Oakhampton media and insights

Insights & Media

Oakhampton Media

Expert analysis, platform walkthroughs, and video content — covering capital markets, market intelligence, and AI-powered consulting.

Video

Platform walkthroughs, market analysis, and product demos from the Oakhampton team.

Articles & Insights

In-depth analysis on capital markets, emerging market M&A, AI consulting, and intelligence methodology.

The DRC Minerals Deal: When Sovereignty Meets Supply Chain Security
Market Intelligence

The DRC Minerals Deal: When Sovereignty Meets Supply Chain Security

A constitutional challenge exposes the fault lines of Africa's most consequential resource agreement

The US-DRC Strategic Partnership Agreement — signed in December 2025 alongside a Rwanda peace deal — promised to reshape Central African mineral supply chains. Five months later, it faces a constitutional challenge that reveals a deeper structural tension: can Africa monetise its critical mineral endowment without ceding sovereign control? We examine the deal architecture, the legal exposure, and what it signals for cross-border capital deployment in the region.

Oakhampton Research
Read more
Resource Nationalism 2.0: Africa Rewrites the Mining Code
Market Intelligence

Resource Nationalism 2.0: Africa Rewrites the Mining Code

From Ghana's ownership mandates to Mali's royalty escalators — a continent demands its share

A wave of mining code reforms across West and Southern Africa is fundamentally altering the risk-return calculus for international miners. Ghana now mandates 100% local ownership for surface mining. Mali has pushed royalties to 10% with 35% state equity stakes. But a new model — the "Africans for Africa" initiative — is attempting to professionalise resource nationalism into bankable partnerships. We analyse who wins, who loses, and where the capital is repositioning.

Oakhampton Research
Read more
Africa's Fintech Maturation: From Mobile Money to Institutional Rails
Market Intelligence

Africa's Fintech Maturation: From Mobile Money to Institutional Rails

Kenya's 450-company ecosystem, Ethiopia's awakening, and the $490 million debt pivot reshaping African venture

African fintech has moved past the hype cycle. Q1 2026 saw $705 million in startup funding — but $490 million came as debt, not equity. Kenya's ecosystem now hosts 450 fintechs processing $300 billion annually through M-Pesa alone. Ethiopia is opening as a new frontier. And the AfCFTA's digital trade protocol could reduce cross-border FX costs by 20–30%. We examine what the maturation of African fintech means for capital allocators and cross-border deal structurers.

Oakhampton Research
Read more
AfCFTA at Scale: Can Africa Trade Its Way to Industrialisation?
Market Intelligence

AfCFTA at Scale: Can Africa Trade Its Way to Industrialisation?

$230 billion in intra-African trade, 50 ratifications, and the infrastructure gap that could make or break it

The African Continental Free Trade Area has moved from negotiation to implementation. Fifty countries have ratified. The Guided Trade Initiative has facilitated actual cross-border shipments. Intra-African trade is projected to reach $230 billion in 2026 — a 10% increase. But the hard questions remain: can tariff liberalisation overcome infrastructure deficits? Can PAPSS reduce the 20–30% FX premium that makes intra-African trade more expensive than exporting to Europe? We assess the gap between ambition and execution.

Oakhampton Research
Read more
Africa's Infrastructure Financing: The DFI Pivot and the Missing Middle
Market Intelligence

Africa's Infrastructure Financing: The DFI Pivot and the Missing Middle

Development finance has shifted from equity to debt — creating a $1.1 trillion opportunity and a dangerous gap

European and multilateral DFIs have retreated from early-stage equity into senior debt — a structural shift that is reshaping African infrastructure finance. The Africa Finance Corporation has closed landmark deals including a $330 million gold project and a $2 billion railway. Guinea is launching a $1 billion sovereign wealth fund. But the "missing middle" — $1–5 million in growth capital for infrastructure-adjacent startups — is widening. We map the new landscape of African infrastructure capital.

Oakhampton Research
Read more
Brazil's Critical Minerals Pivot: From Agri-Giant to Strategic Supplier
Market Intelligence

Brazil's Critical Minerals Pivot: From Agri-Giant to Strategic Supplier

How Brasília is leveraging its lithium, niobium, and rare earth reserves to reposition itself in the global supply chain race — and what it means for cross-border capital flows.

Brazil holds the world's largest niobium reserves, the third-largest lithium deposits, and a rare earth endowment that remains largely unexploited. As the US, EU, and China compete for supply chain security, Brasília is quietly repositioning itself — not as another resource-nationalist state, but as a strategic partner with conditions. We examine the regulatory architecture, the capital deployment pipeline, and the structural risks that cross-border investors need to price.

Oakhampton Research
Read more