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Featured Report
20272026202520242023 PROJECTION
Politics & Governance
ELDR Intelligence · Vol. III72 Pages
Premium Report Released May 2026

Nigeria 2027:
The Coalition Calculus

A 72-page strategic assessment of the Obi–Kwankwaso alliance dynamics, Imo State gubernatorial succession scenarios, and the structural conditions shaping Nigeria's 2027 general elections. Sourced data, scenario modelling, and investment-grade conclusions for institutional readers.

  • —Coalition mechanics across the LP, NNPP, and APC backbench
  • —Imo succession — three viable scenarios mapped to 2027 implications
  • —Capital flows and FX positioning under each electoral path
  • —Counter-factuals and forward watch list, 12-month horizon
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ELDR Brief

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Politics Issue №47

The Obi–Kwankwaso Question

A coalition that exists more in commentary than in mechanics. We map what would actually have to happen — and what each side gives up.

May 2026 · 7 min Read →
Energy Issue №46

Dangote's Feedstock Pivot

Twelve WTI cargoes, four Brazilian, zero NNPC. The refinery's import strategy says more about Nigerian crude allocation than the balance sheet does.

May 2026 · 6 min Read →
Economy Issue №45

CBN's New Equilibrium

The hold at 27.50% wasn't dovish — it was strategic. Three signals from the MPC communiqué that the headlines missed entirely.

May 2026 · 5 min Read →
Capital May 2026 · 8 min

Kenya's Sovereign Vehicle

A draft framework with a diaspora subscription tier. The structural choice tells you what Nairobi thinks the next decade looks like.

Apr 11 · 8 min Read →
Technology May 2026 · 9 min

The Lagos AI Stack

Three local foundation-model efforts, two compute partnerships, one regulatory question that decides whether any of it matters by 2027.

Apr 4 · 9 min Read →
Politics May 2026 · 7 min

Imo's Three Paths

Succession scenarios narrowed to three. Each one rewires the South-East power map differently — and only two are priced in.

Mar 28 · 7 min Read →
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ELDR / R-2026-04
Vol. IV
Nigeria 2027: The Coalition Calculus
Sovereign Risk

Coalition mechanics, succession scenarios, and capital flow implications across three electoral paths.

72pp · May 2026 Read →
ELDR / R-2026-03
Vol. III
African Refining: The Post-Allocation Era
Energy

Feedstock pipelines, NUPRC dynamics, and the capacity build-out reshaping continental refining margins.

96pp · Apr 2026 Read →
ELDR / R-2026-02
Vol. II
Diaspora Capital: The Quiet Channel
Capital

Remittance trajectories, sovereign vehicles, and the diaspora subscription mechanics quietly redrawing African capital structure.

68pp · Mar 2026 Read →
ELDR / R-2026-01
Vol. I
Regulatory Intelligence: 2026 Watchlist
Regulatory

Jurisdiction-by-jurisdiction monitoring of the regulatory shifts that will determine market access across nine African economies.

84pp · Feb 2026 Read →
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