LBNN

BRICS is pushing local currency trade and reducing reliance on the US dollar. South Africa’s Ronald Lamola highlights growing use of the New Development Bank to support infrastructure and cross-border financing.

East Africa’s industrial strategy is shifting toward shared ownership and regional integration in large-scale infrastructure. In Tanzania, Aliko Dangote highlighted a new model for refinery development where East African governments would hold equity stakes in critical energy infrastructure. “The governments of East Africa will be part owners of this refinery… Tanzania has been offered the opportunity to be a part owner,” he noted, emphasizing that final site selection will be determined by technical feasibility. 💼 Business implications: - Regional co-ownership of energy infrastructure - Reduced import dependence on refined petroleum products - Stronger cross-border industrial cooperation 🌍 Economic & social impact: - Potential job creation across the energy value chain - Improved fuel security in East Africa - Increased local participation in strategic assets 📈 Key takeaway: This reflects a broader shift toward pan-African infrastructure ownership models, where resource development is increasingly structured as a regional partnership rather than a single-nation project.

Ghana is transitioning from its IMF bailout program into a new 3-year Policy Coordination Instrument. ✔ Fiscal discipline ✔ Economic reforms ✔ Improved reserves ✔ Stabilizing inflation The focus now shifts from crisis management to long-term growth

Senegal’s Yakar-Teranga gas project highlights Africa’s push toward locally financed energy infrastructure. ✔ Diaspora investment ✔ Industrial expansion ✔ Greater energy ownership Petrosen CEO Alioune Gueye cites Aliko Dangote as a model for African industrial ambition

Ghana’s kente cloth market could grow to $1.15B by 2033. But local producers still capture only a fraction of the value. The real challenge: Turning African culture into African-owned industry. Details 👉🏽 lbnntv.com/kente-cloth-48…

Somalia launches smartphone financing initiative. ✔ Partnership with Hormuud, ZTE & Get-Phone ✔ Target: 1M+ users in 24 months ✔ Mobile money-powered repayments Connectivity is economic infrastructure.

Ethiopia says its import substitution strategy saved $4.85B in 9 months. ✔ 96 products targeted ✔ Reduced import dependence ✔ Strengthened local industry Industrial capacity = economic leverage

Africa’s stablecoin boom is accelerating. ✔ Faster cross-border payments ✔ Lower remittance costs ✔ Growing SME adoption But 2026 brings new risks: ⚠️ Regulation ⚠️ Dollarization ⚠️ Capital flight concerns Blockchain is becoming financial infrastructure. For more 👉🏽 lbnntv.com/financial-warf…

Dangote’s Africa strategy: 🌱 12M tons urea ⚡ 20,000MW power 🚢 Deep sea port (18m draft) Goal: industrial scale + vertical integration.

Transcorp Power FY2025: ✔ Revenue +30% to ₦398.27B ✔ PAT ₦91.4B ✔ Dividend ₦41.2B ✔ Capacity target: 750MW+ by 2026 Execution driving growth.

China’s zero-tariff policy boosts Ethiopian coffee exports. ✔ $500M+ trade volume ✔ 50,000+ tons annually ✔ Improved global competitiveness Policy → demand → growth.

Ethiopia’s Chakka Origins is turning indigenous resources into global organic products. ✔ Agroforestry sourcing ✔ Clean beauty positioning ✔ Export-focused growth Value addition in action.

Nigeria averts aviation shutdown. ✔ Airlines warned of grounded flights ✔ Govt grants 30% debt relief ✔ Goal: maintain connectivity Challenge remains: high jet fuel costs.

Angola launches its first gold refinery. ✔ 20kg/day processing capacity ✔ Shift to value-added production ✔ Supports broader mining diversification Next step: scaling the value chain.

South Africa launches Africa’s first end-to-end vaccine campus. 💉 $110M investment 📈 4x production capacity 🌍 Goal: reduce import dependence Health security meets industrial strategy.

Nigeria’s Terra Industries unveils: 🚁 Interceptor drones 🚜 Mine-detection vehicles 🧠 Battlefield AI Goal: reduce IED casualties + build local defense capability. Details 👉🏽 lbnntv.com/sovereign-robo…

UBA skips 2025 dividend. ✔ ₦331B provisioning ✔ NPL ratio above threshold ✔ Regulatory reset Outlook: recovery + possible dividend return in 2026.

“You can’t build African AI in Silicon Valley.” Kasi Cloud CEO on: ✔ Local data ✔ Cultural context ✔ AI infrastructure in Lagos AI future = data + geography.

Ethiopia’s EV challenge: ⚡ Target: 500,000 EVs by 2030 🏭 Current production: ~500/year Constraints: 100% imported parts FX shortages Limited capital Scaling requires industrial capacity.