Intelligence

Analysis, deep dives and explainers built on the Nexus dataset — with every claim traceable to its origin.

6 results

Mozambique's strategic question is not whether it can export LNG, but whether any of those molecules become domestic industrial capacity.

Grade is not the constraint in the Central African Copperbelt. Firm electricity and export corridor capacity are.

Graphite, lithium, nickel and cobalt endowments are established. Processing location is the open question that determines value capture.

Alumina refining is capital-heavy and energy-intensive; the economics turn on long-term power price, not on ore availability.

Separating announced capacity from sanctioned, financed and physically progressing capacity across Nigeria, Mozambique and Egypt.

Gas, graphite, coal, heavy sands and aluminium in one economy — and the infrastructure that determines whether they connect.