Research and Insights
Market Insights
Evidence-based articles from AIA's analysts on the questions moving Southern African energy, infrastructure and capital markets: why power prices keep rising, how gas-to-power projects get authorised, what makes a corridor bankable.
Showing 23 of 23 articles
Energy and CommoditiesAuthorising GtP in South Africa: Lessons for Developers, Lenders and Policymakers
Energy and CommoditiesSystem Adequacy Beyond Megawatts: Adequacy Is a Bundle of Grid Services, Not Just MW Totals
Energy and CommoditiesWhy South Africa’s Power Prices Keep Rising
Energy and CommoditiesCheaper When the Sun Shines and Costly When It Sets
Energy and CommoditiesSouth Africa’s Looming Gas Supply Crisis: Dr Davies Tsikayi Speaks to SAFM
Logistics and InfrastructureSkin in the Game: Why Africa’s Next Regional Corridors Will Be Shaped by Shared Ownership
Logistics and InfrastructureThe Architecture Behind Infrastructure Delivery in Africa
Energy and CommoditiesSAWEM-SAPP Integration and the Commercial Viability of Mozambique Gas-to-Power Exports
GeopoliticsNavigating Global Fragmentation Through Regional Integration
Energy and CommoditiesStorage as Security: Rethinking South Africa’s Liquid Fuels Resilience
Energy and CommoditiesThe Price of Power: How a Tariff Surge Broke South Africa’s Industrial Backbone, and Why 62 Cents May Be the Only Way Back
Capital MarketsThe Return on Reform (‘RoR’): Why Structural Discipline Determines Infrastructure Delivery Success
Logistics and InfrastructureThe Roads We Never Build: Rethinking Access to Infrastructure Finance in Africa
EconomyCan 100 Men Beat 1 Gorilla? Why Risk Isn’t What You Think It Is in Business Strategy
Capital MarketsChina–Africa Investments in 2025: Key Trends and How They Can Improve Africa’s Competitiveness
Energy and CommoditiesRunning Low on Gas: Time for a Gas Crisis Committee?
Energy and CommoditiesThe Case for Regional Energy Integration
Energy and CommoditiesPresident Ramaphosa’s Energy Plan
EconomyUnbridled African Optimism Infographics
Energy and CommoditiesThoughts on Gas Pricing Mechanisms for South Africa
Energy and CommoditiesAccess to Clean Cooking: A Global Emergency
Energy and CommoditiesLeveraging the Energy Transition for Better Municipal Service Delivery: Adjusting to a Very New Normal
Energy and CommoditiesGas-to-Power: A Bright Future for South Africa?