As of March 2022, Equiano lands in Lomé. Ironu extracts the strategic model: anchor-tenant infrastructure, transferability and where local leverage sits.
Section
Intellectual
Goulamina lithium project in Mali — customer demand what business leaders should track
Goulamina is a template as much as a mine: resource for capital and offtake, driven by battery demand. What transfers across West Africa, and what breaks.
PAPSS payment system launch in West Africa — strategic model the business case to test
Afreximbank and the African Union launched PAPSS on 13 January 2022. Ironu examines the strategic model, policy logic and the assumptions that could fail.
Dakar express train in Senegal — asset and corridor map — why it matters for investors
Senegal’s Dakar express train offers a transferable model for West African cities: its framework, fragile assumptions and second-order effects examined.
ArcelorMittal expansion in Liberia — customer demand what comes next across the region
Liberia and ArcelorMittal agreed an iron-ore expansion along the Yekepa-Buchanan corridor. Ironu examines the framework, policy logic and second-order effects.
Marampa iron-ore restart in Sierra Leone — customer demand the risks and opportunities
Marampa’s restart is a bet on durable demand for high-grade ore. Ironu extracts the model, its assumptions and its risks, as of 1 September 2021.
Baleine energy discovery in Côte d’Ivoire — asset and corridor map — across the region
Baleine is a discovery, but also a model. Ironu extracts the framework behind Eni’s Côte d’Ivoire find and asks which assumptions fail elsewhere in West Africa.
Nigeria’s Petroleum Industry Act — strategic model how the market shifts for investors
As of 16 August 2021, Nigeria’s Petroleum Industry Act encodes a governance model. Ironu extracts its logic, effects and what may transfer regionally.
Blitta solar plant in Togo — asset and corridor map what business leaders should track
Blitta, West Africa’s largest solar plant at around 50 MWp, is a transferable de-risking model — what travels to the next WAEMU market, and what fails.