Insights | AEAG

Insights & Research

Thought Leadership & Market Intelligence

Research publications, market updates, and analysis from the Africa Energy Advisory Group team.

Sample Content: The articles below are sample thought leadership pieces demonstrating the quality and structure of AEAG research. They will be replaced with original publications.

ResearchJune 2026

IOC Divestments and the New Investment Landscape in Nigerian Upstream

How the restructuring of Nigeria's upstream ownership map is creating acquisition, financing, and service infrastructure opportunities for institutional investors.

NigeriaMay 2026

Nigeria's Natural Gas: The Most Scalable Near-Term Energy Asset

An assessment of Nigeria's gas reserves, domestic demand dynamics, LNG export potential, and the commercial logic of monetizing stranded gas resources.

AI & EnergyApril 2026

AI and Technology in Energy Due Diligence: Practical Applications

How data analytics, satellite monitoring, and AI-supported screening tools are improving transaction quality and reducing execution risk in African energy investments.

Energy TransitionMarch 2026

Energy Transition in Africa: Access, Reliability, and the Role of Gas

Positioning Nigeria within the wider African energy transition context — where access, reliability, and affordability intersect with the financing challenge of lower-carbon infrastructure.

Market UpdatesFebruary 2026

African Energy Investment Trends: Q1 2026 Market Update

A quarterly market note on capital allocation, deal flow, LNG developments, upstream M&A activity, and the relative attractiveness of gas, renewables, and infrastructure investments.

Investment InsightsJanuary 2026

Regulatory Landscape for Foreign Investors in Nigerian Energy

Practical implications of the Petroleum Industry Act, Electricity Act, NIPC framework, FX repatriation requirements, and sector-specific compliance for foreign sponsors and operators.