Insights
Analysis for people who know the field.
A small number of pieces on the technology and economics of infrastructure in East Africa.
- Local Delivery
The parts of an infrastructure project that never show up in the model
Capex, opex, revenue, schedule. The financial model holds the numbers — but the things that move the schedule in East Africa live outside it, and they belong in the base case, not the risk section.
Read - Digital & Energy Infrastructure
Kenya's geothermal is cheap. Its data centers are still in Nairobi.
The geothermal-siting thesis for East African data centers is credible enough to analyse and easy to overstate. The build has not followed the power — and the reasons matter for anyone underwriting the story.
Read - Technical Due Diligence
Technical due diligence closes on the capex and breaks on the timeline
Most technical diligence gets the capital cost roughly right. Value leaks through the schedule — permitting, interconnection, and lead times — which the sponsor's Gantt chart rarely tells straight.
Read - RF & Connectivity
5G densification here stalls on backhaul, not the radio
In East African networks, the binding constraint on densification is rarely the radio. It is transport, site economics, and power — and a coverage map hides all three.
Read
Bring us a deal, a network, or a question.
Most engagements start as a scoped, fixed-shape piece of work: an RF & Connectivity Review, or a Technical Due Diligence Sprint.