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power sector

Dangote’s 20,000MW Bet: The Most Important Private Infrastructure Signal in Nigeria

Leave a Comment / Capital Allocation & Design / kude

Why this is not merely a power investment—but a structural response to Nigeria’s coordination failure problem. When Aliko Dangote announced plans to invest in up to 20,000MW of power generation, the number itself attracted attention. But the deeper significance lies elsewhere. This is not simply an energy story. It is a systems story. It represents […]

Dangote’s 20,000MW Bet: The Most Important Private Infrastructure Signal in Nigeria Read More »

The Prisoner’s Dilemma in Nigeria’s Power Sector

Leave a Comment / Political Economy / kude

The Prisoner’s Dilemma in Nigeria’s Power Sector Read More »

Nigeria’s Power Sector Is Structurally Broken

Leave a Comment / Systems & Infratructure / kude

Nigeria’s Power Sector Is Structurally Broken Read More »

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