Brent crude has slumped to $62.50 per barrel, down nearly 25% from early 2025 peaks and hovering at levels last seen in 2021. WTI trades below $60. The IEA projects oversupply of 3.1 million barrels per day in 2025 while demand growth remains anemic...
Risk Signal
Brent crude at $62.50 represents more than a pricing problem-it's a multi-line insurance stress test. African oil-dependent economies budgeted for $75-80 Brent, creating estimated $15-20 billion aggregate fiscal shortfalls across Nigeria, Angola, Gabon, and Chad. For underwriters, this triggers a cascade: political risk...
Payment Default Cascade Threatens Portfolio Stability
Nigeria's electricity subsidy regime has evolved from a fiscal policy challenge into a crystallized insurance risk event. Generation companies are owed approximately ₦4 trillion as of mid-2025, comprising ₦2 trillion for 2024 electricity supplied and ₦1.9 trillion in legacy...
Beyond Oil: Africa’s Quiet Lithium Race
Category: Business Intelligence | Emerging Markets
While the world debates OPEC decisions, African economies are quietly positioning for the lithium revolution. From Zimbabwe to Nigeria, mining investors are waking up to new opportunities- but...
