Turkana oil momentum: Kenya’s Lokichar South Lokichar revised field plan and a new investor model have revived the project, with officials saying “first oil” could unlock major tax and FX gains—but warning that the real test is disciplined execution and community expectations. South Africa grid reform pressure: President Ramaphosa has extended the deadline for Eskom’s transmission unbundling plan, as ratings agencies flag execution risk that could hit the country’s power sector and credit outlook. Renewables programme debate: South Africa’s REIPPPP is credited with building a renewables industry and investment, but experts say its future role is being questioned as the bottleneck shifts from generation to grid infrastructure. Energy security through resilience: A new focus on fuel resilience highlights South Africa’s loss of refining capacity and the growing fragility of ports, terminals and logistics nodes. Nigeria downstream boost: Dangote’s 650,000 bpd refinery ramp-up is reshaping Nigeria’s fuel market, cutting import dependence and improving balance of payments. Climate and food pressure: Gulf of Guinea marine heatwaves are damaging fish stocks, adding to Ghana’s food security strain. Electric mobility pilot: Ghana’s DACF and Wahu Mobility are rolling out electric motorcycles to districts to cut fuel costs and improve service delivery. Dealmaking for energy finance: Heirs Energies’ $750m financing win underscores growing appetite for African-led oil and gas investment.