#KAMALA2024

This is a disaster waiting to happen. Haven’t we learned anything from ⁦Glencore⁩’s Chad fiasco? A Dubai Firm Pledged $13 Billion for 20 Years of South Sudan Oil via ⁦Bloomberg⁩ bloomberg.com/news/articles/…

A summit in Paris on “clean cooking in Africa.” In 2024. iea.org/events/summit-…

EU officials have been busy sealing anti-migration pacts with Tunisia, Libya, Egypt and Lebanon as the boat season is about to start in Libya and Tunisia and European elections coming up. But pressure is building up in Agadez. Some observations from my trip:

Econ 101 vs political economy 101

New—our paper on the political economy of industrial policy. Our goal is to clarify some of our thinking around IP, which is inevitability political.

What the fuck

1. The “program” of the Rassemblement National is a pure opposition platform, an aggregation of gifts to those with legitimate or illegitimate complaints. It is not a program.

Lol Berlin

Maybe at long last African commodity exporters have to develop new markets, including an intra-regional one, to mitigate the reach of European over-reach in their zeal. This is after decades everyone, especially European, being content with Africa as a source of raw materials.

Africa and the Middle East combined make up only 3% of global manufacturing output. If we are serious about global development, we need to prioritise the industrialisation of these two regions.

You could read Mario Draghi's 400-page report on EU competitiveness. Or you could read the 1,250-word summary he has written for us. economist.com/by-invitation/…

I never knew that the oil industry mafia is stronger than the drug cartel; it's a big cartel. I will say this everywhere - Dangote.

Two observations on the UK's historic phase-out of coal-fired power: 1. The UK got the order of operations right (unlike 🇩🇪): first priority is to phase out coal (then gas and only then contemplate retiring old nuclear) 2. The UK did this WITHOUT expanding the role of gas in

Thank god

Over half of countries now have fertility rates below replacement level of 2.1 children per woman. This global fertility decline affects two-thirds of the world's population. Our visual article explores the implications for the future and economic impacts. imf.org/en/Publication…

In my latest for CSIS, I argue that the framing around the U.S.-funded Lobito Corridor and the Chinese-built TAZARA railway is all wrong. The future of these railroads is connection, not competition. 🧵 (1/7) csis.org/analysis/two-r…