Constitutional Court Shock: South Africa’s Constitutional Court permanently blocks Shell and Impact Africa’s Wild Coast offshore oil and gas exploration, citing serious public participation failures and strengthening community rights. Fuel Cost Pressure: South Africa faces another September fuel shock as petrol and diesel underrecoveries widen, with diesel underrecovery near R3/litre and motorists already paying far more than end-2025. Gas Market Push: Nigeria’s Gas Infrastructure Fund is backing global cooperation to close a $20bn infrastructure gap, as the country races to unlock gas resources. Refining Capital Boost: Africa Finance Corporation leads a $2.5bn equity raise for Dangote Refinery expansion, with the deal reportedly oversubscribed 3.7x and capacity targeted to 1.4m bpd by 2028. Power Sector Reform Debate: South Africa’s Eskom restructuring fight intensifies over whether the new Transmission System Operator should own the grid outright, with concerns about sequencing and system performance. Solar for the Grid-Less: South Africa’s iShack project delivered solar power to 2,000+ shacks in Enkanini, training residents to install, charge and maintain systems. Maritime Risk: Somali piracy is surging off the Horn as ships reroute around Hormuz, hijacking oil tankers in the Gulf of Aden and near Puntland. Energy Market Vision: A West Africa energy market plan argues the region must build integrated market architecture to turn resources into sustained value, targeting $3tn in cumulative transaction value by 2035.