SBM Intelligence
@sbmintelligence
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]
The cost of cooking a pot of Jollof Rice has skyrocketed 🚀📉: 🇳🇬 #Nigeria: Up 153% since 2023, now ₦27,528 🇬🇭 #Ghana: Rose to GH₵420 📌 Key drivers: Currency crash, insecurity, supply chain chaos, and fuel subsidy cuts. sbmintelligence.substack.com/p/the-sbm-joll…
📢 Podcast! buzzsprout.com/2360617/episod… 🍛 SBM’s #JollofIndex shows food costs hit new highs. How are people coping? ⛽ #Ghana’s oil/gas boom could boost energy security—but will it fuel the economy? ⚔️ #Cameroon’s military reshuffle under Biya—election play?
The week ahead - Whirlwind of paradoxes #Nigeria’s inflation falls but telecoms burn; oil revenue drops as GDP rebases higher. #Ghana boosts oil output, #Cameroon’s leader reshuffles military for re-election. sbmintelligence.substack.com/p/the-week-ahe…
.@realDonaldTrump met African leaders to discuss economic ties and US engagement. #Senegal promoted tourism; #Liberia was praised. #America US is increasing deportations, facing resistance from #Nigeria and #Ghana. - sbmintelligence.substack.com/p/transactiona…
#Podcast: Former Nigerian President Buhari dies at 82. Meanwhile, the US is deporting migrants, leading to visa restrictions for Nigeria & Ghana over non-cooperation. Separately, 5 African leaders met Trump, sparking hopes for US-Africa investment. Listen buzzsprout.com/2360617/episod…
#Nigeria paused for ex-President Buhari’s funeral amid political shifts, economic gains, and security woes. Meanwhile, #Ghana battles youth unemployment, and US-Africa relations got a violent shake-up. sbmintelligence.substack.com/p/the-week-ahe…
Under @MBuhari (2015–2023), #Nigeria saw: 📉 GDP/capita -38% 📈 Inflation 24.66% (>2X) 🛢️ Oil output -30% 👨⚕️ 1 doctor/9K (was 1:4K) 📚 10.5M kids out of school; Edu budget halved 🔫 15K+ violent deaths/year avg 💸 Debt 4X 🇳🇬 Result: Poorer, less secure, deeper in debt.
Africa Watch: #Ethiopia completes #GERD, #Africa's largest hydro dam, despite tensions with #Egypt. The $4bn project aims to generate 6,000MW and boost regional energy exports. sbmintelligence.substack.com/p/bridging-wat…
Video: "What we built in six years was destroyed in six hours!" youtu.be/ADzZTIqaU5Y #Nigeria's economic future is at stake! Arbitrary law enforcement & disregard for property rights are scaring investors away. Time for urgent reforms to restore confidence!
A deadly déjà vu: 16 killed in #Kenya's anti-government protests, largely by police. Seven died in #Togo's economic protests amid excessive force claims. sbmintelligence.substack.com/p/a-deadly-dej…
A week of reckonings: #Nigeria saw tax reforms, Rivers' truce, APC leadership change, NNPC audit scrutiny, and Peter Obi's declaration. #Ghana's banks improved, as #Kenya faced deadly protests. sbmintelligence.substack.com/p/the-week-ahe… Listen: buzzsprout.com/2360617/episod…
Gangster's Paradise: Nigeria's restive youth crisis Evolving from university cults, #Nigeria's youth gangs have killed over 1,600 people since 2020, primarily in southern states. sbmintelligence.substack.com/p/gangsters-pa…
#Africa Watch: #DRC and #Rwanda sign peace deal addressing eastern Congo conflict, disarmament, and refugee return, as DRC extends cobalt export ban to stabilise markets. sbmintelligence.substack.com/p/fragile-peace
