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

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.
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Africa's AI Data Centre Race: MTN's $240M Lagos Bet, Microsoft's Kenya Gamble, and the Energy Problem That Could Derail Both

Africa’s AI Data Centre Race: MTN’s $240M Lagos Bet, Microsoft’s Kenya Gamble, and the Energy Problem That Could Derail Both

MTN is spending $240 million on an AI-optimised data centre in Lagos. Microsoft and G42 have committed $1 billion to a geothermal-powered campus in Kenya. Google’s Johannesburg region is live and its Umoja subsea cable is coming. Africa’s data centre investment wave is real — but the continent still holds less than 1% of global compute capacity, and energy constraints may keep it that way.
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