Doctor of Business Administration, Strategic Alliances and Collaborations Expert, Healthcare Systems, Academic, Think Tank, Problem Solver, Father, Husband.
Kenya, Ethiopia, Nigeria Early African Winners as They Harvest Windfall from the Misery of US–Israel vs Iran War
As the world reels from the escalation of the US–Israel vs Iran war that erupted on 28 February, the humanitarian suffering is profound. Yet in the realm of global commerce, a quieter upheaval is underway. With the Red Sea and Strait of Hormuz rendered near impassable – shipping traffic down by 90% – Africa has emerged as the world’s most vital logistics corridor.
•In KENYA, the once-forgotten LAMU PORT has roared to life. Long dismissed by critics as a white elephant, it has seen a 974% surge in volume. Ultra-large vessels, too deep for Mombasa and too exposed for Gulf waters, now dock at Lamu’s 18-metre natural depth.
•ETHIOPIA'S national carrier Ethiopian Airlines has seized the moment. With Dubai and Doha mostly paralysed by airspace risks from Iranian missile and droke strikes, Addis Ababa has become the continent’s primary air-bridge. Cargo revenue is up 14%. High-value goods – electronics, pharmaceuticals, perishables –are now routed through Bole International, bypassing the 40-day sea detour.
•NIGERIA is counting its crude. Brent prices hit $120 per barrel in March. Against a budget benchmark of $64.85, daily revenues have doubled. The government has stumbled into an unexpected multi-billion dollar fiscal cushion.
•DURBAN, South Africa’s main port, has shed its reputation for congestion. It is now clocking 28 crane moves per hour, processing thousands of ships rerouted around the Cape of Good Hope with a rare level of precision.
•MOROCCO'S Royal Air Maroc has moved swiftly. Ten new international routes –including Los Angeles and Beirut – have siphoned off transit passengers who once relied on Middle Eastern hubs. Casablanca traffic is up 12%.
•WALVIS BAY in Namibia has become the first reliable refuelling station for ships emerging from the South Atlantic. Bunkering demand is up 30%.
•The DANGOTE Petroleum Refinery has in Nigeria, is cashing in. In March, it issued an export tender for 84,000 metric tonnes of jet fuel and diesel. It is no longer just a domestic project – it is replacing Persian Gulf supplies for the continent.
•MOZAMBIQUE'S $20 billion LNG project has been fast-tracked. TotalEnergies resumed operations in early 2026. Over 4,000 workers are racing to meet an accelerated production date. Iranian gas is out. Mozambican gas is in.
•At Mozambique's PORT of MAPUTO, volumes grew by 16% in the weeks following the war’s outbreak. Chrome and coal exporters have abandoned northern routes in favour of the safer Indian Ocean–Cape corridor.
•MAURITIUS, ever shrewd, has leveraged its mid-ocean position into a 15% revenue increase. High-end logistics and emergency repair services are now its bread and butter.
But no doubt, the most intriguing twist is the Roll-on/Roll-off (RoRo) revolution in Lamu. Manufacturers are using RoRo ships – where vehicles are driven on and off via ramps – to offload thousands of cars. These are then ferried to the Gulf on small, low-risk boats to avoid the $200,000+ war risk insurance premiums slapped on large carriers entering the Strait of Hormuz.
To protect this windfall, Kenya and Ethiopia have launched joint military operations along the once-languishing Lamu Port–South Sudan–Ethiopia Transport (LAPSSET) corridor. This unprecedented coordination is designed to ensure that the new “safe harbour” of Lamu remains shielded from regional spillover.
And because the closure of the Strait of Hormuz marooned shipping containers, an emergency air-bridge has formed. Nairobi and Addis Ababa are now the primary transit points for consumer electronics flown from Asia to Europe—bypassing the the 17,700KM sea detour.
US leader Donald Trump despises Africa, once labelling its countries "sh*thole", but while many of them will be hit hard by rising energy and fertilisers from America and Israel's attack on Iran, several of them will get a bounty he would never have wished for them.
Charlie Kirk had 1.7 million followers on IG before his death. As of now, he has over 11 million followers and counting.
They created an army of Charlie Kirk.
We are Charlie.
