to manufacturing. @cenbank cuts rates anyway. Germans pledge power billions, yet gunmen roam free. Everyone wants a piece of Nigeria, just nothing actually made here. sbmintelligence.substack.com/p/the-week-ahe…

Chart of the week: The Islamist network reshaping #WestAfrica

Trump administration secretly deported nine people to 🇨🇲#Cameroon, despite 🇺🇸#US court protections, though none were Cameroonian nationals. sbmintelligence.substack.com/p/us-accidenta…

.@nnpclimited's record revenue and profit growth mask over $4.7 billion in hidden liabilities and subsidy debt, revealing deeper vulnerabilities beneath impressive headline numbers. sbmintelligence.substack.com/p/nnpcs-rising…

🇪🇹#Ethiopia recalls recently discharged soldiers as tensions with 🇪🇷#Eritrea escalate over alleged aggression and Red Sea access. sbmintelligence.substack.com/p/ethiopia-to-…

🌍#Africa is a blur of troop recalls, gas discoveries, and telecom deals. But beneath the surface, secret deportations and alleged terror financing paint a darker picture. Everyone's busy counting barrels, but has anyone checked if they're full? sbmintelligence.substack.com/p/the-week-ahe…

Tightening the noose: @officialABAT's Executive Order centralises oil revenue control under loyalists, reading as political theatre dressed in legal language for maximum second-term extraction. sbmintelligence.substack.com/p/the-noose-ti…