SBM Intelligence

We provide analysis of the West African geopolitical and economic situation through such means as may prove to be expedient for the purpose. [email protected]

[SBM Intelligence @sbmintelligence]

The SBM Jollof Index fell sharply in Q3 2026, but relief reached Lagos and Ibadan, not Calabar or Port Harcourt, and did not improve the household budget.

https://t.co/ucxj3yBV7I

[SBM Intelligence @sbmintelligence]

Video: 2027 - What Nigerians want

https://t.co/V1bEaNj0iS

Despite deep national divisions, two surprising policies unite Nigerians across party lines: 67% want petrol subsidies back and 71% support state police.

[SBM Intelligence @sbmintelligence]

Chart of the Week: A Temporary Fix?

Read analysis here - https://t.co/WoYddIAE84

[SBM Intelligence @sbmintelligence]

Africa Watch: #America will end #SouthAfrica and #Rwanda's AGOA eligibility on 1 January 2027 citing trade barriers corruption and rights concerns. 🇺🇸🇿🇦🇷🇼

https://t.co/4uIBFT4F6Q

[SBM Intelligence @sbmintelligence]

📢
#America plans AGOA suspensions for #SouthAfrica and #Rwanda.
@OPay_NG pulls its $304M US IPO amid a mystery probe.
#Nigeria’s TUC rejects transport allowance.

Trade friction, fintech nerves, and labour divisions—all in one week. 🇺🇸🇿🇦🇷🇼🇳🇬

https://t.co/wBMcNOdg2P

[SBM Intelligence @sbmintelligence]

📝Paperwork dominated the week.

@OPay_NG filed in and out of a US IPO; payroll verification tightened; unions disagreed over allowances; 28 states approved state police; and #America cancelled AGOA for #SouthAfrica and #Rwanda. 🇳🇬🇷🇼🇿🇦🇺🇸

https://t.co/0IkOfEo9ts

[SBM Intelligence @sbmintelligence]

Gold outshines cocoa in #Ghana 🇬🇭🪙🍫

[SBM Intelligence @sbmintelligence]

Chart of the week: Oil with legs

[SBM Intelligence @sbmintelligence]

#Algeria's parliament approved deploying army units to #Niger reportedly to secure @sonatrach_dz oil projects. 🇩🇿🇳🇪

https://t.co/Mj9vViVkN8

[SBM Intelligence @sbmintelligence]

🔊 @inecnigeria finally puts voter register online, FG grants workers transport allowance, and states reject Federation Account deductions, still raising key fears over transparency, living costs and public service delivery nationwide. 🇳🇬

https://t.co/AifgzSiTMF

[SBM Intelligence @sbmintelligence]

The week ahead: Billions in remittances, FAAC disputes, a transport allowance, gold sales, troops to Niger, late voter register and 33 custody deaths.

https://t.co/FjBMsWoZqE

[SBM Intelligence @sbmintelligence]

Tax of terror

[SBM Intelligence @sbmintelligence]

Sahel states met @ecowas_cedeao in Dakar to set up working groups as #IvoryCoast and #Senegal pushed for closer defence talks. 🇧🇫🇲🇱🇳🇪🇨🇮🇸🇳

https://t.co/QWUPFSbC3z

[SBM Intelligence @sbmintelligence]

Chart of the week: Ebola arrives without a vaccine or visa

https://t.co/JXOE0Ym3e2

[SBM Intelligence @sbmintelligence]

📢Jollof rice is getting cheaper, but Ebola just hit Abuja, and @DeutscheBank says the naira is undervalued.

So your food costs less and your money might stretch further, but your immune system is on its own. 🇳🇬🦠🍚

https://t.co/tLoNpr6w6Y,

[SBM Intelligence @sbmintelligence]

West Africa’s week: #Nigeria pitched $78.5 billion, #Ghana secured $288 million for cocoa, but Ebola, Borno attacks, and workers' ultimatums stole the show. Plenty of deals, plenty of deadlines. Only the deadlines actually seem to arrive on time. 🇳🇬🇬🇭 🦠

https://t.co/5NTClTY0Wh

[SBM Intelligence @sbmintelligence]

Chart of the week: #Nigeria's unending cycle 🇳🇬🦹‍♂️🔫

Read more: https://t.co/H09vhc0KnM

[SBM Intelligence @sbmintelligence]

Africa Watch - Fighting between #Ethiopia and Tigrayan rebels has drawn in #Eritrea, with Ethiopian troops retaking the border town of Zalambessa. 🇪🇹🇪🇷

https://t.co/VvwbbpNpyb

[SBM Intelligence @sbmintelligence]

📢
#Ghana's teachers suspend their strike.
A 20% digital tax hits @netflix and @ChatGPT.
@Shell and @Chevron eye the Keta Basin.

Schools reopen, subscriptions cost more, and the oil hunt continues. Ghana is multitasking. 🇬🇭

https://t.co/91fyT0Gn1I

[SBM Intelligence @sbmintelligence]

A bill arrived: #Nigeria's interest outran revenue. The petrol discount is 5 cents. #Ghana taxed Netflix 20%. #IvoryCoast banked $1.9bn from tourists. Asaba awaits an apology, @HQNigerianArmy saw action, and #Ethiopia and #Eritrea argue over a small town.

https://t.co/J2bBDrglmm