We provide analysis of the West African geopolitical and economic situation through such means as may prove to be expedient for the purpose. info@sbmintel.com
West Africa
Joined June 2015
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The SBM Jollof Index fell sharply in Q3 2026, but relief reached Lagos and Ibadan, not Calabar or Port Harcourt, and did not improve the household budget.
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Analysis: Mystery probe ruins @OPay_NG big payday
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Video: 2027 - What Nigerians want
youtu.be/tX3JkR13UUE
Despite deep national divisions, two surprising policies unite Nigerians across party lines: 67% want petrol subsidies back and 71% support state police.
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Chart of the Week: A Temporary Fix?
Read analysis here - sbmintelligence.substack.com…
Africa Watch: #America will end #SouthAfrica and #Rwanda's AGOA eligibility on 1 January 2027 citing trade barriers corruption and rights concerns. 🇺🇸🇿🇦🇷🇼
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📢
#America plans AGOA suspensions for #SouthAfrica and #Rwanda.
@OPay_NG pulls its $304M US IPO amid a mystery probe.
#Nigeria’s TUC rejects transport allowance.
Trade friction, fintech nerves, and labour divisions—all in one week. 🇺🇸🇿🇦🇷🇼🇳🇬
open.spotify.com/episode/4eM…
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📝Paperwork dominated the week.
@OPay_NG filed in and out of a US IPO; payroll verification tightened; unions disagreed over allowances; 28 states approved state police; and #America cancelled AGOA for #SouthAfrica and #Rwanda. 🇳🇬🇷🇼🇿🇦🇺🇸
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#Algeria's parliament approved deploying army units to #Niger reportedly to secure @sonatrach_dz oil projects. 🇩🇿🇳🇪
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🔊 @inecnigeria finally puts voter register online, FG grants workers transport allowance, and states reject Federation Account deductions, still raising key fears over transparency, living costs and public service delivery nationwide. 🇳🇬
buzzsprout.com/2360617/episo…
The week ahead: Billions in remittances, FAAC disputes, a transport allowance, gold sales, troops to Niger, late voter register and 33 custody deaths.
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Sahel states met @ecowas_cedeao in Dakar to set up working groups as #IvoryCoast and #Senegal pushed for closer defence talks. 🇧🇫🇲🇱🇳🇪🇨🇮🇸🇳
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Chart of the week: Ebola arrives without a vaccine or visa
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📢Jollof rice is getting cheaper, but Ebola just hit Abuja, and @DeutscheBank says the naira is undervalued.
So your food costs less and your money might stretch further, but your immune system is on its own. 🇳🇬🦠🍚
open.spotify.com/episode/3us…,
West Africa’s week: #Nigeria pitched $78.5 billion, #Ghana secured $288 million for cocoa, but Ebola, Borno attacks, and workers' ultimatums stole the show. Plenty of deals, plenty of deadlines. Only the deadlines actually seem to arrive on time. 🇳🇬🇬🇭 🦠
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Chart of the week: #Nigeria's unending cycle 🇳🇬🦹♂️🔫
Read more: sbmintelligence.substack.com…
Africa Watch - Fighting between #Ethiopia and Tigrayan rebels has drawn in #Eritrea, with Ethiopian troops retaking the border town of Zalambessa. 🇪🇹🇪🇷
sbmintelligence.substack.com…