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Hormuz Fallout & African Energy

Simon Osuji by Simon Osuji
March 9, 2026
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Investor Memo: Hormuz Fallout & African Energy









































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The Strait of Hormuz is closed, Brent is above $85, and Africa’s energy map is splitting into winners and losers — we break down who gains, who bleeds, and what Dangote’s stress test reveals.

Investor Memo: Hormuz Fallout & African Energy

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