Twelve African countries are building or approving $50 billion in LNG and gas infrastructure. The economic case is defensible. The climate finance cost — in DFI conditionality, NDC budget erosion, and lost carbon credit revenue — is not fully priced in.
Browsing Tag
Energy Transition
8 posts
Africa’s Electricity Tariff Reckoning: Nigeria, Ghana and Kenya Are Raising Power Prices — Here Is Who Gains, Who Loses, and What It Means for the Energy Transition
Seven African markets have raised electricity tariffs in the past twelve months. The economics are defensible — subsidised electricity was destroying utility balance sheets and choking new investment. The distributional consequences are not simple, and the energy transition implications are larger than either side of the debate acknowledges.
Power Africa Is Gone. Who Fills the $2–3B Annual Gap It Left Behind?
Power Africa is operationally over after USAID dismantling. Analysis of the $2-3B annual financing gap and who — if anyone — replaces it.
AIIM Launches $200M ATAF: Africa’s Infrastructure Money Is Finally Moving Into the Energy Transition
African Infrastructure Investment Managers has reached a $65M first close on the $200M African Transition Acceleration Fund. FSD Africa Investments and Allied Climate Partners anchor with $50M. Proparco, IFC and KfW co-invest. Africa’s most experienced infrastructure manager is now running a dedicated energy-transition vehicle.
AIIM Launches $200M ATAF: Africa’s Infrastructure Money Is Finally Moving Into the Energy Transition
African Infrastructure Investment Managers has reached a $65M first close on the $200M African Transition Acceleration Fund. FSD Africa Investments and Allied Climate Partners anchor with $50M. Proparco, IFC and KfW co-invest.
AIIM’s ATAF Reaches First Close: The $200M Fund Designed to Fix Africa’s Climate Finance Architecture
AIIM ATAF first close 2026 — $200M fund structure, LP composition, blended finance design, and why the architecture matters for African climate capital.
Africa BESS 2026: The Battery Layer That Turns Solar Into Reliable Power
Africa BESS 2026 — battery energy storage market, project pipeline, financing structures, and why storage is the critical missing piece in African renewables.
Africa’s Green Hydrogen Moment: $15B in Projects, But Who Are They For?
Africa green hydrogen 2026 — $15B project pipeline, Namibia and South Africa positioning, export vs. domestic use debate, and who captures the value.