Energy sovereignty, risk sharing, infrastructure finance.
These strategic notes set out, with supporting data, the thesis behind every one of our engagements. Each note is available in English, with the original French edition linked below it.
Positioning note · July 2026
At the edge of thousands of unelectrified African villages, a generator runs day and night — powering an antenna, not the village. The telecom operator is the customer rural electrification never had: solvent, contracted, already on site. Why the state should lean on telecom operators, and how to structure what they could not do alone.
Download (PDF) ➔ Version française (PDF)Positioning note · July 2026
Due diligence of real demand, transmission risk treated as project risk, enforceable clauses, local structuring capacity. Four concrete levers, illustrated with real cases from across the continent.
Download (PDF) ➔ Version française (PDF)Strategic note · June 2026
Energy sovereignty is not about megawatts, but about systems: integrated grids, local players who truly own their projects, sub-regional finance that measures up. A ten-year roadmap for the CEMAC zone.
Download (PDF) ➔ Version française (PDF)Positioning note · June 2026
A PPP that sells infrastructure rather than a service silently shifts risk onto the state — and then onto the local private sector. This note documents the mechanism and sets out the principles of risk sharing that holds.
Download (PDF) ➔ Version française (PDF)Positioning note · June 2026
Africa has invested massively in generation; in many countries, a quarter of that power still never reaches the customer. Why T&D is the continent's most significant opportunity — and how to seize it.
Download (PDF) ➔ Version française (PDF)