sbmintelligence.bsky.social
@sbmintelligence.bsky.social
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Chart of the week: The spark in #IvoryCoast

🇨🇮The central conflict in Côte d'Ivoire comes from President Ouattara's bid for a 4th term and the exclusion of Tidjane Thiam from the day after tomorrow's elections.
Following weeks of lethal protests, 🇲🇬#Madagascar's army seized power, forcing Andry Rajoelina to flee.

A transitional committee will govern, with Colonel Michael Randrianirina in charge, prompting jubilation and an AfricanUnion suspension.

sbmintelligence.substack.com/p/madagascar...
Madagascar's military seizes control from fleeing leader
Madagascar's military has seized power, ousting President Rajoelina after he fled widespread protests. The African Union has suspended the country.
sbmintelligence.substack.com
From 🇲🇬#Madagascar's coup to 🇳🇬#Nigeria's debt and 🇨🇮#IvoryCoast's protests, 🌍#Africa is a study in political and economic turmoil.

Only 🇬🇭#Ghana shows steady, IMF-approved progress.
The Week Ahead - Africa’s double bind
Africa is in flux: Madagascar's coup, Nigeria's struggling reforms, Ghana's IMF progress, and Ivory Coast's election protests define a turbulent regional picture.
sbmintelligence.substack.com
The Week Ahead: From Nigerian market squabbles to Malawian comebacks, this week we are being served a masterclass in political and economic theatre by a continent united by its flair for the dramatic.

#Africa #WestAfrica #Politics #Economy

sbmintelligence.substack.com/p/the-week-a...
The price of a security drawdown

Interviews with residents in #Nigeria's Benue State (bit.ly/3IMcvPh) revealed that the Nigerian Army's Operation Whirl Stroke has lost momentum, with communities now accusing security forces of complicity or indifference.
Chart of the week: Bandit bargains

Communities in Northern #Nigeria are making fragile peace deals with bandits, offering short-term respite but no lasting security solution.
Chart of the week

🇳🇬#Nigeria's economy since 2010: A boom, then a bust. After a tough recession & weak recovery, recent reforms are causing pain but may finally be stabilising growth and taming inflation.

Is this a turning point?

#Economy #Inflation #Reforms
The link is clear: when #Nigeria's oil production goes up, inflation comes down.

H1 2025 proved it: output climbed to 1.71m bpd, and inflation fell sharply.

For macroeconomic stability, securing oil infrastructure is non-negotiable.
Oil output and inflation in Nigeria: A stabilising relationship
Nigeria's inflation falls as oil production rises, since higher output strengthens the Naira and stabilises the economy.
sbmintelligence.substack.com
Africa Watch: The verdict is in, you’re guilty of being colonial

🇧🇫#BurkinaFaso, 🇲🇱#Mali, & 🇳🇪#Niger have jointly quit
the ICC, denouncing it as a tool of "neocolonial repression."
The verdict is in, you’re guilty of being colonial
Burkina Faso, Mali, and Niger have jointly quit the International Criminal Court, denouncing it as a tool of "neocolonial repression."
sbmintelligence.substack.com
🇳🇬#Nigeria's economy grows, its oil revenues slump & miners are ordered to sign community deals.
🇨🇮#IvoryCoast bets on gold and digital reform.
🇬🇭#Ghana deports migrants.
The Sahel juntas quit the ICC.

We need a stronger WiFi signal for the drama
The Week Ahead – A stronger wifi signal
Nigeria’s growth contrasts with oil and mining sector struggles, while West African neighbours pursue divergent paths on investment, justice, and migration.
sbmintelligence.substack.com
#TWA: African startups smash records, East Africa dominates.

🇳🇬 inflation dips, ₦ hits 7-month high, oil losses hit 16-yr low, but security fears remain.

Tinubu lets Fubara return.

🇨🇮 signs US power deal, 🇬🇭 accepts US deportees.
The Week Ahead – Different bus routes
African startup funding surpassed $2 billion, led by fintech. Nigeria's inflation fell, while regional security issues and new economic agreements shaped West African affairs.
sbmintelligence.substack.com
Despie being the world's leading producer of shea nuts, #Nigeria 🇳🇬is failing to capitalise on the lucrative shea butter industry💇‍♀️
🌍Africa balances reform and crisis.

From 🇳🇬Nigeria’s economic tightrope to 🇬🇭Ghana’s dollar rules, 🇨🇮Côte d’Ivoire's contentious polls & the International Criminal Court's historic case against Kony.

A continent of stark contrasts.
The week ahead – Between reforms and realities
Africa balances reform and crisis. Nigeria's economic contradictions, Ghana's inflation, Côte d’Ivoire's contentious polls, and the ICC's historic Kony case dominate.
sbmintelligence.substack.com