BMI View: The government is investing heavily in rehabilitating the country's antiquated power sector,
with a focus on distribution systems and generating capacity, especially hydropower and oil. Demand for
electricity will grow rapidly due to rapid economic and popul ..."
BMI View: The outlook for Botswana's power sector is somewhat tepid. Between 2015-2024, overall power
generation will grow incrementally from 0.7TWh in 2015 to 0.9TWh in 2024. Consumption will rise
steadily, underpinned by the development of industry and household con ..."
BMI View: Increasing consumption rates, high transmission/distribution losses caused by ageing
infrastructure and frequent interruptions to supply are exacerbating Ghana's ongoing power crisis. A year
of low rainfall has affected hydropower output while shortages in g ..."
BMI View: Namibia is at a critical juncture in the development of its electricity sector. The country faces a
severe crisis in the provision of power as it relies on a dilapidated hydropower system, vulnerable to
breakdown and drought, and on imported electricity from ..."
BMI View: Despite a prospective deepwater and unconventionals resource base, the outlook on the South
African upstream remains relatively poor. In the context of sustained lower oil prices, the high cost and
technical complexity of prospective explorations will act as ..."
BMI View: Given the heavy investment needed to offset rapid declines at its major maturing fields, we see
Algeria as among those producers most vulnerable to the global fall in oil prices. Softer prices will combine
with the country's weak above-ground environment to ..."
BMI View: We hold a bullish view on Ghana's oil and gas sector, as production from Jubilee, TEN and
Sankofa ramps up in the front end of our forecast period. However, strong growth in consumption will
outpace production, driving a widening supply demand deficit in the ..."
BMI View: President Muhammadu Buhari's efforts to sustain reform momentum in Nigeria's power sector
will require him to tackle major structural issues and attract private investment into power provision.
Overcoming gas supply bottlenecks and securing investment in TCN ..."
BMI View: A key takeaway from recent exploration and appraisal work in Mozambique is growing
confidence that operators have proven sufficient amounts of gas to support large LNG export projects.
However, FID delays, falling oil and gas prices, costs, infrastructure co ..."
BMI View: Widespread insecurity and an uncertain political environment continue to weaken the
production outlook in Sudan and South Sudan. Foreign appetite for investment in both countries has come
under increased strain, and continued underinvestment in the sector th ..."