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103 pages, reports and scores.
36 results for “Mining & energy”
Energy Signal
African Energy 2026
The strongest signal is not the market the room expects.
Services
Capital Allocation, Deal & Portfolio Intelligence
Which markets fit the mandate, when to move, and what the exit is worth before you underwrite it.
Services
Risk, Resilience & Regulatory Intelligence
What changed this week, whether it touches your exposure, and which action deserves attention.
Services
Market Entry & Growth Strategy
Which market fits your strategy, in what sequence, and when the entry window becomes attractive.
Services
Sovereign Capital & Investment Promotion
How global capital reads your country, where the evidence is weak, and how to close the gap.
Services
Sovereign AI & Public Data Systems
National AI and data capability built with the institutions that will own and operate it.
Kilwa Atlas
Kilwa Atlas No. 1: AI Infrastructure & Sovereign Compute
Africa's AI buildout is accelerating. The grid decides who wins.
Method
Data & methodology
How every score is built, what each input is worth, and where the estimates are.
Company
Security & trust
Encryption, access control and the control set Kilwa aligns to.
Geopolitical Risk
Rewriting the Deal
Resource nationalism and retroactive fiscal regime change across African mining
Geopolitical Risk
The Great Swap
Who left, who arrived, and what the new order costs
Minerals Signal
Critical Minerals 2026
Eight markets just stopped exporting the ore raw.
Market
Morocco
Atlas No. 5: High conviction · Minerals Signal: Advantaged · 12 reports
Market
Egypt
Atlas No. 5: High conviction · Minerals Signal: Forming · 13 reports
Market
Nigeria
Atlas No. 5: High conviction · Minerals Signal: Watch · 13 reports
Market
Ghana
Atlas No. 5: High conviction · Minerals Signal: Forming · 14 reports
Market
Senegal
Atlas No. 5: Attractive structure, poor timing · Minerals Signal: Forming · 12 reports
Market
Kenya
Atlas No. 5: Attractive structure, poor timing · Minerals Signal: Forming · 14 reports
Market
Ethiopia
Atlas No. 5: Improving but early · Minerals Signal: Watch · 13 reports
Market
Rwanda
Atlas No. 5: Attractive structure, poor timing · Minerals Signal: Forming · 9 reports
Market
South Africa
Atlas No. 5: High conviction · Minerals Signal: Advantaged · 11 reports
Liquidity Signal
Exit and Liquidity 2026
A record year for exits. The cash still has not arrived.
Kilwa Atlas
Kilwa Atlas No. 4: Policy to Profit — Regulatory Execution and Market Entry
Gazetted is not enforced. Enforced is not priced.
Kilwa Atlas
Kilwa Atlas No. 3: Africa FX, Funding and Capital Mobility
Getting paid, getting out.
Macro Research
The Four Percent Trap
Africa grows fast enough to survive and too slowly to transform
Market
Algeria
Atlas No. 5: High conviction · Minerals Signal: Forming · 8 reports
Market
Côte d'Ivoire
Atlas No. 5: Attractive structure, poor timing · Minerals Signal: Forming · 12 reports
Market
DR Congo
Atlas No. 5: Improving but early · Minerals Signal: Advantaged · 10 reports
Market
São Tomé and Príncipe
Atlas No. 5: Weak structure, weak timing · Minerals Signal: Screened · 5 reports
Market
Tanzania
Atlas No. 5: Attractive structure, poor timing · Minerals Signal: Forming · 13 reports
Market
Uganda
Atlas No. 5: High conviction · Minerals Signal: Watch · 11 reports
Market
Djibouti
Atlas No. 5: High conviction · Minerals Signal: Screened · 5 reports
Market
Zambia
Atlas No. 5: High conviction · Minerals Signal: Advantaged · 13 reports
Market
Angola
Atlas No. 5: Improving but early · Minerals Signal: Forming · 10 reports
Knowledge bank
Latest “Best” AI Strategies
Nine leading AI playbooks, distilled and synthesised by Kilwa.
Markets
Markets: 54 market pages
Every published Kilwa read for each of the 54 African markets, dated and linked to its report.