Electron Intelligence

Analyst-led intelligence on African energy infrastructure.

Oct 9, 2026 · Analysis

Lagos–Ogun’s Transmission Expansion: Potential Investment Routes Around Industrial Demand

Lagos–Ogun’s industrial demand could support private investment alongside public transmission expansion, where additional assets and credible repayment arrangements are established.

Timothy Agbaje, David Oni, and Joseph Ibeh · Read more
Lagos–Ogun’s Transmission Expansion: Potential Investment Routes Around Industrial Demand

Flagship reports

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Peer-normalised, USD-translated, time-series financials of 28 listed power companies across six cohorts.

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Import duty and value-added tax across 15 markets, 80 commodities, and twelve years of tariff data.

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Africa Energy Transition Investment Report 2025

Tracked $13.84 billion of disclosed investment activity across 306 deals in 43 African countries in 2025.

February 2026
Earlier
Oct 9, 2026
EI Research Desk: 17 transactions added to the platform, solar financing concentrated in two markets, South Africa’s flexible power procurement, AXIAN’s regional solar PPA, and Gridworks’ Zambia–DRC interconnector investment plans.
Article
Oct 1, 2026
EI Research Desk: Coverage grows from 1,421 deals worth $65.63 billion to 2,179 worth $93.06 billion, commercial banks financing South African solar, industrial demand for private transmission, and the Global Grids Accelerator.
Article
Oct 1, 2026
The Demand Foundations for Private Transmission: What South Africa and Kenya’s Economic Corridors Reveal
Analysis
Sep 24, 2026
EI Research Desk: 438 Assets added to the EI platform, Chart of the Week, South Africa’s battery-storage contract, and Namibia’s Okatope solar project.
Brief
Sep 18, 2026
EI Research Desk: Africa’s private transmission pipeline, Nigeria’s $550 million power-sector bond, Kamoa-Kakula’s solar-and-storage project
Brief
Sep 17, 2026
Africa’s US$3.56 Billion Private Transmission Pipeline Is Creating Different Entry Points for Capital
Analysis
Sep 11, 2026
EI Research Desk: Zambia’s offtake market beyond ZESCO, ESKOM’s earnings release, Masaiti wind acquisition
Article
Sep 10, 2026
Zambia After Open Access: Who Is Building the Power Market Beyond ZESCO
Analysis
Sep 3, 2026
Africa's Power Letter
Article
Sep 3, 2026
Cross-Border Power in West Africa: What Bilateral Liquidity Risk Says About a Regional Market
Analysis
Aug 28, 2026
EI Brief
Article
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