The recipient of an honorary doctorate degree should not address himself/herself as 'Doctor'. This "devalues the hard work of genuine scholars [and] erodes public trust in both academia and political leadership", per Prof @danbanik. I couldn't agree more.
@FaibaMobile Very poor service and coverage in Nairobi the last 3 months though your mifi. Visiting your head office yielded no results. Just more unkept promises. I wouldn't recommend this product to anyone.
Folks, Kenya is full of public sector professionals who are a bag of contradictions. How is it acceptable for a Judge who sat and gave a judgement that watered down Public Participation to try to command us to issue a hash tag about the IEBC.?
Donald Trump has declared victory. He has promised to heal America, and hailed the “greatest political movement”, during his speech in Florida https://t.co/O9XD19aOR7
Don’t use the title “Dr” if a university has granted you an honorary doctorate known in Latin as honoris causa. The title “Dr” is reserved for those who’ve actually EARNED an MD or a terminal degree like a PhD in a field after years of rigorous academic study. Cease and desist!
@AndersonSpeaks Ideological indoctrination lends itself to rule-based repetitive induction to a set of beliefs that is devoid of any questioning. Christian discipleship is a principle based, individualised journey that lends itself towards christ-likeness!
@DavidNdii The dignity & stability of government in all its branches depends so much upon an upright & skilful administration of justice that judicial power ought to be distinct from the legislative and executive & and independent upon both ~ John Adams 1776
Dear Mr. Ndegwa & Safaricom team,
I hope my message finds you well. I don't know where you were when Mpesa started, but a quick memory flashback will suffice.
When MJ became the first CEO of Safaricom and mooted the idea of Mpesa , banks, the top banks were furious. They lobbied and finally had a date with the acting finance minister, then Hon. Francis Michuki, alongside the governor of CBK Njuguna Ndungu. @CBKKenya
Banks made it clear that a communication company venturing into the world of money without being a bank is a big no-no. While banks approached CBK 17 years ago, Safaricom is today approaching CCK the regulator trying to stop a fellow communication company.
The wise men Michuki and Ndungu paid close attention and disregarded the banks' appeal, allowing Mpesa to continue operating. If banks receive the news that Mpesa will disappear today, they will be the first to voice their objections.
I saw a letter asking CCK not to license Starlink but to insist they partner with local players. Why does Starlink need a local player to set up shop apart from the unnecessary broker role, which is not required at all?
It saddens me greatly that today a firm that benefited from the free market is busy seeking favors that don't exist in law. The Internet is a necessity and no longer a luxury. As a hotelier, we have camps and lodges that struggle with connectivity, and even what we get is hit-and-miss while the cost is insane.
In Kenya, there are numerous small towns and schools that lack connectivity. This means that learners and residents of these smaller towns often miss out on the benefits of full connectivity at decent speeds, simply due to their perceived lack of financial resources.
Safaricom has no business trying to place obstacles in Starlink's path. Today, Safaricom finds itself in a similar situation to banks, which are attempting to block Mpesa services. Well, what is good for the goose is good for the gander, so please allow Starlink to be.
Starlink doesn't require you, Safaricom, or any other player to act as a go-between. This is precisely why Starlink relies on satellite technology, eliminating the need for intermediaries who would only increase the cost.
Bw Ndegwa Please wear your creative hat with your team and come up with a counter as opposed to seeking to place hurdles in the path of Starlink.
When MJ was asked about Mpesa he said he is not targeting the bank's clientele; he was simply targeting what the banks then described as the unbankable. Those are the clients who could not maintain a minimum bank balance of Ksh30,000. Today, Starlink is also serving the unserved and undeserved in the digital world of connectivity. Well they will also then target Safaricom clients like yours truly here in fact I am using my homefibre to share this message.
Instead of trying to stop a river, how about building a dam for a rainy day? Reach out to Starlink to be their partners in Kenya and use your wide network across Kenya to service them. Banks did not insist that Mpesa service go through them but by default that finally happened purely dictated by market demand and not through goverment control or dictates.
Please learn to grow the cake to achieve a larger pie, and avoid becoming overly comfortable with a bigger slice of a smaller cake. When you get too comfortable, you get obese don't let Safaricom get too comfortable.
Please let Starlink be
As always, I choose to remain an optimist.
Why Safaricom wants billionaire Musk’s Starlink out of Kenya https://t.co/wIV1kC5X8T