We provide analysis of the West African geopolitical and economic situation through such means as may prove to be expedient for the purpose. [email protected]
West Africa
Joined June 2015
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#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…
🗳️⛽️
Chart of the week: #Nigeria's unending cycle 🇳🇬🦹♂️🔫
Read more: sbmintelligence.substack.com…
Africa Watch - Fighting between #Ethiopia and Tigrayan rebels has drawn in #Eritrea, with Ethiopian troops retaking the border town of Zalambessa. 🇪🇹🇪🇷
sbmintelligence.substack.com…
A bill arrived: #Nigeria's interest outran revenue. The petrol discount is 5 cents. #Ghana taxed Netflix 20%. #IvoryCoast banked $1.9bn from tourists. Asaba awaits an apology, @HQNigerianArmy saw action, and #Ethiopia and #Eritrea argue over a small town.
sbmintelligence.substack.com…
The @_AfricanUnion launched AfCRA, the continent’s first regional credit rating agency, in #Mauritius on 7 October. 🌍🇲🇺
sbmintelligence.substack.com…
📢#Ghana applies to BRICS.
@_AfricanUnion launches its own credit rating agency.
A man is charged with running a fake government agency.
#Africa is building new institutions and busting fake ones.
Progress comes in both directions. 🇬🇭🌍
open.spotify.com/episode/3XU…
🌍#Africa launches a rating agency.
🇬🇭#Ghana eyes @BRICSinfo.
🇨🇮#IvoryCoast funds a dev plan.
🇳🇬#Nigeria counted 103.4 million voters, freed 20 @nysc_ng captives, gobbled 1.6 million TB.
Some institutions are real, one had a forged letterhead.
sbmintelligence.substack.com…
Video - Four months changed everything: #NigeriaDecides2027 race in 3 minutes
youtu.be/_wK81UYnOpQ
🇬🇭#Ghana's public debt rose to GH¢733.9 billion in July 2026, or 45.1% of GDP, from GH¢719.5 billion in June, driven by domestic borrowing and exchange-rate losses.
@thebankofghana held its policy rate at 14% for a third meeting.
sbmintelligence.substack.com…
#Africa Watch: Fighting between Tigrayan forces and #Ethiopia's military intensifies, threatening the 2022 peace agreement. 🇪🇹🌍
sbmintelligence.substack.com…
📢 Everyone needs a Kwam 1.
open.spotify.com/episode/0TY…
#Nigeria & #IvoryCoast want @UN veto seats.
Opposition unites against @OfficialAPCNg.
Kwam 1 reconciles NURTW rivals.
#Ghana debt hits 45.1% of GDP.
Tigray truce crumbles.
Everyone's negotiating; even #Ethiopia needs a Kwam 1. 🇳🇬🇨🇮🇬🇭🇪🇹
sbmintelligence.substack.com…
Chart of the week: 37 died in a cell built for 17
sbmintelligence.substack.com…
Africa Watch: #America restricted visas for some #SouthAfricans, lifted #Eritrea sanctions, and faced refusals from #IvoryCoast and #Nigeria over deportees. 🇺🇸🇨🇮🇪🇷🇳🇬🇿🇦
sbmintelligence.substack.com…
📢
#IvoryCoast says no to deportees who aren't Ivorian. @cenbank cuts rates to 23%, hoping loans get cheaper. 24 @official_NSCDC officers held over 37 custody deaths.
Two countries, three decisions, one question: who is actually accountable? 🇨🇮🇳🇬
open.spotify.com/episode/3QA…
Washington hands out visa bans & deportee requests.
#IvoryCoast says no, twice.
#Ghana's foreign banks eat credit.
#Nigeria cuts rates, backs state police, and still wants answers on 37 dead detainees.
Reform is contagious, mostly the paperwork kind.
sbmintelligence.substack.com…