Hey there, Energy People! 👋🏽 This week, the energy infrastructure story is really about connection — connecting gas reserves to markets, ports to landlocked economies, new production to LNG plants, and capital to the infrastructure needed to keep the energy system expanding. Let’s get into it.
This Issue
Nigeria's gas network is entering a new phase as OB3 reaches completion, AKK nears the finish line and domestic supply crosses 2 Bcf/d. With 215.19 Tcf of proven reserves, the country is finally building the infrastructure needed to turn gas abundance into usable energy.
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Rwanda’s first major bulk fuel shipment through Mombasa marks a new phase for Kenya’s Northern Corridor, with petroleum volumes potentially rising tenfold as Kenya’s ports, pipelines and storage infrastructure take on a larger regional role.
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TotalEnergies and AMNI have reached FID on Nigeria’s Ima Gas Development, a project expected to produce 350 MMcf/d from 2028 and deliver about one-third of the gas required for NLNG Train 7 through a new 22-km pipeline.
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Alternative asset managers are becoming major financiers of America’s LNG and pipeline infrastructure, with insurance-backed capital helping developers meet the enormous funding requirements of the next wave of energy projects.
SourceEditor's Analysis
“The future of energy infrastructure will belong to the systems that connect resources, markets and capital, not simply to the resources themselves.”
The infrastructure gap is becoming the energy story. Across these four developments, the same pattern keeps appearing. Having energy resources is no longer enough. The real value increasingly lies in the systems that connect production, transportation, storage, processing, markets and capital. Nigeria illustrates this particularly well. The country has enormous gas reserves, but projects such as OB3, AKK and Ima are needed to physically connect those resources to consumers and export facilities. Rwanda, meanwhile, is showing why regional infrastructure matters to countries that do not have their own petroleum resources. Its ability to secure fuel depends on the strength and flexibility of the corridors connecting it to the coast. And in the US, the infrastructure is already being built at scale — but the financing model is evolving to keep pace. Taken together, the stories suggest that the next phase of Africa’s and the global energy transition will not be defined solely by how much energy is produced, but by how effectively infrastructure connects it to where it is needed.
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