Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
Egypt 2026: Nile Water Security after GERD Completion, the Entebbe Pivot, and the Food Import Question
Ethiopia completed the fifth GERD filling in August 2024 and declared the project finished in September. With Burundi's October 2024 ratification of the Cooperative Framework Agreement, the legal and hydrological status quo behind Egypt's Nile rights is, in practice, gone.
Egypt's Nile question has shifted from a negotiation problem to an operating problem. GERD was declared complete by Ethiopia on 3 September 2024 after the fifth reservoir filling, with four of thirteen turbines online by April 2026 toward a 6.45 GW installed capacity. African Union mediation collapsed in late 2023. The Cooperative Framewo...
Johor's Data Center Boom: Singapore's Spillover and Malaysia's Grid Bet
Singapore's moratorium pushed roughly 1.6 GW of latent demand across the causeway, and Johor is now Southeast Asia's most concentrated hyperscaler buildout. The binding constraints are grid, water, and sovereign data law.
Between Singapore's 2019 moratorium and the partial 2022 reopening under the Pilot Call for Application, roughly 1 to 2 GW of regional hyperscaler demand had no clean home. Johor absorbed most of it. Sedenak Tech Park, Iskandar Puteri, Kulai, and Pengerang now host announced commitments from Microsoft, AWS, Google, ByteDance, Equinix, GDS...